HEAD OF WEALTH MANAGEMENT COMPLIANCE CITY NATIONAL BANK WHAT IS THE OPPORTUNITY? The Head of City National Bank's (CNB) Wealth Management Compliance business, which include investment advisory businesses, broker dealer activities, as well as trust and fiduciary activities. Advisory activities are executed both out of the Bank as well as through two Registered Investment Advisors, RBC Securities and RBC Rochdale. The trust and fiduciary activities occur both through RBC Trust Company (Delaware) as well as through its national bank charter. The Head of WM Compliance will oversee compliance activities for this division while promoting a strong culture of ethics, compliance, and integrity. Additionally, the Head of WM Compliance will partner with RBC Centers of Excellence on compliance programs and oversight related to Surveillance, Licensing, Conflicts, Funds and Broker Dealer Compliance. As a business line operating out of entities that are direct and indirect subsidiaries of CNB, a national bank regulated by the Office of the Comptroller of the Currency (OCC), and Royal Bank of Canada (RBC) in the U.S., which operates out of a bank holding company regulated by the Federal Reserve, and with activities subject to FINRA and the SEC, it will be critical for the Head of WM Compliance to balance regulatory expectations across various regulatory regimes. Further, as a member of the US Capital Markets and Wealth Management team, the CNB Head of WM Compliance will help drive synergy across the US and leverage best practices. WHAT WILL YOU DO? Advance compliance programs that focus on regulatory requirements across applicable regulatory regimes, including: the Investment Advisers Act of 1940, the Investment Company Act of 1940, the Securities Act of 1933, Securities Exchange Act of 1934, and OCC Regulation 9. Foster a strong culture of compliance with senior management and business partners Oversee and challenge as appropriate front line compliance risk taking activity, including in alignment with OCC's Heightened Standards and the Federal Reserve's Enhanced Prudential Standards as applicable. Provide advice and guidance to the CNB Wealth Management and Private Banking businesses, seeking to become a trusted advisor. Implement independent risk management routines to assure proper alignment exists with SEC and FINRA expectations, and in conjunction with RBC US Compliance Practices and the RBC Wealth Management Compliance teams. Oversee compliance management activity within the firm's RIA program, specifically, including ongoing maintenance of firm's Form ADV, Parts 1 and 2 as well as regular and periodic updates. Leveraging RBC's US shared service, provide oversight of firm and agent registration and licensing for broker dealers and registered investment adviser Provide periodic reporting to CNB, RBC and subsidiary boards with respect to matters of compliance Provide proactive compliance advice ,support and coverage to the Wealth Management and Private Banking businesses to help ensure regulatory and policy matters are well understood and effectively managed Evaluate and oversee internal controls to ensure their adequacy and effectiveness with respect to compliance risks and requirements Prioritize compliance activities toward areas identified as having the highest levels of compliance risk to the company Perform periodic risk assessments of business and operational activities to identify compliance gaps and potential exposure Establish topic and job-specific compliance training for officers and employees Partner with business units to remediate compliance findings and issues, including those identified in internal and external examinations and audits Facilitate audits and exams related to Compliance for the Wealth Management and Private Banking businesses Integrate activities with other departments to accomplish common goals. Maintain up-to-date knowledge of industry best practices to further develop effective compliance policies and procedures and programs Provide leadership with CNB affiliates to assure efficient operations as well as full compliance. Elevate and escalate material issues and concerns to both Compliance senior management and business senior management as appropriate. Perform other duties as may be requested by City National Bank's Chief Compliance Officer or by the RBC VP of Global Capital Markets and U.S. Investment Management-Broker Dealer Compliance Complies fully policies and procedures as well as all regulatory requirements WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree or equivalent Minimum 10 years of wealth management compliance experience, including investment/asset management/broker dealer/fiduciary/trust experience in a banking or investment environment required. Minimum 5 years of management experience required Additional Qualifications FINRA Series 7: General Securities Rep preferred Advanced knowledge of the Investment Advisers Act of 1940, the Investment Company Act of 1940, the Securities Act of 1933, and Securities Exchange Act of 1934 is required, with knowledge of bank non-deposit investment product requirements, OCC Regulation 9, and ERISA regulations. Knowledge and ability to reinforce a strong culture of compliance and provide independent challenge to senior management and business partners. Ability to develop and implement appropriate policies and procedures and compel others to adhere to them. Must possess excellent verbal and written communications skills sufficient to interact with all levels of Adviser and Fund Personnel, clients, vendors, etc. Ability to write policies and create compliance disclosures. Working knowledge of Microsoft office programs (Word, Excel, Power Point). Experience communicating and interacting with regulatory agencies, including exam management and other regulatory affairs. For Banking Compliance related roles, Certified Compliance Risk Manager (CRCM). For Wealth Management Compliance roles, experience with a financial institution such as a broker/dealer and/or registered investment adviser. For Wealth Management Compliance roles, experience working within a Compliance Investment Management role. WHAT'S IN IT FOR YOU? Compensation Starting base salary: $200,000 - $340,000 per year. Exact compensation may vary based on skills, experience, and location. 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.
04/29/2026
Full time
HEAD OF WEALTH MANAGEMENT COMPLIANCE CITY NATIONAL BANK WHAT IS THE OPPORTUNITY? The Head of City National Bank's (CNB) Wealth Management Compliance business, which include investment advisory businesses, broker dealer activities, as well as trust and fiduciary activities. Advisory activities are executed both out of the Bank as well as through two Registered Investment Advisors, RBC Securities and RBC Rochdale. The trust and fiduciary activities occur both through RBC Trust Company (Delaware) as well as through its national bank charter. The Head of WM Compliance will oversee compliance activities for this division while promoting a strong culture of ethics, compliance, and integrity. Additionally, the Head of WM Compliance will partner with RBC Centers of Excellence on compliance programs and oversight related to Surveillance, Licensing, Conflicts, Funds and Broker Dealer Compliance. As a business line operating out of entities that are direct and indirect subsidiaries of CNB, a national bank regulated by the Office of the Comptroller of the Currency (OCC), and Royal Bank of Canada (RBC) in the U.S., which operates out of a bank holding company regulated by the Federal Reserve, and with activities subject to FINRA and the SEC, it will be critical for the Head of WM Compliance to balance regulatory expectations across various regulatory regimes. Further, as a member of the US Capital Markets and Wealth Management team, the CNB Head of WM Compliance will help drive synergy across the US and leverage best practices. WHAT WILL YOU DO? Advance compliance programs that focus on regulatory requirements across applicable regulatory regimes, including: the Investment Advisers Act of 1940, the Investment Company Act of 1940, the Securities Act of 1933, Securities Exchange Act of 1934, and OCC Regulation 9. Foster a strong culture of compliance with senior management and business partners Oversee and challenge as appropriate front line compliance risk taking activity, including in alignment with OCC's Heightened Standards and the Federal Reserve's Enhanced Prudential Standards as applicable. Provide advice and guidance to the CNB Wealth Management and Private Banking businesses, seeking to become a trusted advisor. Implement independent risk management routines to assure proper alignment exists with SEC and FINRA expectations, and in conjunction with RBC US Compliance Practices and the RBC Wealth Management Compliance teams. Oversee compliance management activity within the firm's RIA program, specifically, including ongoing maintenance of firm's Form ADV, Parts 1 and 2 as well as regular and periodic updates. Leveraging RBC's US shared service, provide oversight of firm and agent registration and licensing for broker dealers and registered investment adviser Provide periodic reporting to CNB, RBC and subsidiary boards with respect to matters of compliance Provide proactive compliance advice ,support and coverage to the Wealth Management and Private Banking businesses to help ensure regulatory and policy matters are well understood and effectively managed Evaluate and oversee internal controls to ensure their adequacy and effectiveness with respect to compliance risks and requirements Prioritize compliance activities toward areas identified as having the highest levels of compliance risk to the company Perform periodic risk assessments of business and operational activities to identify compliance gaps and potential exposure Establish topic and job-specific compliance training for officers and employees Partner with business units to remediate compliance findings and issues, including those identified in internal and external examinations and audits Facilitate audits and exams related to Compliance for the Wealth Management and Private Banking businesses Integrate activities with other departments to accomplish common goals. Maintain up-to-date knowledge of industry best practices to further develop effective compliance policies and procedures and programs Provide leadership with CNB affiliates to assure efficient operations as well as full compliance. Elevate and escalate material issues and concerns to both Compliance senior management and business senior management as appropriate. Perform other duties as may be requested by City National Bank's Chief Compliance Officer or by the RBC VP of Global Capital Markets and U.S. Investment Management-Broker Dealer Compliance Complies fully policies and procedures as well as all regulatory requirements WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree or equivalent Minimum 10 years of wealth management compliance experience, including investment/asset management/broker dealer/fiduciary/trust experience in a banking or investment environment required. Minimum 5 years of management experience required Additional Qualifications FINRA Series 7: General Securities Rep preferred Advanced knowledge of the Investment Advisers Act of 1940, the Investment Company Act of 1940, the Securities Act of 1933, and Securities Exchange Act of 1934 is required, with knowledge of bank non-deposit investment product requirements, OCC Regulation 9, and ERISA regulations. Knowledge and ability to reinforce a strong culture of compliance and provide independent challenge to senior management and business partners. Ability to develop and implement appropriate policies and procedures and compel others to adhere to them. Must possess excellent verbal and written communications skills sufficient to interact with all levels of Adviser and Fund Personnel, clients, vendors, etc. Ability to write policies and create compliance disclosures. Working knowledge of Microsoft office programs (Word, Excel, Power Point). Experience communicating and interacting with regulatory agencies, including exam management and other regulatory affairs. For Banking Compliance related roles, Certified Compliance Risk Manager (CRCM). For Wealth Management Compliance roles, experience with a financial institution such as a broker/dealer and/or registered investment adviser. For Wealth Management Compliance roles, experience working within a Compliance Investment Management role. WHAT'S IN IT FOR YOU? Compensation Starting base salary: $200,000 - $340,000 per year. Exact compensation may vary based on skills, experience, and location. 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.
Senior Tax Manager (Trust and Estates) / / Top 50 firm / Strong benefits and ability for partnership This Jobot Job is hosted by: Joseph Sipocz Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $160,000 - $240,000 per year A bit about us: We are top 50 public accounting firm and a leading advisory firm that helps organizations and their leaders take on everyday challenges and opportunities while preparing them for whatever comes next in their business. We are seeking a highly skilled and experienced Permanent Senior Tax Manager with a specialty in Trusts and Estates. This challenging yet rewarding role will require you to use your expertise in the Accounting and Finance industry to provide comprehensive tax and financial advice to high net worth individuals and families. You will play a critical role in managing and growing our client portfolio, ensuring that we deliver the highest level of service to our clients. This role requires a deep understanding of estate, real estate law, family law, trust, and trust and estate tax. Why join us? Multiple office locations Global resources Tons of opportunities internally Hybrid and flexible work schedule 401K Medical, dental, and vision HSA/FSA Job Details Responsibilities: 1. Oversee and manage a portfolio of Trust and Estate clients, ensuring all tax planning and compliance needs are met. 2. Develop and implement strategic tax planning for clients, including managing the financial impact of estate and gift taxes. 3. Provide consultation and support on complex Trust and Estate tax matters, including interpreting tax laws and offering tailored advice. 4. Collaborate with internal teams and external advisors to ensure a coordinated and comprehensive approach to client service. 5. Maintain up-to-date knowledge of current tax laws and regulations, and communicate potential impact to clients and team members. 6. Lead and mentor junior team members, fostering a culture of continuous learning and growth. 7. Build and maintain strong relationships with clients, providing exceptional service and establishing trust. 8. Participate in business development initiatives, identifying opportunities for growth and new client acquisition. Qualifications: 1. Bachelor's degree in Accounting, Finance, or related field. Advanced degree in Taxation or Law is highly preferred. 2. CPA, JD, or CFP certification required. 3. Minimum of 5 years of experience in Trust and Estate tax planning and compliance, preferably within a public accounting or law firm environment. 4. Proven expertise in estate, real estate law, family law, trust, and trust and estate tax. 5. Exceptional knowledge of federal and state tax codes, regulations, and case laws. 6. Strong leadership skills with a proven ability to mentor and develop team members. 7. Excellent interpersonal and communication skills, with the ability to build strong relationships with clients and team members. 8. Demonstrated ability to manage multiple projects and meet deadlines in a fast-paced environment. 9. Strong analytical and problem-solving skills, with a keen attention to detail. 10. Proficiency in tax preparation and research software. This is an incredible opportunity for a seasoned tax professional to take their career to the next level. If you have the necessary skills and experience, and are ready to make a significant impact in a dynamic and growing firm, we would love to hear from you. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
04/29/2026
Full time
Senior Tax Manager (Trust and Estates) / / Top 50 firm / Strong benefits and ability for partnership This Jobot Job is hosted by: Joseph Sipocz Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $160,000 - $240,000 per year A bit about us: We are top 50 public accounting firm and a leading advisory firm that helps organizations and their leaders take on everyday challenges and opportunities while preparing them for whatever comes next in their business. We are seeking a highly skilled and experienced Permanent Senior Tax Manager with a specialty in Trusts and Estates. This challenging yet rewarding role will require you to use your expertise in the Accounting and Finance industry to provide comprehensive tax and financial advice to high net worth individuals and families. You will play a critical role in managing and growing our client portfolio, ensuring that we deliver the highest level of service to our clients. This role requires a deep understanding of estate, real estate law, family law, trust, and trust and estate tax. Why join us? Multiple office locations Global resources Tons of opportunities internally Hybrid and flexible work schedule 401K Medical, dental, and vision HSA/FSA Job Details Responsibilities: 1. Oversee and manage a portfolio of Trust and Estate clients, ensuring all tax planning and compliance needs are met. 2. Develop and implement strategic tax planning for clients, including managing the financial impact of estate and gift taxes. 3. Provide consultation and support on complex Trust and Estate tax matters, including interpreting tax laws and offering tailored advice. 4. Collaborate with internal teams and external advisors to ensure a coordinated and comprehensive approach to client service. 5. Maintain up-to-date knowledge of current tax laws and regulations, and communicate potential impact to clients and team members. 6. Lead and mentor junior team members, fostering a culture of continuous learning and growth. 7. Build and maintain strong relationships with clients, providing exceptional service and establishing trust. 8. Participate in business development initiatives, identifying opportunities for growth and new client acquisition. Qualifications: 1. Bachelor's degree in Accounting, Finance, or related field. Advanced degree in Taxation or Law is highly preferred. 2. CPA, JD, or CFP certification required. 3. Minimum of 5 years of experience in Trust and Estate tax planning and compliance, preferably within a public accounting or law firm environment. 4. Proven expertise in estate, real estate law, family law, trust, and trust and estate tax. 5. Exceptional knowledge of federal and state tax codes, regulations, and case laws. 6. Strong leadership skills with a proven ability to mentor and develop team members. 7. Excellent interpersonal and communication skills, with the ability to build strong relationships with clients and team members. 8. Demonstrated ability to manage multiple projects and meet deadlines in a fast-paced environment. 9. Strong analytical and problem-solving skills, with a keen attention to detail. 10. Proficiency in tax preparation and research software. This is an incredible opportunity for a seasoned tax professional to take their career to the next level. If you have the necessary skills and experience, and are ready to make a significant impact in a dynamic and growing firm, we would love to hear from you. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
Job SummaryThe Director, Corporate Accounts serves as the primary strategic relationship leader and executive point of contact for Fresenius Kabi's Infusion Therapy Technology, Portfolio products, and/or Nutrition portfolio with key national accounts. This includes Group Purchasing Organizations (GPOs) across Acute, Home Care, Oncology, Retail, and Alternate Site segments; distributors (oncology, compounding, and retail); Integrated Delivery Networks (IDNs); and other strategic health system partners. This role is responsible for developing and executing strategic account plans, cultivating executive-level relationships, and driving sustainable revenue growth across assigned national accounts. The Director aligns customer priorities with Fresenius Kabi's commercial strategy to deliver differentiated value and achieve mutually beneficial outcomes. The Director leads the coordination and management of the entire customer lifecycle, ensuring the long-term success of relationships with Region U.S.'s most strategic health systems, GPOs, distributors, and key accounts. This role works in close partnership with Sales, Contracting, Marketing, Customer Service, Clinical teams, and other cross-functional stakeholders to ensure strategic alignment, deliver value-based solutions to customers, and support the achievement of company growth objectives. This position will cover the Central part of the United States. The ideal candidate will live near a major airport in one of the following states: Wisconsin, Minnesota, South Dakota, North Dakota, Illinois, Iowa, Indiana, Michigan, Missouri, Nebraska, Kansas, Oklahoma, Kentucky, Tennessee, Alabama or Arkansas Salary Range: $150,000 - $175,000 per year base, plus a quarterly commission target of $20,000 per quarter. Final pay determinations will depend on various factors, including, but not limited to experience level, education, knowledge, skills, and abilities. Our benefits and programs are comprehensive and thoughtfully crafted to ensure our colleagues live healthy lives and have support when it matters most.ResponsibilitiesStrategic Account Leadership Serve as the primary corporate accounts representative and executive point of contact for assigned national accounts across Group Purchasing Organizations (GPOs), distributors, Integrated Delivery Networks (IDNs), home healthcare groups, retail organizations, managed care entities, physician groups, and other strategic partners. Develop and execute comprehensive strategic account plans that align Fresenius Kabi's portfolio and commercial strategy with customer priorities to drive long-term growth and partnership. Establish and maintain trusted relationships with executive leadership and key decision makers, including C-suite stakeholders and key opinion leaders within customer organizations. Lead the joint business planning process with strategic customers to define shared goals, identify growth opportunities, and ensure alignment on strategic initiatives.Business Growth & Commercial Execution Drive revenue growth and market expansion across assigned accounts by identifying opportunities for portfolio adoption, contract optimization, and new business development. Develop and manage a robust and accurate opportunity pipeline sufficient to achieve or exceed annual sales targets. Ensure effective execution of sales and account management processes including pre-call planning, opportunity tracking, contract management, pricing and quotations, and pipeline reporting. Collaborate with field sales teams and internal stakeholders to coordinate account strategies and support successful execution across the customer organization.Customer Relationship & Value Creation Lead system-level strategy development and coordinate cross-functional execution to ensure consistent and effective engagement with strategic customers. Identify and deliver customer-focused solutions that address operational, clinical, and economic needs in partnership with internal account team resources. Act as a trusted advisor to customers by understanding their strategic priorities and aligning Fresenius Kabi solutions to support improved patient care and operational outcomes.Contracting & Negotiation Lead complex negotiations with national accounts and strategic customers related to contracts, pricing, business priorities, and performance expectations. Partner with Contracting, Legal, and Commercial Leadership to structure agreements that support customer value while achieving company financial and strategic objectives.Cross-Functional Leadership Serve as the primary communication link between Corporate Accounts customers and internal teams including Sales, Marketing, Contracting, Customer Service, Clinical, and Supply Chain. Drive cross-functional collaboration to ensure alignment on account strategy, issue resolution, and execution of key initiatives. Provide insights from national accounts to internal stakeholders to inform commercial strategy, product positioning, and market development efforts.Industry Engagement Represent Fresenius Kabi at industry associations, customer meetings, and key market events to strengthen relationships, gather market intelligence, and identify emerging opportunities. Attends local, national, and global meetings as needed. Completes all training requirements, including all department-specific, compliance training, etc. Participates in any and all reasonable work activities as assigned by management. All employees are responsible for ensuring the compliance to company documents, programs and activities related to the Health, Safety, Environment, Energy, and Quality Management Systems, as per your roles and responsibilities.Requirements Bachelor's degree required, Masters or advanced degree preferred 10+ years related Corporate Accounts and/or Medical Device experience (or related experience in the healthcare industry). Ability to communicate and form strong relationships with multiple levels and responsibilities within the organization and GPOs. Proven ability to negotiate large contracts effectively at the GPO level, health systems, and/or distributors. Proven ability to drive sales growth and deliver results through process-oriented data-driven continuous improvement tools and methods (sales funnel process, gap analysis, value selling, etc.) Solid interpersonal and effective communication skills (verbal and written) with internal stakeholders and outside agencies, partners, and vendors. Proficient with Microsoft Office (Excel, Word, PowerPoint, Outlook), and other database/ERP concepts (i.e., SAP, ) Travel is required to attend meetings/trainings/programs/customer visits (up to 75%) and is based on business need (via public transportation: air/auto); may require overnight travel. Must have a valid driver's license. Must maintain all requirements for access to customer sites, including active and current compliance with all credentialing requirements (may include COVID-19 and annual influenza vaccinations), in order to perform the essential functions of the role at customer locations. Demonstrated ability to prioritize and execute tasks in a dynamic environment. Ability to collaborate effectively with all employees and external business contacts while conveying a positive, service-oriented attitude. Highest level of integrity and good judgment, with the ability to effectively deal with highly sensitive, confidential information. Ability to maintain complete confidentiality and discretion in business relationships and exercise sound business judgment. Ability to work flexible hours and weekends to meet business/customer needsAdditional InformationWe offer an excellent salary and benefits package including medical, dental and vision coverage, as well as life insurance, disability,401K with company contribution, andwellness program. Fresenius Kabi is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, citizenship, immigration status, disabilities, or protected veteran status.
04/29/2026
Job SummaryThe Director, Corporate Accounts serves as the primary strategic relationship leader and executive point of contact for Fresenius Kabi's Infusion Therapy Technology, Portfolio products, and/or Nutrition portfolio with key national accounts. This includes Group Purchasing Organizations (GPOs) across Acute, Home Care, Oncology, Retail, and Alternate Site segments; distributors (oncology, compounding, and retail); Integrated Delivery Networks (IDNs); and other strategic health system partners. This role is responsible for developing and executing strategic account plans, cultivating executive-level relationships, and driving sustainable revenue growth across assigned national accounts. The Director aligns customer priorities with Fresenius Kabi's commercial strategy to deliver differentiated value and achieve mutually beneficial outcomes. The Director leads the coordination and management of the entire customer lifecycle, ensuring the long-term success of relationships with Region U.S.'s most strategic health systems, GPOs, distributors, and key accounts. This role works in close partnership with Sales, Contracting, Marketing, Customer Service, Clinical teams, and other cross-functional stakeholders to ensure strategic alignment, deliver value-based solutions to customers, and support the achievement of company growth objectives. This position will cover the Central part of the United States. The ideal candidate will live near a major airport in one of the following states: Wisconsin, Minnesota, South Dakota, North Dakota, Illinois, Iowa, Indiana, Michigan, Missouri, Nebraska, Kansas, Oklahoma, Kentucky, Tennessee, Alabama or Arkansas Salary Range: $150,000 - $175,000 per year base, plus a quarterly commission target of $20,000 per quarter. Final pay determinations will depend on various factors, including, but not limited to experience level, education, knowledge, skills, and abilities. Our benefits and programs are comprehensive and thoughtfully crafted to ensure our colleagues live healthy lives and have support when it matters most.ResponsibilitiesStrategic Account Leadership Serve as the primary corporate accounts representative and executive point of contact for assigned national accounts across Group Purchasing Organizations (GPOs), distributors, Integrated Delivery Networks (IDNs), home healthcare groups, retail organizations, managed care entities, physician groups, and other strategic partners. Develop and execute comprehensive strategic account plans that align Fresenius Kabi's portfolio and commercial strategy with customer priorities to drive long-term growth and partnership. Establish and maintain trusted relationships with executive leadership and key decision makers, including C-suite stakeholders and key opinion leaders within customer organizations. Lead the joint business planning process with strategic customers to define shared goals, identify growth opportunities, and ensure alignment on strategic initiatives.Business Growth & Commercial Execution Drive revenue growth and market expansion across assigned accounts by identifying opportunities for portfolio adoption, contract optimization, and new business development. Develop and manage a robust and accurate opportunity pipeline sufficient to achieve or exceed annual sales targets. Ensure effective execution of sales and account management processes including pre-call planning, opportunity tracking, contract management, pricing and quotations, and pipeline reporting. Collaborate with field sales teams and internal stakeholders to coordinate account strategies and support successful execution across the customer organization.Customer Relationship & Value Creation Lead system-level strategy development and coordinate cross-functional execution to ensure consistent and effective engagement with strategic customers. Identify and deliver customer-focused solutions that address operational, clinical, and economic needs in partnership with internal account team resources. Act as a trusted advisor to customers by understanding their strategic priorities and aligning Fresenius Kabi solutions to support improved patient care and operational outcomes.Contracting & Negotiation Lead complex negotiations with national accounts and strategic customers related to contracts, pricing, business priorities, and performance expectations. Partner with Contracting, Legal, and Commercial Leadership to structure agreements that support customer value while achieving company financial and strategic objectives.Cross-Functional Leadership Serve as the primary communication link between Corporate Accounts customers and internal teams including Sales, Marketing, Contracting, Customer Service, Clinical, and Supply Chain. Drive cross-functional collaboration to ensure alignment on account strategy, issue resolution, and execution of key initiatives. Provide insights from national accounts to internal stakeholders to inform commercial strategy, product positioning, and market development efforts.Industry Engagement Represent Fresenius Kabi at industry associations, customer meetings, and key market events to strengthen relationships, gather market intelligence, and identify emerging opportunities. Attends local, national, and global meetings as needed. Completes all training requirements, including all department-specific, compliance training, etc. Participates in any and all reasonable work activities as assigned by management. All employees are responsible for ensuring the compliance to company documents, programs and activities related to the Health, Safety, Environment, Energy, and Quality Management Systems, as per your roles and responsibilities.Requirements Bachelor's degree required, Masters or advanced degree preferred 10+ years related Corporate Accounts and/or Medical Device experience (or related experience in the healthcare industry). Ability to communicate and form strong relationships with multiple levels and responsibilities within the organization and GPOs. Proven ability to negotiate large contracts effectively at the GPO level, health systems, and/or distributors. Proven ability to drive sales growth and deliver results through process-oriented data-driven continuous improvement tools and methods (sales funnel process, gap analysis, value selling, etc.) Solid interpersonal and effective communication skills (verbal and written) with internal stakeholders and outside agencies, partners, and vendors. Proficient with Microsoft Office (Excel, Word, PowerPoint, Outlook), and other database/ERP concepts (i.e., SAP, ) Travel is required to attend meetings/trainings/programs/customer visits (up to 75%) and is based on business need (via public transportation: air/auto); may require overnight travel. Must have a valid driver's license. Must maintain all requirements for access to customer sites, including active and current compliance with all credentialing requirements (may include COVID-19 and annual influenza vaccinations), in order to perform the essential functions of the role at customer locations. Demonstrated ability to prioritize and execute tasks in a dynamic environment. Ability to collaborate effectively with all employees and external business contacts while conveying a positive, service-oriented attitude. Highest level of integrity and good judgment, with the ability to effectively deal with highly sensitive, confidential information. Ability to maintain complete confidentiality and discretion in business relationships and exercise sound business judgment. Ability to work flexible hours and weekends to meet business/customer needsAdditional InformationWe offer an excellent salary and benefits package including medical, dental and vision coverage, as well as life insurance, disability,401K with company contribution, andwellness program. Fresenius Kabi is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, citizenship, immigration status, disabilities, or protected veteran status.
Senior Tax Manager (Trust and Estates) / / Top 50 firm / Strong benefits and ability for partnership This Jobot Job is hosted by: Joseph Sipocz Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $160,000 - $240,000 per year A bit about us: We are top 50 public accounting firm and a leading advisory firm that helps organizations and their leaders take on everyday challenges and opportunities while preparing them for whatever comes next in their business. We are seeking a highly skilled and experienced Permanent Senior Tax Manager with a specialty in Trusts and Estates. This challenging yet rewarding role will require you to use your expertise in the Accounting and Finance industry to provide comprehensive tax and financial advice to high net worth individuals and families. You will play a critical role in managing and growing our client portfolio, ensuring that we deliver the highest level of service to our clients. This role requires a deep understanding of estate, real estate law, family law, trust, and trust and estate tax. Why join us? Multiple office locations Global resources Tons of opportunities internally Hybrid and flexible work schedule 401K Medical, dental, and vision HSA/FSA Job Details Responsibilities: 1. Oversee and manage a portfolio of Trust and Estate clients, ensuring all tax planning and compliance needs are met. 2. Develop and implement strategic tax planning for clients, including managing the financial impact of estate and gift taxes. 3. Provide consultation and support on complex Trust and Estate tax matters, including interpreting tax laws and offering tailored advice. 4. Collaborate with internal teams and external advisors to ensure a coordinated and comprehensive approach to client service. 5. Maintain up-to-date knowledge of current tax laws and regulations, and communicate potential impact to clients and team members. 6. Lead and mentor junior team members, fostering a culture of continuous learning and growth. 7. Build and maintain strong relationships with clients, providing exceptional service and establishing trust. 8. Participate in business development initiatives, identifying opportunities for growth and new client acquisition. Qualifications: 1. Bachelor's degree in Accounting, Finance, or related field. Advanced degree in Taxation or Law is highly preferred. 2. CPA, JD, or CFP certification required. 3. Minimum of 5 years of experience in Trust and Estate tax planning and compliance, preferably within a public accounting or law firm environment. 4. Proven expertise in estate, real estate law, family law, trust, and trust and estate tax. 5. Exceptional knowledge of federal and state tax codes, regulations, and case laws. 6. Strong leadership skills with a proven ability to mentor and develop team members. 7. Excellent interpersonal and communication skills, with the ability to build strong relationships with clients and team members. 8. Demonstrated ability to manage multiple projects and meet deadlines in a fast-paced environment. 9. Strong analytical and problem-solving skills, with a keen attention to detail. 10. Proficiency in tax preparation and research software. This is an incredible opportunity for a seasoned tax professional to take their career to the next level. If you have the necessary skills and experience, and are ready to make a significant impact in a dynamic and growing firm, we would love to hear from you. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
04/29/2026
Full time
Senior Tax Manager (Trust and Estates) / / Top 50 firm / Strong benefits and ability for partnership This Jobot Job is hosted by: Joseph Sipocz Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $160,000 - $240,000 per year A bit about us: We are top 50 public accounting firm and a leading advisory firm that helps organizations and their leaders take on everyday challenges and opportunities while preparing them for whatever comes next in their business. We are seeking a highly skilled and experienced Permanent Senior Tax Manager with a specialty in Trusts and Estates. This challenging yet rewarding role will require you to use your expertise in the Accounting and Finance industry to provide comprehensive tax and financial advice to high net worth individuals and families. You will play a critical role in managing and growing our client portfolio, ensuring that we deliver the highest level of service to our clients. This role requires a deep understanding of estate, real estate law, family law, trust, and trust and estate tax. Why join us? Multiple office locations Global resources Tons of opportunities internally Hybrid and flexible work schedule 401K Medical, dental, and vision HSA/FSA Job Details Responsibilities: 1. Oversee and manage a portfolio of Trust and Estate clients, ensuring all tax planning and compliance needs are met. 2. Develop and implement strategic tax planning for clients, including managing the financial impact of estate and gift taxes. 3. Provide consultation and support on complex Trust and Estate tax matters, including interpreting tax laws and offering tailored advice. 4. Collaborate with internal teams and external advisors to ensure a coordinated and comprehensive approach to client service. 5. Maintain up-to-date knowledge of current tax laws and regulations, and communicate potential impact to clients and team members. 6. Lead and mentor junior team members, fostering a culture of continuous learning and growth. 7. Build and maintain strong relationships with clients, providing exceptional service and establishing trust. 8. Participate in business development initiatives, identifying opportunities for growth and new client acquisition. Qualifications: 1. Bachelor's degree in Accounting, Finance, or related field. Advanced degree in Taxation or Law is highly preferred. 2. CPA, JD, or CFP certification required. 3. Minimum of 5 years of experience in Trust and Estate tax planning and compliance, preferably within a public accounting or law firm environment. 4. Proven expertise in estate, real estate law, family law, trust, and trust and estate tax. 5. Exceptional knowledge of federal and state tax codes, regulations, and case laws. 6. Strong leadership skills with a proven ability to mentor and develop team members. 7. Excellent interpersonal and communication skills, with the ability to build strong relationships with clients and team members. 8. Demonstrated ability to manage multiple projects and meet deadlines in a fast-paced environment. 9. Strong analytical and problem-solving skills, with a keen attention to detail. 10. Proficiency in tax preparation and research software. This is an incredible opportunity for a seasoned tax professional to take their career to the next level. If you have the necessary skills and experience, and are ready to make a significant impact in a dynamic and growing firm, we would love to hear from you. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
Senior Tax Manager (Trust and Estates) / / Top 50 firm / Strong benefits and ability for partnership This Jobot Job is hosted by: Joseph Sipocz Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $160,000 - $240,000 per year A bit about us: We are top 50 public accounting firm and a leading advisory firm that helps organizations and their leaders take on everyday challenges and opportunities while preparing them for whatever comes next in their business. We are seeking a highly skilled and experienced Permanent Senior Tax Manager with a specialty in Trusts and Estates. This challenging yet rewarding role will require you to use your expertise in the Accounting and Finance industry to provide comprehensive tax and financial advice to high net worth individuals and families. You will play a critical role in managing and growing our client portfolio, ensuring that we deliver the highest level of service to our clients. This role requires a deep understanding of estate, real estate law, family law, trust, and trust and estate tax. Why join us? Multiple office locations Global resources Tons of opportunities internally Hybrid and flexible work schedule 401K Medical, dental, and vision HSA/FSA Job Details Responsibilities: 1. Oversee and manage a portfolio of Trust and Estate clients, ensuring all tax planning and compliance needs are met. 2. Develop and implement strategic tax planning for clients, including managing the financial impact of estate and gift taxes. 3. Provide consultation and support on complex Trust and Estate tax matters, including interpreting tax laws and offering tailored advice. 4. Collaborate with internal teams and external advisors to ensure a coordinated and comprehensive approach to client service. 5. Maintain up-to-date knowledge of current tax laws and regulations, and communicate potential impact to clients and team members. 6. Lead and mentor junior team members, fostering a culture of continuous learning and growth. 7. Build and maintain strong relationships with clients, providing exceptional service and establishing trust. 8. Participate in business development initiatives, identifying opportunities for growth and new client acquisition. Qualifications: 1. Bachelor's degree in Accounting, Finance, or related field. Advanced degree in Taxation or Law is highly preferred. 2. CPA, JD, or CFP certification required. 3. Minimum of 5 years of experience in Trust and Estate tax planning and compliance, preferably within a public accounting or law firm environment. 4. Proven expertise in estate, real estate law, family law, trust, and trust and estate tax. 5. Exceptional knowledge of federal and state tax codes, regulations, and case laws. 6. Strong leadership skills with a proven ability to mentor and develop team members. 7. Excellent interpersonal and communication skills, with the ability to build strong relationships with clients and team members. 8. Demonstrated ability to manage multiple projects and meet deadlines in a fast-paced environment. 9. Strong analytical and problem-solving skills, with a keen attention to detail. 10. Proficiency in tax preparation and research software. This is an incredible opportunity for a seasoned tax professional to take their career to the next level. If you have the necessary skills and experience, and are ready to make a significant impact in a dynamic and growing firm, we would love to hear from you. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
04/29/2026
Full time
Senior Tax Manager (Trust and Estates) / / Top 50 firm / Strong benefits and ability for partnership This Jobot Job is hosted by: Joseph Sipocz Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $160,000 - $240,000 per year A bit about us: We are top 50 public accounting firm and a leading advisory firm that helps organizations and their leaders take on everyday challenges and opportunities while preparing them for whatever comes next in their business. We are seeking a highly skilled and experienced Permanent Senior Tax Manager with a specialty in Trusts and Estates. This challenging yet rewarding role will require you to use your expertise in the Accounting and Finance industry to provide comprehensive tax and financial advice to high net worth individuals and families. You will play a critical role in managing and growing our client portfolio, ensuring that we deliver the highest level of service to our clients. This role requires a deep understanding of estate, real estate law, family law, trust, and trust and estate tax. Why join us? Multiple office locations Global resources Tons of opportunities internally Hybrid and flexible work schedule 401K Medical, dental, and vision HSA/FSA Job Details Responsibilities: 1. Oversee and manage a portfolio of Trust and Estate clients, ensuring all tax planning and compliance needs are met. 2. Develop and implement strategic tax planning for clients, including managing the financial impact of estate and gift taxes. 3. Provide consultation and support on complex Trust and Estate tax matters, including interpreting tax laws and offering tailored advice. 4. Collaborate with internal teams and external advisors to ensure a coordinated and comprehensive approach to client service. 5. Maintain up-to-date knowledge of current tax laws and regulations, and communicate potential impact to clients and team members. 6. Lead and mentor junior team members, fostering a culture of continuous learning and growth. 7. Build and maintain strong relationships with clients, providing exceptional service and establishing trust. 8. Participate in business development initiatives, identifying opportunities for growth and new client acquisition. Qualifications: 1. Bachelor's degree in Accounting, Finance, or related field. Advanced degree in Taxation or Law is highly preferred. 2. CPA, JD, or CFP certification required. 3. Minimum of 5 years of experience in Trust and Estate tax planning and compliance, preferably within a public accounting or law firm environment. 4. Proven expertise in estate, real estate law, family law, trust, and trust and estate tax. 5. Exceptional knowledge of federal and state tax codes, regulations, and case laws. 6. Strong leadership skills with a proven ability to mentor and develop team members. 7. Excellent interpersonal and communication skills, with the ability to build strong relationships with clients and team members. 8. Demonstrated ability to manage multiple projects and meet deadlines in a fast-paced environment. 9. Strong analytical and problem-solving skills, with a keen attention to detail. 10. Proficiency in tax preparation and research software. This is an incredible opportunity for a seasoned tax professional to take their career to the next level. If you have the necessary skills and experience, and are ready to make a significant impact in a dynamic and growing firm, we would love to hear from you. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
Get away from the busy season hours and join a growing organization! This Jobot Job is hosted by: Albert Simons Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $150,000 - $170,000 per year A bit about us: We are a rapidly growing energy infrastructure company focused on delivering innovative solutions to meet global energy needs while advancing sustainability goals. Our team is driven, collaborative, and dedicated to shaping the future of energy. Why join us? Opportunity to make a meaningful impact in a growing organization. No busy season hours like you'd find in public accounting Collaborative team environment with exposure to high-level strategic projects. Competitive compensation, performance bonus, and comprehensive benefits package. Hybrid schedule Job Details We are seeking a Tax Manager with expertise in partnership taxation to join our finance and tax team. This individual will manage partnership tax compliance and planning, ensuring accuracy, compliance, and efficiency across the organization's joint ventures and pass-through entities. Key Responsibilities: Lead tax planning and structuring for partnership arrangements, joint ventures, and other pass-through entities. Provide technical expertise on allocations, basis adjustments, capital accounts, and distributive share matters. Partner with accounting team to ensure accurate tax provision reporting under ASC 740. Monitor legislative and regulatory developments related to partnership taxation and advise leadership accordingly. Coordinate with external auditors, advisors, and tax authorities. Support tax aspects of strategic projects, including financing, capital projects, and M&A activity. Qualifications: Bachelor's degree in Accounting, Finance, or related field; CPA and/or Master of Taxation strongly preferred. 6-10 years of progressive tax experience, with significant focus on partnership taxation. In-depth knowledge of Subchapter K and partnership tax regulations. Prior experience in Big 4 or large public accounting firm strongly preferred; industry experience in energy, infrastructure, or private equity a plus. Excellent analytical, organizational, and communication skills. Ability to manage multiple priorities in a dynamic environment. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
04/28/2026
Full time
Get away from the busy season hours and join a growing organization! This Jobot Job is hosted by: Albert Simons Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $150,000 - $170,000 per year A bit about us: We are a rapidly growing energy infrastructure company focused on delivering innovative solutions to meet global energy needs while advancing sustainability goals. Our team is driven, collaborative, and dedicated to shaping the future of energy. Why join us? Opportunity to make a meaningful impact in a growing organization. No busy season hours like you'd find in public accounting Collaborative team environment with exposure to high-level strategic projects. Competitive compensation, performance bonus, and comprehensive benefits package. Hybrid schedule Job Details We are seeking a Tax Manager with expertise in partnership taxation to join our finance and tax team. This individual will manage partnership tax compliance and planning, ensuring accuracy, compliance, and efficiency across the organization's joint ventures and pass-through entities. Key Responsibilities: Lead tax planning and structuring for partnership arrangements, joint ventures, and other pass-through entities. Provide technical expertise on allocations, basis adjustments, capital accounts, and distributive share matters. Partner with accounting team to ensure accurate tax provision reporting under ASC 740. Monitor legislative and regulatory developments related to partnership taxation and advise leadership accordingly. Coordinate with external auditors, advisors, and tax authorities. Support tax aspects of strategic projects, including financing, capital projects, and M&A activity. Qualifications: Bachelor's degree in Accounting, Finance, or related field; CPA and/or Master of Taxation strongly preferred. 6-10 years of progressive tax experience, with significant focus on partnership taxation. In-depth knowledge of Subchapter K and partnership tax regulations. Prior experience in Big 4 or large public accounting firm strongly preferred; industry experience in energy, infrastructure, or private equity a plus. Excellent analytical, organizational, and communication skills. Ability to manage multiple priorities in a dynamic environment. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
The International Trade Compliance Manager (ITCM) will provide subject matter expertise on all import and export compliance matters, ensuring Ace Hardware follows trade laws and regulations. Provides support and oversight to documentation, customs classification, and management of Ace Hardware's import broker. Provide direct leadership to 3 team members. Manage daily import operations while providing tactical and strategic support, analysis, and reporting. The ITCM will have the Import Compliance Specialist reporting directly to them. The Import Compliance Manager will also lead CTPAT, ISA, First Sale Duty Drawback, and all other programs related to compliance, while also managing Ace Hardware's relationship with US Customs and Border Protection. The ITCM will also provide strategic leadership on current and future product and category compliance requirements for export around the world supporting Ace International. In this capacity they will be responsible for understanding international trade compliance and/or country specific import/export compliance requirements and be able to develop clear benchmarks and processes required to meet these standards. The individual will be communicating with AIH team (Oak Brook, China, and Global Sales teams) regarding documentation and requirements to achieve these country specific compliance requirements and meet international trade regulation. The individual will maintain processes and policies that support the collection, accessibility, and communication of the category compliance documentation and retention. What you will do: Management of Daily Operations: Serve as a liaison for broker and suppliers to resolve import compliance issue and ensure shipments are delivered timely. Assist with new item additions and product maintenance of trade data, as needed. Act as back-up to assist with product classification, for US Import and Export. Assists with educating Ace Hardware Suppliers with Trade Data and US and all other Government compliance. Oversee the filing of all AES for export shipments. What you will need: Ensure Ace Hardware's Compliance to Trade Regulations Minimize exposure to governmental penalties by ensuring compliance with US Customs and Border Protection and other government agencies' laws and regulations. Work closely with Customs officials to request Binding Rulings, respond to requests information (CF28 and CF29) and obtain guidance on port regulations. Assist with post-entry audits to proactively prohibit penalties for non-compliance. Maintain Import Compliance Manual on an annual basis. Drive international trade compliance excellence in accordance with country specific regulations pertaining to global trade and ensuring compliance with corporate, group and divisional policies. Strategic Support: Optimize efficiency of import logistics and supply chain by resolving compliance matters. Manage special project/requests for import/export teams and internal/external legal counsel relating to CBP and associated laws and regulations. Support International Leadership team with projects as needed. Support the growth of multiple international teams and programs in over 69 import countries. Act as an advisor and liaison on behalf of the AIH retailer, working closely with site leadership and program managers on applicable trade compliance matters. Ensure International standards for global highly regulated commodities, chemical, water, gas and electric for testing, packaging, and shipping requirements are adhere Cargo Security/C-TPAT: Act as subject matter expert to CTPAT. Ensure service vendors meet requirements to maintain Ace's Tier 3 ranking, and that processes are in place and followed relating to International Transportation and Customs Brokerage. Integral component on company's cross functional CTPAT team. ISA Program: Work with outside council to maintain current ISA program and annual audit. Long-term develop practice to bring management of ISA in house. Work cross-functionally throughout Ace Hardware to ensure compliance to program. Management: Work closely with Director of International Logistics and Compliance to ensure all matters related to trade compliance as communicated and addressed cross functionally throughout Ace Hardware. Manage the performance and professional development of 3 direct reports. Team may grow as business needs change. Knowledge, Experience, and Competencies: Ace Competencies Product Review - For testing. Regulations, and restrictions for intercountry importing/exporting and sale requirement. Strategic thinking - Ability to envision, create and present strategy trade barriers in additional options to drive disruptive wholesale and/or retail growth. Leadership - Demonstrated and active leadership across the organization, vendors, and retailers as authority in respective category. Superior problem-solving skills. Negotiation skills - Superior negotiation skills with proven results leveraging company scale, business drivers, and strategies Presentation skills - Ability to plan, assemble and present with excellence strategy, execution, and updates to leadership, across the organization, vendors, and retailers Knowledge and Experience: 7+ years' experience with logistics, customs brokerage, international trade documents, Harmonized Tariff Classification, and U.S. Customs and Border Protection and foreign compliance, including 2 years in leadership Demonstrated ability to lead, influence and manage both internal and external partners to drive common goals and strategy and achieve continued improvements, results, and successes. Ability to think strategically and cast a vision coupled with a realistic mission Must understand different countries and their cultural challenges along with proven ability to work cross-functionally with internal departments Knowledge and ability to lead CTPAT and ISA program. Licenses Customs Broker required. Bachelor's Degree preferred. Excellent written and verbal communications. High level of initiative, flexibility, organization and team orientation. Fluent in English both written and spoken; second language of Spanish or Mandarin, a plus. Must be a team player with the ability to collaborate with internal and external business partners Compensation Details: $137700 - $175600 per year Why should you join our team? We live our values - W.E.L.I.G.H.T (Winning, Excellence, Love, Integrity, Gratitude, Humility, and Teamwork). Gratitude. Humility. Love. You don't often see values like these in most corporate statements, but Ace is different. These things are important to us. They represent our commitment to the company, our employees, to Ace retailers and to the Ace brand. In addition to providing our employees a great culture, Ace also offers competitive benefits that address life's necessities and perks, many of which expand and improve year after year, including: Incentive opportunities, based on role/grade level (company growth over the past 5 years resulted in incentives being paid out at an average of 122% of your target opportunity!) Generous 401(k) retirement savings plan with a fully vested matching contribution the first year in addition to quarterly contributions and annual discretionary contribution (once eligibility requirements have been met). Over the past 5 years, company contributions (matching, quarterly & discretionary) for fully eligible employees have averaged 10% of total eligible compensation Comprehensive health coverage (medical, dental, vision and disability - up to 26 weeks short-term disability and long-term disability) & life insurance benefits for you and your dependents 21 days of vacation immediately available (prorated in the first year) and up to 6 paid holidays depending on the month of hire Company Car, phone and fuel card are provided for field-based positions Your career at Ace is more than just a job. It's a chance to be part of something meaningful. We help locally-owned businesses thrive and make an impact in their communities - and we support our employees in doing the same by offering an annual Ace Cares Week, 20 hours off work per year to volunteer at an organization of your choice, opportunities to help Children's Miracle Network Hospitals and the Ace Helpful Fund through the Ace Foundation Ace invests in every employee we hire, with a key focus on development and coaching. We offer on-site classes, facilitator-led courses, and a generous tuition assistance program, plus a performance management approach that goes beyond the typical annual review We know the work environment matters. That's why Ace holds frequent campus events like Employee Appreciation Week, vendor demos, cookouts, and merchandise sales We bring them to you! Services such as mobile spas, auto maintenance, car wash and detailing, dry cleaning, dentists, eye doctors, flu shots, recycling and more! Employee discounts on Ace merchandise (including top brands like Weber, Traeger, Yeti, Craftsman, DeWalt and more), travel, fitness, computers and thousands more Birth/Adoption bonding paid time off Adoption cost reimbursement . click apply for full job details
04/28/2026
Full time
The International Trade Compliance Manager (ITCM) will provide subject matter expertise on all import and export compliance matters, ensuring Ace Hardware follows trade laws and regulations. Provides support and oversight to documentation, customs classification, and management of Ace Hardware's import broker. Provide direct leadership to 3 team members. Manage daily import operations while providing tactical and strategic support, analysis, and reporting. The ITCM will have the Import Compliance Specialist reporting directly to them. The Import Compliance Manager will also lead CTPAT, ISA, First Sale Duty Drawback, and all other programs related to compliance, while also managing Ace Hardware's relationship with US Customs and Border Protection. The ITCM will also provide strategic leadership on current and future product and category compliance requirements for export around the world supporting Ace International. In this capacity they will be responsible for understanding international trade compliance and/or country specific import/export compliance requirements and be able to develop clear benchmarks and processes required to meet these standards. The individual will be communicating with AIH team (Oak Brook, China, and Global Sales teams) regarding documentation and requirements to achieve these country specific compliance requirements and meet international trade regulation. The individual will maintain processes and policies that support the collection, accessibility, and communication of the category compliance documentation and retention. What you will do: Management of Daily Operations: Serve as a liaison for broker and suppliers to resolve import compliance issue and ensure shipments are delivered timely. Assist with new item additions and product maintenance of trade data, as needed. Act as back-up to assist with product classification, for US Import and Export. Assists with educating Ace Hardware Suppliers with Trade Data and US and all other Government compliance. Oversee the filing of all AES for export shipments. What you will need: Ensure Ace Hardware's Compliance to Trade Regulations Minimize exposure to governmental penalties by ensuring compliance with US Customs and Border Protection and other government agencies' laws and regulations. Work closely with Customs officials to request Binding Rulings, respond to requests information (CF28 and CF29) and obtain guidance on port regulations. Assist with post-entry audits to proactively prohibit penalties for non-compliance. Maintain Import Compliance Manual on an annual basis. Drive international trade compliance excellence in accordance with country specific regulations pertaining to global trade and ensuring compliance with corporate, group and divisional policies. Strategic Support: Optimize efficiency of import logistics and supply chain by resolving compliance matters. Manage special project/requests for import/export teams and internal/external legal counsel relating to CBP and associated laws and regulations. Support International Leadership team with projects as needed. Support the growth of multiple international teams and programs in over 69 import countries. Act as an advisor and liaison on behalf of the AIH retailer, working closely with site leadership and program managers on applicable trade compliance matters. Ensure International standards for global highly regulated commodities, chemical, water, gas and electric for testing, packaging, and shipping requirements are adhere Cargo Security/C-TPAT: Act as subject matter expert to CTPAT. Ensure service vendors meet requirements to maintain Ace's Tier 3 ranking, and that processes are in place and followed relating to International Transportation and Customs Brokerage. Integral component on company's cross functional CTPAT team. ISA Program: Work with outside council to maintain current ISA program and annual audit. Long-term develop practice to bring management of ISA in house. Work cross-functionally throughout Ace Hardware to ensure compliance to program. Management: Work closely with Director of International Logistics and Compliance to ensure all matters related to trade compliance as communicated and addressed cross functionally throughout Ace Hardware. Manage the performance and professional development of 3 direct reports. Team may grow as business needs change. Knowledge, Experience, and Competencies: Ace Competencies Product Review - For testing. Regulations, and restrictions for intercountry importing/exporting and sale requirement. Strategic thinking - Ability to envision, create and present strategy trade barriers in additional options to drive disruptive wholesale and/or retail growth. Leadership - Demonstrated and active leadership across the organization, vendors, and retailers as authority in respective category. Superior problem-solving skills. Negotiation skills - Superior negotiation skills with proven results leveraging company scale, business drivers, and strategies Presentation skills - Ability to plan, assemble and present with excellence strategy, execution, and updates to leadership, across the organization, vendors, and retailers Knowledge and Experience: 7+ years' experience with logistics, customs brokerage, international trade documents, Harmonized Tariff Classification, and U.S. Customs and Border Protection and foreign compliance, including 2 years in leadership Demonstrated ability to lead, influence and manage both internal and external partners to drive common goals and strategy and achieve continued improvements, results, and successes. Ability to think strategically and cast a vision coupled with a realistic mission Must understand different countries and their cultural challenges along with proven ability to work cross-functionally with internal departments Knowledge and ability to lead CTPAT and ISA program. Licenses Customs Broker required. Bachelor's Degree preferred. Excellent written and verbal communications. High level of initiative, flexibility, organization and team orientation. Fluent in English both written and spoken; second language of Spanish or Mandarin, a plus. Must be a team player with the ability to collaborate with internal and external business partners Compensation Details: $137700 - $175600 per year Why should you join our team? We live our values - W.E.L.I.G.H.T (Winning, Excellence, Love, Integrity, Gratitude, Humility, and Teamwork). Gratitude. Humility. Love. You don't often see values like these in most corporate statements, but Ace is different. These things are important to us. They represent our commitment to the company, our employees, to Ace retailers and to the Ace brand. In addition to providing our employees a great culture, Ace also offers competitive benefits that address life's necessities and perks, many of which expand and improve year after year, including: Incentive opportunities, based on role/grade level (company growth over the past 5 years resulted in incentives being paid out at an average of 122% of your target opportunity!) Generous 401(k) retirement savings plan with a fully vested matching contribution the first year in addition to quarterly contributions and annual discretionary contribution (once eligibility requirements have been met). Over the past 5 years, company contributions (matching, quarterly & discretionary) for fully eligible employees have averaged 10% of total eligible compensation Comprehensive health coverage (medical, dental, vision and disability - up to 26 weeks short-term disability and long-term disability) & life insurance benefits for you and your dependents 21 days of vacation immediately available (prorated in the first year) and up to 6 paid holidays depending on the month of hire Company Car, phone and fuel card are provided for field-based positions Your career at Ace is more than just a job. It's a chance to be part of something meaningful. We help locally-owned businesses thrive and make an impact in their communities - and we support our employees in doing the same by offering an annual Ace Cares Week, 20 hours off work per year to volunteer at an organization of your choice, opportunities to help Children's Miracle Network Hospitals and the Ace Helpful Fund through the Ace Foundation Ace invests in every employee we hire, with a key focus on development and coaching. We offer on-site classes, facilitator-led courses, and a generous tuition assistance program, plus a performance management approach that goes beyond the typical annual review We know the work environment matters. That's why Ace holds frequent campus events like Employee Appreciation Week, vendor demos, cookouts, and merchandise sales We bring them to you! Services such as mobile spas, auto maintenance, car wash and detailing, dry cleaning, dentists, eye doctors, flu shots, recycling and more! Employee discounts on Ace merchandise (including top brands like Weber, Traeger, Yeti, Craftsman, DeWalt and more), travel, fitness, computers and thousands more Birth/Adoption bonding paid time off Adoption cost reimbursement . click apply for full job details
Drive Tax Strategy at the intersection of energy infrastructure, artificial intelligence, and large-scale real estate development. 40% bonus, Equity and fully covered benefits! This Jobot Job is hosted by: John Armel Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $200,000 - $300,000 per year A bit about us: A high-growth digital infrastructure company-fresh off a successful IPO and scaling to meet surging AI and high-performance computing demand-is seeking a Director, Tax to lead all aspects of tax strategy, planning, and compliance. The organization delivers ultra-efficient, on-site-powered data center capacity and operates at the intersection of energy, technology, and mission-critical infrastructure. This role is a unique opportunity to join the senior leadership team and shape the tax function of a next-generation hyperscale platform. The Director, Tax will oversee tax strategy across a complex environment that includes REIT structures, renewable energy tax credits (ITCs and PTCs), and foreign trade zone operations. The ideal candidate brings deep technical expertise, strong leadership skills, and the ability to thrive in a fast-paced, public-company setting. Why join us? This is a rare opportunity for a senior tax leader to step into a foundational role at the intersection of energy infrastructure, artificial intelligence, and large-scale real estate development. The organization is developing one of the most ambitious energy-integrated AI infrastructure platforms in the United States-combining large-scale power generation with hyperscale data center development. As demand for compute and energy accelerates globally, the company is building the kind of infrastructure required to support the next generation of artificial intelligence and advanced technologies. For a Tax Director, this role offers far more than traditional compliance oversight. You will play a strategic leadership role shaping the tax architecture of a complex, capital-intensive platform that leverages REIT structures, renewable energy incentives, and international trade frameworks. What Makes This Role Unique Strategic influence at the highest level You will serve as a key advisor to executive leadership, helping guide tax strategy across capital deployment, infrastructure development, and long-term growth initiatives. Complex, high-impact tax structuring Few roles combine REIT qualification, energy tax credits (ITC/PTC), and foreign trade zone strategies within a single platform. This position sits at the center of structuring decisions that directly impact billions in infrastructure investment. Build the tax function from the ground up This is a chance to design and lead the tax organization, implement best-in-class processes, and establish the framework that will support the company's long-term expansion. Work on nationally significant infrastructure The projects underway are designed to power the next generation of AI and high-performance computing, positioning the company at the forefront of a rapidly evolving industry. Early leadership in a high-growth platform Joining at this stage means working alongside senior leadership while the organization is scaling-giving you a seat at the table as major strategic, financial, and structural decisions are made. Job Details Strategic Leadership Serve as the senior tax advisor to executive leadership and cross-functional teams. Develop and execute a tax strategy aligned with corporate growth, capital deployment, and operational objectives. Lead tax planning related to REIT compliance, renewable energy incentives, and trade zone structures. Tax Planning & Structuring Oversee all aspects of REIT qualification, testing, and compliance. Optimize ITC and PTC strategies across the company's energy-integrated data center portfolio. Manage tax considerations for foreign trade zones, including compliance and duty-savings strategies. Support structuring for acquisitions, joint ventures, and new development initiatives. Tax Compliance & Reporting Direct federal, state, and local tax compliance, including REIT-specific filings and credit documentation. Oversee ASC 740, quarterly and annual tax provisions, and financial statement disclosures. Maintain strong internal controls and audit readiness. Team Leadership & Collaboration Build and lead a high-performing tax organization. Partner with finance, legal, operations, and development teams to support strategic decision-making. Manage external advisors and regulatory relationships. Qualifications 12+ years of progressive tax experience, including leadership roles in corporate tax or Big Four advisory. Required: Significant REIT tax experience. Strong knowledge of ITCs and PTCs. Experience with foreign trade zones. CPA, JD, or Master's in Taxation preferred. Proven ability to lead teams and influence senior stakeholders in a complex, high-growth environment. Excellent analytical and executive communication skills. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
04/28/2026
Full time
Drive Tax Strategy at the intersection of energy infrastructure, artificial intelligence, and large-scale real estate development. 40% bonus, Equity and fully covered benefits! This Jobot Job is hosted by: John Armel Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $200,000 - $300,000 per year A bit about us: A high-growth digital infrastructure company-fresh off a successful IPO and scaling to meet surging AI and high-performance computing demand-is seeking a Director, Tax to lead all aspects of tax strategy, planning, and compliance. The organization delivers ultra-efficient, on-site-powered data center capacity and operates at the intersection of energy, technology, and mission-critical infrastructure. This role is a unique opportunity to join the senior leadership team and shape the tax function of a next-generation hyperscale platform. The Director, Tax will oversee tax strategy across a complex environment that includes REIT structures, renewable energy tax credits (ITCs and PTCs), and foreign trade zone operations. The ideal candidate brings deep technical expertise, strong leadership skills, and the ability to thrive in a fast-paced, public-company setting. Why join us? This is a rare opportunity for a senior tax leader to step into a foundational role at the intersection of energy infrastructure, artificial intelligence, and large-scale real estate development. The organization is developing one of the most ambitious energy-integrated AI infrastructure platforms in the United States-combining large-scale power generation with hyperscale data center development. As demand for compute and energy accelerates globally, the company is building the kind of infrastructure required to support the next generation of artificial intelligence and advanced technologies. For a Tax Director, this role offers far more than traditional compliance oversight. You will play a strategic leadership role shaping the tax architecture of a complex, capital-intensive platform that leverages REIT structures, renewable energy incentives, and international trade frameworks. What Makes This Role Unique Strategic influence at the highest level You will serve as a key advisor to executive leadership, helping guide tax strategy across capital deployment, infrastructure development, and long-term growth initiatives. Complex, high-impact tax structuring Few roles combine REIT qualification, energy tax credits (ITC/PTC), and foreign trade zone strategies within a single platform. This position sits at the center of structuring decisions that directly impact billions in infrastructure investment. Build the tax function from the ground up This is a chance to design and lead the tax organization, implement best-in-class processes, and establish the framework that will support the company's long-term expansion. Work on nationally significant infrastructure The projects underway are designed to power the next generation of AI and high-performance computing, positioning the company at the forefront of a rapidly evolving industry. Early leadership in a high-growth platform Joining at this stage means working alongside senior leadership while the organization is scaling-giving you a seat at the table as major strategic, financial, and structural decisions are made. Job Details Strategic Leadership Serve as the senior tax advisor to executive leadership and cross-functional teams. Develop and execute a tax strategy aligned with corporate growth, capital deployment, and operational objectives. Lead tax planning related to REIT compliance, renewable energy incentives, and trade zone structures. Tax Planning & Structuring Oversee all aspects of REIT qualification, testing, and compliance. Optimize ITC and PTC strategies across the company's energy-integrated data center portfolio. Manage tax considerations for foreign trade zones, including compliance and duty-savings strategies. Support structuring for acquisitions, joint ventures, and new development initiatives. Tax Compliance & Reporting Direct federal, state, and local tax compliance, including REIT-specific filings and credit documentation. Oversee ASC 740, quarterly and annual tax provisions, and financial statement disclosures. Maintain strong internal controls and audit readiness. Team Leadership & Collaboration Build and lead a high-performing tax organization. Partner with finance, legal, operations, and development teams to support strategic decision-making. Manage external advisors and regulatory relationships. Qualifications 12+ years of progressive tax experience, including leadership roles in corporate tax or Big Four advisory. Required: Significant REIT tax experience. Strong knowledge of ITCs and PTCs. Experience with foreign trade zones. CPA, JD, or Master's in Taxation preferred. Proven ability to lead teams and influence senior stakeholders in a complex, high-growth environment. Excellent analytical and executive communication skills. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
Get away from the busy season hours and join a growing organization! This Jobot Job is hosted by: Albert Simons Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $150,000 - $170,000 per year A bit about us: We are a rapidly growing energy infrastructure company focused on delivering innovative solutions to meet global energy needs while advancing sustainability goals. Our team is driven, collaborative, and dedicated to shaping the future of energy. Why join us? Opportunity to make a meaningful impact in a growing organization. No busy season hours like you'd find in public accounting Collaborative team environment with exposure to high-level strategic projects. Competitive compensation, performance bonus, and comprehensive benefits package. Hybrid schedule Job Details We are seeking a Tax Manager with expertise in partnership taxation to join our finance and tax team. This individual will manage partnership tax compliance and planning, ensuring accuracy, compliance, and efficiency across the organization's joint ventures and pass-through entities. Key Responsibilities: Lead tax planning and structuring for partnership arrangements, joint ventures, and other pass-through entities. Provide technical expertise on allocations, basis adjustments, capital accounts, and distributive share matters. Partner with accounting team to ensure accurate tax provision reporting under ASC 740. Monitor legislative and regulatory developments related to partnership taxation and advise leadership accordingly. Coordinate with external auditors, advisors, and tax authorities. Support tax aspects of strategic projects, including financing, capital projects, and M&A activity. Qualifications: Bachelor's degree in Accounting, Finance, or related field; CPA and/or Master of Taxation strongly preferred. 6-10 years of progressive tax experience, with significant focus on partnership taxation. In-depth knowledge of Subchapter K and partnership tax regulations. Prior experience in Big 4 or large public accounting firm strongly preferred; industry experience in energy, infrastructure, or private equity a plus. Excellent analytical, organizational, and communication skills. Ability to manage multiple priorities in a dynamic environment. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
04/28/2026
Full time
Get away from the busy season hours and join a growing organization! This Jobot Job is hosted by: Albert Simons Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $150,000 - $170,000 per year A bit about us: We are a rapidly growing energy infrastructure company focused on delivering innovative solutions to meet global energy needs while advancing sustainability goals. Our team is driven, collaborative, and dedicated to shaping the future of energy. Why join us? Opportunity to make a meaningful impact in a growing organization. No busy season hours like you'd find in public accounting Collaborative team environment with exposure to high-level strategic projects. Competitive compensation, performance bonus, and comprehensive benefits package. Hybrid schedule Job Details We are seeking a Tax Manager with expertise in partnership taxation to join our finance and tax team. This individual will manage partnership tax compliance and planning, ensuring accuracy, compliance, and efficiency across the organization's joint ventures and pass-through entities. Key Responsibilities: Lead tax planning and structuring for partnership arrangements, joint ventures, and other pass-through entities. Provide technical expertise on allocations, basis adjustments, capital accounts, and distributive share matters. Partner with accounting team to ensure accurate tax provision reporting under ASC 740. Monitor legislative and regulatory developments related to partnership taxation and advise leadership accordingly. Coordinate with external auditors, advisors, and tax authorities. Support tax aspects of strategic projects, including financing, capital projects, and M&A activity. Qualifications: Bachelor's degree in Accounting, Finance, or related field; CPA and/or Master of Taxation strongly preferred. 6-10 years of progressive tax experience, with significant focus on partnership taxation. In-depth knowledge of Subchapter K and partnership tax regulations. Prior experience in Big 4 or large public accounting firm strongly preferred; industry experience in energy, infrastructure, or private equity a plus. Excellent analytical, organizational, and communication skills. Ability to manage multiple priorities in a dynamic environment. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
Get away from the busy season hours and join a growing organization! This Jobot Job is hosted by: Albert Simons Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $150,000 - $170,000 per year A bit about us: We are a rapidly growing energy infrastructure company focused on delivering innovative solutions to meet global energy needs while advancing sustainability goals. Our team is driven, collaborative, and dedicated to shaping the future of energy. Why join us? Opportunity to make a meaningful impact in a growing organization. No busy season hours like you'd find in public accounting Collaborative team environment with exposure to high-level strategic projects. Competitive compensation, performance bonus, and comprehensive benefits package. Hybrid schedule Job Details We are seeking a Tax Manager with expertise in partnership taxation to join our finance and tax team. This individual will manage partnership tax compliance and planning, ensuring accuracy, compliance, and efficiency across the organization's joint ventures and pass-through entities. Key Responsibilities: Lead tax planning and structuring for partnership arrangements, joint ventures, and other pass-through entities. Provide technical expertise on allocations, basis adjustments, capital accounts, and distributive share matters. Partner with accounting team to ensure accurate tax provision reporting under ASC 740. Monitor legislative and regulatory developments related to partnership taxation and advise leadership accordingly. Coordinate with external auditors, advisors, and tax authorities. Support tax aspects of strategic projects, including financing, capital projects, and M&A activity. Qualifications: Bachelor's degree in Accounting, Finance, or related field; CPA and/or Master of Taxation strongly preferred. 6-10 years of progressive tax experience, with significant focus on partnership taxation. In-depth knowledge of Subchapter K and partnership tax regulations. Prior experience in Big 4 or large public accounting firm strongly preferred; industry experience in energy, infrastructure, or private equity a plus. Excellent analytical, organizational, and communication skills. Ability to manage multiple priorities in a dynamic environment. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
04/28/2026
Full time
Get away from the busy season hours and join a growing organization! This Jobot Job is hosted by: Albert Simons Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $150,000 - $170,000 per year A bit about us: We are a rapidly growing energy infrastructure company focused on delivering innovative solutions to meet global energy needs while advancing sustainability goals. Our team is driven, collaborative, and dedicated to shaping the future of energy. Why join us? Opportunity to make a meaningful impact in a growing organization. No busy season hours like you'd find in public accounting Collaborative team environment with exposure to high-level strategic projects. Competitive compensation, performance bonus, and comprehensive benefits package. Hybrid schedule Job Details We are seeking a Tax Manager with expertise in partnership taxation to join our finance and tax team. This individual will manage partnership tax compliance and planning, ensuring accuracy, compliance, and efficiency across the organization's joint ventures and pass-through entities. Key Responsibilities: Lead tax planning and structuring for partnership arrangements, joint ventures, and other pass-through entities. Provide technical expertise on allocations, basis adjustments, capital accounts, and distributive share matters. Partner with accounting team to ensure accurate tax provision reporting under ASC 740. Monitor legislative and regulatory developments related to partnership taxation and advise leadership accordingly. Coordinate with external auditors, advisors, and tax authorities. Support tax aspects of strategic projects, including financing, capital projects, and M&A activity. Qualifications: Bachelor's degree in Accounting, Finance, or related field; CPA and/or Master of Taxation strongly preferred. 6-10 years of progressive tax experience, with significant focus on partnership taxation. In-depth knowledge of Subchapter K and partnership tax regulations. Prior experience in Big 4 or large public accounting firm strongly preferred; industry experience in energy, infrastructure, or private equity a plus. Excellent analytical, organizational, and communication skills. Ability to manage multiple priorities in a dynamic environment. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
HEAD OF WEALTH MANAGEMENT COMPLIANCE CITY NATIONAL BANK WHAT IS THE OPPORTUNITY? The Head of City National Bank's (CNB) Wealth Management Compliance business, which include investment advisory businesses, broker dealer activities, as well as trust and fiduciary activities. Advisory activities are executed both out of the Bank as well as through two Registered Investment Advisors, RBC Securities and RBC Rochdale. The trust and fiduciary activities occur both through RBC Trust Company (Delaware) as well as through its national bank charter. The Head of WM Compliance will oversee compliance activities for this division while promoting a strong culture of ethics, compliance, and integrity. Additionally, the Head of WM Compliance will partner with RBC Centers of Excellence on compliance programs and oversight related to Surveillance, Licensing, Conflicts, Funds and Broker Dealer Compliance. As a business line operating out of entities that are direct and indirect subsidiaries of CNB, a national bank regulated by the Office of the Comptroller of the Currency (OCC), and Royal Bank of Canada (RBC) in the U.S., which operates out of a bank holding company regulated by the Federal Reserve, and with activities subject to FINRA and the SEC, it will be critical for the Head of WM Compliance to balance regulatory expectations across various regulatory regimes. Further, as a member of the US Capital Markets and Wealth Management team, the CNB Head of WM Compliance will help drive synergy across the US and leverage best practices. WHAT WILL YOU DO? Advance compliance programs that focus on regulatory requirements across applicable regulatory regimes, including: the Investment Advisers Act of 1940, the Investment Company Act of 1940, the Securities Act of 1933, Securities Exchange Act of 1934, and OCC Regulation 9. Foster a strong culture of compliance with senior management and business partners Oversee and challenge as appropriate front line compliance risk taking activity, including in alignment with OCC's Heightened Standards and the Federal Reserve's Enhanced Prudential Standards as applicable. Provide advice and guidance to the CNB Wealth Management and Private Banking businesses, seeking to become a trusted advisor. Implement independent risk management routines to assure proper alignment exists with SEC and FINRA expectations, and in conjunction with RBC US Compliance Practices and the RBC Wealth Management Compliance teams. Oversee compliance management activity within the firm's RIA program, specifically, including ongoing maintenance of firm's Form ADV, Parts 1 and 2 as well as regular and periodic updates. Leveraging RBC's US shared service, provide oversight of firm and agent registration and licensing for broker dealers and registered investment adviser Provide periodic reporting to CNB, RBC and subsidiary boards with respect to matters of compliance Provide proactive compliance advice ,support and coverage to the Wealth Management and Private Banking businesses to help ensure regulatory and policy matters are well understood and effectively managed Evaluate and oversee internal controls to ensure their adequacy and effectiveness with respect to compliance risks and requirements Prioritize compliance activities toward areas identified as having the highest levels of compliance risk to the company Perform periodic risk assessments of business and operational activities to identify compliance gaps and potential exposure Establish topic and job-specific compliance training for officers and employees Partner with business units to remediate compliance findings and issues, including those identified in internal and external examinations and audits Facilitate audits and exams related to Compliance for the Wealth Management and Private Banking businesses Integrate activities with other departments to accomplish common goals. Maintain up-to-date knowledge of industry best practices to further develop effective compliance policies and procedures and programs Provide leadership with CNB affiliates to assure efficient operations as well as full compliance. Elevate and escalate material issues and concerns to both Compliance senior management and business senior management as appropriate. Perform other duties as may be requested by City National Bank's Chief Compliance Officer or by the RBC VP of Global Capital Markets and U.S. Investment Management-Broker Dealer Compliance Complies fully policies and procedures as well as all regulatory requirements WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree or equivalent Minimum 10 years of wealth management compliance experience, including investment/asset management/broker dealer/fiduciary/trust experience in a banking or investment environment required. Minimum 5 years of management experience required Additional Qualifications FINRA Series 7: General Securities Rep preferred Advanced knowledge of the Investment Advisers Act of 1940, the Investment Company Act of 1940, the Securities Act of 1933, and Securities Exchange Act of 1934 is required, with knowledge of bank non-deposit investment product requirements, OCC Regulation 9, and ERISA regulations. Knowledge and ability to reinforce a strong culture of compliance and provide independent challenge to senior management and business partners. Ability to develop and implement appropriate policies and procedures and compel others to adhere to them. Must possess excellent verbal and written communications skills sufficient to interact with all levels of Adviser and Fund Personnel, clients, vendors, etc. Ability to write policies and create compliance disclosures. Working knowledge of Microsoft office programs (Word, Excel, Power Point). Experience communicating and interacting with regulatory agencies, including exam management and other regulatory affairs. For Banking Compliance related roles, Certified Compliance Risk Manager (CRCM). For Wealth Management Compliance roles, experience with a financial institution such as a broker/dealer and/or registered investment adviser. For Wealth Management Compliance roles, experience working within a Compliance Investment Management role. WHAT'S IN IT FOR YOU? Compensation Starting base salary: $200,000 - $340,000 per year. Exact compensation may vary based on skills, experience, and location. 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.
04/28/2026
Full time
HEAD OF WEALTH MANAGEMENT COMPLIANCE CITY NATIONAL BANK WHAT IS THE OPPORTUNITY? The Head of City National Bank's (CNB) Wealth Management Compliance business, which include investment advisory businesses, broker dealer activities, as well as trust and fiduciary activities. Advisory activities are executed both out of the Bank as well as through two Registered Investment Advisors, RBC Securities and RBC Rochdale. The trust and fiduciary activities occur both through RBC Trust Company (Delaware) as well as through its national bank charter. The Head of WM Compliance will oversee compliance activities for this division while promoting a strong culture of ethics, compliance, and integrity. Additionally, the Head of WM Compliance will partner with RBC Centers of Excellence on compliance programs and oversight related to Surveillance, Licensing, Conflicts, Funds and Broker Dealer Compliance. As a business line operating out of entities that are direct and indirect subsidiaries of CNB, a national bank regulated by the Office of the Comptroller of the Currency (OCC), and Royal Bank of Canada (RBC) in the U.S., which operates out of a bank holding company regulated by the Federal Reserve, and with activities subject to FINRA and the SEC, it will be critical for the Head of WM Compliance to balance regulatory expectations across various regulatory regimes. Further, as a member of the US Capital Markets and Wealth Management team, the CNB Head of WM Compliance will help drive synergy across the US and leverage best practices. WHAT WILL YOU DO? Advance compliance programs that focus on regulatory requirements across applicable regulatory regimes, including: the Investment Advisers Act of 1940, the Investment Company Act of 1940, the Securities Act of 1933, Securities Exchange Act of 1934, and OCC Regulation 9. Foster a strong culture of compliance with senior management and business partners Oversee and challenge as appropriate front line compliance risk taking activity, including in alignment with OCC's Heightened Standards and the Federal Reserve's Enhanced Prudential Standards as applicable. Provide advice and guidance to the CNB Wealth Management and Private Banking businesses, seeking to become a trusted advisor. Implement independent risk management routines to assure proper alignment exists with SEC and FINRA expectations, and in conjunction with RBC US Compliance Practices and the RBC Wealth Management Compliance teams. Oversee compliance management activity within the firm's RIA program, specifically, including ongoing maintenance of firm's Form ADV, Parts 1 and 2 as well as regular and periodic updates. Leveraging RBC's US shared service, provide oversight of firm and agent registration and licensing for broker dealers and registered investment adviser Provide periodic reporting to CNB, RBC and subsidiary boards with respect to matters of compliance Provide proactive compliance advice ,support and coverage to the Wealth Management and Private Banking businesses to help ensure regulatory and policy matters are well understood and effectively managed Evaluate and oversee internal controls to ensure their adequacy and effectiveness with respect to compliance risks and requirements Prioritize compliance activities toward areas identified as having the highest levels of compliance risk to the company Perform periodic risk assessments of business and operational activities to identify compliance gaps and potential exposure Establish topic and job-specific compliance training for officers and employees Partner with business units to remediate compliance findings and issues, including those identified in internal and external examinations and audits Facilitate audits and exams related to Compliance for the Wealth Management and Private Banking businesses Integrate activities with other departments to accomplish common goals. Maintain up-to-date knowledge of industry best practices to further develop effective compliance policies and procedures and programs Provide leadership with CNB affiliates to assure efficient operations as well as full compliance. Elevate and escalate material issues and concerns to both Compliance senior management and business senior management as appropriate. Perform other duties as may be requested by City National Bank's Chief Compliance Officer or by the RBC VP of Global Capital Markets and U.S. Investment Management-Broker Dealer Compliance Complies fully policies and procedures as well as all regulatory requirements WHAT DO YOU NEED TO SUCCEED? Required Qualifications Bachelor's Degree or equivalent Minimum 10 years of wealth management compliance experience, including investment/asset management/broker dealer/fiduciary/trust experience in a banking or investment environment required. Minimum 5 years of management experience required Additional Qualifications FINRA Series 7: General Securities Rep preferred Advanced knowledge of the Investment Advisers Act of 1940, the Investment Company Act of 1940, the Securities Act of 1933, and Securities Exchange Act of 1934 is required, with knowledge of bank non-deposit investment product requirements, OCC Regulation 9, and ERISA regulations. Knowledge and ability to reinforce a strong culture of compliance and provide independent challenge to senior management and business partners. Ability to develop and implement appropriate policies and procedures and compel others to adhere to them. Must possess excellent verbal and written communications skills sufficient to interact with all levels of Adviser and Fund Personnel, clients, vendors, etc. Ability to write policies and create compliance disclosures. Working knowledge of Microsoft office programs (Word, Excel, Power Point). Experience communicating and interacting with regulatory agencies, including exam management and other regulatory affairs. For Banking Compliance related roles, Certified Compliance Risk Manager (CRCM). For Wealth Management Compliance roles, experience with a financial institution such as a broker/dealer and/or registered investment adviser. For Wealth Management Compliance roles, experience working within a Compliance Investment Management role. WHAT'S IN IT FOR YOU? Compensation Starting base salary: $200,000 - $340,000 per year. Exact compensation may vary based on skills, experience, and location. 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.
Well known interdisciplinary firm looking for a licensed architecture to join our senior leadership team with experience in healthcare and science projects, This Jobot Job is hosted by: Henry Chung Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $160,000 - $185,000 per year A bit about us: We are a collective of forward-thinking professionals dedicated to shaping a better future for our clients, communities, and the planet. Our goal is to deliver sustainable, impactful design through creative, interdisciplinary collaboration, backed by the resources and diversity of a global firm. We value individuals who bring passion, innovation, integrity, inclusivity, and a spirit of collaboration to their work. Together, we believe there's no limit to what we can accomplish. Why join us? Health & Wellness Comprehensive coverage including medical, dental, vision, disability, and life & accident insurance to support your well-being. Financial Benefits Robust 401(k) matching, pre-tax spending accounts, and access to employee discount programs to help you plan for the future. Work-Life Balance Ask about our hybrid and flexible work options, plus benefits like paid family leave, generous vacation time, backup child and elder care, and a comprehensive employee assistance program. Professional Development Support for your growth through reimbursement for licenses, renewals, and exam fees, along with access to in-house training and career development resources. Job Details Leadership Responsibilities Provides active leadership across multiple projects and interdisciplinary teams, ensuring alignment with firm goals and client expectations. Recognized as a firm-wide expert in a specific market sector, discipline, or departmental function. Supervises, mentors, and trains team members, fostering professional growth and development. Contributes to the firm's talent strategy by identifying and recruiting top talent-reviewing resumes, conducting interviews, and leveraging a strong professional network. Champions the integration of sustainable design strategies in all project work and supports staff development in sustainability principles. Drives innovation in practice by helping to shape new services, standards, and procedures, grounded in a strong understanding of business operations and risk management to safeguard the firm's financial and legal interests. Practice Lead Responsibilities Provide strategic leadership and guidance to project teams in the development, production, promotion, and market positioning of SOM's Health & Science practice, with a focus on long-term growth. Collaborate with firm-wide Health & Science leadership to shape and execute business development strategies, including market analysis, identifying new opportunities, and actively pursuing leads. Lead the implementation of client engagement strategies aligned with the Health & Science Business Plan-fostering relationships between SOM leadership and clients, and building connections with key industry organizations. Define and oversee the scope of work for healthcare planning and design projects, including coordination and review of specialty consultant scopes. Serve as a trusted advisor to project teams and clients, offering insights into emerging trends, best practices, and strategies to achieve exceptional planning and design outcomes for healthcare environments. Actively participate in project design reviews and technical discussions, ensuring alignment with programmatic and educational goals. Champion a collaborative, integrated, and data-driven approach to planning and design throughout all phases of healthcare projects. Minimum Qualifications Extensive experience in health and science planning, including space programming, stakeholder engagement, and community outreach for healthcare facilities. Professional degree in Architecture required. OSHPD/HCI experience preferred. Architectural license in the state of practice required; LEED accreditation preferred. Minimum of 10 years of relevant experience, or an equivalent combination of knowledge, skills, and abilities. Solid understanding of sustainable design principles and familiarity with LEED or other green building rating systems. Proven ability to lead project teams and manage project schedules, budgets, and program objectives. Excellent verbal and written communication skills. Proficient in Microsoft Office, Smartsheet, Adobe Creative Suite, and Google Workspace. Familiarity with Deltek Vision and Salesforce a plus. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
04/27/2026
Full time
Well known interdisciplinary firm looking for a licensed architecture to join our senior leadership team with experience in healthcare and science projects, This Jobot Job is hosted by: Henry Chung Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $160,000 - $185,000 per year A bit about us: We are a collective of forward-thinking professionals dedicated to shaping a better future for our clients, communities, and the planet. Our goal is to deliver sustainable, impactful design through creative, interdisciplinary collaboration, backed by the resources and diversity of a global firm. We value individuals who bring passion, innovation, integrity, inclusivity, and a spirit of collaboration to their work. Together, we believe there's no limit to what we can accomplish. Why join us? Health & Wellness Comprehensive coverage including medical, dental, vision, disability, and life & accident insurance to support your well-being. Financial Benefits Robust 401(k) matching, pre-tax spending accounts, and access to employee discount programs to help you plan for the future. Work-Life Balance Ask about our hybrid and flexible work options, plus benefits like paid family leave, generous vacation time, backup child and elder care, and a comprehensive employee assistance program. Professional Development Support for your growth through reimbursement for licenses, renewals, and exam fees, along with access to in-house training and career development resources. Job Details Leadership Responsibilities Provides active leadership across multiple projects and interdisciplinary teams, ensuring alignment with firm goals and client expectations. Recognized as a firm-wide expert in a specific market sector, discipline, or departmental function. Supervises, mentors, and trains team members, fostering professional growth and development. Contributes to the firm's talent strategy by identifying and recruiting top talent-reviewing resumes, conducting interviews, and leveraging a strong professional network. Champions the integration of sustainable design strategies in all project work and supports staff development in sustainability principles. Drives innovation in practice by helping to shape new services, standards, and procedures, grounded in a strong understanding of business operations and risk management to safeguard the firm's financial and legal interests. Practice Lead Responsibilities Provide strategic leadership and guidance to project teams in the development, production, promotion, and market positioning of SOM's Health & Science practice, with a focus on long-term growth. Collaborate with firm-wide Health & Science leadership to shape and execute business development strategies, including market analysis, identifying new opportunities, and actively pursuing leads. Lead the implementation of client engagement strategies aligned with the Health & Science Business Plan-fostering relationships between SOM leadership and clients, and building connections with key industry organizations. Define and oversee the scope of work for healthcare planning and design projects, including coordination and review of specialty consultant scopes. Serve as a trusted advisor to project teams and clients, offering insights into emerging trends, best practices, and strategies to achieve exceptional planning and design outcomes for healthcare environments. Actively participate in project design reviews and technical discussions, ensuring alignment with programmatic and educational goals. Champion a collaborative, integrated, and data-driven approach to planning and design throughout all phases of healthcare projects. Minimum Qualifications Extensive experience in health and science planning, including space programming, stakeholder engagement, and community outreach for healthcare facilities. Professional degree in Architecture required. OSHPD/HCI experience preferred. Architectural license in the state of practice required; LEED accreditation preferred. Minimum of 10 years of relevant experience, or an equivalent combination of knowledge, skills, and abilities. Solid understanding of sustainable design principles and familiarity with LEED or other green building rating systems. Proven ability to lead project teams and manage project schedules, budgets, and program objectives. Excellent verbal and written communication skills. Proficient in Microsoft Office, Smartsheet, Adobe Creative Suite, and Google Workspace. Familiarity with Deltek Vision and Salesforce a plus. Interested in hearing more? Easy Apply now by clicking the "Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here:
Service Line Sales Manager - F&A Cognizant's IOA Business Cognizant's Digital Finance & Accounting (F&A) services help transform our clients' F&A ecosystems. We provide Operations services to more than 140 clients across industries, delivering extraordinary business value and experience. Over 14,000 associates (including a 2,300 strong digital workforce) deliver services across Source to Pay, Order to Cash, Record to Report, Financial Planning & Analysis, and Tax & Compliance from more than 20 delivery centers across APAC, Europe, North America, and LATAM. About the role The Service Line Sales Manager (SLS) is a results-driven sales executive responsible for originating, advancing, and closing large Finance & Accounting (F&A) / BPO outsourcing opportunities. The role focuses on defining and strengthening go-to-market strategies, building and managing the sales pipeline, and working closely with Client Partners, Service Line Managers, IOA leadership, and MCU/MDU leadership in a high-growth, highly autonomous environment. In this role, you will: Closing Sales - Primary responsibility is growing the IOA business in North America by winning new deals within assigned customer accounts, per agreed targets. Sales Plan Creation - Develop and execute a growth plan for the Financial Services and Digital Finance domains. Pipeline Management - Build and manage the opportunity pipeline; qualify high-priority pursuits; and close new business in line with agreed targets. Demand Generation - Partner with IOA and MCU teams to identify prospects, develop marketing plans, and engage new clients in meaningful conversations. Proposal Development - Understand customer needs and translate them into winning proposals for Cognizant and our clients, in partnership with presales and solution teams. IOA Solution Development Oversight - As a pursuit leader, partner with IOA solution architects, delivery teams, and other horizontal practices to create effective deal solutions. Deal Shaping / Pricing Development - Develop creative deal shapes, commercial structures, and pricing proposals as part of winning pursuits. Work closely with the business unit and regional FP&A teams. C-Level Client Relationship Building - Build relationships across CXO levels within client organizations and develop executive-level partnerships. Renewal Deals in the Industry - Build relationships with potential customers by partnering with Vertical and Country teams, and develop disruptive propositions to hunt and win renewal opportunities. What you need to have to be considered 12+ years of experience selling Financial Services and Digital Finance BPO/consulting services with a blue-chip company. Executive level interpersonal, verbal, written, and presentation skills; ability to act as a trusted advisor and advocate of Cognizant's vision and value proposition. Partner with Client Services Executive (CSE) and/or Client Service Manager (CSM) to package, price, and present solutions including ROI and value proposition. Define and articulate a technology-specific, business-relevant services strategy and solutions for customer opportunities. Partner with Product Sales Specialist (PSS) teams to incorporate solutions into customer account plans and successfully execute on them. Gather and refine customer requirements and document initial scope to align solution and proposal development. Experience proactively growing and expanding customer relationships while deepening understanding of customer business. Proven ability to meet and deliver an annual sales target of $20M TCV. Prior experience within one of the following industry segments is highly desirable: CMT (Communications, Media & Technology), Manufacturing & Logistics (MLEU), Retail, or BFS (Banking & Financial Services). Qualifications Degrees - CPA, MBA, or an advanced degree in a related field is preferred. Core Competencies & Knowledge BPO & IOA Solution Leadership - Deep expertise in Business Process Outsourcing, digitisation, and IOA-led solution development, including deal structuring, solution design, transition, and transformation, with hands on involvement in building solutions and sales content from the ground up alongside cross functional stakeholders. Industry Led Process Transformation - Strong ability to understand complex business process challenges across one or more industries and translate them into compelling, technology enabled process and operating model solutions, including Global Business Services (GBS) environments. Global Delivery & Operating Models - Extensive international experience and comfort working with global service delivery models, including shared services, IOA, and virtual/home office environments. Executive Level Communication & Storytelling - Proven verbal and written communication skills, with the ability to present complex deal constructs, solution narratives, and value propositions clearly and compellingly to C suite buyers through presentations and executive level sales storylines. Technology & Business Acumen - Solid understanding of technology solutions and their impact on business operations, enabling credible conversations that bridge process, technology, and business outcomes.
04/27/2026
Full time
Service Line Sales Manager - F&A Cognizant's IOA Business Cognizant's Digital Finance & Accounting (F&A) services help transform our clients' F&A ecosystems. We provide Operations services to more than 140 clients across industries, delivering extraordinary business value and experience. Over 14,000 associates (including a 2,300 strong digital workforce) deliver services across Source to Pay, Order to Cash, Record to Report, Financial Planning & Analysis, and Tax & Compliance from more than 20 delivery centers across APAC, Europe, North America, and LATAM. About the role The Service Line Sales Manager (SLS) is a results-driven sales executive responsible for originating, advancing, and closing large Finance & Accounting (F&A) / BPO outsourcing opportunities. The role focuses on defining and strengthening go-to-market strategies, building and managing the sales pipeline, and working closely with Client Partners, Service Line Managers, IOA leadership, and MCU/MDU leadership in a high-growth, highly autonomous environment. In this role, you will: Closing Sales - Primary responsibility is growing the IOA business in North America by winning new deals within assigned customer accounts, per agreed targets. Sales Plan Creation - Develop and execute a growth plan for the Financial Services and Digital Finance domains. Pipeline Management - Build and manage the opportunity pipeline; qualify high-priority pursuits; and close new business in line with agreed targets. Demand Generation - Partner with IOA and MCU teams to identify prospects, develop marketing plans, and engage new clients in meaningful conversations. Proposal Development - Understand customer needs and translate them into winning proposals for Cognizant and our clients, in partnership with presales and solution teams. IOA Solution Development Oversight - As a pursuit leader, partner with IOA solution architects, delivery teams, and other horizontal practices to create effective deal solutions. Deal Shaping / Pricing Development - Develop creative deal shapes, commercial structures, and pricing proposals as part of winning pursuits. Work closely with the business unit and regional FP&A teams. C-Level Client Relationship Building - Build relationships across CXO levels within client organizations and develop executive-level partnerships. Renewal Deals in the Industry - Build relationships with potential customers by partnering with Vertical and Country teams, and develop disruptive propositions to hunt and win renewal opportunities. What you need to have to be considered 12+ years of experience selling Financial Services and Digital Finance BPO/consulting services with a blue-chip company. Executive level interpersonal, verbal, written, and presentation skills; ability to act as a trusted advisor and advocate of Cognizant's vision and value proposition. Partner with Client Services Executive (CSE) and/or Client Service Manager (CSM) to package, price, and present solutions including ROI and value proposition. Define and articulate a technology-specific, business-relevant services strategy and solutions for customer opportunities. Partner with Product Sales Specialist (PSS) teams to incorporate solutions into customer account plans and successfully execute on them. Gather and refine customer requirements and document initial scope to align solution and proposal development. Experience proactively growing and expanding customer relationships while deepening understanding of customer business. Proven ability to meet and deliver an annual sales target of $20M TCV. Prior experience within one of the following industry segments is highly desirable: CMT (Communications, Media & Technology), Manufacturing & Logistics (MLEU), Retail, or BFS (Banking & Financial Services). Qualifications Degrees - CPA, MBA, or an advanced degree in a related field is preferred. Core Competencies & Knowledge BPO & IOA Solution Leadership - Deep expertise in Business Process Outsourcing, digitisation, and IOA-led solution development, including deal structuring, solution design, transition, and transformation, with hands on involvement in building solutions and sales content from the ground up alongside cross functional stakeholders. Industry Led Process Transformation - Strong ability to understand complex business process challenges across one or more industries and translate them into compelling, technology enabled process and operating model solutions, including Global Business Services (GBS) environments. Global Delivery & Operating Models - Extensive international experience and comfort working with global service delivery models, including shared services, IOA, and virtual/home office environments. Executive Level Communication & Storytelling - Proven verbal and written communication skills, with the ability to present complex deal constructs, solution narratives, and value propositions clearly and compellingly to C suite buyers through presentations and executive level sales storylines. Technology & Business Acumen - Solid understanding of technology solutions and their impact on business operations, enabling credible conversations that bridge process, technology, and business outcomes.
Service Line Sales Manager - F&A Cognizant's IOA Business Cognizant's Digital Finance & Accounting (F&A) services help transform our clients' F&A ecosystems. We provide Operations services to more than 140 clients across industries, delivering extraordinary business value and experience. Over 14,000 associates (including a 2,300 strong digital workforce) deliver services across Source to Pay, Order to Cash, Record to Report, Financial Planning & Analysis, and Tax & Compliance from more than 20 delivery centers across APAC, Europe, North America, and LATAM. About the role The Service Line Sales Manager (SLS) is a results-driven sales executive responsible for originating, advancing, and closing large Finance & Accounting (F&A) / BPO outsourcing opportunities. The role focuses on defining and strengthening go-to-market strategies, building and managing the sales pipeline, and working closely with Client Partners, Service Line Managers, IOA leadership, and MCU/MDU leadership in a high-growth, highly autonomous environment. In this role, you will: Closing Sales - Primary responsibility is growing the IOA business in North America by winning new deals within assigned customer accounts, per agreed targets. Sales Plan Creation - Develop and execute a growth plan for the Financial Services and Digital Finance domains. Pipeline Management - Build and manage the opportunity pipeline; qualify high-priority pursuits; and close new business in line with agreed targets. Demand Generation - Partner with IOA and MCU teams to identify prospects, develop marketing plans, and engage new clients in meaningful conversations. Proposal Development - Understand customer needs and translate them into winning proposals for Cognizant and our clients, in partnership with presales and solution teams. IOA Solution Development Oversight - As a pursuit leader, partner with IOA solution architects, delivery teams, and other horizontal practices to create effective deal solutions. Deal Shaping / Pricing Development - Develop creative deal shapes, commercial structures, and pricing proposals as part of winning pursuits. Work closely with the business unit and regional FP&A teams. C-Level Client Relationship Building - Build relationships across CXO levels within client organizations and develop executive-level partnerships. Renewal Deals in the Industry - Build relationships with potential customers by partnering with Vertical and Country teams, and develop disruptive propositions to hunt and win renewal opportunities. What you need to have to be considered 12+ years of experience selling Financial Services and Digital Finance BPO/consulting services with a blue-chip company. Executive level interpersonal, verbal, written, and presentation skills; ability to act as a trusted advisor and advocate of Cognizant's vision and value proposition. Partner with Client Services Executive (CSE) and/or Client Service Manager (CSM) to package, price, and present solutions including ROI and value proposition. Define and articulate a technology-specific, business-relevant services strategy and solutions for customer opportunities. Partner with Product Sales Specialist (PSS) teams to incorporate solutions into customer account plans and successfully execute on them. Gather and refine customer requirements and document initial scope to align solution and proposal development. Experience proactively growing and expanding customer relationships while deepening understanding of customer business. Proven ability to meet and deliver an annual sales target of $20M TCV. Prior experience within one of the following industry segments is highly desirable: CMT (Communications, Media & Technology), Manufacturing & Logistics (MLEU), Retail, or BFS (Banking & Financial Services). Qualifications Degrees - CPA, MBA, or an advanced degree in a related field is preferred. Core Competencies & Knowledge BPO & IOA Solution Leadership - Deep expertise in Business Process Outsourcing, digitisation, and IOA-led solution development, including deal structuring, solution design, transition, and transformation, with hands on involvement in building solutions and sales content from the ground up alongside cross functional stakeholders. Industry Led Process Transformation - Strong ability to understand complex business process challenges across one or more industries and translate them into compelling, technology enabled process and operating model solutions, including Global Business Services (GBS) environments. Global Delivery & Operating Models - Extensive international experience and comfort working with global service delivery models, including shared services, IOA, and virtual/home office environments. Executive Level Communication & Storytelling - Proven verbal and written communication skills, with the ability to present complex deal constructs, solution narratives, and value propositions clearly and compellingly to C suite buyers through presentations and executive level sales storylines. Technology & Business Acumen - Solid understanding of technology solutions and their impact on business operations, enabling credible conversations that bridge process, technology, and business outcomes.
04/27/2026
Full time
Service Line Sales Manager - F&A Cognizant's IOA Business Cognizant's Digital Finance & Accounting (F&A) services help transform our clients' F&A ecosystems. We provide Operations services to more than 140 clients across industries, delivering extraordinary business value and experience. Over 14,000 associates (including a 2,300 strong digital workforce) deliver services across Source to Pay, Order to Cash, Record to Report, Financial Planning & Analysis, and Tax & Compliance from more than 20 delivery centers across APAC, Europe, North America, and LATAM. About the role The Service Line Sales Manager (SLS) is a results-driven sales executive responsible for originating, advancing, and closing large Finance & Accounting (F&A) / BPO outsourcing opportunities. The role focuses on defining and strengthening go-to-market strategies, building and managing the sales pipeline, and working closely with Client Partners, Service Line Managers, IOA leadership, and MCU/MDU leadership in a high-growth, highly autonomous environment. In this role, you will: Closing Sales - Primary responsibility is growing the IOA business in North America by winning new deals within assigned customer accounts, per agreed targets. Sales Plan Creation - Develop and execute a growth plan for the Financial Services and Digital Finance domains. Pipeline Management - Build and manage the opportunity pipeline; qualify high-priority pursuits; and close new business in line with agreed targets. Demand Generation - Partner with IOA and MCU teams to identify prospects, develop marketing plans, and engage new clients in meaningful conversations. Proposal Development - Understand customer needs and translate them into winning proposals for Cognizant and our clients, in partnership with presales and solution teams. IOA Solution Development Oversight - As a pursuit leader, partner with IOA solution architects, delivery teams, and other horizontal practices to create effective deal solutions. Deal Shaping / Pricing Development - Develop creative deal shapes, commercial structures, and pricing proposals as part of winning pursuits. Work closely with the business unit and regional FP&A teams. C-Level Client Relationship Building - Build relationships across CXO levels within client organizations and develop executive-level partnerships. Renewal Deals in the Industry - Build relationships with potential customers by partnering with Vertical and Country teams, and develop disruptive propositions to hunt and win renewal opportunities. What you need to have to be considered 12+ years of experience selling Financial Services and Digital Finance BPO/consulting services with a blue-chip company. Executive level interpersonal, verbal, written, and presentation skills; ability to act as a trusted advisor and advocate of Cognizant's vision and value proposition. Partner with Client Services Executive (CSE) and/or Client Service Manager (CSM) to package, price, and present solutions including ROI and value proposition. Define and articulate a technology-specific, business-relevant services strategy and solutions for customer opportunities. Partner with Product Sales Specialist (PSS) teams to incorporate solutions into customer account plans and successfully execute on them. Gather and refine customer requirements and document initial scope to align solution and proposal development. Experience proactively growing and expanding customer relationships while deepening understanding of customer business. Proven ability to meet and deliver an annual sales target of $20M TCV. Prior experience within one of the following industry segments is highly desirable: CMT (Communications, Media & Technology), Manufacturing & Logistics (MLEU), Retail, or BFS (Banking & Financial Services). Qualifications Degrees - CPA, MBA, or an advanced degree in a related field is preferred. Core Competencies & Knowledge BPO & IOA Solution Leadership - Deep expertise in Business Process Outsourcing, digitisation, and IOA-led solution development, including deal structuring, solution design, transition, and transformation, with hands on involvement in building solutions and sales content from the ground up alongside cross functional stakeholders. Industry Led Process Transformation - Strong ability to understand complex business process challenges across one or more industries and translate them into compelling, technology enabled process and operating model solutions, including Global Business Services (GBS) environments. Global Delivery & Operating Models - Extensive international experience and comfort working with global service delivery models, including shared services, IOA, and virtual/home office environments. Executive Level Communication & Storytelling - Proven verbal and written communication skills, with the ability to present complex deal constructs, solution narratives, and value propositions clearly and compellingly to C suite buyers through presentations and executive level sales storylines. Technology & Business Acumen - Solid understanding of technology solutions and their impact on business operations, enabling credible conversations that bridge process, technology, and business outcomes.
Service Line Specialist (SLS) - IOA / BPO (Banking, Payments and Lending business) About Cognizant Cognizant (Nasdaq-100: CTSH) is one of the world's leading professional services companies, transforming clients' business, operating and technology models for the digital era. Our unique industry-based, consultative approach helps clients envision, build and run more innovative and efficient businesses. Headquartered in the U.S., Cognizant is ranked 185 on the Fortune 500 and is consistently listed among the most admired companies in the world. Learn how Cognizant helps clients lead with digital at or follow Cognizant's IOA Business & The Role Cognizant's Intuitive Operations and Automation (IOA) business unit is one of Cognizant's highest growth businesses and a critical part of Cognizant's business strategy. To accelerate this growth even further, IOA is expanding its lines of businesses in the Banking, Payments and Lending industry across banks and non-banking financial institutions, across the Americas. To aid this strategic growth, we are seeking a business development executive to support this management, and growth of the portfolio. It is expected that this individual has specific background working with senior client executives and other senior leadership to drive sales and business development in a high growth, while functioning in a highly autonomous environment. Key Responsibilities Market strategy development - drive the market strategy for the assigned industry segment including but not limited to profitable revenue growth, competitive differentiation, industry partnerships and practice investments. Drive pipeline & sales origination for focus segments across emerging and traditional industry companies that have unique requirements for operational scale. Develop trusted relationships with senior client executives and partner for mutual success. Drive best-in-class client propositions, partnering with solutions, delivery, process excellence and automation teams. Key Accountabilities Closing sales - The main responsibility and focus of the role will be the growth of our IOA business within the lending industry. Specifically, responsible for winning new deals in customer accounts per assigned targets. Sales plan creation - A critical early task will be developing and executing a growth plan for selected verticals. Pipeline management - Among the critical tasks likely be featured in the sales plans, would be developing new opportunity as well deal renewal pipeline, qualifying high priority deals, and winning new business in line with agreed targets. Demand generation - To work with IOA lending teams to identify prospects, create marketing plans and take responsibility to engage new clients in conversation. Proposal development - Understand customer needs and translate them into winning proposals for Cognizant and its customer in partnership with the presales and solution teams. IOA solution development oversight- As a pursuit leader, partner with IOA solution architects, delivery teams and other horizontal practices such as contact center, collections, HR, F&A, et al to create effective deal solutions. Deal shaping / pricing development- Develop creative deals, commercial structures and pricing proposals as part of a winning sales pursuit. Work closely with the business unit and regional finance teams. Market intelligence - Provide competitive intelligence associated with market pricing and specific competitor strengths, weaknesses, tactics, etc. Marketing - Leverage Cognizant's marketing organization and capabilities to create innovative marketing activities targeted for specific sales opportunities and general local market brand building. C-Level Client relationship building - Build relationships across CXO levels in client organizations and developing executive level relationships. Regular third-party intermediary interaction - Participate /lead in industry analyst and deal advisor events, meetings, forums, Cognizant capability pitches, etc. to develop deeper industry connects in relation to our client pursuits. Renewal deals in the industry - Build relationships with the potential customers by working with Cognizant's commercial markets (Industry Vertical teams). Build disruptive propositions to hunt and win new deals. Key Competencies BPO - Deep understanding of BPO services clubbed with AI / Intelligent Process Automation and able to engage C-level executives in detailed BPO deal, solution, transition, and transformation shaping discussions. IOA solution development - Experience in developing BPO solutions ground up, in partnership with different stakeholders within an organization. Hands on participation in solution and content development. Ability to lead and work in diverse, multi-functional, multi-geographic teams. Industry experience - Demonstrated ability to understand business process challenges in one or more of our key industries and translating the needs in developing compelling business process solutions with a strong focus on technology-enabled process delivery. Communication Skills - Excellent public speaking and presentation skills including the ability to convey a set of complex and detailed deal elements in a compelling, engaging, and easy to understand manner suitable for C-level buyers. Ability to create compelling sales story lines and PowerPoint decks for presentation to C-level executives. Approach to Work - Ability to thrive in a fast-paced, client-focused, changing environment and work independently in a self-directed manner. Required Qualifications A minimum of 10 years of experience in a client facing role or account leadership role in professional services or management consulting firms. Experience of leading diverse teams, experience of cultivating and collaborating in a multi-cultural environment. Strong experience with the global service delivery model. Bachelor's Degree OR equivalent combination of education, training, and experience. Preferred Qualifications Relationships at senior levels within the relevant industry segments. Knowledge of how matrix structures work across global markets. Strong analytical and consultative selling approach. Global Business Services - Client-facing GBS project experience is preferred. Technology - Understanding of technology solutions is required, especially how it affects business and operations. Professional Contacts - Existing strong relationships with third-party advisors, industry analyst, and potential C-level buyers is preferred. Matrixed Organization - Experience working in a highly matrixed organization is preferred. Virtual Work Environment - Experience working in a virtual home/office work environment is preferred. Cognizant Culture A person who possesses a true passion for changing organizations for the better, and desires to do so within a success-oriented, yet professional atmosphere filled with business professionals who all manifest a belief in partnership, innovation, and excellence. Our "Cultural Value Drivers" are well-known and clearly communicated within the organization: Open, Transparent, Driven, Empowered, Opportunity-Filled, Flexible & Collaborative. Location This executive ideally lives in the Eastern or Central Time Zone of continental United States, be accessible to a major US airport within an hour's drive, with a willingness to travel 40-60% a week. Weekly travel will vary depending on customer and prospect requirements.
04/27/2026
Full time
Service Line Specialist (SLS) - IOA / BPO (Banking, Payments and Lending business) About Cognizant Cognizant (Nasdaq-100: CTSH) is one of the world's leading professional services companies, transforming clients' business, operating and technology models for the digital era. Our unique industry-based, consultative approach helps clients envision, build and run more innovative and efficient businesses. Headquartered in the U.S., Cognizant is ranked 185 on the Fortune 500 and is consistently listed among the most admired companies in the world. Learn how Cognizant helps clients lead with digital at or follow Cognizant's IOA Business & The Role Cognizant's Intuitive Operations and Automation (IOA) business unit is one of Cognizant's highest growth businesses and a critical part of Cognizant's business strategy. To accelerate this growth even further, IOA is expanding its lines of businesses in the Banking, Payments and Lending industry across banks and non-banking financial institutions, across the Americas. To aid this strategic growth, we are seeking a business development executive to support this management, and growth of the portfolio. It is expected that this individual has specific background working with senior client executives and other senior leadership to drive sales and business development in a high growth, while functioning in a highly autonomous environment. Key Responsibilities Market strategy development - drive the market strategy for the assigned industry segment including but not limited to profitable revenue growth, competitive differentiation, industry partnerships and practice investments. Drive pipeline & sales origination for focus segments across emerging and traditional industry companies that have unique requirements for operational scale. Develop trusted relationships with senior client executives and partner for mutual success. Drive best-in-class client propositions, partnering with solutions, delivery, process excellence and automation teams. Key Accountabilities Closing sales - The main responsibility and focus of the role will be the growth of our IOA business within the lending industry. Specifically, responsible for winning new deals in customer accounts per assigned targets. Sales plan creation - A critical early task will be developing and executing a growth plan for selected verticals. Pipeline management - Among the critical tasks likely be featured in the sales plans, would be developing new opportunity as well deal renewal pipeline, qualifying high priority deals, and winning new business in line with agreed targets. Demand generation - To work with IOA lending teams to identify prospects, create marketing plans and take responsibility to engage new clients in conversation. Proposal development - Understand customer needs and translate them into winning proposals for Cognizant and its customer in partnership with the presales and solution teams. IOA solution development oversight- As a pursuit leader, partner with IOA solution architects, delivery teams and other horizontal practices such as contact center, collections, HR, F&A, et al to create effective deal solutions. Deal shaping / pricing development- Develop creative deals, commercial structures and pricing proposals as part of a winning sales pursuit. Work closely with the business unit and regional finance teams. Market intelligence - Provide competitive intelligence associated with market pricing and specific competitor strengths, weaknesses, tactics, etc. Marketing - Leverage Cognizant's marketing organization and capabilities to create innovative marketing activities targeted for specific sales opportunities and general local market brand building. C-Level Client relationship building - Build relationships across CXO levels in client organizations and developing executive level relationships. Regular third-party intermediary interaction - Participate /lead in industry analyst and deal advisor events, meetings, forums, Cognizant capability pitches, etc. to develop deeper industry connects in relation to our client pursuits. Renewal deals in the industry - Build relationships with the potential customers by working with Cognizant's commercial markets (Industry Vertical teams). Build disruptive propositions to hunt and win new deals. Key Competencies BPO - Deep understanding of BPO services clubbed with AI / Intelligent Process Automation and able to engage C-level executives in detailed BPO deal, solution, transition, and transformation shaping discussions. IOA solution development - Experience in developing BPO solutions ground up, in partnership with different stakeholders within an organization. Hands on participation in solution and content development. Ability to lead and work in diverse, multi-functional, multi-geographic teams. Industry experience - Demonstrated ability to understand business process challenges in one or more of our key industries and translating the needs in developing compelling business process solutions with a strong focus on technology-enabled process delivery. Communication Skills - Excellent public speaking and presentation skills including the ability to convey a set of complex and detailed deal elements in a compelling, engaging, and easy to understand manner suitable for C-level buyers. Ability to create compelling sales story lines and PowerPoint decks for presentation to C-level executives. Approach to Work - Ability to thrive in a fast-paced, client-focused, changing environment and work independently in a self-directed manner. Required Qualifications A minimum of 10 years of experience in a client facing role or account leadership role in professional services or management consulting firms. Experience of leading diverse teams, experience of cultivating and collaborating in a multi-cultural environment. Strong experience with the global service delivery model. Bachelor's Degree OR equivalent combination of education, training, and experience. Preferred Qualifications Relationships at senior levels within the relevant industry segments. Knowledge of how matrix structures work across global markets. Strong analytical and consultative selling approach. Global Business Services - Client-facing GBS project experience is preferred. Technology - Understanding of technology solutions is required, especially how it affects business and operations. Professional Contacts - Existing strong relationships with third-party advisors, industry analyst, and potential C-level buyers is preferred. Matrixed Organization - Experience working in a highly matrixed organization is preferred. Virtual Work Environment - Experience working in a virtual home/office work environment is preferred. Cognizant Culture A person who possesses a true passion for changing organizations for the better, and desires to do so within a success-oriented, yet professional atmosphere filled with business professionals who all manifest a belief in partnership, innovation, and excellence. Our "Cultural Value Drivers" are well-known and clearly communicated within the organization: Open, Transparent, Driven, Empowered, Opportunity-Filled, Flexible & Collaborative. Location This executive ideally lives in the Eastern or Central Time Zone of continental United States, be accessible to a major US airport within an hour's drive, with a willingness to travel 40-60% a week. Weekly travel will vary depending on customer and prospect requirements.
US AMR-Jones Lang LaSalle Americas, Inc.
Cambridge, Massachusetts
JLL empowers you to shape a brighter way. Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you've got deep experience in commercial real estate, skilled trades or technology, or you're looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. What this job involves - As a Project Mechanical Engineer at JLL, you will play a pivotal role in delivering exceptional mechanical engineering solutions that shape a brighter way for our clients and their built environments. You'll be responsible for the design, implementation, and oversight of mechanical systems across diverse commercial real estate projects, from concept through completion. Working within our culture of collaboration, you'll partner with multidisciplinary teams, clients, and contractors to ensure mechanical systems meet the highest standards of performance, efficiency, and sustainability. This role offers opportunities to strengthen and advance your career while contributing to innovative projects that transform how people experience their workspaces. You'll manage project timelines, budgets, and technical specifications while maintaining JLL's commitment to excellence and client satisfaction. This position supports Amgen within the biopharmaceutical industry. What is the day to day? Provide engineering technical leadership for capital improvement projects, including feasibility studies, project development, scope definition, and design reviews to ensure compliance with company standards and applicable laws Review and approve design packages, specifications, and turnover documentation while ensuring proper commissioning, qualification testing (OAT/FAT), and site acceptance procedures are followed Serve as primary liaison for all building-related issues and projects, coordinating with internal stakeholders, external vendors, and contractors to address maintenance and facility needs Oversee facility operations and maintenance improvements, developing strategies to optimize building systems performance and implementing industry best practices and upgrades Maintain comprehensive documentation for building systems, equipment, and maintenance procedures while ensuring all process diagrams and system drawings remain current and accurate Conduct Global Lifecycle Asset Management (GLAM) assessments and develop maintenance schedules, including cold-shutdown preventive maintenance activities and inventory requirements for critical parts Perform root cause analyses and develop corrective/preventative actions for technical problems, creating response flow charts and failure mode analyses to support operations Ensure compliance with safety regulations, building codes, environmental standards, and all applicable laws while maintaining required certifications and licenses Manage budgets and resources effectively to meet facility management objectives while providing capital justification and budget support for projects Support reliability-centered maintenance activities and provide technician training where appropriate to enhance operational capabilities and system understanding Required Qualifications: BA/BS in Mechanical Engineering, or other related engineering degrees. 4+ years' experience working in the mechanical engineering discipline, or equivalent combination of education and experience. Experience and knowledge of ASME, ASHRAE & NFPA requirements for compliance and system analysis. Demonstrated proficiency in facilities engineering focused in design/operation including HVAC, industrial central utility systems, purified water (RO/DI), steam, chilled water, and compressed gases. Preferred Qualifications: EIT, PE or related certifications Direct experience with regulated environments (e.g. GMP, OSHA, EPA, etc.) In-depth understanding of standards and practices developed by regulatory agencies. Ability to perform field work and troubleshoot mechanical devices. Ability to train and coach operations teams to work with and operate mechanical systems. Ability to work with multiple teams consisting of operational staff, client stakeholders, project managers, external engineers and architects, vendors, and subcontractors. Ability to diagnose, repair, and return mechanical systems back to efficient operation. Knowledge of programming, installation, start-up, troubleshooting, and repair of automation control systems is a plus. Location: On-site in Cambridge, MA This position does not provide visa sponsorship. Candidates must be authorized to work in the United States without sponsorship. Estimated compensation for this position: 115 000.00 USD per year This range is an estimate and actual compensation may differ. Final compensation packages are determined by various considerations including but not limited to candidate qualifications, location, market conditions, and internal considerations. Location: On-site -Cambridge, MA Job Tags: If this job description resonates with you, we encourage you to apply, even if you don't meet all the requirements. We're interested in getting to know you and what you bring to the table! Personalized benefits that support personal well-being and growth: JLL recognizes the impact that the workplace can have on your wellness, so we offer a supportive culture and comprehensive benefits package that prioritizes mental, physical and emotional health. Some of these benefits may include: 401(k) plan with matching company contributions Comprehensive Medical, Dental & Vision Care Paid parental leave at 100% of salary Paid Time Off and Company Holidays Early access to earned wages through Daily Pay At JLL, we harness the power of artificial intelligence (AI) to efficiently accelerate meaningful connections between candidates and opportunities. Using AI capabilities, we analyze your application for relevant skills, experiences, and qualifications to generate valuable insights about how your unique profile aligns with the specific requirements of the role you're pursuing. JLL Privacy Notice Jones Lang LaSalle (JLL), together with its subsidiaries and affiliates, is a leading global provider of real estate and investment management services. We take our responsibility to protect the personal information provided to us seriously. Generally the personal information we collect from you are for the purposes of processing in connection with JLL's recruitment process. We endeavour to keep your personal information secure with appropriate level of security and keep for as long as we need it for legitimate business or legal reasons. We will then delete it safely and securely. For more information about how JLL processes your personal data, please view our Candidate Privacy Statement . For additional details please see our career site pages for each country. For candidates in the United States, please see a full copy of our Equal Employment Opportunity policy here . Jones Lang LaSalle ("JLL") is an Equal Opportunity Employer and 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 - including the online application and/or overall selection process - you may email us at . This email is only to request an accommodation. Please direct any other general recruiting inquiries to our Contact Us page > I want to work for JLL. Pursuant to the Arizona Civil Rights Act, criminal convictions are not an absolute bar to employment. Pursuant to Illinois Law, applicants are not obligated to disclose sealed or expunged records of conviction or arrest. Pursuant to Columbia, SC ordinance, this position is subject to a background check for any convictions directly related to its duties and responsibilities. Only job-related convictions will be considered and will not automatically disqualify the candidate. California Residents only If you are a California resident as defined in the California Consumer Privacy Act (CCPA) please view our Supplemental Privacy Statement which describes your rights and disclosures about your personal information. If you are viewing this on a mobile device you may want to view the CCPA version on a larger device. Pursuant to the Los Angeles Fair Chance Initiative for Hiring Ordinance, JLL will consider for employment all qualified Applicants, including those with Criminal Histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Accepting applications on an ongoing basis until candidate identified.
04/13/2026
Full time
JLL empowers you to shape a brighter way. Our people at JLL are shaping the future of real estate for a better world by combining world class services, advisory and technology for our clients. We are committed to hiring the best, most talented people and empowering them to thrive, grow meaningful careers and to find a place where they belong. Whether you've got deep experience in commercial real estate, skilled trades or technology, or you're looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. What this job involves - As a Project Mechanical Engineer at JLL, you will play a pivotal role in delivering exceptional mechanical engineering solutions that shape a brighter way for our clients and their built environments. You'll be responsible for the design, implementation, and oversight of mechanical systems across diverse commercial real estate projects, from concept through completion. Working within our culture of collaboration, you'll partner with multidisciplinary teams, clients, and contractors to ensure mechanical systems meet the highest standards of performance, efficiency, and sustainability. This role offers opportunities to strengthen and advance your career while contributing to innovative projects that transform how people experience their workspaces. You'll manage project timelines, budgets, and technical specifications while maintaining JLL's commitment to excellence and client satisfaction. This position supports Amgen within the biopharmaceutical industry. What is the day to day? Provide engineering technical leadership for capital improvement projects, including feasibility studies, project development, scope definition, and design reviews to ensure compliance with company standards and applicable laws Review and approve design packages, specifications, and turnover documentation while ensuring proper commissioning, qualification testing (OAT/FAT), and site acceptance procedures are followed Serve as primary liaison for all building-related issues and projects, coordinating with internal stakeholders, external vendors, and contractors to address maintenance and facility needs Oversee facility operations and maintenance improvements, developing strategies to optimize building systems performance and implementing industry best practices and upgrades Maintain comprehensive documentation for building systems, equipment, and maintenance procedures while ensuring all process diagrams and system drawings remain current and accurate Conduct Global Lifecycle Asset Management (GLAM) assessments and develop maintenance schedules, including cold-shutdown preventive maintenance activities and inventory requirements for critical parts Perform root cause analyses and develop corrective/preventative actions for technical problems, creating response flow charts and failure mode analyses to support operations Ensure compliance with safety regulations, building codes, environmental standards, and all applicable laws while maintaining required certifications and licenses Manage budgets and resources effectively to meet facility management objectives while providing capital justification and budget support for projects Support reliability-centered maintenance activities and provide technician training where appropriate to enhance operational capabilities and system understanding Required Qualifications: BA/BS in Mechanical Engineering, or other related engineering degrees. 4+ years' experience working in the mechanical engineering discipline, or equivalent combination of education and experience. Experience and knowledge of ASME, ASHRAE & NFPA requirements for compliance and system analysis. Demonstrated proficiency in facilities engineering focused in design/operation including HVAC, industrial central utility systems, purified water (RO/DI), steam, chilled water, and compressed gases. Preferred Qualifications: EIT, PE or related certifications Direct experience with regulated environments (e.g. GMP, OSHA, EPA, etc.) In-depth understanding of standards and practices developed by regulatory agencies. Ability to perform field work and troubleshoot mechanical devices. Ability to train and coach operations teams to work with and operate mechanical systems. Ability to work with multiple teams consisting of operational staff, client stakeholders, project managers, external engineers and architects, vendors, and subcontractors. Ability to diagnose, repair, and return mechanical systems back to efficient operation. Knowledge of programming, installation, start-up, troubleshooting, and repair of automation control systems is a plus. Location: On-site in Cambridge, MA This position does not provide visa sponsorship. Candidates must be authorized to work in the United States without sponsorship. Estimated compensation for this position: 115 000.00 USD per year This range is an estimate and actual compensation may differ. Final compensation packages are determined by various considerations including but not limited to candidate qualifications, location, market conditions, and internal considerations. Location: On-site -Cambridge, MA Job Tags: If this job description resonates with you, we encourage you to apply, even if you don't meet all the requirements. We're interested in getting to know you and what you bring to the table! Personalized benefits that support personal well-being and growth: JLL recognizes the impact that the workplace can have on your wellness, so we offer a supportive culture and comprehensive benefits package that prioritizes mental, physical and emotional health. Some of these benefits may include: 401(k) plan with matching company contributions Comprehensive Medical, Dental & Vision Care Paid parental leave at 100% of salary Paid Time Off and Company Holidays Early access to earned wages through Daily Pay At JLL, we harness the power of artificial intelligence (AI) to efficiently accelerate meaningful connections between candidates and opportunities. Using AI capabilities, we analyze your application for relevant skills, experiences, and qualifications to generate valuable insights about how your unique profile aligns with the specific requirements of the role you're pursuing. JLL Privacy Notice Jones Lang LaSalle (JLL), together with its subsidiaries and affiliates, is a leading global provider of real estate and investment management services. We take our responsibility to protect the personal information provided to us seriously. Generally the personal information we collect from you are for the purposes of processing in connection with JLL's recruitment process. We endeavour to keep your personal information secure with appropriate level of security and keep for as long as we need it for legitimate business or legal reasons. We will then delete it safely and securely. For more information about how JLL processes your personal data, please view our Candidate Privacy Statement . For additional details please see our career site pages for each country. For candidates in the United States, please see a full copy of our Equal Employment Opportunity policy here . Jones Lang LaSalle ("JLL") is an Equal Opportunity Employer and 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 - including the online application and/or overall selection process - you may email us at . This email is only to request an accommodation. Please direct any other general recruiting inquiries to our Contact Us page > I want to work for JLL. Pursuant to the Arizona Civil Rights Act, criminal convictions are not an absolute bar to employment. Pursuant to Illinois Law, applicants are not obligated to disclose sealed or expunged records of conviction or arrest. Pursuant to Columbia, SC ordinance, this position is subject to a background check for any convictions directly related to its duties and responsibilities. Only job-related convictions will be considered and will not automatically disqualify the candidate. California Residents only If you are a California resident as defined in the California Consumer Privacy Act (CCPA) please view our Supplemental Privacy Statement which describes your rights and disclosures about your personal information. If you are viewing this on a mobile device you may want to view the CCPA version on a larger device. Pursuant to the Los Angeles Fair Chance Initiative for Hiring Ordinance, JLL will consider for employment all qualified Applicants, including those with Criminal Histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Accepting applications on an ongoing basis until candidate identified.
NextCure seeks a highly motivated Vice President, Global Regulatory based in our Beltsville, Maryland offices. The executive will possess global regulatory experience to lead regulatory strategies and filings for our portfolio of first-in-class and best-in-class antibody-drug conjugate (ADC) product candidates. This position reports directly to the Chief Operating Officer. NextCure is a growing clinical-stage biopharmaceutical company located in Beltsville Maryland committed to discovering and developing novel first-in-class and best-in-class therapies to treat cancer. NextCure is committed to professional development in the context of learning, managing, and developing its employees. We create a unique environment for our employees, providing exposure to various facets of our operations cultivating career growth and development. We are excited about the ongoing work at NextCure and invite you to come join us in the culture and build your career in an environment that nurtures professional growth and development. The executive will define and implement innovative regulatory strategies around the globe to expedite development and approval of our ADCs. The executive will formulate the communication strategy and lead interactions with all regulatory authorities, provide strategic regulatory leadership across clinical development and manufacturing activities and provide regulatory guidance throughout the drug development lifecycle to ensure alignment with evolving regulatory requirements and business objectives. The executive also will drive discussion and regulatory decision making with existing partners and with third party vendors, including CROs and CDMOs. This role requires a seasoned executive with in-depth knowledge of US FDA, Health Canada, Europe's EMA, China's NMPA, Japan's PMDA, Australia's TGA, Korea's MFDS, Brazil's ANVISA, India's CDSCO, South Africa's SAHPRA and other international regulatory pathways. In addition, exceptional leadership skills and the ability to collaborate cross-functionally with clinical, manufacturing and research teams will also be required. The successful executive will thrive and adapt to a fast-paced environment focused on global expansion and possess a passion for uniquely positioning ADC therapies. Responsibilities Lead the creation and execution of comprehensive global regulatory strategies for antibody-drug conjugate (ADCs) programs across all phases of product development, including clinical development, manufacturing and commercialization Lead global interactions and discussions with regulatory authorities, from pre-IND stage to final approval and commercializationServe as strategic advisor to executive leadership and cross-functional teams on regulatory risks, opportunities, and timelinesManage cross-department interactions necessary to support regulatory filings for nonclinical pharm tox, manufacturing and clinical activities Prepare and submit all regulatory documents, all associated amendments and supplements, and any other communications to regulatory authorities on a global basisAssess regulatory risks associated with various drug development activities and advise product development teams and/or senior management on possible solutions to mitigate such risksManage interactions, discussions, and decision making with third party vendors, including CROs, CDMOs and any other outside regulatory-related resources, as neededLead regulatory discussion and communication with existing and new strategic partnersProvide due diligence support and advice to business development and licensing colleagues, as neededRepresent the regulatory affairs function in internal and external meetingsProvide strategy and communications surrounding ongoing global regulatory activities and collaborate with project management to drive these activities to completionMaintain up-to-date working knowledge on relevant global regulatory regulations, guidance, and the current regulatory environmentParticipation in due diligence activities and/or reviews of potential licensing candidates Required Education & Experience Advanced degree (PhD, PharmD, MD, or equivalent) in a scientific or regulatory disciplineMinimum of 12 years of experience in regulatory affairs in the biotech or pharmaceutical industry, with at least 8 years in oncology supporting antibody-drug conjugatesProven track record of designing successful global regulatory strategies resulting in product approvals, including Fast Track, NDA, BLA, or MAAIn-depth knowledge of FDA, Health Canada, EMA, NMPA, PMDA, TGA, ANVISA, MFDS, CDSCO, SAHPRA and other international regulatory agencies regulations and guidance documents, with particular attention to issues relating to antibody-drug conjugate developmentOutstanding project management and organizational skills with respect to preparations for major regulatory filings including IND, breakthrough designation, fast frack approval, NDA, BLA, major briefing documents for meetings including End of Phase 1 and Phase 2, Type C and D, and other key interactions with regulatory agencies and other health authorities Strong leadership, strategic thinking and negotiation skillsAbility to thrive in a rapidly changing environment, recommend and implement solutions with a proven ability to collaborate, operate and influence cross-functionally and cross-culturallyExcellent analytical, oral, and written communication skills and stakeholder management abilitiesAbility to multitask and perform in a fast-paced entrepreneurial and growing environment NextCure Inc. is an equal opportunity affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Compensation details: 00 Yearly Salary PIa53c0ff1a8ba-2548
04/10/2026
Full time
NextCure seeks a highly motivated Vice President, Global Regulatory based in our Beltsville, Maryland offices. The executive will possess global regulatory experience to lead regulatory strategies and filings for our portfolio of first-in-class and best-in-class antibody-drug conjugate (ADC) product candidates. This position reports directly to the Chief Operating Officer. NextCure is a growing clinical-stage biopharmaceutical company located in Beltsville Maryland committed to discovering and developing novel first-in-class and best-in-class therapies to treat cancer. NextCure is committed to professional development in the context of learning, managing, and developing its employees. We create a unique environment for our employees, providing exposure to various facets of our operations cultivating career growth and development. We are excited about the ongoing work at NextCure and invite you to come join us in the culture and build your career in an environment that nurtures professional growth and development. The executive will define and implement innovative regulatory strategies around the globe to expedite development and approval of our ADCs. The executive will formulate the communication strategy and lead interactions with all regulatory authorities, provide strategic regulatory leadership across clinical development and manufacturing activities and provide regulatory guidance throughout the drug development lifecycle to ensure alignment with evolving regulatory requirements and business objectives. The executive also will drive discussion and regulatory decision making with existing partners and with third party vendors, including CROs and CDMOs. This role requires a seasoned executive with in-depth knowledge of US FDA, Health Canada, Europe's EMA, China's NMPA, Japan's PMDA, Australia's TGA, Korea's MFDS, Brazil's ANVISA, India's CDSCO, South Africa's SAHPRA and other international regulatory pathways. In addition, exceptional leadership skills and the ability to collaborate cross-functionally with clinical, manufacturing and research teams will also be required. The successful executive will thrive and adapt to a fast-paced environment focused on global expansion and possess a passion for uniquely positioning ADC therapies. Responsibilities Lead the creation and execution of comprehensive global regulatory strategies for antibody-drug conjugate (ADCs) programs across all phases of product development, including clinical development, manufacturing and commercialization Lead global interactions and discussions with regulatory authorities, from pre-IND stage to final approval and commercializationServe as strategic advisor to executive leadership and cross-functional teams on regulatory risks, opportunities, and timelinesManage cross-department interactions necessary to support regulatory filings for nonclinical pharm tox, manufacturing and clinical activities Prepare and submit all regulatory documents, all associated amendments and supplements, and any other communications to regulatory authorities on a global basisAssess regulatory risks associated with various drug development activities and advise product development teams and/or senior management on possible solutions to mitigate such risksManage interactions, discussions, and decision making with third party vendors, including CROs, CDMOs and any other outside regulatory-related resources, as neededLead regulatory discussion and communication with existing and new strategic partnersProvide due diligence support and advice to business development and licensing colleagues, as neededRepresent the regulatory affairs function in internal and external meetingsProvide strategy and communications surrounding ongoing global regulatory activities and collaborate with project management to drive these activities to completionMaintain up-to-date working knowledge on relevant global regulatory regulations, guidance, and the current regulatory environmentParticipation in due diligence activities and/or reviews of potential licensing candidates Required Education & Experience Advanced degree (PhD, PharmD, MD, or equivalent) in a scientific or regulatory disciplineMinimum of 12 years of experience in regulatory affairs in the biotech or pharmaceutical industry, with at least 8 years in oncology supporting antibody-drug conjugatesProven track record of designing successful global regulatory strategies resulting in product approvals, including Fast Track, NDA, BLA, or MAAIn-depth knowledge of FDA, Health Canada, EMA, NMPA, PMDA, TGA, ANVISA, MFDS, CDSCO, SAHPRA and other international regulatory agencies regulations and guidance documents, with particular attention to issues relating to antibody-drug conjugate developmentOutstanding project management and organizational skills with respect to preparations for major regulatory filings including IND, breakthrough designation, fast frack approval, NDA, BLA, major briefing documents for meetings including End of Phase 1 and Phase 2, Type C and D, and other key interactions with regulatory agencies and other health authorities Strong leadership, strategic thinking and negotiation skillsAbility to thrive in a rapidly changing environment, recommend and implement solutions with a proven ability to collaborate, operate and influence cross-functionally and cross-culturallyExcellent analytical, oral, and written communication skills and stakeholder management abilitiesAbility to multitask and perform in a fast-paced entrepreneurial and growing environment NextCure Inc. is an equal opportunity affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Compensation details: 00 Yearly Salary PIa53c0ff1a8ba-2548
