Finance Jobs in New York

Safe Harbor Wills & Trusts is looking for a highly organized, detail-oriented person to join our Medicaid planning team. This is a great position for someone who enjoys working with numbers, financial records, checklists, and solving puzzles. You do not need to already be a Medicaid expert. We will teach you the rules. What we need is someone who can learn them, follow a process, and apply those rules carefully to each client's situation. Compensation- $45,000-$50,000 DOE, Health Insurance, 401(k), Life Insurance, Paid Vacation, Training and Development Compensation: $45,000 - $50,000 DOE Responsibilities: - Review bank statements and other financial records - Track deposits, withdrawals, transfers, and other transactions - Gather and organize financial information from clients - Identify missing information or documentation - Follow established checklists and procedures - Learn New York Medicaid eligibility rules - Work with our attorneys to help families qualify for Medicaid while legally protecting as many assets as possible - Keep files organized and moving forward Qualifications: - Comfortable working with all Microsoft Office products - Ability to work effectively in a fast-paced environment and meet deadlines with quick turnaround times - Applicants must have excellent communication skills and organizational skills - Some college is preferred; high school diploma or equivalent is required - Extremely organized - Comfortable working with numbers and financial documents - Detail-oriented and accurate - Good at following a process - Persistent about getting missing information - Comfortable learning rules and applying them to real-life situations - Able to manage several files and deadlines at the same time - Experience in banking, bookkeeping, accounting, financial services, insurance, legal offices, healthcare administration, or similar detail-heavy work can be especially helpful. - Medicaid experience is a plus, but not required . Training is available for the right candidate. Strong analytical ability, persistence, accuracy, sound judgment, and follow-through are more important than prior knowledge of Medicaid rules or specific financial products. About Company We are a growing estate planning and elder law firm helping families throughout Central and Northern New York. Our Medicaid team helps families facing one of the most stressful situations of their lives: figuring out how to pay for long-term care without unnecessarily losing everything they have worked for. If you enjoy organizing complicated information, solving problems, and doing work that genuinely helps families, we'd like to hear from you. Compensation details: 0 Yearly Salary PIaa0529afba90-4307

It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! With a global presence and extensive expertise, Santander CIB provides industry leading support for the full range of Global Banking activities. We provide global support for corporate and institutional clients, delivering tailored services, products and solutions including Mergers & Acquisitions (M&A), Debt Capital Markets (DCM), Equity Capital Markets (ECM), Leveraged and Structured Finance. The Difference You Make: We are seeking a Sr Associate / Vice President in Investment Banking supporting our Mergers & Acquisition (M&A) group. You will play a key leadership role in the origination and execution of complex transactions while developing relationships with key clients and driving new business opportunities. - Support the origination and lead execution of M&A Advisory transactions. - Manage day-to-day deal processes, ensuring milestones and timelines are met. - Oversee the development and quality control of financial models and client materials. - Serve as the primary point of contact for clients on deal execution matters. - Identify and cultivate new business opportunities in collaboration with senior bankers. - Provide mentorship and guidance to Analysts and Associates. - Travel as requested by senior deal team members and or clients. What You Bring: The ideal candidate brings experience as an M&A Investment Banker supporting the M&A or a Coverage IB team in an M&A capacity for a bulge bracket or leading boutique advisory firm. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. - Bachelor's degree or equivalent: in Finance, Business or equivalent degree - Required. - Master's Degree/ MBA: MBA - Preferred. - 6+ Years in Corporate Finance as an M&A Banker or Coverage Banker with significant M&A experience. - Strong leadership, client relationship management, and negotiation skills. - Proven transaction execution experience in investment banking. - Advanced technical and strategic advisory capabilities. - Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions. - Ability to manage projects independently and assume a high level of responsibility. - Ability to assess and mitigate reputational, operational and credit risk. - Experience with sell-side and buy-side merger and acquisition processes. Certifications: - SIE, 79 and 63 It Would Be Nice For You To Have: - Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. Work Authorization & Sponsorship: Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range: Minimum: $275,000.00 USD Maximum: $275,000.00 USD We Value Your Impact: Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide () Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next : If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at to discuss your needs.

It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! With a global presence and extensive expertise, Santander CIB provides industry leading support for the full range of Global Banking activities. We provide global support for corporate and institutional clients, delivering tailored services, products and solutions including Mergers & Acquisitions (M&A), Debt Capital Markets (DCM), Equity Capital Markets (ECM), Leveraged and Structured Finance. The Difference You Make: We are seeking a Vice President in Investment Banking Coverage supporting our Tech sector. You will play a key leadership role in the origination and execution of complex transactions while developing relationships with key clients and driving new business opportunities. - Lead the origination and execution of M&A, Capital Markets, and Advisory transactions. - Manage day-to-day deal processes, ensuring milestones and timelines are met. - Oversee the development and quality control of financial models and client materials. - Serve as the primary point of contact for clients on deal execution matters. - Identify and cultivate new business opportunities in collaboration with senior bankers. - Provide mentorship and guidance to Analysts and Associates. - Travel as requested by senior deal team members and or clients. What You Bring: The ideal candidate brings experience as a Coverage Investment Banker supporting the Tech sector at a bulge bracket firm. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. - Bachelor's degree or equivalent: in Finance, Business or equivalent degree - Required. - Master's Degree/ MBA: MBA - Preferred. - 6+ Years in Corporate Finance as a Coverage Banker supporting the Tech sector. - Strong leadership, client relationship management, and negotiation skills. - Proven transaction execution experience in investment banking. - Advanced technical and strategic advisory capabilities. - Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions. - Ability to manage projects independently and assume a high level of responsibility. - Ability to assess and mitigate reputational, operational and credit risk. - Experience with sell-side and buy-side merger and acquisition processes and equity and debt capital raises. Certifications: - SIE, 79 and 63 It Would Be Nice For You To Have: - Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. - Experience in Microsoft Office products. Work Authorization & Sponsorship: Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range: Minimum: $275,000.00 USD Maximum: $275,000.00 USD We Value Your Impact: Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide () Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next : If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at to discuss your needs.

It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: We are hiring an Analyst to support the Latam Rates and FX trading desk in Santander's U.S. Corporate Investment Banking, with a focus on analysis, technical tooling, and day-to-day desk support. This role partners closely with trading and sales to improve models and analytics, ensure accurate P&L reporting, and deliver high-quality statistical and market work primarily for internal stakeholders. Key responsibilities - Provide desk support across Latam IR and FX products, including daily P&L reconciliation, explaining drivers, and investigating breaks - Build, enhance, and maintain pricing, risk, and performance models - Perform statistical analysis on market and trading data - Develop and automate tools and workflows to improve efficiency, controls, and data quality (data pipelines, dashboards, reporting) - Produce recurring and ad hoc analytics for internal clients (Trading, Sales, Risk, Finance, Control) - Communicate clearly with desk stakeholders, translating quantitative outputs into actionable insights - Support process improvement initiatives, including controls, governance, and best practices around data and models What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Qualifications: - Bachelor's degree (required), preferably in a quantitative discipline (e.g., Mathematics, Statistics, Computer Science, Engineering, Physics, Economics, Finance) - Strong quantitative foundation and analytical problem-solving skills - Strong technical skills, with demonstrated ability to work with data and build tools - Experience with Latam rates and fx products will be a plus - Comfort working in a fast-paced markets environment with strong attention to detail and control mindset - Strong interpersonal, collaboration, and communication skills, including the ability to partner with trading and sales - Ability to manage multiple priorities, deliver reliably, and work effectively with internal clients - Spanish speaker requirement - Strong programing skills ( VBA, Python, RStudio, SQL) - Certifications SIE, S63 and S7 will be a requirement if not already certified Certifications: - SIE, S63 and S7 will be a requirement if not already certified. It Would Be Nice For You To Have: - Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range: Minimum: $110,000.00 USD Maximum: $135,000.00 USD We Value Your Impact: Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide () Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next : If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at to discuss your needs.

It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: Role Description: - Structuring, pricing, and execution of trade receivables monetization transactions for Corporate and Investment Banking clients of Santander US. - Act as advisor, consultant, and first point of contact for clients exploring methods to optimize their working capital through receivables solutions to meet their financing needs. - Engage in the legal documentation negotiation of new and existing transactions in the receivable portfolio. - Lead the internal approval process with the risk, middle office and other support areas. - Engage with bankers, other products and areas to support the prospecting of new business origination and maintenance of existing book of transactions. Key responsibilities: - Structure and execute receivable financing transactions - Coordinate stakeholders both internal (CDD, Compliance, Risks, Legal, IT, Compliance, Operations, Asset Distribution Team, etc.) and external (Legal firms, Insurers, brokers, etc.) to provide a best-in-class service and seamless end to end execution including client onboarding and due diligences process. - Contribute to the development of the Santander's CIB receivable monetization capabilities. - Manage portfolio by working with Trade Distribution team to optimize capital - Grow business through developing new relationships and by maintaining and enhancing existing revenue streams. - Ensure understanding of the Bank's operating practices and governance and ensure these are followed in line with the guidelines. - Gather market intelligence for transactions, ensuring deal profitability is in line with the Bank's capital models and presenting the transactions to the relevant credit and capital committees, where applicable. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Required Knowledge, Experience and Qualifications: - Expertise with receivables monetization structures such as factoring, repos, and securitization, and the corresponding S&P methodologies. - Experience with the legal execution and design of receivables purchase agreements and/or other legal documentation; to facilitate the sale, perfection, or financing of receivables and/or other assets. - Understanding of the Uniform Commercial Code in the US and legal perfection in a variety of geographies. - Familiarity with both EU and US banking regulation, particularly as it relates to corporate and securitization exposures and risk-weighted asset calculations. - Knowledge of credit risk evaluation techniques for both corporates and securitizations. - Significant financial statement and analysis knowledge (working capital cycle, cash flow forecasting, financial statement analysis, modelling etc.). - Ability to explain IFRS and US-GAAP sale accounting. - Basic understanding of common statistical concepts and modeling techniques such as normal distributions, monte carlo simulation, and linear regression. - High motivation, proactivity, and accomplished business origination skills. - 7+ years of experience in Structured Finance products or Receivable Finance with a minimum of 3 years in each. - High level of presentation and organizational skills. - Understanding the competitive market and the role of technology within Trade Finance. - Capability to develop relationships inside the organization to collaborate across geographical boundaries. - Bachelor's degree, or equivalent - English language proficiency. Desirable, But not Required - Knowledge of other trade finance products (Payables / ECA / Doc Trade / Inventory Finance). - Knowledge of ERP systems such as SAP / Oracle / Sage. - Additional languages (particularly Spanish). - Previous exposure to operational Trade Finance support areas (Middle Office, Back Office, Legal, Risk). - Experience in the syndication of trade finance assets to buy-side investors. - Chartered Certified Financial Analyst. Certifications: - No Certifications listed for this job. It Would Be Nice For You To Have: - Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. Work Authorization & Sponsorship: Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range: Minimum: $185,000.00 USD Maximum: $220,000.00 USD We Value Your Impact: Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide () Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next : If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at to discuss your needs.

It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The GTB Leveraged Finance Specialist serves as an SME responsible for the origination of structured solutions within the trade finance and working capital area. These involve securitizations, receivables repos, secured lending, inventory finance, prepayment finance, contract monetization, receivables finance, and other Structured Trade & Commodities Finance sub-products. As such, you will: - Be directly responsible for the growth of trade and working capital solutions with Santander's leveraged finance client base, including portfolio companies of financial sponsors - Promote and develop working relationships with Investment and Sponsor coverage banker teams to provide structuring and product support on transactions originated from the leveraged finance client base. - Manage overall deal origination structuring process by preparing commitment letters, term sheets, pitch books, and cond. - Develop deep understanding and expertise in structuring customized solutions which may involve esoteric asset classes such as trade receivables, unperformed customer contracts What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education: - Bachelor's Degree in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Required Qualifications: - Knowledge of GTB products including export and agency finance with particular emphasis on the structured trade finance (products like SCF, lending, and LC, which are more pure corporate lending). - Advanced knowledge of securitization, tranching, and structured finance transactions with particular emphasis trade receivable securitization - Proven ability to identify specific high-quality assets within a corporate structure and to monetize those assets in a way that does not impede first lien credit agreements and is isolated from the bankruptcy of the seller - Demonstrated ability to lead the closing of a trade finance transaction which involves negotiating terms with client and internal credit and legal teams. - Demonstrated ability to work independently and leverage professional relationships internally (particularly with leveraged finance and investment banking teams) and externally. - Advanced knowledge of the portfolio company lifecycle within financial sponsors. - Advanced knowledge of typical levered finance products such as RCF, term loan A and B, and LBO. - Advanced knowledge of private equity fund structure, objectives, and desired outcomes. - Advanced knowledge of ECM and DCM product offerings. - Advanced knowledge of financial analysis, risk evaluation, loan documentation. - Advanced ability to form client relationships and sales/closing skills. Certifications: - No Certifications listed for this job. It Would Be Nice For You To Have: - Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. Work Authorization & Sponsorship: Applicants MUST be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment. This is an in-office position What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range: Minimum: $185,000.00 USD Maximum: $220,000.00 USD We Value Your Impact: Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide () Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next : If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at to discuss your needs.

It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: The Analyst, Letter of Credit Product Specialist within Corporate & Investment Banking supports the Global Transaction Banking Large Corporates Business Unit for the on boarding, booking and processing of products through the entire life cycle. He/she will serve as first-line support to clients, agent banks and internal clients to ensure funding are completed, transfers are made on time and for all operational purposes. - Creates and ensures accuracy for various Management Reports and the design and execution of new reports to meet changing or ad-hoc requirements. - Ensures the product requirements are met and manage the communication with relevant areas to ensure completion and accuracy - Identifies any issues and implements necessary actions to resolve issues when necessary. - Acts as first-line support to clients, banks and internal clients to ensure requests are completed. - Uses own discretion to resolve errors and disputes. - Coordinates with Middle Office and Operations to ensure all deals are correctly booked and independently identify appropriate remedies where necessary. - Reviews documentation for accuracy and completeness and determines appropriate remedial action when needed. - Provides guidance to the deal booking teams following each deals terms and conditions. - Ensures client folders are maintained and updated with credit, legal and/or any other required documentation . What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. - Bachelor's Degree or equivalent work experience: Business, Finance or equivalent field. - Required. - 1-3 years of Product Development, Business Development or related experience. - Required. - Experience with Letter-of-Credit product preferred - Knowledge of trade products is a plus. - Ability to multi-task and self-prioritize a heavy workload. - Strong analytical skills/financial acumen, excel, Microsoft skills - Demonstrates the ability to translate customer needs into marketable product features. - Excellent verbal, written, and interpersonal communication skills. - Ability to interact with integrity and a high level of professionalism with all levels of team members and management. - Demonstrated understanding of product development life cycle. Certifications: - No Certifications listed for this job. It Would Be Nice For You To Have: - Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. Work Authorization & Sponsorship: Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range: Minimum: $110,000.00 USD Maximum: $135,000.00 USD We Value Your Impact: Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide () Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next : If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at to discuss your needs.

It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: Santander Corporate & Investment Banking (SCIB) is looking for an Analyst and/or Associate to join the Export & Agency Finance (EAF) team in the US , with a primary focus on Latin America and Multilateral Agencies (MLAs) . This role offers exposure to complex international transactions across LatAm markets, working closely with clients, multilaterals, and internal teams globally. Key Responsibilities - Support the origination, structuring, and execution of EAF transactions, with a focus on Latin America and MLA-backed financings (e.g., IDB, IFC, CAF). - Assist in managing transactions end-to-end , from initial pitch through closing, including preparation of presentations, term sheets, and credit materials. - Build and maintain financial models , including cash flow analysis and profitability metrics. - Coordinate with internal stakeholders (Coverage, Risk, Legal, Compliance, Markets, Syndication) across multiple geographies. - Support client relationship management, including preparing pitchbooks and participating in client meetings , particularly in LatAm markets. - Contribute to credit approval processes , due diligence, and transaction documentation. - Monitor portfolio performance and stay up to date on market trends, MLAs, ECAs, and geopolitical developments impacting the region. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Qualifications - Bachelor's degree in Finance, Business, Economics, or related field - 1-5 years of relevant experience in structured finance, export finance, project finance, or corporate banking - Familiarity with ECA and/or Multilateral Agency financing structures - Strong financial modeling and analytical skills - Ability to operate effectively in a cross-border, multicultural environment - Professional fluency in Spanish (written and spoken) , given the role's focus on Spanish-speaking clients and stakeholders - Strong communication skills in English Preferred Qualifications - Experience working on Latin American transactions or clients - Exposure to MLAs such as IDB, IFC, CAF, or World Bank Group - Background in infrastructure, energy, or industrial sectors - Prior experience in Investment Banking, Structured Finance, or Trade Finance Certifications: - No Certifications listed for this job. It Would Be Nice For You To Have: - Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. Work Authorization & Sponsorship: Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment. This is an in-office position. If you're interested in working on complex cross-border transactions in Latin America and developing your career within a leading global bank, we encourage you to apply. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range: Minimum: $145,000.00 USD Maximum: $175,000.00 USD We Value Your Impact: Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide () Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next : If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at to discuss your needs.

It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! Role Overview We are seeking an Agency MBS Investment Strategist, Vice President, to support market coverage, client engagement, and the development of actionable insights across the Agency MBS space within Santander's U.S. Corporate Investment Banking . This role will work closely with internal partners and external clients, providing market intelligence, relative value analysis, and product insight to support investment discussions and client needs. Responsibilities - Cover the Agency MBS market, with a focus on pass-throughs, CMOs, and mortgage derivatives - Monitor these markets closely daily to assess relative value and changes in demand across asset classes - Analyze market data, trends, and client activity to develop actionable insights - Prepare reports, market updates, and written commentary for internal stakeholders and clients - Partner directly with clients to understand their needs and provide relevant market color and investment ideas - Translate client objectives and market developments into clear, tailored solutions - Collaborate with internal teams to support business development and client coverage efforts - Deliver presentations and communicate market views clearly and effectively to a range of audiences Qualifications - Strong understanding of Agency MBS products, including pass-throughs, CMOs, and mortgage derivatives - Excellent communication and interpersonal skills, including written, verbal, and presentation abilities - Strong selling skills and the ability to engage effectively with institutional clients - Strong analytical skills, with the ability to interpret data and translate them into relevant solutions - Commercial mindset with the ability to identify opportunities across changing market conditions - Highly motivated, ambitious, and entrepreneurial approach - Ability to work effectively in a fast-paced, client-oriented environment Education - Bachelor's degree or equivalent experience - FINRA Series 7 and Series 63 Diversity & EEO Statements: At Santander, we value and respect differences in our workforce and strive to increase the diversity of our teams. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent Minimal physical effort such as sitting, standing, and walking. Occasional moving and lifting equipment and furniture is required to support onsite and offsite meeting setup and teardown. Physically capable of lifting up to fifty pounds, able to bend, kneel, climb ladders. Employer Rights: Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate at any time for any reason. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range: Minimum: $225,000.00 USD Maximum: $280,000.00 USD We Value Your Impact: Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide () Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next : If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at to discuss your needs.

It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: As a Vice President in Investment Banking Coverage, you will play a key leadership role in the execution of complex transactions while developing relationships with key clients and driving new business opportunities. - Lead the execution of M&A, capital markets, and advisory transactions. - Manage day-to-day deal processes, ensuring milestones and timelines are met. - Oversee the development and quality control of financial models and client materials. - Serve as the primary point of contact for clients on deal execution matters. - Identify and cultivate new business opportunities in collaboration with senior bankers. - Identify and cultivate new business opportunities in collaboration with senior bankers. - Provide mentorship and guidance to Analysts and Associates. - Travel as requested by senior deal team members and or clients. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. - 6+ years of Investment Banking experience covering Real Estate, preferably at a bulge bracket firm . - Strong leadership, client relationship management, and negotiation skills. - Proven transaction execution experience in investment banking. - Advanced technical and strategic advisory capabilities. - Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions. - Ability to manage projects independently and assume a high level of responsibility. - Ability to interact with clients. - Ability to assess and mitigate reputational, operational and credit risk. - Experience with sell-side and buy-side merger and acquisition processes and equity and debt capital raises. - Bachelor's degree or equivalent: in Finance, Business or equivalent degree - Required. - Master's Degree/ MBA: MBA - Preferred. Certifications: - SIE, 79 and 63 It Would Be Nice For You To Have: - Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. - Experience in Microsoft Office products. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range: Minimum: $275,000.00 USD Maximum: $275,000.00 USD We Value Your Impact: Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide () Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next : If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at to discuss your needs.

It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: Santander Corporate & Investment Banking (SCIB) is looking for an Analyst to join the Export & Agency Finance (EAF) team in the US , with a primary focus on Latin America and Multilateral Agencies (MLAs) . This role offers exposure to complex international transactions across LatAm markets, working closely with clients, multilaterals, and internal teams globally. Key Responsibilities - Support the origination, structuring, and execution of EAF transactions, with a focus on Latin America and MLA-backed financings (e.g., IDB, IFC, CAF). - Assist in transactions end-to-end , from initial pitch through closing, including preparation of presentations, term sheets, and credit materials. - Build and maintain financial models , including cash flow analysis and profitability metrics. - Coordinate with internal stakeholders (Coverage, Risk, Legal, Compliance, Markets, Syndication) across multiple geographies. - Support client relationship management, including preparing pitchbooks and participating in client meetings , particularly in LatAm markets. - Contribute to credit approval processes , due diligence, and transaction documentation. - Monitor portfolio performance and stay up to date on market trends, MLAs, ECAs, and geopolitical developments impacting the region. What You Bring: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Qualifications - Bachelor's degree in Finance, Business, Economics, or related field - 1-4 years of relevant experience in structured finance, export finance, project finance, or corporate banking - Familiarity with ECA and/or Multilateral Agency financing structures preferred - Strong financial modeling and analytical skills - Ability to operate effectively in a cross-border, multicultural environment - Professional fluency in Spanish (written and spoken) preferred - Strong communication skills Preferred Qualifications - Experience working on Latin American transactions or clients preferred - Exposure to MLAs such as IDB, IFC, CAF, or World Bank Group - Background in infrastructure, energy, or industrial sectors preferred - Prior experience in Investment Banking, Structured Finance, or Trade Finance Certifications: - No Certifications listed for this job. It Would Be Nice For You To Have: - Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education. Work Authorization & Sponsorship: Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment. What Else You Need To Know: The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location. Base Pay Range: Minimum: $110,000.00 USD Maximum: $135,000.00 USD We Value Your Impact: Your contribution matters and it's recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide () Risk Culture: We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management. EEO Statement: At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law. Working Conditions: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required. Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason. What To Do Next : If this sounds like a role you are interested in, then please apply. We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at to discuss your needs.

SENIOR MANAGER, INVESTMENT MANAGEMENT GOVERNANCE OFFICE, RNDIP / REG R WHAT IS THE OPPORTUNITY? Working within the Investment Management Governance Office and with Senior Management of the Wealth Management division, this role will be responsible for City National Bank's Retail Non-Deposit Investment Program (RNDIP) and Reg R compliance to include coordination with City National Bank's Network Affiliates and colleagues across the division to implement policies, develop procedures and controls related to the governance requirements outlined in the OCC RNDIP Handbook (June 2024) and produce quarterly metrics and reports to the Wealth Management & Fiduciary Committee and the Private Banking and Wealth Management Business and Risk Committee. This role also works closely with 2LOD Compliance and 3LOD Internal Audit on issues impacting the Wealth Management division. WHAT WILL YOU DO? - At the direction of the Head of Investment Management Governance act as an intermediary/point person for City National Bank's ("CNB's) Investment Management Governance Office, which includes managing the Retail Non-Deposit Investment Products (the "RNDIP") program and Reg R compliance. - Build and sustain effective relationships and alliances both internally and across all lines of business and staff areas to help deliver results and to ensure applicable issues are identified, analyzed and managed appropriately. Understand interdependencies across LOBs and support groups to achieve success in supporting remediation of regulatory, internal audit, and self-identified issues. - Analyze, evaluate and periodically review current risk management practices relating to RNDIP and Reg R activities across the organization and the activities of the network affiliates. Collaborate closely with colleagues across Risk, Compliance and Internal Audit to strengthen the control environment and enhance risk management practices. - Monitor activities of the network affiliates for adherence to CNB's networking agreements and RNDIP policies, Program Management Statement and procedures. - Drive annual review of CNB Compensation Plans RNDIP inter-company agreements, RNDIP Products, RNDIP Program Management Statement, RNDIP Program and Referral Procedures, and other related procedures owned by the IMGO. - Review marketing materials and new or modified products for applicability to RNDIP and Reg R. - Design and implement reporting associated with RNDIP to appropriate governance committees. - Develop and implement training for RNDIP programs across LOBs. - Lead execution of activities described in the RNDIP Program Procedure, including completion of annual RNDIP risk assessment summary. - Prioritize organizational risk management objectives. - Facilitate audit and examination activities. - Cultivate and grow talent within the organization through coaching, mentoring, and training. WHAT DO YOU NEED TO SUCCEED? Required Qualifications - Bachelor's Degree or equivalent - 7+ years experience managing a RNDIP Program for an OCC regulated Bank - 10+ years within or related to financial services - Interaction with regulators from a prior role Additional Qualifications - Juris Doctor (JD) degree preferred - Demonstrated knowledge of Reg R from prior role - 10 years in a role requiring complex problem solving - Investment Management experience preferred - Strong interpersonal and influencing skills; ability to communicate effectively in interactions with Regulators. Communication with colleagues at all levels in a peer-like way, and achieve goals without direct control over resources - Demonstrated ability to Influence change, build relationships, communicate effectively, work under pressure, manage multiple priorities and deliver high caliber results. - Strong emerging end-to-end generalist problem solving skills, e.g., - Prioritizing issues and analysis - Structuring and building quantitative and qualitative/conceptual analyses - Knowledge in Financial Services, Project Management - Excellent time management, organizational, and prioritization skills and ability to balance multiple priorities. - An outstanding ability to analyze problems, apply quantitative analytical approaches, communicate effectively and confidently (both oral and written), work well in cross-functional teams - Quick learning ability, outstanding analytical skills and a structured way of thinking, your attention to details is exceptional - Operate well under stress, even faced with tight timelines for ambitious deliverables Significant experience in driving operational change with front line to senior leadership personnel - Proficiency with MS Excel and PowerPoint WHAT'S IN IT FOR YOU? Compensation Starting base salary: $275,000 - $325,000 per year in New York, NY $225,000 - $275,000 per year in Los Angeles, CA $200,000 - $250,000 per year in Newark, Delaware or Charlotte, NC Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: - Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date - Generous 401(k) company matching contribution - Career Development through Tuition Reimbursement and other internal upskilling and training resources - Valued Time Away benefits including vacation, sick and volunteer time - Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs - Career Mobility support from a dedicated recruitment team - Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks . ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us . INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

Description: ERP Financial Consultant Department: Enterprise Systems Group Billable Hours Goal: 80% of worked hours Position Type: Full Time Travel Required: Yes as needed JOB SUMMARY: As a member of the Enterprise Systems Group, you will deliver multiple software upgrade assistance and implementations via consulting activities from Kickoff to Go-Live, on time, on budget and to the agreed scope, as well as provide ongoing client support. REPORTS TO: ERP Lead Consultant DIRECT REPORTS: None ESSENTIAL FUNCTIONS: Be the trusted advisor to clients on system configuration and implementation, using Epicor's signature methodology for problem identification, implementation, documentation, testing and training Communicate with the customer to determine needs, and contribute solution design as well as overall business strategy Interpret requirements data and identify any gaps between current state of purchased modules and desired functionality in future state Assist with project issues, help to coordinate activities and schedules with both clients and internal team members to resolve in an effective and timely manner Assist with generating quote specifications and proposal generation Ability to adhere to project timelines and meet Service Level Agreement goals Provide support for clients in a help desk capacity and assist in troubleshooting application questions Provide on-site training and consulting for clients if necessary ADDITIONAL RESPONSIBILITIES: Maintain daily timesheet and expense report entries and submit them accurately and timely Other duties as required Requirements: TECHNICAL SKILLS: High level (Intermediate) of proficiency in MS Office and SharePoint Experience (Intermediate) with ERP Solutions such as Infor Visual, Syteline, Epicor, Great Plains etc. SOFT SKILLS & ABILITIES: Strong written and verbal communication skills Pleasant and professional demeanor in all client and internal communications Ability to multi task Intellectually resourceful with sound/ethical judgment and effective decision-making abilities Independent worker and able to work effectively on daily tasks without direct supervision Strong organization skills and ability to operate efficiently throughout daily tasks In general, own's issues through resolution, although understands when to escalate a problem to another team member and whom to escalate to; accepts escalated issues; and mentors when appropriate Demonstrates empathy with users and professionalism at all times Work well with clients at all levels Operates with client satisfaction in mind Energy, enthusiasm and results-oriented Strong troubleshooting and analytical skills EDUCATION, EXPERIENCE, & KNOWLEDGE: CPA or CMA Preferred Minimum 3-5 years' experience in a manufacturing accounting position or financial consulting for an ERP software Strong knowledge in supply chain / distribution desirable Proven success in ERP software project implementation and deployment across multi-business verticals WORK ENVIRONMENT/PHYSICAL DEMANDS: Use of computer and office equipment Ability to remain calm in stressful situations Performs all administrative functions expected at this level ADDITIONAL REQUIREMENTS: Ability to be scheduled for evening or weekend work occasionally Valid driver's license in your state of residence and reliable personal vehicle Compensation details: 00 Yearly Salary PIe5-

hackajob is collaborating with J.P. Morgan to connect them with exceptional professionals for this role. JOB DESCRIPTION Help JPMorgan Advisors deliver exceptional experiences and solutions for ultra-high-net-worth clients and their families through high-touch engagements and strategic initiatives. As a Wealth Partners / Family Wealth Services Analyst on the Ultra High Net Worth Strategy team, you will support the planning and delivery of customized client engagements (Private Briefings), help grow and operationalize the Family Wealth Services platform, and coordinate advisory councils that capture and activate client and advisor feedback. You will partner closely with senior leaders, financial advisors, and cross-functional teams to manage logistics, materials, metrics, and follow-through helping ensure a seamless, differentiated client experience. Job responsibilities â Collaborate with financial advisors and senior leaders to design and deliver customized Private Briefings for clients and prospects â Curate agendas by building relationships with subject-matter experts and securing impactful speakers across the firm â Manage end-to-end event logistics, speaker preparation, and post-event follow-up to deliver a seamless client experience â Track and report program activity, client engagement, and business outcomes across Private Briefings and related initiatives â Serve as a generalist and ambassador for the Family Wealth Services platform (Family Engagement & Governance, Family Lifestyle, Outsourced Family Office) â Support strategy and execution for business development initiatives, including client education, platform enhancements, and partnership opportunities â Partner with Legal, Risk, Controls, and Compliance (LRCC) to ensure adherence to policies, procedures, and regulatory requirements â Develop and maintain internal reference materials, client-facing content, and program metrics â Support planning and execution of Client Advisory Council and Wealth Partners Advisory Council meetings (agenda setting, speaker prep, materials) â Document and synthesize feedback; coordinate with partners to prioritize and implement improvements to the client experience â Contribute to special projects, strategic initiatives, and event management; build relationships across Wealth Management Solutions, Investment Strategy, Wealth Planning & Advice, Alternative Investments, Banking, and Lending Required qualifications, capabilities, and skills â Bachelor's degree and 1+ years of relevant work experience â Strong multi-tasking, organizational, and project management skills with strong attention to detail â Proactive, responsive approach to managing client and business needs â Strong communication, presentation, and relationship-building skills â Proficiency in Microsoft Office (Word, Excel, PowerPoint, including PitchPro) â Experience supporting ultra-high-net-worth client engagement and/or client events â Ability to collaborate effectively across teams and with senior leaders Preferred qualifications, capabilities, and skills â Experience coordinating executive-level, bespoke client engagements or events with multiple stakeholders â Familiarity with wealth management platforms, products, and services, including UHNW-oriented offerings â Experience creating and maintaining program metrics, reporting, and post-engagement readouts for senior stakeholders ABOUT US Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans ABOUT THE TEAM Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction. We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

ABOUT US RBC Rochdale partners with financial advisors and their high-net-worth clients to build intelligently personalized investment portfolios. RBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients meet their long-term goals. RBC Rochdale, LLC is an SEC-registered investment adviser and wholly-owned subsidiary of City National Bank. REGULATORY ASSOCIATE INVESTMENT MANAGEMENT WHAT IS THE OPPORTUNITY? This position sits in City National Bank's Investment Management Group's (IMG) and supports the Head of Regulatory Governance for the Chief Investment Officer. This is a First Line of Defense role and is responsible for the identification, monitoring and mitigation of operational and regulatory risks. In addition, the role will support the IMG's corporate governance requirements, controls implementation and monitoring, and development and maintenance of procedure documentation. The role will also facilitate reviews by compliance, internal audit and external regulators while providing knowledge of OCC and SEC fiduciary based regulatory requirements. WHAT WILL YOU DO? - Learn, understand and apply investment management best practices and fiduciary requirements arising out of OCC and SEC regulations and expectations - Support the identification and remediation of regulatory, compliance and operational risks to the IM business. Responsible for the development and implementation of new programs/strategies, regulations, rules, and risk management requirements - Support committee corporate governance requirements including agenda creation, minute taking, and tracking of issues - Support the business meet its enterprise level risk program requirements, including Risk and Control Self Assessments (RCSA's), Compliance Risk Assessments (CRAs), Issue Management - Support continuous improvement to over risk culture, risk conduct, and risk literacy within the business, including the design and implementation of preventive and detective controls around Investment Management activities - Analyze, evaluate, and review current risk management practices across the organization. Collaborate closely with colleagues across the 2nd and 3rd lines to strengthen the control environment and enhance risk management practices - Conduct research, analysis, and interpretation of data and information to support new business ang organizational plans, strategies, and initiatives planning - Act as the business liaison for business line risk and controls management, compliance activities, legal engagement, and internal or external audits - Build and sustain effective relationships and alliances internally and across all lines of business and staff areas to help deliver results. Understand interdependencies to achieve success. - Draft concise written materials for communications with senior management. Develop presentations for internal and external meetings that are compelling, concise, and clear - Write clear advocacy memos and email correspondence that exhibit strong critical analysis and organization - Direct and participate in special projects, as necessary. - Facilitate audit and examination activities. - Cultivate and grow risk talent within the organization through coaching, mentoring, and occasionally assisting with review of applicable training. WHAT DO YOU NEED TO SUCCEED? Required Qualifications - Bachelor's Degree or equivalent - 7+ years managing projects - 7+ years of experience in or related to financial services Additional Qualifications - MBA or other advanced degree (e.g., JD, MBA, Masters, etc.) preferred - Project & Problem-Solving: End-to-end project management with demonstrated ability to deconstruct complex problems, prioritize issues, and build quantitative and qualitative analyses - Financial Services Expertise: Knowledge of Financial Services, Project Management, OCC 12CFR9, SEC Registered Investment Advisor '40 Act requirements, and fiduciary standards (or ability to learn quickly) - Influence & Collaboration: Strong interpersonal skills with ability to influence change and achieve goals without direct control over resources; excellent stakeholder management - Communication: Exceptional oral and written communicator; confident presenting to all organizational levels - Analytical Skills: Outstanding quantitative and analytical capabilities with structured thinking and meticulous attention to detail - Cross-Functional Teamwork: Ability to work effectively in diverse teams and drive operational change across all levels - Operational Excellence: Superior time management, prioritization, and ability to manage multiple priorities simultaneously while meeting deadlines - Pressure & Complexity: Thrives under pressure with tight timelines; handles uncertainty well and simplifies complexity - Proficiency in MS Excel and PowerPoint WHAT'S IN IT FOR YOU? Compensation Starting base salary: $92,114 - $156,880 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: - Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date - Generous 401(k) company matching contribution - Career Development through Tuition Reimbursement and other internal upskilling and training resources - Valued Time Away benefits including vacation, sick and volunteer time - Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs - Career Mobility support from a dedicated recruitment team - Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks . ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us . INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.