Financial Manager jobs in United States, Ohio, Columbus
Bank Of America Financial Center Manager - North Main Forest Park United States, Ohio, Columbus
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This job is responsible for managing a financial center and it's employees on a day-today basis. Key responsibilities include operating as a business owner and fostering a team environment, instilling an effective client-centric and risk culture in the center, and helping clients achieve the financial goals. Job expectations include ensuring operational excellence and cohesive effectiveness.
Responsibilities:
- Develops talent, including proactive sourcing of candidates
- Manages client traffic, engaging and appropriately routing clients, and fostering client retention
- Manages business results through formalized management routines and coaching
- Creates a world class client experience environment
- Manages market-level initiative prescribed by market leaders
- Drives operational excellence by engaging employees on business strategy
- Manages organizational priorities and effective execution
Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
- Opportunity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully.
- Manager of Process & Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement.
- Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate, convey the “why” and connects contributions to business results.
- Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks.
- People Manager & Coach: Knows and develops team members through coaching and feedback.
- Financial Steward: Manages expenses and demonstrates an owner’s mindset.
- Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth.
- Driver of Business Outcomes: Delivers results through effective team management, structure, and routines.
Skills:
- Coaching
- Customer Service Management
- Customer and Client Focus
- Performance Management
- Talent Development
- Business Operations Management
- Recruiting
- Result Orientation
- Risk Management
- Sales Performance Management
- Inclusive Leadership
- Leadership Development
- Prioritization
- Problem Solving
- Referral Management
Required Qualifications:
- 1+ years of leadership experience demonstrated through one or a combination of the following: coaching, training and/or motivating a work team
- Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
- Collaborates effectively to get things done, building and nurturing strong relationships
- Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
- Is confident in identifying solutions for clients based on their needs and can resolve problems independently or bring in others as needed
- Communicates effectively and confidently and is comfortable engaging all clients
- Has the ability to learn and adapt to new information and technology platforms
- Applies strong critical thinking and problem-solving skills to meet clients' needs
- Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
- Efficiently manages time and capacity
- Can manage complexity, prioritize tasks, delegate and execute in a fast-paced environment
- Can interpret performance results, find opportunities to drive success and hold others accountable to results
- Must be able to work weekends and/or extended hours
Desired Qualifications:
- 1+ years of management experience including hiring, coaching and developing direct reports
- Experience in financial services and knowledge of financial services industry, products and solutions
- Experience working in an environment with individual and team goals where goals were routinely met or exceeded
- Bilingual skills
High School Diploma / GED / Secondary School or equivalent
1st shift (United States of America)These jobs might be a good fit
Bank Of America Financial Solutions Advisor - Columbus Market United States, Ohio, Columbus
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Job Description:
Job Description:
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
Recommends banking and investments strategies that align with client financial goals and needs
Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
Mitigates and controls risk as part of daily activities
Identifies and engages potential new clients through referrals or financial center clientele
Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
Required Qualifications
Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
Sets and accomplishes goals, achieving whatever you put your mind to.
Builds and nurtures strong relationships.
Collaborates effectively with others to get things done.
Communicates effectively and confidently and is comfortable engaging all clients.
Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
Likes to learn, adapts to new information and seeks the right solutions for clients.
Efficiently manages your time and capacity.
Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for
Desired Qualifications
Bilingual Proficiency - Spanish/English
Strong computer skills with an ability to multitask in a demanding environment.
At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
Obtained your insurance licenses.
Skills:
Account Management
Advisory
Client Experience Branding
Customer and Client Focus
Oral Communications
Active Listening
Attention to Detail
Client Solutions Advisory
Issue Management
Pipeline Management
Causation Analysis
Client Management
Policies, Procedures, and Guidelines
Risk Management
Written Communications
High School Diploma / GED / Secondary School or equivalent
1st shift (United States of America)These jobs might be a good fit
Amazon Pre-Construction Manager AMER Southeast ML Data Center United States, Ohio, Columbus
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You’ll join a diverse team of software, hardware, and network engineers, supply chain specialists, security experts, operations managers, and other vital roles. You’ll collaborate with people across AWS to help us deliver the highest standards for safety and security while providing seemingly infinite capacity at the lowest possible cost for our customers. And you’ll experience an inclusive culture that welcomes bold ideas and empowers you to own them to completion.As a Pre-Construction Manager you will support the development and implementation of design standards across regional construction programs. This role will serve as the primary liaison between Real Estate, Design Engineering and other critical partner teams during initial planning, conceptual design, schematics progress, and design development; providing cost, schedule, and constructability guidance.Our goal is to find the candidate that has highly developed critical facility pre-construction knowledge coupled with extensive practical construction experience to drive standards in this essential part of our delivery process. If you have experience driving pre-construction standards, bid documents including the plans, specifications and general requirements to describe all the elements of a construction project and working within a broad design and construction infrastructure environment, then you could be the right candidate.Key job responsibilities
Detailed knowledge of critical data center equipment (Generators, Uninterruptible Power Supplies, Switchgear, Transformers, Power Feeders, Chillers, Plumbing, Fire Detection/Suppression, Air Handling Units, Computer Room Air Handling/Conditioning Units, UPS, CRAH, CRAC).
• Excellent communication skills, attention to detail, maintain high quality standards.
• Drive practical constructability standards in design documentation.
• Perform constructability reviews of electrical and mechanical designs associated with the construction of new data centers or optimization of existing data centers.
• Act as the point of escalation for complex constructability issues.
• Provide input into global standards and data center template designs.
• Perform civil, structural, electrical and build phasing evaluations for potential sites.
• Conduct negotiations with general contractors and evaluate bids/proposals with detail and accuracy.
• Determine and communicate site requirements that could impact schedule, cost, delivery of the work and integration of site with surrounding properties.
• Create construction GC scope and request for proposals.
• Manage GC as they deliver preconstruction services during the design phase.
• Review bid summaries, schedules and milestones, labor pricing, and perform subcontractor evaluations.
• Travel required: 25%-50%. Domestic and International.
• US Citizenship required.A day in the life
**Why AWS**
*Diverse Experiences*
Amazon values diverse experiences. Even if you do not meet all of the preferred qualifications and skills listed in the job description, we encourage candidates to apply. If your career is just starting, hasn’t followed a traditional path, or includes alternative experiences, don’t let it stop you from applying.*Work/Life Balance*
*Inclusive Team Culture*
*Mentorship and Career Growth*
We’re continuously raising our performance bar as we strive to become Earth’s Best Employer. That’s why you’ll find endless knowledge-sharing, mentorship and other career-advancing resources here to help you develop into a better-rounded professional.
You’ll join a diverse team of software, hardware, and network engineers, supply chain specialists, security experts, operations managers, and other vital roles. You’ll collaborate with people across AWS to help us deliver the highest standards for safety and security while providing seemingly infinite capacity at the lowest possible cost for our customers. And you’ll experience an inclusive culture that welcomes bold ideas and empowers you to own them to completion.
• Bachelor’s Degree in Construction Management, Civil, Structural, Mechanical or Electrical Engineering or 6+ years of relevant experience.
• 5+ years of experience in data center delivery (design, commissioning and construction), mission critical facilities or equivalent.
• 5+ years of experience of end to end project delivery.
Preferred Qualifications
• Ability to develop new concepts through exploration, design, testing and into deployment/mass production. Experience directly related to the design or construction of data centers/critical infrastructure or large scale mechanical and electrical plants.
• Experience of working with large data center providers in multiple regions.
• Large infrastructure project experience, vendor management experience, and sustainable design experience.
These jobs might be a good fit
JPMorgan Product Portfolio Operations Manager United States, Ohio, Columbus
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- Works across products to help ensure delivery against business objectives while coordinating reporting and communications plans for portfolio management operations and change initiatives
- Enables operational efficiency by supporting training, maturation, needs assessments, and continuous improvement practices
- Drives adaptation and modification of our product-line framework to ensure cross-product priorities, sequencing, and trade-offs are realized
- Implements a product-level collection strategy consisting of controls, financials, and resourcing needs
- 5+ years of experience or equivalent expertise in program management, project management or performance optimization
- Proven ability to manage and implement operational effectiveness initiatives
- Proven ability to operate within the product development life cycle and agile methodologies
- Excellent communication skills and executive management reporting
- PMP Certification
These jobs might be a good fit
JPMorgan Product Manager - Data Loss Prevention / Insider Threat United States, Ohio, Columbus
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Job responsibilities
- Develops a product strategy and product vision that delivers value to customers
- Own and articulate the product vision and roadmap, ensuring alignment with company strategy and customer needs.
- Owns, maintains, and develops a product backlog that enables development to support the overall strategic roadmap and value proposition
- Builds the framework and tracks the product's key success metrics such as cost, feature and functionality, risk posture, and reliability
- Collaborate with architects and engineering teams to address technical debt, application security breaks, Clearinghouse projects and drive technical innovation.
- Lead product launch activities, including communications such as release notes, quarterly and monthly reviews, training, user acceptance testing, and post-deployment analysis.
- Author use cases, prioritize requirements, and maintain a clear, actionable product backlog.
Required qualifications, capabilities, and skills
- Formal training or certification on security concepts and 5+ years of applied experience.
- Advanced knowledge of the product development life cycle, design, and data analytics.
- Good hands on technical knowledge in security, architecture, InfoSec trends, compliance, and risk.
- Hands on experience with Data Loss Prevention (DLP) tools and platforms (Broadcom DLP).
- Lead product life cycle activities including discovery, ideation, strategic development, requirements definition, and value management.
- Expertise in standard documentation tools/utilities.
Preferred qualifications, capabilities, and skills
- Working in a highly matrixed, complex organization.
- Experience in security design, architecture, incident response, and strategic planning.
- Professional project or product certifications (e.g., PMP, CAPM, SPM, PDMA) or equivalent experience.
These jobs might be a good fit
JPMorgan Audit Manager Vice President United States, Ohio, Columbus
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- Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
- Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
- Educate clients on how 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 – introducing them to our team of experts 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.
- 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.
- Strong desire and ability to influence, educate, and connect customers to technology solutions.
- Cash handling experience.
These jobs might be a good fit
JPMorgan Vice President - Fund Servicing Manager United States, Ohio, Columbus
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As a Vice President in the Domestic Trust Services / Fund Servicing team, you will support our Endowment and Foundation and Trust clients by providing accounting services and transactional support and processing. This position requires the understanding of advances accounting, cash, and securities movement methodologies. General responsibilities include partnering with internal and external partners and communicating with external clients/partners to gather and process information.
Job responsibilities
- Organize daily priorities to ensure deliverables are met for assigned activities.
- Process daily activities which include digital mail, subaccount, cash movement, securities movement of endowment and foundations and privately held entities.
- Be a subject matter expert on the methodologies of accounting, cash and securities movement.
- Display problem solving, analytical skills and independent decision making in line with position.
- Conducts quality control over other’s work.
- Be flexible and engaged with team members to meet departments deliverables.
- Lead, mentor, and participate in the development of associates.
- Be available to provide input to, test and help implement innovative technology as needed.
- Manage internal and external technology including Third Party Oversight management as needed.
- Support the development of marketing products and poses the ability to engage external U.S. banking clients.
Required qualifications, capabilities, and skills
- An undergraduate degree in Finance/Accounting or equivalent professional experience.
- Advanced understanding of investment account statements from financial institutions.
- Ability to interact with U.S. based clients to support product initiatives.
- Ability to partner with other business associates to develop process improvement strategies, integrate processes, and execute changes to or implementation of new processes.
- Ability to take ownership and be accountable.
- Ability to prioritize and manage multiple responsibilities simultaneously.
- Aptitude for analyzing issues and information accurately and demonstrating effective issue resolution and decision-making skills (fact-based decisions).
- Proficiency with Microsoft applications (Word, Excel, Access, PowerPoint).
Preferred qualifications, capabilities, and skills
- Fund accounting and/or experience with privately held companies.
- Experience of various banking/accounting software applications.
- Experience developing/converting to new banking/accounting software.
- People management/engagement experience and skills.
These jobs might be a good fit
Share
This job is responsible for managing a financial center and it's employees on a day-today basis. Key responsibilities include operating as a business owner and fostering a team environment, instilling an effective client-centric and risk culture in the center, and helping clients achieve the financial goals. Job expectations include ensuring operational excellence and cohesive effectiveness.
Responsibilities:
- Develops talent, including proactive sourcing of candidates
- Manages client traffic, engaging and appropriately routing clients, and fostering client retention
- Manages business results through formalized management routines and coaching
- Creates a world class client experience environment
- Manages market-level initiative prescribed by market leaders
- Drives operational excellence by engaging employees on business strategy
- Manages organizational priorities and effective execution
Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
- Opportunity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully.
- Manager of Process & Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement.
- Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate, convey the “why” and connects contributions to business results.
- Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks.
- People Manager & Coach: Knows and develops team members through coaching and feedback.
- Financial Steward: Manages expenses and demonstrates an owner’s mindset.
- Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth.
- Driver of Business Outcomes: Delivers results through effective team management, structure, and routines.
Skills:
- Coaching
- Customer Service Management
- Customer and Client Focus
- Performance Management
- Talent Development
- Business Operations Management
- Recruiting
- Result Orientation
- Risk Management
- Sales Performance Management
- Inclusive Leadership
- Leadership Development
- Prioritization
- Problem Solving
- Referral Management
Required Qualifications:
- 1+ years of leadership experience demonstrated through one or a combination of the following: coaching, training and/or motivating a work team
- Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
- Collaborates effectively to get things done, building and nurturing strong relationships
- Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
- Is confident in identifying solutions for clients based on their needs and can resolve problems independently or bring in others as needed
- Communicates effectively and confidently and is comfortable engaging all clients
- Has the ability to learn and adapt to new information and technology platforms
- Applies strong critical thinking and problem-solving skills to meet clients' needs
- Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
- Efficiently manages time and capacity
- Can manage complexity, prioritize tasks, delegate and execute in a fast-paced environment
- Can interpret performance results, find opportunities to drive success and hold others accountable to results
- Must be able to work weekends and/or extended hours
Desired Qualifications:
- 1+ years of management experience including hiring, coaching and developing direct reports
- Experience in financial services and knowledge of financial services industry, products and solutions
- Experience working in an environment with individual and team goals where goals were routinely met or exceeded
- Bilingual skills
High School Diploma / GED / Secondary School or equivalent
1st shift (United States of America)These jobs might be a good fit
