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HSBC Bank jobs

- 23 Jobs
  • Wealth Center Manager

    HSBC 4.9company rating

    HSBC Job In Washington, DC

    Our purpose - Opening up a world of opportunity - explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We're bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world - for our customers, our people, our investors, our communities and the planet we all share. Drive Wealth Center business performance through acquisition, coaching, business development and retention of client relationships. Accountable for overall sales culture, operational, and servicing activities of the wealth center in conjunction with Wealth Center personnel. Contributes to overall wealth center growth, performance, and business development. This role operates in a highly competitive, complex, regulatory, global environment. Ensure the effective implementation of a wealth management planning-led strategy to drive and grow profitable Premier relationships. This will be achieved through the consistent leadership with respect to sales and servicing of financial service products within the Wealth Center. Accountable for the implementation of the Wealth & Personal Banking (WPB) plan, including overall structure, sales goals, profitability, performance and leads sales prospect management. As our Wealth Center Manager you will: * Support and drive business development activities and source new high value customers * Expand market/opportunity beyond individual Wealth Center footprint and local 'Right To Win' opportunities * Ensure Wealth Center meets and exceeds established sales and revenue goals through robust activity management, while keeping expenses minimized * Ensure consistency of the merchandising and overall appearance and delivery of Wealth Center services for assigned Wealth Center. Ensure operational integrity, expense control and minimized errors and losses * Be a champion for the HSBC brand in market served * Promote the Group's global brand; promote the bank's profile in the community and drive others to do the same. Drive the HSBC customer recommendation * Represent the Company on community organizations and activities to enhance the Company's image and promote and develop additional business through the development and expansion of referral sources. Refer to the HNAH Code of Ethics policy and Wealth Management Staff. For this role, HSBC targets a pay range between $135,000.00 and $200,000.00 The final fixed pay offer will depend on the candidate and a number of variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location. At HSBC, our overall goal is to provide a competitive Total Reward Package, with an appropriate mix of fixed pay, and variable pay, as part of an employee's overall total compensation and benefits. Variable pay generally takes the form of discretionary, annual awards (sometimes referred to as a "bonus"). Additionally, HSBC offers a wide range of competitive and flexible benefits designed to help you improve your health and well-being, finances, and lifestyle. Requirements You´ll likely have the following qualifications to succeed in this role: * Seven to ten years proven and progressive wealth experience or equivalent, including a minimum of four years proven and progressive management experience or equivalent * Minimum of a bachelor's degree in business, finance, related field or equivalent experience; Masters degree in business administration or equivalent experience preferred * Series 7, 63, 65 or 66 (in lieu of 63 and 65), 9, 10 and life and health insurance licenses required. Licenses are required to coach licensed sales professionals related to servicing activities on investment accounts) * Very strong sales management, managerial, marketing, sales, planning, financial, leadership, motivational, coaching, sales, project management, cross selling, mathematical, decision making, analytical and communications skills * Thorough knowledge of the credit approval process, pertinent regulations impacting consumer banking activities and delivery systems and channels, including market potential * Understanding of the unique markets serviced * Thorough understanding of the customer service concept and its importance in developing, maintaining and expanding account relationships * Ability to provide robust activity management principles, through strong coaching, leadership and sales management skills to drive daily sales activity * Ability to develop personal and business new Bank customers. In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the U.S. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position. As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming, diverse and inclusive work environment. You will be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You'll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future! All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law. Apply
    $135k-200k yearly 9d ago
  • Wealth Relationship Officer

    HSBC 4.9company rating

    HSBC Job In Tysons Corner, VA

    Our purpose - Opening up a world of opportunity - explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We're bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world - for our customers, our people, our investors, our communities and the planet we all share. The Wealth Relationship Officer works closely with the Wealth Relationship Manager and the overall Relationship Team to provide an outstanding customer experience to valuable banking and wealth clients. The goal of this role is to provide high quality support and reduce the time spent on process and administrative tasks by the Wealth Relationship Manager to increase their capacity to address clients' needs and conduct higher value activities which will contribute to the overall cost efficiency ratio As our Wealth Relationship Officer you will: * Provide a pivotal role in supporting the Wealth Relationship Manager for the banking portions of their assigned portfolio * Provide dedicated assistance in the delivery of service and support activities for both banking and wealth products, as well as in the day to day contact of clients * Serve as the point of contact for clients in instances of Wealth Relationship Manager absence, including answer client calls, resolve enquiries and facilitate a smooth hand-off to the correct channels where appropriate * Provide sales support to licensed sales staff by preparing and completing sales documents and managing data input and report generation, generating and analyzing specialized reports on sales activities and entering orders for clients and opening new customer accounts in addition to being part of the Wealth Center team and assisting clients with their day to day banking needs through servicing * Open and close the Wealth Center, review and approve day to day banking transactions For this role, HSBC targets a pay range between $75,000.00 and $85,000.00 The final fixed pay offer will depend on the candidate and a number of variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location. At HSBC, our overall goal is to provide a competitive Total Reward Package, with an appropriate mix of fixed pay, and variable pay, as part of an employee's overall total compensation and benefits. Variable pay generally takes the form of discretionary, annual awards (sometimes referred to as a "bonus"). Additionally, HSBC offers a wide range of competitive and flexible benefits designed to help you improve your health and well-being, finances, and lifestyle. Requirements You´ll likely have the following qualifications to succeed in this role: * Strong understanding of the brokerage and banking industry, trading opportunities and banking and brokerage products * Experience working in the financial services industry * Ability to build relationships and identify opportunities to help both clients and team members achieve their financial goals * Understanding of relationship management systems and experience managing clients * Knowledge of Anti Money Laundering practices and relevant regulatory governance in the US * Series 7, 63, Life and Health insurance licenses required, may allow for contingency to obtain Series 7 and Life and Health In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the U.S. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position. As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming, diverse and inclusive work environment. You will be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You'll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future! All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law. Apply
    $75k-85k yearly 4d ago
  • High Net Worth Service Associate - Greater Washington DC Area

    Fidelity Investments 4.6company rating

    Remote or Reston, VA Job

    To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: DC, Marlton, NJ, Arlington, Alexandria, Tyson's Corner, Reston, Leesburg/Lansdowne As a High Net Worth Representative, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities. The Team While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition. The Expertise You Have * Series 7 required * Series 63 or ability to obtain within 90 days * 2-3 years of previous financial services experience The Skills You Bring * Broad based knowledge and understanding of general financial planning concepts * Proven customer service, client support and problem resolution skills * Strong verbal and written communication skills * Ability to effectively influence others * Robust time management and organizational skills The Value You Deliver * Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests The base salary range for this position is $46,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. Certifications: Series 07 - FINRA, Series 63 - FINRA Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at fidelitycareers.com. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.
    $46k-75k yearly 60d+ ago
  • Sales Representative - Payments

    Global Payments Inc. 4.0company rating

    Washington, DC Job

    About Global Payments Every day, Global Payments makes it possible for millions of people to move money between buyers and sellers using our products and unmatched services. Simply, we create meaningful technology centered experiences that enable our customers to prosper. If you want to join a company that unifies every aspect of commerce through software solutions while supporting and serving business owners-then your expertise will be a perfect fit on our dynamic team here at Heartland. If it's in your nature to work with a passion to provide tangible solutions for everyone you interact with, then join us and let's see what we can accomplish together. Job Summary Responsible for prospecting and running presentations both in person and over the phone to small and mid-sized merchants, restaurateurs, and businesses to ultimately close deals within a fast sales cycle. As a Core Payments Relationship Manager (RM) you will report to a District Manager and receive coaching from a Director. Activities include explaining our value proposition and demonstrating our Payments Platform, upselling current clients on other Heartland products and services, and maintaining regular communication with the Core Payments District Manager. Job Duties Your role as a Core Payments RM is to close sales of our business solutions with merchants throughout the area. You will work closely with your local District Manager to set appointments with business owners in person via your network and referral partnerships that you build. You will then run scheduled appointments, uncover needs, and present Heartland Payments solutions to close sales in small to mid-sized businesses. During the training period, your District Manager will accompany you on your initial appointments to train you on our short-cycle sales process using our CRM platforms Atlas and Salesforce, used for lead generation, sales presentations, on the spot client financial analysis and paperless contract processing. Additional Responsibilities * Responsible for prospecting new clients. * Maintain existing/prospective client records, in accordance with company policies, to include call notes, scheduled client interactions, contact information, and other relevant client information, in the Customer Relationship Management (CRM) system; currently Atlas. * Responsible for achieving minimum production requirements, including setting first time appointments, to secure quota. * Continuously build and develop knowledge of current product/service portfolio as well as changes and developments within the financial technology industry, to remain up-to-date. * Attend weekly team meetings and weekly one-on-one with your leader. * Additional responsibilities may be assigned as needed. Desired Skills & Capabilities * Excellent prospecting, communication, presentation, and networking skills * Works well independently and as part of a team * Incentive-driven sales "hunter" * Professional demeanor and impeccable integrity * High sense of urgency and innate sales talent * Enjoys cold-calling and speaking with people face to face * Knowledge of Restaurant and/or Retail industry is a plus Minimum Qualifications * 18 years of age or older * This position requires regular driving to visit client sites, therefore a valid drivers license is necessary * In accordance with state law, a background check will be conducted after a conditional offer of employment * Completion of mandatory drug screening on or near 60th day of employment * Live in area relative to job posting location * Ability to be in the field, a minimum of 75% of the time Preferred Qualifications * High school diploma/GED * At least two years of relevant experience Competencies * Awareness * Driven * Resilient * Respectful * Committedness Benefits Global Payments offers a comprehensive benefits package to all of our team members, including medical, dental and vision care, EAP programs, paid time off, recognition programs, retirement and investment options, charitable gift matching programs, and worldwide days of service. To learn more, review our Benefits page at: **************************************************************** Compensation Ready to grow your career and your paycheck? Here's the breakdown Annual On-Target Earnings (OTE): $100,000+ * Base Salary: $40,000+ * Residual Income: Keep earning from your hard work * Monthly/Quarterly Bonuses: Extra financial incentives for exceeding quota and achieving sales goals. Your total compensation will depend on your skills, performance, and location. Let's build your future together - Apply now! Diversity and EEO Statements Global Payments is an organization that stands against racism, intolerance and injustice in all its forms - one that respects, honors and celebrates the diversity of our team members and the differences among us. Our commitment to fostering a company culture that values and respects Inclusion and Diversity is steadfast. Standing together as one company, we will continue to work to drive positive change for the communities in which we live and work and stamp out injustice. Global Payments is an equal opportunity employer. Heartland, a Global Payments Company, provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including pregnancy), national origin, ancestry, age, marital status, sexual orientation, gender identity or expression, disability, veteran status, genetic information or any other basis protected by law. Those applicants requiring reasonable accommodation to the application and/or interview process should notify a representative of the Human Resources Department. #LI-DM1 #LI-Hybrid
    $30k-36k yearly est. 11d ago
  • Senior Associate, Internal Audit - Remote

    Sallie Mae 4.1company rating

    Remote or Sterling, VA Job

    **When you join Sallie Mae, you become a champion for all students.** We're on a mission to power confidence as students begin their unique journey. To help them plan their higher education, successfully finish, and prepare for life after school. To help them Start smart. Learn big. Students need guidance navigating this important time in their life. They need someone who acknowledges that their education path is unique. They need a partner willing to evolve and not only meet but surpass their expectations. We're changing. Because students need a better way. We're looking for people who are excited to drive this transformation. To break barriers and think of new ways to adapt, help, and create better experiences for students-and for each other. This is where diverse backgrounds, beliefs, and perspectives matter. It's where you're empowered to bring your authentic self to work. Feeling your best allows you to do your best. Our benefits take care of the whole you-from physical and mental to financial and professional. You'll get opportunities to further your education and career, support for you and your family (including your pets!), paid time off to volunteer for the things that matter to you, and more. We're obsessed with impact and making a real difference. For us, that means putting relationships first, asking "why not?" when tackling challenges, and continuously learning new skills. Come do more than join something, change something. For students, for future generations, for the future of education. **What You'll Contribute** The Senior Associate, Internal Audit will support the internal audit function by conducting audit procedures, assessing risks, and assisting in the development of internal controls. _This role offers flexibility and can be supported in a hybrid or fully remote capacity._ **What You'll Do** + Assist in the planning, execution, and documentation of internal audit procedures for financial, operational, and compliance audits. + Identify and assess risks, control weaknesses, and process inefficiencies, and provide recommendations for improvement. + Document audit workpapers and findings in a clear and concise manner, ensuring accuracy and completeness. + Collaborate with team members to develop comprehensive audit programs and ensure alignment with organizational objectives. + Participate in discussions with auditees to gather information, clarify audit observations, and assist in the development of corrective action plans. + Monitor and track the implementation of audit recommendations, ensuring timely resolution of identified issues. _The above information is intended to describe the general nature and level of work performed by employees assigned to this job; it is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees in this role._ **What you have** Minimum education, skills and experience required. + CPA required or CPA candidate + Strong knowledge of internal audit principles, methodologies, and standards. + Familiarity with relevant regulations, frameworks, and standards. + Solid analytical, problem-solving, and critical thinking skills, with a keen attention to detail. + Proficiency in using audit software and Microsoft Office suite. + Excellent communication and interpersonal skills, with the ability to collaborate effectively with team members and stakeholders. + Ability to prioritize tasks, manage multiple assignments, and meet deadlines. + Integrity, professionalism, and the ability to handle confidential information with discretion. Preferred education, skills, and experience. + Bachelor's degree in accounting, finance, or a related field. + 3+ years of experience in internal audit, external audit, or a related field. **The Americans with Disabilities Act** _The Americans with Disabilities Act of 1990 (ADA) prohibits discrimination by employers, in compensation and employment opportunities, against qualified individuals with disabilities who, with or without reasonable accommodation, can perform the "essential functions" of a job. A function may be essential for any of several reasons, including: the job exists to perform that function, the employee holding the job was hired for his/her expertise in performing the function, or only a limited number of employees are available to perform that function._ **Feeling your best helps you do your best:** **Our benefits take care of the whole you-so you can build your work around your life (not the other way around!).** + Competitive base salaries + Bonus incentives + Generous PTO, Floating Holidays and 12 Federal Holidays observed + Support for financial-well-being and retirement 401k with employer match + Comprehensive medical, dental, vision, hospital indemnity, critical illness, pet insurance and more + Employer paid short-term/long-term disability and basic life insurance + Flexible hybrid working arrangements. + Paid parental leave and adoption reimbursement programs + Free access to on-site staffed fitness centers (in Delaware) and gym subsidy (for locations outside Delaware) + Confidential counseling support (EAP), Health Advocacy services and Wellness program with financial incentives + Tuition Reimbursement and Family Scholarship Programs + Career development and training opportunities Not the right fit? Let us know you're interested in a future opportunity by clicking _Introduce Yourself_ in the top-right corner of the page or create an account to set up email alerts as new job postings become available that meet your interest! For Colorado job seekers: **Pay Range** Offers will be negotiated based on each candidate's qualifications. **Incentive Compensation** This role is eligible to participate in our annual incentive plan. Incentives are earned based on employee performance against defined metrics and company goals. **Benefits** Full-time roles are eligible for our comprehensive benefits program which includes medical, dental and vision coverage. You may also contribute to our 401(k) plan that includes a company match. **Sallie Mae is proud to be an equal opportunity (EEO) employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, sexual orientation, national origin, age, genetic information, gender identity, disability, Veteran status or any other characteristic protected by federal, state or local law. If you'd like more information about your EEO rights as an applicant, please click** **here (******************************************************* **. Know Your Rights supplement (********************************************************************************************************* . Click here (******************************************************* **to view the U.S. Pay Transparency Policy,** **here (**************************************** **for federal job applicant notices, and** **here (********************************************************************************************************** **to view the California Employee Privacy Notice.** **Reasonable accommodations are available for applicants with disabilities in all phases of the application and employment process. To request an accommodation please call ************** and choose option 9. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.** Sallie Mae is proud to be an equal opportunity (EEO) employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, sexual orientation, national origin, age, genetic information, gender identity, disability, Veteran status or any other characteristic protected by federal, state or local law. If you'd like more information about your EEO rights as an applicant, please click **************************************************** ************************************************************************************************************************** Click ************************************************************** to view the U.S. Pay Transparency Policy.
    $78k-98k yearly est. 49d ago
  • Vice President, Branch Leader - Ashburn, VA

    Fidelity Investments 4.6company rating

    Remote or Ashburn, VA Job

    It's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. With a focus on employee development and collaboration, as the leader of a Fidelity branch team, you'll have the resources at your disposal to succeed on each count. The Expertise We're Looking For * We ask that you have at least five years in financial sales role * We believe that three or more years of management within a financial services environment is helpful * We require an active Series 9/10, 7 and 66 licenses The Purpose of Your Role Our mission in the branch is to drive business opportunities by building a strong sales and service team that will embrace the company brand and cultivate revenue while ensuring high levels of customer happiness. By educating the local market, you will drive national initiatives and grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation. The Skills You Bring * All-encompassing brokerage and mutual fund knowledge and expertise in financial planning * A contagious enthusiasm for hiring, mentoring and developing new branch associates * Inspired by a real passion for working collaboratively, improving productivity, and implementing ideas * Coordinating and supporting cross-company partnerships and regional corporate relationships that lead to business opportunities * Positive attitude, empowering business professionalism and strong work ethic with high level of integrity The Value You Deliver You are a key leader in the Investor Center and beyond. As someone who leads, recruits, and works closely with branch employees, team building is something you take seriously. You develop sales capabilities through dedicated mentoring and coaching. You are an integral figure in running branch infrastructure, including lobby and operational technology, back office processing, and quality assurance processes. How Your Work Impacts the Organization You will function as a general manager for the branch, building and leading strategies to develop your associates and their business. Your leadership and decisions will have significant impact on branch success, market growth and profitability. Certifications: Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 24 - FINRA, Series 66 - FINRA Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at fidelitycareers.com. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.
    $125k-177k yearly est. 60d+ ago
  • Senior Associate, Technology Audit

    Sallie Mae 4.1company rating

    Sterling, VA Job

    **When you join Sallie Mae, you become a champion for all students.** We're on a mission to power confidence as students begin their unique journey. To help them plan their higher education, successfully finish, and prepare for life after school. To help them Start smart. Learn big. Students need guidance navigating this important time in their life. They need someone who acknowledges that their education path is unique. They need a partner willing to evolve and not only meet but surpass their expectations. We're changing. Because students need a better way. We're looking for people who are excited to drive this transformation. To break barriers and think of new ways to adapt, help, and create better experiences for students-and for each other. This is where diverse backgrounds, beliefs, and perspectives matter. It's where you're empowered to bring your authentic self to work. Feeling your best allows you to do your best. Our benefits take care of the whole you-from physical and mental to financial and professional. You'll get opportunities to further your education and career, support for you and your family (including your pets!), paid time off to volunteer for the things that matter to you, and more. We're obsessed with impact and making a real difference. For us, that means putting relationships first, asking "why not?" when tackling challenges, and continuously learning new skills. Come do more than join something, change something. For students, for future generations, for the future of education. **What You'll Contribute** The Senior Associate, Technology Audit will be responsible for planning and executing technology-focused audits, evaluating the efficiency and effectiveness of IT controls, and assessing the overall IT governance framework. **What You'll Do** + Conduct comprehensive technology audits, including IT general controls, application controls, system development life cycle, cybersecurity, and other related areas. + Assess IT processes, systems, and controls to identify risks, evaluate their impact, and recommend appropriate remedial actions. + Evaluate the effectiveness of IT governance, risk management, and internal control processes. + Identify control deficiencies and areas for improvement and provide practical and actionable recommendations to enhance IT controls and processes. + Conduct post-audit follow-up to verify the implementation and effectiveness of recommended actions. + Prepare clear and concise audit reports, summarizing findings, recommendations, and management responses. _The above information is intended to describe the general nature and level of work performed by employees assigned to this job; it is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees in this role._ **What you have** Minimum education, skills and experience required. + Proficient in evaluating and testing IT general controls, application controls, and cybersecurity controls. + Experience in assessing emerging technology risks, such as cloud computing, artificial intelligence, and blockchain. + Familiarity with auditing data analytics and automated controls is advantageous. + Solid knowledge of industry regulations and standards (e.g., SOX, GDPR, ISO 27001). + Excellent analytical and problem-solving skills, with the ability to identify control deficiencies and propose practical solutions. + Strong project management abilities, including the ability to prioritize tasks, meet deadlines, and manage multiple assignments simultaneously. Preferred education, skills, and experience. + Bachelor's degree in information technology, computer science, or a related field. A master's degree or professional certifications (e.g., CISA, CISSP) are a plus. + 3+ years of relevant experience in technology audit, IT risk management, or a related field. **The Americans with Disabilities Act** _The Americans with Disabilities Act of 1990 (ADA) prohibits discrimination by employers, in compensation and employment opportunities, against qualified individuals with disabilities who, with or without reasonable accommodation, can perform the "essential functions" of a job. A function may be essential for any of several reasons, including: the job exists to perform that function, the employee holding the job was hired for his/her expertise in performing the function, or only a limited number of employees are available to perform that function._ **Feeling your best helps you do your best:** **Our benefits take care of the whole you-so you can build your work around your life (not the other way around!).** + Competitive base salaries + Bonus incentives + Generous PTO, Floating Holidays and 12 Federal Holidays observed + Support for financial-well-being and retirement 401k with employer match + Comprehensive medical, dental, vision, hospital indemnity, critical illness, pet insurance and more + Employer paid short-term/long-term disability and basic life insurance + Flexible hybrid working arrangements. + Paid parental leave and adoption reimbursement programs + Free access to on-site staffed fitness centers (in Delaware) and gym subsidy (for locations outside Delaware) + Confidential counseling support (EAP), Health Advocacy services and Wellness program with financial incentives + Tuition Reimbursement and Family Scholarship Programs + Career development and training opportunities Not the right fit? Let us know you're interested in a future opportunity by clicking _Introduce Yourself_ in the top-right corner of the page or create an account to set up email alerts as new job postings become available that meet your interest! **Sallie Mae is proud to be an equal opportunity (EEO) employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, sexual orientation, national origin, age, genetic information, gender identity, disability, Veteran status or any other characteristic protected by federal, state or local law. Click here (******************************************************* **to view the U.S. Pay Transparency Policy,** **here (******************************************************************************************************************* **for federal job applicant notices, and** **here (************************************************************************************************** **to view the California Employee Privacy Notice.** **Reasonable accommodations are available for applicants with disabilities in all phases of the application and employment process. To request an accommodation please call ************** and choose option 9. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.** Sallie Mae is proud to be an equal opportunity (EEO) employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, sexual orientation, national origin, age, genetic information, gender identity, disability, Veteran status or any other characteristic protected by federal, state or local law. If you'd like more information about your EEO rights as an applicant, please click **************************************************** ************************************************************************************************************************** Click ************************************************************** to view the U.S. Pay Transparency Policy.
    $96k-120k yearly est. 60d+ ago
  • Field Sales Executive, Wires-DC, Maryland, and Northern VA

    The Vanguard Group 4.6company rating

    Washington, DC Job

    At Vanguard, our core purpose is to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. We put our investors first in all we do, and because of it, our clients have entrusted $9.9 trillion of their hard-earned savings to us. Financial Advisor Services (FAS) provides services and investment products, such as exchange-traded funds (ETFs) and mutual funds, to Vanguard's financial advisor clients. FAS serves broker-dealers, asset managers, bank trust departments, registered investment advisors, and insurance companies, both at an advisor's and home office level. Vanguard is currently best known for our index equity funds, which have decreased the cost of investing for millions of investors. Vanguard also sees an opportunity in terms of fixed income where we have a strong record of providing clients with improved performance at lower prices than industry alternatives. Improving fixed income investment outcomes is a strategic focus for the firm. Summary As the Field Sales Executive, for Washington DC, Northern VA, and MD suburbs you are responsible for the growth and retention of assets that sit within the private wealth hubs of the wirehouse channel (Merrill Lynch/Morgan Stanley/UBS/Wells Fargo including FINET) in the territory. In addition, you will exhibit the highest-producing sales skills and in-depth product knowledge of fixed income strategies, and other asset classes. Navigates the leadership and key decision-making processes of the largest and most sophisticated wirehouse advisor teams in the metro Washington DC area. What it takes Achieves established sales and retention goals. Supports the largest sales relationships and independently plans and executes for material segments. Achieves sales and retention goals within the spirit of Vanguard's Code of Ethics. Develops a strategic sales plan for a specific territory and/or target client segment to efficiently identify quality new business relationships and leverage Vanguard capabilities for maximum success. Effectively presents Vanguard's investments capabilities and services to prospects, clients, consultants, and industry organizations through written, verbal, and electronic media. Develops positive relationships with senior and executive management of prospect and client organizations. Drives results in raising awareness of Vanguard's investment capabilities and services through targeted prospecting activities. Prospective activities may include cold calling, face-to-face meetings, targeted mailings, hosting seminars, and attendance at industry conferences. Implements long term relationship growth strategies for key territory prospects. Covers the largest and most complex prospects and/or accounts. Uses expertise in market and competitive environments to help position Vanguard's services appropriately. Develop knowledge of regulatory environment and ensure that Vanguard operates in compliance with applicable regulations. Coaches, collaborates, and provides insight and direction to less experienced sales executives and internal partners. Participates in special projects and performs other duties as assigned. Qualifications Ten years related experience. Eight years of experience selling to financial advisors, and at least five years of prospecting to wirehouse financial advisor teams. FINRA Series 7 & 63. Undergraduate degree or equivalent combination of training and experience. Special Factors CIMA or CFP a plus. Special Factors Sponsorship Vanguard is not offering visa sponsorship for this position. About Vanguard At Vanguard, we don't just have a mission-we're on a mission. To work for the long-term financial wellbeing of our clients. To lead through product and services that transform our clients' lives. To learn and develop our skills as individuals and as a team. From Malvern to Melbourne, our mission drives us forward and inspires us to be our best. How We Work Vanguard has implemented a hybrid working model for the majority of our crew members, designed to capture the benefits of enhanced flexibility while enabling in-person learning, collaboration, and connection. We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience.
    $64k-108k yearly est. 8d ago
  • Territory Sales Manager- Payroll/HCM

    Global Payments Inc. 4.0company rating

    Alexandria, VA Job

    Territory Manager - Payroll/ HCM Our Territory Sales Manager position is the missing link for any sales company, but you can only find it at Heartland! ● Are you experienced in sales, and you want to officially lead a sales team with OUT retiring your sales bag?! ● Do you love winning, selling, and networking with external referral partners?! ● Do you love sharing your passion for sales with the new sales rep your boss just recruited to the company, but wish there was a way to earn extra income for the knowledge you pour into others while in the field? If those bullets apply to you - keep reading! At Heartland, we are passionate about delivering amazing Payroll/ HCM solutions to businesses that help them operate their business, increase sales, engage guests, and make every day work better. We know that running a restaurant or retail store is tough, and that it takes a special kind of person to thrive in this business. That's why we're looking for a Territory Sales Manager to join our team and help us bring our innovative solutions to merchants throughout the area. As a Territory Sales Manager, you'll be responsible for driving revenue growth and bringing in net new business with your own sales from prospects while also recruiting, growing, and leading a smaller team of sales professionals. Using a consultative approach, you'll work closely with your local Division Manager to set appointments with business owners over the phone for Payroll/ HCM, face-to-face, through your network, and via referral partnerships that you build. You'll then run scheduled appointments, uncover needs, and present Heartland solutions to close sales in our target vertical markets, such as restaurants, retail, medical, manufacturing, lodging, auto repair, salons, and more. During the training and ramp-up period, your Division Manager will accompany you on your initial appointments to train you on our short-cycle sales process using Atlas, our groundbreaking tablet-based CRM platform for lead generation, sales presentations, immediate value analysis, and paperless contract processing. Additionally, you'll work with Relationship Managers that report to you to help them achieve their sales goals through coaching, training, and accompanying them on their initial appointments. You'll have the freedom to set your own work schedule while working primarily from a home office and maximizing the upside of residuals on the business you bring in. But it's not just about making sales. As a Territory Sales Manager, you'll also play an important role in recruiting, hiring, and growing your sales team. We believe that our people are our greatest asset, and we're looking for someone who shares that belief and is passionate about helping others achieve success. Compensation for this role is based on performance, and you'll enjoy aggressive weekly commissions, residuals, and portfolio ownership as you meet and exceed your targets. If you're a consultative sales professional with a passion for delivering amazing Payroll/HCM solutions to restaurants and retail stores, we want to hear from you! Essential Responsibilities: ● Crush sales presentations with enthusiasm and finesse ● Use Atlas CRM on your iPad or tablet to show clients why we're the cool kids on the block ● Educate business owners and referral partners on the Payroll/ HCM so they know what's up and can not wait to sign up ● Keep in touch with your T erritory/Division Manager like a BFF ● Train and coach sales reps under you to be like the cool kids too ● Support sales reps in the field on all aspects of our proven sales playbook so they can slay like you do ● Scout for talent and interview like a Hollywood casting director Other Responsibilities: ● Network locally to find sales reps that can hang with our crowd ● Be the epitome of prospecting, resourcefulness, communication, presentation, and networking skills ● Kill it independently and as part of a team because we're all about collaboration ● Be a performance-driven sales "hunter" because we don't mess around ● Keep it classy with a professional demeanor and impeccable integrity ● Possess a high sense of urgency and innate sales talent like you were born with it ● Thrive on cold-calling and face-to-face conversations because you're a people person ● Be experienced in closing sales like it's just another day at the office ● Have a proven track record of pipeline development and closing sales because we need someone who can keep up ● Be part of a business or merchant association or networking group (a plus) because we like to party with like-minded people ● Possess bilingual skills (a plus) because we're all about diversity and inclusivity ● This is a work-from-home field sales leadership opportunity, and you can sell wherever business takes you (just don't forget your iPad and Atlas)! Minimum Qualifications * 18 years of age or older * This position requires regular driving to visit client sites, therefore a valid drivers license is necessary * In accordance with state law, a background check will be conducted after a conditional offer of employment * Completion of mandatory drug screening on or near 60th day of employment * Live in area relative to job posting location * Ability to be in the field, a minimum of 75% of the time Compensation - Benefits ● It's W2! Medical, Dental, Life, & Disability benefits to keep you healthy and happy. ● Commission Only. We're not messing around with compensation. A first-year professional may expect an average of $90,000 - $105,000+ if you are in the top 25% in the form of uncapped weekly commissions, lifetime residuals, and portfolio equity. Cha-ching! ● We love a good pat on the back, so we've got various peer and company recognition programs to keep you feeling the love. ● Global Payments offers a comprehensive benefits package to all of our team members, including medical, dental and vision care, EAP programs, paid time off, recognition programs, retirement and investment options, charitable gift matching programs, and worldwide days of service. To learn more, review our Benefits page at: **************************************************************** #LI-LH1 #LI-Hybrid
    $90k-105k yearly 30d ago
  • Sr. Director, Portfolio Analytics and Strategy

    Sallie Mae 4.1company rating

    Sterling, VA Job

    **When you join Sallie Mae, you become a champion for all students.** We're on a mission to power confidence as students begin their unique journey. To help them plan their higher education, successfully finish, and prepare for life after school. To help them Start smart. Learn big. Students need guidance navigating this important time in their life. They need someone who acknowledges that their education path is unique. They need a partner willing to evolve and not only meet but surpass their expectations. We're changing. Because students need a better way. We're looking for people who are excited to drive this transformation. To break barriers and think of new ways to adapt, help, and create better experiences for students-and for each other. This is where diverse backgrounds, beliefs, and perspectives matter. It's where you're empowered to bring your authentic self to work. Feeling your best allows you to do your best. Our benefits take care of the whole you-from physical and mental to financial and professional. You'll get opportunities to further your education and career, support for you and your family (including your pets!), paid time off to volunteer for the things that matter to you, and more. We're obsessed with impact and making a real difference. For us, that means putting relationships first, asking "why not?" when tackling challenges, and continuously learning new skills. Come do more than join something, change something. For students, for future generations, for the future of education. **What You'll Contribute** The Senior Director, Portfolio Analytics and Strategy will lead the portfolio-wide business intelligence and credit portfolio strategy function. This role is responsible for developing and executing a comprehensive analytics framework to assess portfolio risk, monitor credit health, and drive strategic decision-making across the lending lifecycle. The position reports to the Chief Credit Officer and plays a critical role in shaping the organization's credit risk posture and readiness for economic cycles. This seasoned leader will oversee the design and implementation of risk ranking and rating methodologies, concentration risk analysis, recession readiness frameworks, and portfolio health indicators. This role requires deep expertise in credit risk management, strong analytical acumen, and the ability to influence cross-functional stakeholders at the executive level. The individual in this position will be expected to lead and collaborate with a high-performing team to optimize portfolio health and profitability. The role demands a strategic mindset, strong leadership skills, and the ability to execute programs that drive financial performance while maintaining a customer-centric approach. The ideal candidate will bring a blend of strategic vision, operational expertise, and hands-on leadership to the organization. This is a data intensive role and will require a hands-on approach at times. The preferred candidate will have a high competency in SAS, SQL & Microsoft Office products. The Senior Director will be responsible for the development of the strategy and be able to assist with training and recruiting new staff. **What You'll Do** + First line of defense: + Develop and maintain portfolio risk ranking and rating tools + Design and implement portfolio health indicators and early warning systems. + Lead strategic initiatives to assess and mitigate concentration risk + Drive recession readiness planning and scenario analysis + Continuously evaluate and enhance portfolio risk + Collaborate with senior leadership to align business intelligence feedback and strategy with organizational goals and credit risk policies + Provides thought leadership and strategy recommendations to drive financial results. + Leverage data analytics to personalize outreach and enhance borrower engagement. + Manages key partnerships across the business to influence change. + Manage reporting and analytics + Business Intelligence and Reporting + Oversee the development of dashboards and reporting tools to monitor portfolio performance. + Deliver insights to senior leadership and governance committees. + Ensure data integrity and consistency across reporting platforms + Credit Risk Oversight and Governance + Ensure alignment of portfolio strategy with enterprise risk appetite. + Collaborate with risk, finance, and product teams to embed analytics into decision-making. + Support regulatory and audit requirements. + Build and lead a high-performing analytics team. Foster a culture of innovation, accountability, and continuous improvement. Mentor and develop talent to support long-term organizational goals. + Develop and monitor key performance metrics to identify and measure exceptions and outlier performances. + Drive continuous improvement in portfolio management processes, tools, and systems to enhance team productivity and profitability outcomes. + Prioritize and support team projects and initiatives + Lead and Mentor a High-Performing Team + Build and lead a high-performing analytics team. + Foster a culture of innovation, accountability, and continuous improvement. + Mentor and develop talent to support long-term organizational goals. _The above information is intended to describe the general nature and level of work performed by employees assigned to this job; it is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees in this role._ **What you have** Minimum education, skills and experience required. + Bachelor's degree in finance, Economics, Statistics, or related field (Master's preferred) + 10+ years of experience in credit risk, portfolio analytics, or lending strategy + 5+ years in a senior leadership role within the credit lending industry + Deep understanding of credit lifecycle, risk modeling, and regulatory frameworks + Proficiency in SAS, SQL, and Microsoft Office Suite + Proven ability to communicate complex analytics to executive audiences + Strong interpersonal skills and ability to influence across functions + Bachelor's Degree, Business, Economics or related field or equivalent work experience + Proficiency5in Microsoft Office Suite of products + Experience in managing, developing and recruiting talent + Experience with financial forecasting, modeling processes and managing internal & external control requirements + Strong analytic & problem-solving skills + Ability to build and maintain strong relationships with internal and external partners, promoting a collaborative and positive work environment. + Strong communication and interpersonal skills with the ability to build relationships across business units + Ability to operate in a fast- paced, time-sensitive environment effectively managing multiple and changing priorities Preferred education, skills, and experience. + Experience with economic scenario modeling and stress testing + Familiarity with consumer and commercial lending portfolio + Exposure to machine learning or advanced analytics tools **The Americans with Disabilities Act** _The Americans with Disabilities Act of 1990 (ADA) prohibits discrimination by employers, in compensation and employment opportunities, against qualified individuals with disabilities who, with or without reasonable accommodation, can perform the "essential functions" of a job. A function may be essential for any of several reasons, including: the job exists to perform that function, the employee holding the job was hired for his/her expertise in performing the function, or only a limited number of employees are available to perform that function._ **Feeling your best helps you do your best:** **Our benefits take care of the whole you-so you can build your work around your life (not the other way around!).** + Competitive base salaries + Bonus incentives + Generous PTO, Floating Holidays and 12 Federal Holidays observed + Support for financial-well-being and retirement 401k with employer match + Comprehensive medical, dental, vision, hospital indemnity, critical illness, pet insurance and more + Employer paid short-term/long-term disability and basic life insurance + Flexible hybrid working arrangements. + Paid parental leave and adoption reimbursement programs + Free access to on-site staffed fitness centers (in Delaware) and gym subsidy (for locations outside Delaware) + Confidential counseling support (EAP), Health Advocacy services and Wellness program with financial incentives + Tuition Reimbursement and Family Scholarship Programs + Career development and training opportunities Not the right fit? Let us know you're interested in a future opportunity by clicking _Introduce Yourself_ in the top-right corner of the page or create an account to set up email alerts as new job postings become available that meet your interest! **Sallie Mae is proud to be an equal opportunity (EEO) employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, sexual orientation, national origin, age, genetic information, gender identity, disability, Veteran status or any other characteristic protected by federal, state or local law. Click here (******************************************************* **to view the U.S. Pay Transparency Policy,** **here (******************************************************************************************************************* **for federal job applicant notices, and** **here (************************************************************************************************** **to view the California Employee Privacy Notice.** **Reasonable accommodations are available for applicants with disabilities in all phases of the application and employment process. To request an accommodation please call ************** and choose option 9. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.** Sallie Mae is proud to be an equal opportunity (EEO) employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, sexual orientation, national origin, age, genetic information, gender identity, disability, Veteran status or any other characteristic protected by federal, state or local law. If you'd like more information about your EEO rights as an applicant, please click **************************************************** ************************************************************************************************************************** Click ************************************************************** to view the U.S. Pay Transparency Policy.
    $116k-160k yearly est. 31d ago
  • Outside Sales Representative - Payments Software Vendor

    Global Payments Inc. 4.0company rating

    Richmond, VA Job

    Are you on a quest to become a sales legend? Do you want to help businesses grow to reach new heights with state-of-the-art business solutions? Do you want to have the opportunity to make so much money that you have to carry it around in bags with money signs on them? Well you are in the right place! We provide businesses with the business solutions they need to run smoother and grow faster. With a product that provides business owners with all the tools they need to succeed, you will create your own epic sales story. If you believe in BIG opportunities, and you are ready to step into the spotlight-we want to make you the main character! Let's build your future together - Apply now! Your Mission Hunt down opportunities and dazzle Merchants with game-changing business solutions so you can close deals faster than a lunch rush at a busy restaurant. You'll be prospecting like a pro, pitching to small and mid-sized businesses showing them how our solutions can make their business thrive. Job Duties * Seal the Deal - Close sales and help businesses level up with our top notch solutions. Be a business matchmaker! * Power Up with your District Manager - Work closely with your DM to set up key appointments. They've got your back so you can show your true potential! * Turn Small Talk into Big Business - Network like a social butterfly to build referral partnerships that keep the leads rolling in. * Master the Art of the Pitch - Schedule and wow business owners with how our product can help their business transcend. * Become the Business Whisperer - You get what business owners need and you have the perfect solution! Desired Skills & Capabilities * Networking Ninja and Communication Champ * Ability to be both a lone wolf and team player * Driven sales hunter * Professional demeanor and impeccable integrity * Urgency - You follow through with speed and precision * Enjoys cold-calling and speaking with people face to face * Payments Industry Insider - you have experience in the field Minimum Qualifications * 18 years of age or older * This position requires regular driving to visit client sites, therefore a valid drivers license is necessary * In accordance with state law, a background check will be conducted after a conditional offer of employment * Completion of mandatory drug screening on or near 60th day of employment * Live in area relative to job posting location * Ability to be in the field, a minimum of 75% of the time Preferred Qualifications * High school diploma/GED * At least two years of relevant experience Compensation Ready to grow your career and your paycheck? Here's the breakdown * Base Salary: $40,000 * Residual Income: Keep earning from your hard work. * Monthly/Quarterly Bonuses: Extra financial incentives for exceeding quota and achieving sales goals. Annual On-Target Earnings (OTE): $100,000+ Benefits We offer a comprehensive benefits package to all of our team members, including medical, dental and vision care, EAP programs, paid time off, recognition programs, retirement and investment options, charitable gift matching programs, and worldwide days of service. To learn more, review our Benefits page at: **************************************************************** Diversity and EEO Statements Heartland is an organization that stands against racism, intolerance and injustice in all its forms - one that respects, honors and celebrates the diversity of our team members and the differences among us. Our commitment to fostering a company culture that values and respects Inclusion and Diversity is steadfast. Standing together as one company, we will continue to work to drive positive change for the communities in which we live and work and stamp out injustice. Heartland, A Global Payments Company, is an equal opportunity employer. Heartland, a Global Payments Company, provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including pregnancy), national origin, ancestry, age, marital status, sexual orientation, gender identity or expression, disability, veteran status, genetic information or any other basis protected by law. Those applicants requiring reasonable accommodation to the application and/or interview process should notify a representative of the Human Resources Department. #LI-DM1 #LI-Hybrid
    $40k-100k yearly 17d ago
  • Change Delivery Project Manager

    Comerica 4.9company rating

    Virginia Job

    The Change Delivery Project Manager will manage the cross-functional coordination of complex cross-cutting change initiatives and change events across the organization. This role involves supporting the planning, executing, and monitoring of enterprise programs and change initiatives designed to deliver on enterprise-wide objectives. Serving as the central point of contact for allocated changes, the incumbent effectively communicates consultative strategies and collaborates closely with Change Delivery colleagues and respective stakeholders to manage within agreed scope, capacity, budget and timeline. This role requires a strong background in complex and cross-functional project management to ensure enterprise change management processes are adhered to and program / change objectives are achieved. Position Responsibilities: Project Leadership and Execution * Plan, coordinate, and execute enterprise programs and cross-cutting change initiatives from initiation ensuring that all activities and dependencies are sequenced appropriately and meet scope, budget, timeline, and quality objectives. * Develop and maintain detailed project plans, including strategic communications, milestones, deliverables, risk log and resource allocation. * Monitor progress and coordinate adjustments as necessary to manage risks and overcome challenges. * Collaborate with business leaders and stakeholders to assess current processes and identify opportunities for improvement. * Drive process adherence and oversight to ensure consistency and alignment with organizational policies and standards. * Prepare and maintain necessary project materials, meeting materials and notes, tollgate artifacts and project management plans / systems / tools. * Coordinate end-to-end delivery strategy across multiple teams. * Lead key forums, status updates, working sessions and tollgates amongst stakeholders and leadership. * Maintain relevant system tooling standards and data integrity in alignment with enterprise standards. Stakeholder Engagement and Communication * Serve as the primary point of contact for change-related communications, ensuring timely updates and transparent reporting to executive leadership and other stakeholders. * Facilitate cross-functional meetings, workshops, and training sessions to drive engagement and adoption of programs and change initiatives. * Prepare and deliver presentations, status reports, and other communications that clearly articulate project progress, risks, and outcomes. * Serve as an enterprise change management SME, coaching and mentoring cross-functional stakeholders, business partners and new colleagues on process standards and successful navigation of key milestones and tollgates. * Perform continuous assessment and resolution strategy of the impact of changes to mitigate delivery risk. Risk and Issue Management * Identify, assess, and mitigate risks associated with change. * Develop contingency plans to address potential challenges and ensure continuity of operations. * Escalate issues as needed and work with senior management to devise effective solutions. * Collaborate with Change Delivery peers, to ensure programs and change initiatives are managed in accordance with enterprise standards. * Other duties as assigned. Position Qualifications: * Bachelor's Degree from an accredited university in Business, Finance, or other related field OR High School/GED with 5 years of Business strategy, Change and/or Project Management experience * 5 years of Change delivery and deployment experience * 5 years of experience in project planning, risk and issues management * 4 years of experience implementing large-scale initiatives and ability to bring clarity to ambiguous assignments * 4 years of experience gathering requirements and preparing documentation * 4 years of experience analyzing data and providing recommendations Licenses/Certifications: * Project Management Professional (PMP) preferred * PMI Agile Certified Practitioner (PMI-ACP) preferred Work Best Category: Category C - Days in the office will either be designated days or will vary week to week from 2-5 days Hours: 8:00am - 5:00pm Monday - Friday. This position offers a hybrid work model that includes onsite and remote days as determined by the manager. Salary: To Be Determined Based on Individual Experience About Comerica We know our employees are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being, development and security for our colleagues and their family. Total Rewards consists of cash compensation, development and flexible benefit programs designed to meet individual needs today and in the future. Your salary will be commensurate with your work experience and our programs are reviewed regularly to ensure each remain competitive. We are proud to offer benefits such as health and welfare programs, strong retirement benefits, and generous paid time off programs. You and your eligible family members, including domestic partners and their children, can participate in medical, dental, and vision benefits, 401(k) and pension, income protection benefits such as life insurance, AD&D, and supplemental health programs to offset unexpected health care expenses. We also have a variety of time off programs for things like vacation, sick time, disability, and parental leave. Eligibility for some programs varies based on employment status and tenure. Upon offer, Comerica conducts a comprehensive background and fingerprint check. Your fingerprints will be used to check the criminal history records of the FBI and may be subscribed in the FBI's Record of Arrest and Prosecution Background ("RAP Back") service, which provides ongoing notification to the Company of any updates to your criminal history. NMLS certification requirement: where applicable, a favorable background check screening, credit check, fingerprint check, and NMLS certification is required in accordance with the SAFE Act. Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping people and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico. Comerica is proud to be an Equal Opportunity Employer - disability/veteran.
    $93k-125k yearly est. 2d ago
  • High Net Worth Service Associate - Greater Washington DC Area

    Fidelity Investments 4.6company rating

    Remote or Washington, DC Job

    To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: DC, Marlton, NJ, Arlington, Alexandria, Tyson's Corner, Reston, Leesburg/Lansdowne As a High Net Worth Representative, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities. The Team While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition. The Expertise You Have * Series 7 required * Series 63 or ability to obtain within 90 days * 2-3 years of previous financial services experience The Skills You Bring * Broad based knowledge and understanding of general financial planning concepts * Proven customer service, client support and problem resolution skills * Strong verbal and written communication skills * Ability to effectively influence others * Robust time management and organizational skills The Value You Deliver * Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests The base salary range for this position is $46,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. Certifications: Series 07 - FINRA, Series 63 - FINRA Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at fidelitycareers.com. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.
    $46k-75k yearly 60d+ ago
  • Senior Associate, Internal Audit - Remote

    Sallie Mae Inc. (SLM Corp 4.1company rating

    Remote or Sterling, VA Job

    When you join Sallie Mae, you become a champion for all students. We're on a mission to power confidence as students begin their unique journey. To help them plan their higher education, successfully finish, and prepare for life after school. To help them Start smart. Learn big. Students need guidance navigating this important time in their life. They need someone who acknowledges that their education path is unique. They need a partner willing to evolve and not only meet but surpass their expectations. We're changing. Because students need a better way. We're looking for people who are excited to drive this transformation. To break barriers and think of new ways to adapt, help, and create better experiences for students-and for each other. This is where diverse backgrounds, beliefs, and perspectives matter. It's where you're empowered to bring your authentic self to work. Feeling your best allows you to do your best. Our benefits take care of the whole you-from physical and mental to financial and professional. You'll get opportunities to further your education and career, support for you and your family (including your pets!), paid time off to volunteer for the things that matter to you, and more. We're obsessed with impact and making a real difference. For us, that means putting relationships first, asking "why not?" when tackling challenges, and continuously learning new skills. Come do more than join something, change something. For students, for future generations, for the future of education. What You'll Contribute The Senior Associate, Internal Audit will support the internal audit function by conducting audit procedures, assessing risks, and assisting in the development of internal controls. This role offers flexibility and can be supported in a hybrid or fully remote capacity. What You'll Do * Assist in the planning, execution, and documentation of internal audit procedures for financial, operational, and compliance audits. * Identify and assess risks, control weaknesses, and process inefficiencies, and provide recommendations for improvement. * Document audit workpapers and findings in a clear and concise manner, ensuring accuracy and completeness. * Collaborate with team members to develop comprehensive audit programs and ensure alignment with organizational objectives. * Participate in discussions with auditees to gather information, clarify audit observations, and assist in the development of corrective action plans. * Monitor and track the implementation of audit recommendations, ensuring timely resolution of identified issues. The above information is intended to describe the general nature and level of work performed by employees assigned to this job; it is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees in this role. What you have Minimum education, skills and experience required. * CPA required or CPA candidate * Strong knowledge of internal audit principles, methodologies, and standards. * Familiarity with relevant regulations, frameworks, and standards. * Solid analytical, problem-solving, and critical thinking skills, with a keen attention to detail. * Proficiency in using audit software and Microsoft Office suite. * Excellent communication and interpersonal skills, with the ability to collaborate effectively with team members and stakeholders. * Ability to prioritize tasks, manage multiple assignments, and meet deadlines. * Integrity, professionalism, and the ability to handle confidential information with discretion. Preferred education, skills, and experience. * Bachelor's degree in accounting, finance, or a related field. * 3+ years of experience in internal audit, external audit, or a related field. The Americans with Disabilities Act The Americans with Disabilities Act of 1990 (ADA) prohibits discrimination by employers, in compensation and employment opportunities, against qualified individuals with disabilities who, with or without reasonable accommodation, can perform the "essential functions" of a job. A function may be essential for any of several reasons, including: the job exists to perform that function, the employee holding the job was hired for his/her expertise in performing the function, or only a limited number of employees are available to perform that function. Feeling your best helps you do your best: Our benefits take care of the whole you-so you can build your work around your life (not the other way around!). * Competitive base salaries * Bonus incentives * Generous PTO, Floating Holidays and 12 Federal Holidays observed * Support for financial-well-being and retirement 401k with employer match * Comprehensive medical, dental, vision, hospital indemnity, critical illness, pet insurance and more * Employer paid short-term/long-term disability and basic life insurance * Flexible hybrid working arrangements. * Paid parental leave and adoption reimbursement programs * Free access to on-site staffed fitness centers (in Delaware) and gym subsidy (for locations outside Delaware) * Confidential counseling support (EAP), Health Advocacy services and Wellness program with financial incentives * Tuition Reimbursement and Family Scholarship Programs * Career development and training opportunities Not the right fit? Let us know you're interested in a future opportunity by clicking Introduce Yourself in the top-right corner of the page or create an account to set up email alerts as new job postings become available that meet your interest! For Colorado job seekers: Pay Range Offers will be negotiated based on each candidate's qualifications. Incentive Compensation This role is eligible to participate in our annual incentive plan. Incentives are earned based on employee performance against defined metrics and company goals. Benefits Full-time roles are eligible for our comprehensive benefits program which includes medical, dental and vision coverage. You may also contribute to our 401(k) plan that includes a company match. Sallie Mae is proud to be an equal opportunity (EEO) employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, sexual orientation, national origin, age, genetic information, gender identity, disability, Veteran status or any other characteristic protected by federal, state or local law. If you'd like more information about your EEO rights as an applicant, please click here. Know Your Rights supplement. Click here to view the U.S. Pay Transparency Policy, here for federal job applicant notices, and here to view the California Employee Privacy Notice. Reasonable accommodations are available for applicants with disabilities in all phases of the application and employment process. To request an accommodation please call ************** and choose option 9. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
    $78k-98k yearly est. 22d ago
  • VP, Data & Analytics

    Navient 4.1company rating

    Washington, DC Job

    **Our mission is to make higher education accessible and affordable for everyone.** We empower students with financial support and supercharge their ability to pay down their debt, so they can get on the right financial track, fast. We build tools that help people feel in control of their financial future, including: + **Private student loans** - low rates, people-first service, and flexible payments. + **Student loan refinancing** - break free from high-interest rates or monthly payments. + **Scholarships** - access to thousands of scholarships to help students pay less. Earnies are committed to helping students live their best lives, free from the stress of student debt. If you're as passionate as we are about our mission, read more below, and let's build something great together! **The VP of Data & Analytics position will report to the Chief Operating Officer.** **As the VP of Data & Analytics you will:** + Develop and execute a comprehensive data strategy while building and leading high-performing, cross-functional data teams to foster a data-driven culture and enable data-informed decision-making. + Facilitate collaboration with business leaders to identify innovation opportunities, improve operational efficiency, and effectively communicate complex insights to technical and non-technical audiences. + Oversee the design, development, and maintenance of scalable data pipelines, warehouses, and governance frameworks to support analytics, ensure data quality, and empower self-service analytics. + Own pricing strategies, including dynamic pricing models, price elasticity analyses, and experimentation initiatives to drive business outcomes. **Your Impact:** + Lead the charge in driving our analytics strategy, delivering high-impact insights that shape key decisions. You will play a pivotal role in converting raw data into actionable insights, empowering teams to drive business growth, foster innovation, and maintain a competitive edge in the marketplace. **About You:** + Master's Degree in Computer Science, Statistics, Mathematics, Information Systems, or a related technical field. + 10+ years of leadership experience in data and analytics, including a track record of building and scaling high-performing data teams and cloud-based data platforms, while modeling leadership principles. + Deep expertise in working with large, complex datasets, predictive analytics, machine learning, and advanced analytical tools to extract actionable insights. + Experience leading the development of a robust and scalable data platform that can support the organization's growing data needs. + Exceptional ability to translate technical concepts into actionable business insights and coordinate cross-functionally with key stakeholders and effectively communicate complex data insights to technical and non-technical audiences, including C-suite. + Experience in financial services or fintech preferred, with a solid understanding of structured and unstructured data analytics. **Even Better:** + Experience in the Fintech lending space. **Where:** + This role will be based in the US. + While you'll enjoy the flexibility of remote work, we also love to see our Earnies face-to-face! We ask you to join us at our Oakland office for 3 consecutive days a month for team collaboration and some fun. It's a chance to connect, share ideas, and maybe even grab some coffee together! \#LI-EG1 \#LI-Remote A little about our pay philosophy: We take pride in compensating our employees fairly and equitably. We are showcasing a range of your potential base salary based on the roles location. The successful candidate's starting pay will also be determined based on job-related qualifications, internal compensation, candidate location and budget. This range may be modified in the future. Pay Range $252,000-$315,000 USD **Earnest believes in enabling our employees to live their best lives. We offer a variety of perks and competitive benefits, including:** + Health, Dental, & Vision benefits plus savings plans + Mac computers + work-from-home stipend to set up your home office + Monthly internet and phone reimbursement + Employee Stock Purchase Plan + Restricted Stock Units (RSUs) + 401(k) plan to help you save for retirement plus a company match + Robust tuition reimbursement program + $1,000 travel perk on each Earnie-versary to anywhere in the world + Competitive days of annual PTO + Competitive parental leave **What Makes an Earnie:** At Earnest, our people bring our cultural principles to life. These principles define how we work, how we win, and what we expect of ourselves and each other: + **Every Second Counts** : Speed is our competitive advantage. Our customers need better solutions, and the faster we execute, the greater our chance of success. + **Choose To Do Hard Things** : We win by tackling the hard things that others avoid, fueled by grit and resilience. + **Pursue Excellence** : Great companies, teams, and individuals never settle and are proud of the work that they do. What's good enough today won't be good enough tomorrow. Excellence isn't a destination; it's a mindset of continuous improvement. + **Lead Together** : Our success comes from how we work together. Leadership is not about titles-it is about action. We take ownership, drive results, and move forward as a team. + **Don't Take Yourself Too Seriously** : We take our work seriously, not ourselves. The stakes are high, but a sense of humor keeps us grounded, creative, and resilient. **At Earnest, we are committed to building an environment where our employees feel included, valued, and heard. Our belief is that a strong commitment to diversity, inclusion, equity, and belonging enables us to move forward with our mission. We are dedicated to adding new perspectives to the team and encourage anyone to apply if your experience is close to what we are looking for.** _Earnest provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, veteran status, disability or genetics. Qualified applicants with criminal histories will be considered for the position in a manner consistent with the Fair Chance Ordinance._
    $252k-315k yearly 60d+ ago
  • Wealth Center Manager

    HSBC 4.9company rating

    HSBC Job In Washington, DC

    Our purpose - Opening up a world of opportunity - explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We're bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world - for our customers, our people, our investors, our communities and the planet we all share. Drive Wealth Center business performance through acquisition, coaching, business development and retention of client relationships. Accountable for overall sales culture, operational, and servicing activities of the wealth center in conjunction with Wealth Center personnel. Contributes to overall wealth center growth, performance, and business development. This role operates in a highly competitive, complex, regulatory, global environment. Ensure the effective implementation of a wealth management planning-led strategy to drive and grow profitable Premier relationships. This will be achieved through the consistent leadership with respect to sales and servicing of financial service products within the Wealth Center. Accountable for the implementation of the Wealth & Personal Banking (WPB) plan, including overall structure, sales goals, profitability, performance and leads sales prospect management. As our Wealth Center Manager you will: + Support and drive business development activities and source new high value customers + Expand market/opportunity beyond individual Wealth Center footprint and local 'Right To Win' opportunities + Ensure Wealth Center meets and exceeds established sales and revenue goals through robust activity management, while keeping expenses minimized + Ensure consistency of the merchandising and overall appearance and delivery of Wealth Center services for assigned Wealth Center. Ensure operational integrity, expense control and minimized errors and losses + Be a champion for the HSBC brand in market served + Promote the Group's global brand; promote the bank's profile in the community and drive others to do the same. Drive the HSBC customer recommendation + Represent the Company on community organizations and activities to enhance the Company's image and promote and develop additional business through the development and expansion of referral sources. Refer to the HNAH Code of Ethics policy and Wealth Management Staff. For this role, HSBC targets a pay range between $135,000.00 and $200,000.00 The final fixed pay offer will depend on the candidate and a number of variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location. At HSBC, our overall goal is to provide a competitive Total Reward Package, with an appropriate mix of fixed pay, and variable pay, as part of an employee's overall total compensation and benefits. Variable pay generally takes the form of discretionary, annual awards (sometimes referred to as a "bonus"). Additionally, HSBC offers a wide range of competitive and flexible benefits designed to help you improve your health and well-being, finances, and lifestyle. **Qualifications** You´ll likely have the following qualifications to succeed in this role: + Seven to ten years proven and progressive wealth experience or equivalent, including a minimum of four years proven and progressive management experience or equivalent + Minimum of a bachelor's degree in business, finance, related field or equivalent experience; Masters degree in business administration or equivalent experience preferred + Series 7, 63, 65 or 66 (in lieu of 63 and 65), 9, 10 and life and health insurance licenses required. Licenses are required to coach licensed sales professionals related to servicing activities on investment accounts) + Very strong sales management, managerial, marketing, sales, planning, financial, leadership, motivational, coaching, sales, project management, cross selling, mathematical, decision making, analytical and communications skills + Thorough knowledge of the credit approval process, pertinent regulations impacting consumer banking activities and delivery systems and channels, including market potential + Understanding of the unique markets serviced + Thorough understanding of the customer service concept and its importance in developing, maintaining and expanding account relationships + Ability to provide robust activity management principles, through strong coaching, leadership and sales management skills to drive daily sales activity + Ability to develop personal and business new Bank customers. In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the U.S. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position. As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming, diverse and inclusive work environment. You will be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You'll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future! All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law. **Job Field:** Branch and Retail Banking **Primary Location:** North America-United States-District of Columbia-Washington **Req ID:** 0000LE6E
    $135k-200k yearly 44d ago
  • High Net Worth Service Associate - Greater Washington DC Area

    Fidelity Investments 4.6company rating

    Remote or Alexandria, VA Job

    To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: DC, Marlton, NJ, Arlington, Alexandria, Tyson's Corner, Reston, Leesburg/Lansdowne As a High Net Worth Representative, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities. The Team While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition. The Expertise You Have * Series 7 required * Series 63 or ability to obtain within 90 days * 2-3 years of previous financial services experience The Skills You Bring * Broad based knowledge and understanding of general financial planning concepts * Proven customer service, client support and problem resolution skills * Strong verbal and written communication skills * Ability to effectively influence others * Robust time management and organizational skills The Value You Deliver * Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests The base salary range for this position is $46,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. Certifications: Series 07 - FINRA, Series 63 - FINRA Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at fidelitycareers.com. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.
    $46k-75k yearly 60d+ ago
  • Sr. Director, Portfolio Analytics and Strategy

    Sallie Mae Inc. (SLM Corp 4.1company rating

    Sterling, VA Job

    When you join Sallie Mae, you become a champion for all students. We're on a mission to power confidence as students begin their unique journey. To help them plan their higher education, successfully finish, and prepare for life after school. To help them Start smart. Learn big. Students need guidance navigating this important time in their life. They need someone who acknowledges that their education path is unique. They need a partner willing to evolve and not only meet but surpass their expectations. We're changing. Because students need a better way. We're looking for people who are excited to drive this transformation. To break barriers and think of new ways to adapt, help, and create better experiences for students-and for each other. This is where diverse backgrounds, beliefs, and perspectives matter. It's where you're empowered to bring your authentic self to work. Feeling your best allows you to do your best. Our benefits take care of the whole you-from physical and mental to financial and professional. You'll get opportunities to further your education and career, support for you and your family (including your pets!), paid time off to volunteer for the things that matter to you, and more. We're obsessed with impact and making a real difference. For us, that means putting relationships first, asking "why not?" when tackling challenges, and continuously learning new skills. Come do more than join something, change something. For students, for future generations, for the future of education. What You'll Contribute The Senior Director, Portfolio Analytics and Strategy will lead the portfolio-wide business intelligence and credit portfolio strategy function. This role is responsible for developing and executing a comprehensive analytics framework to assess portfolio risk, monitor credit health, and drive strategic decision-making across the lending lifecycle. The position reports to the Chief Credit Officer and plays a critical role in shaping the organization's credit risk posture and readiness for economic cycles. This seasoned leader will oversee the design and implementation of risk ranking and rating methodologies, concentration risk analysis, recession readiness frameworks, and portfolio health indicators. This role requires deep expertise in credit risk management, strong analytical acumen, and the ability to influence cross-functional stakeholders at the executive level. The individual in this position will be expected to lead and collaborate with a high-performing team to optimize portfolio health and profitability. The role demands a strategic mindset, strong leadership skills, and the ability to execute programs that drive financial performance while maintaining a customer-centric approach. The ideal candidate will bring a blend of strategic vision, operational expertise, and hands-on leadership to the organization. This is a data intensive role and will require a hands-on approach at times. The preferred candidate will have a high competency in SAS, SQL & Microsoft Office products. The Senior Director will be responsible for the development of the strategy and be able to assist with training and recruiting new staff. What You'll Do * First line of defense: * Develop and maintain portfolio risk ranking and rating tools * Design and implement portfolio health indicators and early warning systems. * Lead strategic initiatives to assess and mitigate concentration risk * Drive recession readiness planning and scenario analysis * Continuously evaluate and enhance portfolio risk * Collaborate with senior leadership to align business intelligence feedback and strategy with organizational goals and credit risk policies * Provides thought leadership and strategy recommendations to drive financial results. * Leverage data analytics to personalize outreach and enhance borrower engagement. * Manages key partnerships across the business to influence change. * Manage reporting and analytics * Business Intelligence and Reporting * Oversee the development of dashboards and reporting tools to monitor portfolio performance. * Deliver insights to senior leadership and governance committees. * Ensure data integrity and consistency across reporting platforms * Credit Risk Oversight and Governance * Ensure alignment of portfolio strategy with enterprise risk appetite. * Collaborate with risk, finance, and product teams to embed analytics into decision-making. * Support regulatory and audit requirements. * Build and lead a high-performing analytics team. Foster a culture of innovation, accountability, and continuous improvement. Mentor and develop talent to support long-term organizational goals. * Develop and monitor key performance metrics to identify and measure exceptions and outlier performances. * Drive continuous improvement in portfolio management processes, tools, and systems to enhance team productivity and profitability outcomes. * Prioritize and support team projects and initiatives * Lead and Mentor a High-Performing Team * Build and lead a high-performing analytics team. * Foster a culture of innovation, accountability, and continuous improvement. * Mentor and develop talent to support long-term organizational goals. The above information is intended to describe the general nature and level of work performed by employees assigned to this job; it is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees in this role. What you have Minimum education, skills and experience required. * Bachelor's degree in finance, Economics, Statistics, or related field (Master's preferred) * 10+ years of experience in credit risk, portfolio analytics, or lending strategy * 5+ years in a senior leadership role within the credit lending industry * Deep understanding of credit lifecycle, risk modeling, and regulatory frameworks * Proficiency in SAS, SQL, and Microsoft Office Suite * Proven ability to communicate complex analytics to executive audiences * Strong interpersonal skills and ability to influence across functions * Bachelor's Degree, Business, Economics or related field or equivalent work experience * Proficiency5in Microsoft Office Suite of products * Experience in managing, developing and recruiting talent * Experience with financial forecasting, modeling processes and managing internal & external control requirements * Strong analytic & problem-solving skills * Ability to build and maintain strong relationships with internal and external partners, promoting a collaborative and positive work environment. * Strong communication and interpersonal skills with the ability to build relationships across business units * Ability to operate in a fast- paced, time-sensitive environment effectively managing multiple and changing priorities Preferred education, skills, and experience. * Experience with economic scenario modeling and stress testing * Familiarity with consumer and commercial lending portfolio * Exposure to machine learning or advanced analytics tools The Americans with Disabilities Act The Americans with Disabilities Act of 1990 (ADA) prohibits discrimination by employers, in compensation and employment opportunities, against qualified individuals with disabilities who, with or without reasonable accommodation, can perform the "essential functions" of a job. A function may be essential for any of several reasons, including: the job exists to perform that function, the employee holding the job was hired for his/her expertise in performing the function, or only a limited number of employees are available to perform that function. Feeling your best helps you do your best: Our benefits take care of the whole you-so you can build your work around your life (not the other way around!). * Competitive base salaries * Bonus incentives * Generous PTO, Floating Holidays and 12 Federal Holidays observed * Support for financial-well-being and retirement 401k with employer match * Comprehensive medical, dental, vision, hospital indemnity, critical illness, pet insurance and more * Employer paid short-term/long-term disability and basic life insurance * Flexible hybrid working arrangements. * Paid parental leave and adoption reimbursement programs * Free access to on-site staffed fitness centers (in Delaware) and gym subsidy (for locations outside Delaware) * Confidential counseling support (EAP), Health Advocacy services and Wellness program with financial incentives * Tuition Reimbursement and Family Scholarship Programs * Career development and training opportunities Not the right fit? Let us know you're interested in a future opportunity by clicking Introduce Yourself in the top-right corner of the page or create an account to set up email alerts as new job postings become available that meet your interest! Sallie Mae is proud to be an equal opportunity (EEO) employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, sexual orientation, national origin, age, genetic information, gender identity, disability, Veteran status or any other characteristic protected by federal, state or local law. Click here to view the U.S. Pay Transparency Policy, here for federal job applicant notices, and here to view the California Employee Privacy Notice. Reasonable accommodations are available for applicants with disabilities in all phases of the application and employment process. To request an accommodation please call ************** and choose option 9. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
    $116k-160k yearly est. 32d ago
  • High Net Worth Service Associate - Greater Richmond, VA Area

    Fidelity Investments 4.6company rating

    Remote or Brandermill, VA Job

    To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: Glen Allen, VA Beach, Midlothian As a High Net Worth Representative, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities. The Team While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition. The Expertise You Have * Series 7 required * Series 63 or ability to obtain within 90 days * 2-3 years of previous financial services experience The Skills You Bring * Broad based knowledge and understanding of general financial planning concepts * Proven customer service, client support and problem resolution skills * Strong verbal and written communication skills * Ability to effectively influence others * Robust time management and organizational skills The Value You Deliver * Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests Certifications: Series 07 - FINRA, Series 63 - FINRA Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at fidelitycareers.com. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.
    $41k-71k yearly est. 60d+ ago
  • VP, Data & Analytics

    Navient 4.1company rating

    Richmond, VA Job

    **Our mission is to make higher education accessible and affordable for everyone.** We empower students with financial support and supercharge their ability to pay down their debt, so they can get on the right financial track, fast. We build tools that help people feel in control of their financial future, including: + **Private student loans** - low rates, people-first service, and flexible payments. + **Student loan refinancing** - break free from high-interest rates or monthly payments. + **Scholarships** - access to thousands of scholarships to help students pay less. Earnies are committed to helping students live their best lives, free from the stress of student debt. If you're as passionate as we are about our mission, read more below, and let's build something great together! **The VP of Data & Analytics position will report to the Chief Operating Officer.** **As the VP of Data & Analytics you will:** + Develop and execute a comprehensive data strategy while building and leading high-performing, cross-functional data teams to foster a data-driven culture and enable data-informed decision-making. + Facilitate collaboration with business leaders to identify innovation opportunities, improve operational efficiency, and effectively communicate complex insights to technical and non-technical audiences. + Oversee the design, development, and maintenance of scalable data pipelines, warehouses, and governance frameworks to support analytics, ensure data quality, and empower self-service analytics. + Own pricing strategies, including dynamic pricing models, price elasticity analyses, and experimentation initiatives to drive business outcomes. **Your Impact:** + Lead the charge in driving our analytics strategy, delivering high-impact insights that shape key decisions. You will play a pivotal role in converting raw data into actionable insights, empowering teams to drive business growth, foster innovation, and maintain a competitive edge in the marketplace. **About You:** + Master's Degree in Computer Science, Statistics, Mathematics, Information Systems, or a related technical field. + 10+ years of leadership experience in data and analytics, including a track record of building and scaling high-performing data teams and cloud-based data platforms, while modeling leadership principles. + Deep expertise in working with large, complex datasets, predictive analytics, machine learning, and advanced analytical tools to extract actionable insights. + Experience leading the development of a robust and scalable data platform that can support the organization's growing data needs. + Exceptional ability to translate technical concepts into actionable business insights and coordinate cross-functionally with key stakeholders and effectively communicate complex data insights to technical and non-technical audiences, including C-suite. + Experience in financial services or fintech preferred, with a solid understanding of structured and unstructured data analytics. **Even Better:** + Experience in the Fintech lending space. **Where:** + This role will be based in the US. + While you'll enjoy the flexibility of remote work, we also love to see our Earnies face-to-face! We ask you to join us at our Oakland office for 3 consecutive days a month for team collaboration and some fun. It's a chance to connect, share ideas, and maybe even grab some coffee together! \#LI-EG1 \#LI-Remote A little about our pay philosophy: We take pride in compensating our employees fairly and equitably. We are showcasing a range of your potential base salary based on the roles location. The successful candidate's starting pay will also be determined based on job-related qualifications, internal compensation, candidate location and budget. This range may be modified in the future. Pay Range $252,000-$315,000 USD **Earnest believes in enabling our employees to live their best lives. We offer a variety of perks and competitive benefits, including:** + Health, Dental, & Vision benefits plus savings plans + Mac computers + work-from-home stipend to set up your home office + Monthly internet and phone reimbursement + Employee Stock Purchase Plan + Restricted Stock Units (RSUs) + 401(k) plan to help you save for retirement plus a company match + Robust tuition reimbursement program + $1,000 travel perk on each Earnie-versary to anywhere in the world + Competitive days of annual PTO + Competitive parental leave **What Makes an Earnie:** At Earnest, our people bring our cultural principles to life. These principles define how we work, how we win, and what we expect of ourselves and each other: + **Every Second Counts** : Speed is our competitive advantage. Our customers need better solutions, and the faster we execute, the greater our chance of success. + **Choose To Do Hard Things** : We win by tackling the hard things that others avoid, fueled by grit and resilience. + **Pursue Excellence** : Great companies, teams, and individuals never settle and are proud of the work that they do. What's good enough today won't be good enough tomorrow. Excellence isn't a destination; it's a mindset of continuous improvement. + **Lead Together** : Our success comes from how we work together. Leadership is not about titles-it is about action. We take ownership, drive results, and move forward as a team. + **Don't Take Yourself Too Seriously** : We take our work seriously, not ourselves. The stakes are high, but a sense of humor keeps us grounded, creative, and resilient. **At Earnest, we are committed to building an environment where our employees feel included, valued, and heard. Our belief is that a strong commitment to diversity, inclusion, equity, and belonging enables us to move forward with our mission. We are dedicated to adding new perspectives to the team and encourage anyone to apply if your experience is close to what we are looking for.** _Earnest provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, veteran status, disability or genetics. Qualified applicants with criminal histories will be considered for the position in a manner consistent with the Fair Chance Ordinance._
    $252k-315k yearly 60d+ ago

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HSBC Bank may also be known as or be related to HSBC Bank, HSBC North America Inc, Hsbc North America Inc., Hongkong and Shanghai Banking Corporation and HSBC.