Job Results
Financial Services
Posted 3 weeks
College Financial Representative, Internship Program
Northwestern Mutual - Jacksonville, FL 32216
Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. You will have the opportunity to build your confidence, develop a professional network, and help people achieve financial freedom. Here, hard work pays off! Responsibilities: Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP®. Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you’ll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications: Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Compensation & Benefits Performance-based earnings and revenue Learning and Development Incentives (up to $1000/month, not inclusive of earned commissions) Productivity Bonuses Support for insurance licensing (life, health, DI, LTC) Support for SIE, Series 6, Series 63 registrations (eligibility required) About Us For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives. Our tailored approach includes multiple financial strategies—insurance, investments, and annuities—built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients. Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. As such, they are considered independent contractors1 for income tax purposes, and a "statutory employee" for Federal Insurance Contributions Act (FICA) tax purposes. As a company, we value an inclusive and belonging workplace where everyone’s unique viewpoints bring new successes. We strive to create teams that reflect our customers and communities, fostering an environment where all employees are welcomed, valued, and heard. Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing2 $257 billion retail investment client assets held or managed by Northwestern Mutual3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021) 1 Northwestern Mutual College Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of an intern contract to become a Northwestern Mutual College Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company, as of the most recent review and report by each rating agency. Ratings as of: 06/23 (Moody’s Investors Service), 08/23 (A.M. Best Company), 08/23 (Fitch Ratings), 05/23 (S&P Global Ratings) Salary Range: USD $500.00 - USD $1,000.00 /Yr.
Posted 3 weeks
Part Time (30 Hours) Associate Banker, Durbin Park Branch, Saint Johns, FL
JPMorganChase - Jacksonville, FL 32258
JOB DESCRIPTION At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions – helping clients achieve their financial goals. Job Responsibilities Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings. Exceed client expectations by providing account servicing and maintenance as well as opening new accounts, while complying with all policies, procedures, and regulatory and banking requirements. Educate and assist clients with day-to-day banking transactions including the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions – partnering with other branch team members to help achieve their financial goals. Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills Ability to put clients first and exceed their expectations – delivering attentive and friendly service, creating a welcoming environment. Ability to build trusted relationships – demonstrating genuine care and concern during interactions with clients. Ability to engage clients – communicating clearly and politely to understand and help, anticipating client needs. Ability to quickly and effectively resolve client issues with attention to detail – providing a consistent client experience. Ability to elevate the client experience – working collaboratively as a team to deliver seamless service with care and sincerity. Ability to quickly and accurately learn products, services, and procedures. Client service experience or comparable experience. High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills Strong desire and ability to influence, educate, and connect customers to technology solutions. Cash handling experience. 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. Our Consumer Banking group helps customers manage their 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.
Posted 3 weeks
Inventory Finance Relationship Manager
Triad Financial Services - Jacksonville, FL 32224
Position Overview The Inventory Finance Relationship Manager is responsible for supporting the team through comprehensive reporting and dashboard development, improving process and system efficiencies, while also ensuring accuracy and integrity in inspection reviews. This role combines analytical reporting functions, system and process optimization with inspection validation to maintain systematic business functions and provide actionable insights to leadership. Essential Functions Inspection Review & Validation Review all incoming inspections for accuracy and adherence to company standards. Validate property photographs for clarity and completeness. Communicate with vendors to resolve discrepancies and ensure timely submission of accurate inspections. Report issues and risks to account managers promptly. Document findings and escalate concerns as needed. Maintain accurate records of inspection reviews, vendor interactions, and reporting metrics. Audit billing statements for accuracy. Reporting and Process Requirements Develop and deliver daily, weekly, and monthly reports on inventory, performance, and other key metrics. Respond to ad hoc reporting requests from leadership and internal teams. Facilitate creation of dashboard reporting for team visibility and performance tracking. Analyze data to identify trends, recurring issues, and potential risk factors. Present trend and risk analysis to management through monthly reporting and presentations. Collaborate with leadership to ensure reporting aligns with strategic goals. Act as liaison for internal and external clients for reporting needs. Review departmental processes to provide reporting feedback and improvement suggestions Evaluate and lead system improvement efforts and projects [including IA assistance and implementation] Minimum Qualifications: Bachelor’s degree in finance or business is preferred but not required 2 years’ prior work experience in financial services or reporting analytics preferred. Strong attention to detail and analytical skills. Excellent communication and vendor management abilities. Proficiency in Microsoft Office Suite and data visualization tools (e.g., Power BI, Tableau), specifically Microsoft Excel. Ability to work independently and collaboratively in a fast-paced environment. Physical Demand: Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards. Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards Must be able to talk, listen and speak clearly on telephone Able to sit at a work station for prolonged periods of time Must be able to physically type
Posted 3 weeks
Analyst, Prime Margin
Cantor Fitzgerald - Jacksonville, FL
The Prime Services Margin Analyst will play a crucial role in our Middle Office team, supporting multiple domestic legal entities. This entry-level position offers an excellent opportunity to develop expertise in margin operations, collateral management, and risk oversight within a dynamic prime brokerage environment. The successful candidate will collaborate with various teams, ensuring smooth operations and compliance with regulatory standards.
Posted 3 weeks
Compliance & Fraud Manager, BSA Officer
Coastline Federal Credit Union - Jacksonville, FL 32207
Compliance & Fraud Manager, BSA Officer At Coastline, we embody the mindset of "people helping people." Every day, we strive to make meaningful connections and provide financial solutions that transform lives. If you're ready to embark on a journey where your talents are valued, and your potential is encouraged, consider joining us as a Compliance & Fraud Manager, BSA Officer. We foster a work environment where Excellence, Fun, Unity, and Respect come together. More than just a team, we are a family-oriented organization that values personal growth, collaboration, and a positive work-life balance. Be part of a culture that not only drives success but makes every day fulfilling and enjoyable. Essential Duties include: Serve as the Credit Union’s designated BSA Officer, providing oversight of the BSA/AML compliance program, including SAR and, CTR reporting, OFAC monitoring, CIP/CDD compliance, BSA record retention, and fraud risk assessments. Direct and oversee the fraud prevention, detection, investigation, and loss mitigation programs involving ACH, bill pay, wire transfers, debit and credit cards, check fraud, identity theft, account takeover, and other fraudulent activity, ensuring timely resolution and compliance. Lead and manage the loan and membership review, and debit/credit card services functions, ensuring compliance with established policies, regulatory requirements, quality standards, operational procedures, and service expectations. Oversee third party vendor due diligence and ongoing risk assessments for vendors supporting compliance, fraud prevention, and related operational functions to endure service regulatory compliance and effective risk management. Develop and implement compliance and fraud prevention training programs that promote regulatory awareness, risk management, member protection, and a culture of accountability throughout the organization. Supervise, coach, and develop assigned staff by establishing performance expectations, providing ongoing feedback, supporting professional development, and fostering a collaborative, high-performing team environment. Required Skills: Proficiency in PC skills and Microsoft Office. Maintain a high standard for accuracy and attention to detail. Excellent written, verbal, and interpersonal communication skills with the ability to build strong relationships with employees, leadership, members, vendors, and business partners. Education and Experience: Bachelor’s degree is preferred. An equivalent combination of education and relevant work experience may be substituted. Three to five years of related experience in fraud prevention, regulatory compliance, risk management, or financial institution operations is required, with supervisory experience preferred. Some of our Benefits Include: Medical, Dental and Vision Insurance Paid Time Off Paid Holidays (13) 401k & Company Match Life Insurance, Short-Term and Long-Term Disability Insurance Incentive Plan Discount savings on movie tickets, theme parks and more The above statements describe the general nature and level of work being performed by the person(s) assigned to this job. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. Employees can be asked to do other duties to help fulfill our mission, drive our vision and abide by our core values. Coastline Federal Credit Union provides equal employment opportunities (EEO) to all employees and applicants for employment, without regard to race, creed, ancestry, citizenship, religion, color, gender, gender identity, gender expression, age, national origin, political belief, sexual orientation, genetic information, marital status, disability or any other protected characteristic or status under applicable federal, state and local laws.
Posted 3 weeks
Universal Banker
Ameris Bank - Orange Park, FL
Ameris Bank is a purpose-driven company, dedicated to bringing financial peace of mind to communities, one person at a time. Whether a customer wants to grow their business, buy a home, or feel confident in their retirement plan, they have a partner in Ameris Bank. We serve customers in our locations across the Southeast, Mid-Atlantic and nationwide through our extensive digital offerings and mobile app. Delivering financial peace of mind starts with a team that values integrity and rewards ingenuity. At Ameris, you’ll find teammates who are inclusive, collaborative problem-solvers who go the extra mile to support one another and to meet every customer’s needs. When teammates are empowered and bring their diverse perspectives to the table, we create the best possible outcomes for our customers. At Ameris, we know that a growth mindset is key for high performance and fosters an environment that prioritizes continuous improvement. Teammates have access to Employee Resource Groups that serve as advocates and purpose and how you can bring it to life as an Ameris Bank teammate. Responsible for serving as a consultant to customers by conducting customer financial profiles, identifying customer needs, cross-selling, and up-selling opportunities. Seek to attract, expand, and retain customer relationships and is responsible for contributing to the financial growth of the banking center. Serve as both a Teller and Personal Banker to support customer and team needs. Performs other projects and duties as assigned. Essential Functions, Duties, and Responsibilities: · Responsible for the financial growth of the banking center through establishing, expanding, and retaining high-value consumer and business client relationships. · Proactively communicates with current and prospective clients to educate, ensure understanding, resolve issues, develop, and maintain customer loyalty and solicit customer feedback to improve bank performance. · Apply need-based sales techniques and conducts customer financial profiles to attract, expand, and retain client relationships by identifying products and services. · Maintain a working knowledge of banking products and promotions. · Open new accounts and service existing accounts. · Accountable for achievement of defined sales and service goals. · Make recommendations to supervisors concerning the budgetary needs of the branch and methods to improve the client’s experience. · Work to understand the root causes of customer service issues. · Identify and implement resolutions for service issues involving supervisors on more complex issues. · Conduct onboarding activities for new clients. · Provide backup support to other branches and employees as needed. · Work on the teller line when needed including operating the teller drawer and performing advanced, specialized teller functions including researching cash discrepancies, and handling complex customer transactions. · Perform accurate transactions, balance each day, and verify cash totals. · Scan daily proof work to the remote capture machine. · Provide assistance and training to other colleagues and serve as a mentor. · Practice ethical sales behaviors in accordance with the Bank’s Core Values of Integrity and Honesty. Required Knowledge, Skills and Competencies: · Highly motivated team-player with ability to develop and maintain collaborative relationships. · Strong written and verbal communication skills. · Intermediate PC proficiency. · Intermediate proficiency in Google Docs and Microsoft Office products. Industry and Work Experience: · 1 or more years of customer service experience required. · Cash handling or sales experience preferred. Academic: · High school diploma or GED required. · Bachelor’s degree in business or related field preferred. Benefits Available to Employees: Ameris Bank provides a comprehensive employee benefit package to all eligible employees. Medical, Dental and Vision Insurance Ameris Bank absorbs a major portion of the cost of healthcare. You become eligible for coverage on the first of the month following 30 days of employment Life Insurance provided at no additional cost to employees Accidental Death & Dismemberment Coverage Long-Term Disability Coverage Paid Sick and Vacation Leave 11 Holidays Volunteer/Service Day Employee Stock Purchase Plan 401(k) Retirement Plan Ameris Bank matches 50% of your first 8% of contributions to the plan Flexible Spending Accounts Health Savings Account Health Reimbursement Arrangement Supplemental Life & Other Insurance Plans Identity Theft Protection Pet Insurance Legal Insurance Employee Assistance Program Employee Advocacy Program Tickets at Work (Entertainment discounts for Ameris Bank Employees) AT&T Employee Discount Wellness Discounts for Medical Premiums and Other Rewards Employee Referral Incentive Education Assistance Employee Resource Groups Banking Advantages for Employees: In addition to a wide array of benefits, Ameris Bank employees are also eligible for special bank services. Free Interest Checking Free Safe Deposit Box Free Money Orders, Travelers’ Checks and Cashier Checks Discount on Mortgage Origination Fee Free Online Banking and Free Unlimited Online Bill Payment Employee Banking Perks Disclaimer: The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required for the position. All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicantss of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Posted 3 weeks
SAP Core Finance Consultant – Manager
PwC - Jacksonville, FL
The Opportunity As a SAP Core Finance Consultant - Manager, you will specialize in providing consulting services for SAP finance applications, analyzing client requirements, implementing software solutions, and offering training and support for seamless integration and utilization of SAP finance applications. Within our Finance Technology - SAP Core ERP practice, you will enable clients to optimize financial processes, improve financial reporting, and achieve their strategic objectives. As a Manager, you will lead teams and manage client accounts, focusing on strategic planning and mentoring junior staff. You are accountable for confirming project success and maintaining standards. Enhancing your leadership style, you motivate, develop, and inspire others to deliver quality. You are responsible for coaching, leveraging team members' unique strengths, and managing performance to deliver on client expectations. With your growing knowledge of how business works, you play an important role in identifying opportunities that contribute to the success of our Firm. You are expected to lead with integrity and authenticity, articulating our purpose and values in a meaningful way. In this role, you will embrace technology and innovation to enhance your delivery and encourage others to do the same. Responsibilities - Leading the implementation and integration of SAP finance applications to optimize client financial processes - Analyzing client requirements and developing tailored software solutions to meet strategic objectives - Providing training and support to clients for seamless utilization of SAP finance applications - Managing project planning, budgeting, execution, and completion to deliver on client expectations - Coaching and mentoring team members to enhance their skills and performance - Collaborating with team leadership to maintain quality, timelines, and deliverables - Addressing conflicts and engaging in critical conversations with clients and stakeholders - Upholding professional and technical standards, including compliance with regulatory requirements - Utilizing analytical thinking to identify opportunities for business process improvement - Monitoring and analyzing financial trends to provide insights for financial reporting and forecasting What You Must Have - At least a Bachelor's degree - At least 4 years of experience What Sets You Apart - Preference for a Master's or Masters of Business Administration degree in at least one of the following fields of study: Business Admininstration/Management, Commerce, Computer and Information Science, Finance, Information Technology, Management Information Systems - Demonstrating proficiency in SAP Central Finance and SAP FICO - Utilizing financial modeling and forecasting for strategic planning - Excelling in financial risk management and regulatory compliance - Managing financial transformation projects with SAP solutions - Leveraging analytical thinking to improve business processes - Embracing change and innovation in finance technology The salary range for this position is: $99,000 - $232,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy. Learn more about how we work: https://pwc.to/how-we-work For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all. Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: https://pwc.to/us-application-deadlines
Posted 3 weeks
KYC Modernization Project Manager
Citi - Jacksonville, FL
Discover your future at Citi Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact. Job Overview The KYC Modernization Project Manager is a seasoned professional role. Applies in-depth disciplinary knowledge to lead and manage complex KYC modernization initiatives, contributing to the development of new AI and process improvement techniques and the improvement of processes and workflow. Integrates subject matter and industry expertise within the KYC domain. Requires in-depth understanding of how areas collectively integrate across Operations, Business, Technology, and Control functions (e.g., Compliance, Risk, Internal Audit) as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires strong analytical skills in order to filter, prioritize and validate complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc., by influencing decisions through advice, counsel, and facilitating services to others in area of specialization. Serve as liaison between Operations, Business, Technology, and Control functions (including Compliance, Risk, and Internal Audit) to ensure a consistent operating model across all work streams within the KYC Modernization program. Work alongside key stakeholders to define scope, requirements, and execution activities for KYC modernization projects, while clearly communicating the program schedule and key milestones. Provide executive status updates on progress, risks, and issues throughout the lifecycle of the KYC Modernization program. Escalates program risks to the Transformation Program Management lead, or Program Sponsor, when appropriate. Demonstrates in-depth knowledge of program metrics, including data gathering, reporting, and trend analysis to monitor the health and progress of KYC modernization initiatives. Supports planning, directing, and coordination of day-to-day activities of running the KYC modernization program or a portfolio of related programs. Applies in-depth understanding of how areas collectively integrate across Operations and Fraud Functions as well as coordinate and contribute to the objectives of Operations. Assesses creation and ensures sign-off of program plans and charters, benefits management plans, stakeholder management plans, acceptance plans, and central program issue logs for KYC modernization. Oversees program plans to ensure they are meeting business needs as described in the program initiation documents, particularly for KYC modernization. Ensures all stakeholders are identified and included in scope definition activities and understand the program schedule and key milestones for KYC modernization. Works with the Program Sponsor to ensure KYC Operations action plans are in line with business objectives. Ensures all areas of the program are appropriately staffed. Monitors program commitment from those assigning resources. Escalates program risks to the Program Director, or Program Sponsor, when appropriate. Creates and manages the program risk management plan. Makes recommendations for training and development needs for assigned personnel supporting KYC modernization. Ensures essential procedures are followed and contributes to defining standards related to KYC processes and project management. Qualifications: 6-10 years of experience in project and program management, particularly within the financial services industry, with a focus on large-scale initiatives such as KYC modernization. Strong interpersonal and communication skills; proven ability to engage and influence business and technology stakeholders across levels within an organization. Strong project and program management skills. Experience building complex project plans. Knowledge of PTS, JIRA, and other Citi Approved project management tools, including AI experience. Knowledge of CPMC guidelines. Demonstrated ability to build internal relationships with broader stakeholders across a franchise in order to drive to common goals and outcomes. Strong understanding of consumer financial services and Know Your Customer (KYC) processes. Proven leadership skills and ability to work in a matrixed environment. Education: Bachelor’s/University degree, Master’s degree preferred This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. - Job Family Group: Operations - Core - Job Family: Operations Project Management - Time Type: Full time - Primary Location: Jacksonville Florida United States - Primary Location Full Time Salary Range: $113,840.00 - $170,760.00 In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. - Most Relevant Skills Please see the requirements listed above. - Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. - Anticipated Posting Close Date: Jul 23, 2026 - Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
Posted 3 weeks
Cross-disciplinary Controls Sr. Group Manager – Director
Citi - Jacksonville, FL
Discover your future at Citi Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact. Job Overview Individuals in Cross Disciplinary Controls are responsible for multiple activities within the Controls capabilities such as assessment & design, MCA, QA, Monitoring & Testing, Issue Management and/or Governance Reporting & Analysis for effective end to end oversight, design, implementation, and execution of controls. Individuals in this role may cover a broad range of in-business/function risk and control responsibilities rather than focusing on one specific role. Responsibilities: Manages large, potentially diverse teams of managers and/or senior professionals by providing leadership and direction through managers. Manage an innovative environment of diverse teams to encourage the development and implementation of robust control programs and strategies Make critical decisions that are guided by functional objectives Evaluate the effectiveness of existing controls, identifying areas for improvement, and implementing necessary changes. Drive and manage controls enhancements focused on increasing efficiency and reducing risk. Oversee the execution of Enterprise Risk Management Framework and adherence with Risk Mgmt. / Compliance Policies. Review the MCA program, including the annual/semiannual/quarterly/monthly attestation, quality oversight, and related reporting. Oversee the execution of the MCA in accordance with the ORM Policy & Framework, as well as applicable Policies, Standards, and Procedures. Lead the assessment of activities and processes as per required Policies, Standards and Procedures to strengthen risk management quality. Facilitate the coordination and comprehensive management of issues with key stakeholders Drive issue quality reviews ensuring compliance with Issue Management Policy, Standards and Procedures Lead the development of standard and risk controls reporting to ensure sound, reliable, and consistent information exists across the organization, enabling better management and decision-making in line with the expectations senior of management, Board, and Regulators. Oversee the operations of Citi's governance committees, including coordinating meetings, managing agendas, and ensuring follow-up on action items. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of teams and create accountability with those who fail to maintain these standards Qualifications: 15+ years of experience in operational risk management, compliance, audit, or other control-related functions in the financial services industry. Ability to identify, measure, and manage key risks and controls. Demonstrate sound business judgment. Ability to see the big pictures with high attention to critical details. Develop and implement strategy and process improvement initiatives. In depth understanding of Citi’s businesses and functions and their risk profiles. Developing new ideas and improving current processes to proactively mitigate risks. Requires an ability to provide challenge and make recommendation for risk and controls remediation. Excellent knowledge in the development and execution for controls. Proven experience in control related functions in the financial industry. Proven experience in implementing sustainable solutions and improving processes. Deep understanding of compliance laws, rules, regulations, and best practices. Deep understanding of Citi’s Policies, Standards, and Procedures. Demonstrate exceptional leadership, decision-making, and problem-solving skills. Excellent analytical skills to evaluate complex risk and control activities and processes. Ability to deliver compelling presentations and influence executive audiences. Strong sense of accountability and ownership, with strong results orientation. Excellent communication skills; ability to engage and inspire across stakeholder groups. Exceptional command in Microsoft Office suite, particularly Excel, PowerPoint, and Word. Education: Bachelor's/University degree, Master's degree preferred - Job Family Group: Controls Governance & Oversight - Job Family: Cross-disciplinary Controls - Time Type: Full time - Primary Location: Jacksonville Florida United States - Primary Location Full Time Salary Range: $170 000,00 - $300 000,00 In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. - Most Relevant Skills Analytical Thinking, Assessment, Business Acumen, Constructive Debate, Controls Lifecycle, Governance, Issue Management, Process Design, Risk Management Lifecycle, Stakeholder Management. - Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. - Anticipated Posting Close Date: jul 14, 2026 - Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
Posted 3 weeks
VP, Strategic Markets Analyst
Citi - Jacksonville, FL
Discover your future at Citi Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact. Job Overview The Strategic Markets Analyst is a strategic professional who stays abreast of developments within the Strategic Markets Group for US Consumer Sales and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family. Responsibilities: Designs/analyzes complex reports to satisfy management requirements. Deals with complex and variable issues with substantial potential impact. Uses broad discretion in developing solutions for broad based business reporting issues. Leads reengineering efforts in business's methodology, strategy, and organizational goals. Manages resource allocation and leads the work within a team/project to develop solutions for business reporting issues. Applies/demonstrates advanced understanding of processes, procedures, and policies for area supported. Possesses a comprehensive understanding of how own area and others collectively integrate to contribute towards achieving business objectives. Acts as advisor or coach to new or lower level personnel in the business processes and procedures of area supported. Provides in-depth and sophisticated analysis with interpretive thinking to define problems and develop innovative solutions. Influences strategic functional decisions through advice, counsel or provided services that have direct impact on the business. Persuades and influences others through developed communication and diplomacy skills with colleagues in other areas and occasional external customers May be responsible for resource management and allocation of work within the team/project. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: 6-10 years relevant experience with reporting and analysis Experience with CRA and Fair Lending Reporting highly recommended Experience leading strategic projects, reporting, analysis and executive level presentations required Experience with Tableau, MS Office Excel/PowerPoint, iEmergent and SQL Server recommended Education: Bachelor’s/University degree, Master’s degree preferred - Job Family Group: Operations - Core - Job Family: Business Planning & Analysis - Time Type: Full time - Primary Location: Ofallon Missouri United States - Primary Location Full Time Salary Range: $96,400.00 - $144,600.00 In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. - Most Relevant Skills Please see the requirements listed above. - Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. - Anticipated Posting Close Date: Jul 14, 2026 - Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.