Business Development Officer jobs
EY Business Transformation Senior - WAM Wealth Management United States, New York, New York
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As a Wealth Management Consultant, you will play an integral role in shaping the future of wealth management for our clients and our firm. You will lead transformative projects that blend strategic consulting expertise with deep industry knowledge, driving operational excellence and performance improvement across diverse, complex engagements. Leveraging methodologies from wealth management, you will analyze market trends, identify disruptive opportunities, and craft holistic solutions that address our clients’ most pressing challenges.
Skills and attributes for success- Strong communications, facilitation, and presentation skills
- Ability to manage and establish trusted relationships with senior client stakeholders
- Demonstrate the ability to effectively perform in cross-functional teams
- Understanding our clients' unique ambitions and needs and referring them to colleagues in other teams and areas to broaden our business relationships where possible
- Drive high-quality work products within expected time frames and on budget
- Project delivery skills including the ability to scope/size a project, collaborate in a team environment, provide subject matter experience, and manage in the delivery of an engagement workstream
- Passion for the Wealth Management industry, with a preference toward previous industry experience
- A bachelor’s degree in business, finance, accounting, computer science, engineering, or a related field; MBA or MS degree preferred
- 4-6 years of relevant experience. Preferred experience includes
- Strong experience in Wealth Management (business, operations, or IT)
- 3+ years of consulting, industry and/or service provider experience
- Performance Improvement / Operations experience
- Project Manager / Work stream lead experience
- Strong written and verbal communication, presentation, client service and technical writing skills, coupled with a strong interest in further developing industry and deep content knowledge in the wealth management area
- Participation in technology-enabled business transformations and experience with Agile, including, but not limited to, business requirements, user experience design, product testing, project management, etc.
- Process improvement mindset going above and beyond to identify operational inefficiencies and taking steps to improve processes and automating repetitive tasks
- Ability to synthesize complex information into clear, concise findings tailored for executive-level audiences and decision-makers
- Project planning, status reporting, RAID logs, Business Process Reviews, requirement gathering, process flows, trade operations, reconciliation, derivative operations, collateral management, corporate actions, data management, etc. experience
- Ability and comfort level researching client inquiries and emerging issues, including regulations, industry practices, and new technologies
- A willingness to work in person (EY office and/or client site) 3 days a week
- A willingness to travel to meet client needs and a valid driver's license and passport required
- Proficiency in MS Office, particularly PowerPoint and Excel
We're interested in highly motivated, talented individuals with a strong willingness to think outside the box. You can expect plenty of autonomy in this role, so you'll need the drive to take initiative and seek out opportunities to improve our current relationships and expand our business in the evolving market. If you're passionate about consulting and ready to take on some of our clients' most complex issues, this role is for you.
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn .
- We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $97,300 to $178,300. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $116,700 to $202,600. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
- Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
- Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
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EY FSO Business Transformation Asset Management Senior United States, New York, New York
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Your main objective is to participate in Transaction Tax engagements by thoroughly and accurately analysing information and develop effective approaches to clients tax requirements. You will be required to demonstrate dedication to quality in all aspects of your work, which will include managing client service team members and contributing to the achievement of team goals.
The opportunity
- Developing and delivering International and Transaction Tax engagements such as Due Diligence, structuring, International tax advisory engagements and reports with timely, responsive services/work products
- Support on tax advice and assisting with required filings
- Participate in business development initiatives
- Assist in managing engagement economics by organizing staffing, tracking fees and communicating issues to project leaders
- Build strong internal relationships within the team and across other services
- Foster collaboration and constructive communication within the team
- Display general knowledge of engagement “big picture”
- Take ownership of your schedule and proactively seek work when necessary to meet your annual chargeability goal
- Develop, mentor and supervise Analysts, Advanced Analysts and Assistant Managers
- Conduct performance reviews and contribute to performance feedback for staff
- Contribute to people initiatives, including recruiting, retaining and training transfer pricing professionals
- Maintain a robust educational program to develop personal skills on an ongoing basis
- Adhere to practice protocol and other internal processes consistently
Your Key responsibilities
- Delivering projects consistently by applying designated methodology, processes, standards and technology tools and with respect to turnaround, quality and handling workflow distribution.
- Working as single point of contact on engagements for users/clients regarding service delivery and day-to-day operations
- Monitor metrics for service delivery, opportunities for improving customer satisfaction and implement appropriate modifications to process
- Instil EY culture at the individual level
- Help implement strategic initiatives, as defined by Service Line Leaders
- Proactively and timely identify operational problems and propose solutions. Escalate issues where required to the reporting Managers
Skills and attributes for success
- Exhibit inclusive behaviour in interactions with internal & external stakeholders with strong communication skills
- Taking the initiative to seek continuous learning opportunities, coaching and mentoring feedback, key developmental experiences, self-directed learning and formal learning
- Help define learning gaps and work with sub-service line leaders and local L&D to define and deploy a process to bridge the learning gap
- Setting strategy for how work is assigned and performed under the guidance of the reporting Manager.
- Works with resource manager to ensure the strategy is met
To qualify for the role you must have
- 5-8 Years of International tax and Mergers and Acquisition tax experience. Mandatory that the candidate has a prior experience in an International tax advisory practice in a client facing role.
- Chartered Accountant /MBA/CPA / B.Com / BBA/ BBM/ BA (Economics)/ M.Sc (Statistics)/ MA (Economics)/ MBA/CFA
- Any Additional Degree/ Diploma/Specialization in fields related to Financial Services Sector/Tax/International Taxation
Ideally, you’ll also have
- Experienced in handling a team of approx. 2-4 people
- Proficient in strong communication, both written and verbal and ability to present research findings
- Proficient using MS Office tools specifically Powerpoint, WORD, EXCEL and Advance Excel.
What we offer
At EY, you’ll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we’re counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all
- 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.
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EY Japanese Business Services JBS -Federal Tax United States, New York, New York
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Business is constantly evolving, and more than ever, staying at the forefront is all about identifying and adapting to change. As a Tax Senior, you’ll see this first hand by being immersed in the evolving tax environment through preparing and auditing income tax provisions, assisting with income tax filings, consulting on planning opportunities, and coaching and developing staff on your engagement teams.
Your key responsibilities
You’ll spend your time supporting client engagements by reviewing staff work product, coordinating with clients and internal team members, managing deadlines, and tracking engagement economics. You’ll also be tasked with identifying and resolving tax technical issues, as well as sharing insights that will improve our processes and overall efficiency. In this role, you can expect to be prioritizing and handling a wide range of constantly evolving responsibilities.
Skills and attributes for success
- Providing our US and Japanese Inbound clients with domestic federal tax advice and guidance tailored to their unique needs
- Keeping up to date with ongoing trends and changes to legislation that will affect planning activities
- Supervising high-performing teams and sharing your experience and knowledge of leading-practices
- Building relationships at all levels both internally and externally, promoting a culture of collaboration
- Preparing practical recommendations to some of our clients’ most complex tax issues
To qualify for the role you must have
- A Bachelor’s degree in Accounting or a graduate degree in Tax or Law and approximately three years of related work experience.
- Progress toward (or completion of) a valid CPA certification or licensed attorney status
- A background in tax compliance and accounting for income tax and a broad understanding of US income taxation
- Knowledge of Microsoft Excel, Access and data mining tools
- The ability to prioritize when working on multiple projects, and the confidence to engage and integrate directly into our clients’ teams
- Fluency in Japanese
- Willingness to travel as needed, and working in a balanced hybrid environment
Ideally, you’ll also have
- A proven record in a professional services environment
- Experience in coaching and mentoring junior colleagues
- Strong analytical skills and attention to detail
- The ability to adapt your work style to work with both internal and client team members
What we offer you
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn .
- We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $71,000 to $117,100. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $85,100 to $133,100. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
- Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
- Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
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PayPal Strategy Development United States, California, San Jose
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Job Description:
Minimum Requirements: Bachelor’s degree, or foreign equivalent, in Finance, Economics or a closely related field plus three years of experience in the job offered or a related occupation.
Special Skill Requirements:
Three years of experience in each of the following:
Experience in strategy consulting, banking, and or corporate strategy
Experience in financial services technology and or e-commerce
World class strategic and analytical thinking, with a demonstrated ability to synthesize multiple sources of information (quantitative and qualitative) to solve complex problems in a structured, data-driven way
Experience in providing strategic advice to complex global organizations
Additional Responsibilities & Preferred Qualifications
Salary:$126,173.00-175,000.00per annum. 40 hours per week; M-F, 9:00 a.m. to 5:00 p.m.
Must be legally authorized to work in the U.S. without sponsorship.
Our Benefits:
Any general requests for consideration of your skills, please
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Bank Of America GFX Sr Business Financial Control Product Associate CFO United States, New York, New York
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Job Description:
Job Description:
This job is responsible for leading business analysis for a Line of Business (LOB) by producing all financial reporting and disclosures in partnership with senior management, front office, and other business stakeholders. Key responsibilities include applying a knowledge and understanding of product(s), processes, and inherent risks of a product, business or function to analyze and substantiate Profit and Loss (P&L) attributes and balance sheets, establish infrastructure for new products, and approve ledger journal entries.
The Chief Financial Officer (CFO) Group
Responsibilities:
- Prepares and analyzes balance sheets and Profit and Loss (P&L) reports and validates postings and balances for a product aligned to a Line of Business (LOB) using knowledge of financial products, market risk profiles, and risk mitigation techniques and strategies
- Supports the development of strategic and annual planning and implementation, performing profitability analysis, forecasting, and financial reporting for a product or general ledger account type
- Oversees a set of product(s) or general ledger account(s) and maintains financial responsibility, including accountability for accuracy of financial reporting for Profit and Loss (P&L) activities
- Partners closely with the front office, Operations, and Technology to define business finance processes and implement related technology solutions
- Supports delivering, designing, maintaining, and enhancing Value at Risk Back-Testing (VBT) data and Management Information System (MIS) processes that may impact multiple product control businesses
- Analyzes regulatory matters, such as the Comprehensive Capital Analysis and Review (CCAR) and Recovery and Resolutions Plans (RRP), to assess risk modeling practices within the bank
- Oversight on the official daily P&L explain, P&L substantiation to market events, significant transaction review and its provision for VaR backtesting and other downstream
- Monthly Independent Price verification on both Derivatives and securities positions. Have a basic understanding and knowledge of financial models,
- Calculation of the Valuation adjustment – Validation of appropriate application and use of models for books & records.
- Maintaining/updating valuation adjustment & IPV Desk Level Procedures (DLP)
- Preparation monthly & quarterly revenue and balance sheet commentary to senior managers and regulators
- Regulatory capital disclosures, Price Testing, Sector analysis, Stress Test and Forecasting.
- Volcker/Capital related validation activities such as Volcker balance sheet review, validation of Volcker and Capital attributes for books to ensure compliance with enterprise guidelines
- Partner with Trading Desk, Trade Support, Operations, ECM and other partners on business support including new product review, accounting assessment, issue resolution
- Coordination of the monthly close process and quarterly financial reporting requirements
- Working on initiatives to simplify/automate manual processes
Required Qualifications:
- 5+ years hands on experience in Product Control or Finance group
- BS/BA Degree required (Finance, Accounting preferred)
- Global Markets experience
- Global Rates market knowledge – familiarity with a broad range of asset classes
- Derivatives product and valuation knowledge – consisting of technical expertise of models used to reprice complex transactions
- Advanced experience skills with Excel and complex spreadsheets
- Control focused, analytical, team oriented, comfortable with complex products
- Excellent organizational, communication, and relationship management skill
- Proven analytical skills including data reconciliation and interpretation.
- Ability to identify and deliver process improvements.
- Good business partnering skills
Desired Qualifications:
- Fixed income or derivative experience
- Inquisitive, willing to challenge the status quo and strive to improve processes
Skills:
- Analytical Thinking
- Attention to Detail
- Financial Accounting
- Financial Management
- Reporting
- Business Analytics
- Data Quality Management
- Financial Processing
- Price Verification and Valuation
- Scenario Planning and Analysis
- Business Acumen
- Critical Thinking
- Influence
- Prioritization
- Problem Solving
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Bank Of America Credit Officer II - Covered United States, California, San Francisco
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Job Description:
Job Description:
The Credit Officer II (CO II) is a highly skilled resource, providing expert level advisory guidance in the most complex, integrated debt capital solutions for commercial banking clients. Products include lines of credit, term loans, real estate loans, and syndicated loans. The CO II manages all of the ancillary credit exposure to clients. The CO II maintains knowledge of other BofA products including Investment Banking and Treasury Management that have credit exposure, and leverages product expertise to deliver the best possible and optimally integrated strategic solution for the client or prospect. This role reports to the Commercial Credit Manager or Executive and will be aligned to an Underwriting Team that supports the market.
Responsibilities:
Manages the credit process for a portfolio of clients
Negotiates credit documentation
Leads the credit and risk approval processes
Builds relationships with existing and prospective clients
Mentors and supports associates
Provides capital structure solutions
Skills:
Client Solutions Advisory
Financial Analysis
Loan Structuring
Risk Management
Underwriting
Account Management
Credit Documentation Requirements
Credit and Risk Assessment
Decision Making
Issue Management
Analytical Thinking
Coaching
Collaboration
Critical Thinking
Customer and Client Focus
Required Qualifications:
10+ years of solid Commercial Banking Experience
Experience in financial analysis, structuring, underwriting and portfolio management
Analytical/technical skills, including financial accounting, modeling and loan structuring
Strong communication skills; ability to communicate vertically, horizontally, and externally
Industry knowledge across multiple sectors
BA/BS Degree Desired
1st shift (United States of America)These jobs might be a good fit
Bank Of America Enterprise Lending Officer - San Diego United States, California, San Diego
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This job is responsible for providing Consumer Lending advice to new-to-bank clients and external business development. Key responsibilities include applying mortgage lending principles and familiarity of Realtor, Builder, and Community contacts local to the market. Job expectations include having successful track-records of delivering lending services to clients by demonstrating an understanding of credit, lending guidelines, and the mortgage process.
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:
- Provides exceptional client care by providing advice oriented solutions with Consumer Lending and Core Banking products
- Engages in community development, outside sales activities, and external networking to responsibly grow client and market share
- Understands lending processes and credit guidelines to best develop solutions for each client's needs
- Manages daily client and loan pipelines with astute organization, follow up, and high degree of collaboration with loan fulfillment partners
- Leverages digital solutions, providing clients with a choice in preferred service pathways
- Maintains and adheres to all federal and state regulations and bank operational requirements, delivering compliant client advice conversations and fulfilling financial goals
Skills:
- Business Development
- Client Management
- Customer and Client Focus
- Prospecting
- Risk Management
- Account Management
- Client Solutions Advisory
- Credit and Risk Assessment
- Pipeline Management
- Referral Identification
- Attention to Detail
- Credit Documentation Requirements
- Issue Management
- Networking
- Relationship Building
• Has 3+ years of experience in a loan origination role with a focus on generating self-sourced purchase business through a verifiable, established network of referral sources
• Demonstrated understanding of effectively managing a pipeline in order to deliver an exceptional client experience
• Has a strong knowledge of loan products Conventional, Jumbo and Government.
• Demonstrated ability to understand, analyze, and document income, assets and liabilities properly in order to qualify clients for specific loan products
• Demonstrated understanding of processing, underwriting and/or closing procedures
• Has a working knowledge of federal regulations governing real estate lending
• Ability to source clients independently and not rely on enterprise referrals with demonstrated success in generating business from external Centers of Influence real estate professionals, builders, and other external referral partners in a compliant manner as well as within bank policy.
• An ability to work independently
• Is a strong communicator, both written and verbal
• Is self-motivated and highly organized
• Can prioritize multiple competing tasks
• Uses appropriate interpersonal styles, communication methods and approaches to gain clients and keep them informed during the loan process
• Demonstrated understanding of the connection of the level of service provided being directly correlated to driving sales volume
• Can be flexible to work weekends and or extended hours as needed to serve clients
Desired Skills and Experience
• Familiarity with FHA and HUD guidelines
• Strong computer skills including MS applications and previous experience utilizing laptop technology for communication purposes including accessing rate, credit and loan status information
• Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously
• The ability to analyze and comprehend complex financial data and provide financial alternatives
• Professional and effective interpersonal skills
• An ability to take ownership, accountability and can demonstrate integrity
• Adaptability and can demonstrate flexibility
• A positive attitude
• Effective communication styles
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position Credit Solutions Advisor II: FDIC, Safe Act/Loan Originators
High School Diploma / GED / Secondary School or equivalent
1st shift (United States of America)These jobs might be a good fit
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As a Wealth Management Consultant, you will play an integral role in shaping the future of wealth management for our clients and our firm. You will lead transformative projects that blend strategic consulting expertise with deep industry knowledge, driving operational excellence and performance improvement across diverse, complex engagements. Leveraging methodologies from wealth management, you will analyze market trends, identify disruptive opportunities, and craft holistic solutions that address our clients’ most pressing challenges.
Skills and attributes for success- Strong communications, facilitation, and presentation skills
- Ability to manage and establish trusted relationships with senior client stakeholders
- Demonstrate the ability to effectively perform in cross-functional teams
- Understanding our clients' unique ambitions and needs and referring them to colleagues in other teams and areas to broaden our business relationships where possible
- Drive high-quality work products within expected time frames and on budget
- Project delivery skills including the ability to scope/size a project, collaborate in a team environment, provide subject matter experience, and manage in the delivery of an engagement workstream
- Passion for the Wealth Management industry, with a preference toward previous industry experience
- A bachelor’s degree in business, finance, accounting, computer science, engineering, or a related field; MBA or MS degree preferred
- 4-6 years of relevant experience. Preferred experience includes
- Strong experience in Wealth Management (business, operations, or IT)
- 3+ years of consulting, industry and/or service provider experience
- Performance Improvement / Operations experience
- Project Manager / Work stream lead experience
- Strong written and verbal communication, presentation, client service and technical writing skills, coupled with a strong interest in further developing industry and deep content knowledge in the wealth management area
- Participation in technology-enabled business transformations and experience with Agile, including, but not limited to, business requirements, user experience design, product testing, project management, etc.
- Process improvement mindset going above and beyond to identify operational inefficiencies and taking steps to improve processes and automating repetitive tasks
- Ability to synthesize complex information into clear, concise findings tailored for executive-level audiences and decision-makers
- Project planning, status reporting, RAID logs, Business Process Reviews, requirement gathering, process flows, trade operations, reconciliation, derivative operations, collateral management, corporate actions, data management, etc. experience
- Ability and comfort level researching client inquiries and emerging issues, including regulations, industry practices, and new technologies
- A willingness to work in person (EY office and/or client site) 3 days a week
- A willingness to travel to meet client needs and a valid driver's license and passport required
- Proficiency in MS Office, particularly PowerPoint and Excel
We're interested in highly motivated, talented individuals with a strong willingness to think outside the box. You can expect plenty of autonomy in this role, so you'll need the drive to take initiative and seek out opportunities to improve our current relationships and expand our business in the evolving market. If you're passionate about consulting and ready to take on some of our clients' most complex issues, this role is for you.
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn .
- We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $97,300 to $178,300. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $116,700 to $202,600. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
- Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
- Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
These jobs might be a good fit
