Managing Director jobs in United States, Ohio, Cincinnati
JPMorgan US Private Bank – Banker Vice President Executive Director United States, Ohio, Cincinnati
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Job responsibilities
As a Strategy Associate in the Transformation Office, you will be focused on solving complex problems, framing strategy decisions and unblocking execution issues critical to achieving the key strategic technology priorities of the firm:
- Design and drive solutions to accelerate decision making, scope problems, identify major issues and actionable opportunities, and quantify potential bottom-line financial impact
- Develop work plans to test/ evaluate strategies and insights and deliver the goals of the Transformation Office
- Collaborate with key client stakeholders in Global Technology and the Lines of Business (LoBs) to drive delivery and achieve organizational alignment and buy-in
- Lead and support interviews, working sessions, and presentations, driving towards business outcomes
- Build frameworks, content, hypothesis sets, analyses, and roadmaps for solutions
- Prioritize and manage your day to day work together with your manager and according to business needs
- Identify potential roadblocks/ obstacles and escalate issues as needed
- Identify implications and “so whats” of outputs, data and analysis within the team
- Contribute to development of concise communication materials for senior management
Required qualifications, capabilities, and skills
- Consulting experience with a top-tier strategy/ management consulting firm, an internal consulting/ corporate strategy team, or a top-tier technology strategy firm in a client facing role
- Strong communication skills (both oral and written) as well as strong interpersonal and influencing skills, with the ability to interact with colleagues as peers and achieve goals without direct control over resources
- Knowledge and fluency in enterprise IT management concepts including organization, budgeting, talent, and risk management. Technical knowledge in cloud or IT infrastructure is helpful, but not required
- Proven entrepreneurial drive to identify opportunities for impact and influence others to take action
- Proven ability to structure and scope complex problems and apply a range of analytical and qualitative tools to develop solutions
Preferred qualifications, capabilities, and skills
- Financial services background and/ or Cloud experience is preferred, but not mandatory
- Significant experience with PowerPoint for executive-level documents and Excel based models for analysis and planning. Tableau or similar BI experience for analysis is preferred
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US Bank Ascent Managing Director Client Advisory Job United States, Ohio, Cincinnati
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Basic Qualifications
- Bachelor's degree in finance, accounting or other related field
- 12 or more years of financial services experience
- Eight or more years of experience with ultra-high net worth clients
- MBA, JD, CFP, CFA, or CPAPreferred Skills/Experience
- Well-developed leadership abilities and strategic management skills
- Thorough knowledge of division and relation to industry
- Strong verbal and written communication skills
- Well-developed analytical, decision-making and problem-solving skills
- Considerable tact, diplomacy and people skills
Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the .
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $164,390.00 - $193,400.00 - $212,740.00U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
These jobs might be a good fit
US Bank Ascent Managing Director Client Advisory Job United States, Ohio, Cincinnati
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Basic Qualifications
- Bachelor's degree in finance, accounting or other related field
- 12 or more years of financial services experience
- Eight or more years of experience with ultra-high net worth clients
- MBA, JD, CFP, CFA, or CPAPreferred Skills/Experience
- Well-developed leadership abilities and strategic management skills
- Thorough knowledge of division and relation to industry
- Strong verbal and written communication skills
- Well-developed analytical, decision-making and problem-solving skills
- Considerable tact, diplomacy and people skills
Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the .
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $164,390.00 - $193,400.00 - $212,740.00U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
These jobs might be a good fit
JPMorgan US Private Bank – Banker Vice President Executive Director United States, Ohio, Cincinnati
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As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
- Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
- Generate business results and acquire new assets, both from existing client base and new client acquisition
- Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
- Partner with internal specialists to provide interdisciplinary expertise to clients when needed
- Connect your clients across all lines of business of J.P. Morgan Chase & Co.
- Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
- Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
- Six plus years of work experience in Private Banking or Financial Services
- Bachelor’s Degree required
- Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
- Proven sales success and strong business acumen
- Strong community presence with an established network
- Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
- Focuses on the client experience and works tirelessly on the client’s behalf
Preferred Qualifications, Capabilities, and Skills
- MBA, JD, CFA, or CFP preferred
- Proactive, takes initiative, and uses critical thinking to solve problems
- Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
- Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
- Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
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EY Global Account Finance Advisor Assistant Director United States, Ohio, Cincinnati
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Your key responsibilities
- Financial planning and performance
- Deliver margin modeling and advise GCSP on the financial aspect of account’s strategic planning process. Continually monitor and measure financial success of strategy.
- Model and advise on stretch vs. achievable targets for the account’s annual revenue plan, monitor that effective ownership over revenue plan components is assumed across account leadership team.
- Advise on performance and forecast expectations against revenue plan throughout the year, provide GCSP with insights and recommendations to achieve optimal financial performance.
- Validate accuracy of account’s reported financial data.
- Margin optimization
- Model and advise on where and how to improve account margin, agree with GCSP on targets for improvement, continually measure success of improvement strategy.
- Establish and promote adherence to improvement frameworks across the account to manage and maximize margin performance across all engagements.
- Analyze margin performance throughout the year, making ongoing recommendations for optimization.
- Provide account team with robust margin modeling in support of developing a sound pricing strategy on the largest and most complex pursuits.
- Analyze engagement margin drivers (e.g. leverage model, work location) and collaborate to course correct or maximize results where applicable.
- Contract Management
- Establish and socialize framework to apply Master Service Agreement (MSA), rate cards and other client procurement requirements on all engagements across the account.
- Provide account teams with a clear understanding of the impact / benefit of applying MSA, rate cards and other client procurement requirements on the largest and most complex pursuits to achieve the best margin outcome.
- Master Service Agreement/Rate Card Development
- Provide robust margin modeling and advice to GCSP in support of pricing decisions and negotiation.
- Account revenue planning
- Facilitate the development of account’s revenue plan, securing ownership with key stakeholders.
- Working Capital Management
- Constantly analyze account level billed and unbilled inventory levels, advising on any potential exposure or risk which might impact margin performance.
- Abidance to Q&RM
- Highlight any potential Q&RM issues that become visible through account’s financial reporting.
- Knowledge Share and Development
- Work with G360 finance community, share policies, expertise, ideas and successes. Bring leading practices to own accounts.
- Client centric business focused reporting:
- Leverage global leading practice and support on reporting, and on all other account and engagement processes for the benefit of own accounts.
- Strong analytical skills are essential for the GAFA role. Common areas where the Global Account Financial Advisor would apply these skills are:
- Analyzing large quantities of data in order to form and communicate a crisp view of the global account performance landscape.
- Continuously advising the account leadership team on expected financial performance vs. plan based upon analytics such as trend analysis and modelling of forward-looking scenarios.
- Providing financial modelling and advice to support pricing decisions.
- Detailed analysis of financial performance in order to determine cause and effect correlations.
- Developing financial forecast scenarios for account performance based on information such as sales pipeline, resourcing, etc.
- Assessing the drivers of financial results with constant focus on improvement and rapid course correction where necessary.
Skills and attributes for success
- Fluent in English – written and verbal
- Able to work in a self-sufficient manner, operating across multiple projects and priorities
- Understands the commercial drivers of account performance
- Focuses on solutions that drive continuous improvement of account performance
- Ability to synthesize and communicate detailed financial information in support of an effective decision-making process
- Navigates the full extent of accessible EY resources to deliver effective solutions
- Demonstrates the ability to apply a forward-thinking customer focused lens to developing business solutions
- Utilizes sound financial practices to support operational decisions
- Forms and communicates a clear and concise view of financial performance
- Drives interactions that build trust and manage expectations with all stakeholders
- Demonstrates the ability to challenge assumptions and decisions in an appropriate manner
- Delivers cogent messages, encompassing financial analysis and recommendations
- Teams effectively to provide seamless end to end support of key account processes
- Demonstrates appreciation and respect of varying cultures – both corporate and geographical
To qualify you must have
- Completion of a four-year college degree (e.g. bachelor’s degree) is required to perform this position, graduate level education and or professional certification is recommended
- A minimum of 7 years of relevant experience is required to perform this position.
- Continuous learning: You’ll develop the mindset and skills to navigate whatever comes next.
- Success as defined by you: We’ll provide the tools and flexibility, so you can make a meaningful impact, your way.
- Transformative leadership: We’ll give you the insights, coaching and confidence to be the leader the world needs.
- Diverse and inclusive culture: You’ll be embraced for who you are and empowered to use your voice to help others find theirs.
These jobs might be a good fit
Share
Job responsibilities
As a Strategy Associate in the Transformation Office, you will be focused on solving complex problems, framing strategy decisions and unblocking execution issues critical to achieving the key strategic technology priorities of the firm:
- Design and drive solutions to accelerate decision making, scope problems, identify major issues and actionable opportunities, and quantify potential bottom-line financial impact
- Develop work plans to test/ evaluate strategies and insights and deliver the goals of the Transformation Office
- Collaborate with key client stakeholders in Global Technology and the Lines of Business (LoBs) to drive delivery and achieve organizational alignment and buy-in
- Lead and support interviews, working sessions, and presentations, driving towards business outcomes
- Build frameworks, content, hypothesis sets, analyses, and roadmaps for solutions
- Prioritize and manage your day to day work together with your manager and according to business needs
- Identify potential roadblocks/ obstacles and escalate issues as needed
- Identify implications and “so whats” of outputs, data and analysis within the team
- Contribute to development of concise communication materials for senior management
Required qualifications, capabilities, and skills
- Consulting experience with a top-tier strategy/ management consulting firm, an internal consulting/ corporate strategy team, or a top-tier technology strategy firm in a client facing role
- Strong communication skills (both oral and written) as well as strong interpersonal and influencing skills, with the ability to interact with colleagues as peers and achieve goals without direct control over resources
- Knowledge and fluency in enterprise IT management concepts including organization, budgeting, talent, and risk management. Technical knowledge in cloud or IT infrastructure is helpful, but not required
- Proven entrepreneurial drive to identify opportunities for impact and influence others to take action
- Proven ability to structure and scope complex problems and apply a range of analytical and qualitative tools to develop solutions
Preferred qualifications, capabilities, and skills
- Financial services background and/ or Cloud experience is preferred, but not mandatory
- Significant experience with PowerPoint for executive-level documents and Excel based models for analysis and planning. Tableau or similar BI experience for analysis is preferred
These jobs might be a good fit
