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Yesterday
EY

EY SAP - Delivery Excellence Manager Location OPEN United States, Illinois, Chicago

Limitless High-tech career opportunities - Expoint
Leading workstream delivery and tracking deliverable completion and project status. Actively participating in client working sessions and leading workstreams from planning through execution to closure. Managing engagement economics and implementing...
Description:

As Testing Manager, your focus will be planning and executing various test cycles for large SAP implementations. You will work with the project team and third parties to confirm the business requirements that must be tested and the approach to meet testing requirements. You will be responsible for working directly with the functional work streams to build test scenarios and cases that cover all business requirements and satisfy the defined test strategy. Testing cycles can include functional unit testing, system integration testing, user acceptance testing, and regression testing.

In this role, you will build and manage the delivery of technology transformation projects and programs that align with our organizational strategy. You will provide assurance to leadership by managing timelines, costs, and quality, while leading both technical and non-technical project teams in the development and implementation of innovative technology solutions.

Your key responsibilities

As a Manager in this dynamic role, you will be at the forefront of technology transformation, ensuring that projects are delivered effectively and efficiently. You will face challenges that require innovative problem-solving skills and will have the opportunity to learn and grow in a fast-paced environment. Your responsibilities will include:

  • Leading workstream delivery and tracking deliverable completion and project status.
  • Actively participating in client working sessions and leading workstreams from planning through execution to closure.
  • Managing engagement economics and implementing resource plans and budgets.
  • Travel required regularly as needed by external client.

Skills and attributes for success

To thrive in this role, you will need a blend of technical and interpersonal skills. Your ability to build and manage relationships will be key to your success. The following skills and attributes will make a significant impact:

  • Define the test strategy, planning, implementing and quality assurance for large complex projects
  • Proven ability to drive test design, preparation, and execution across extensive business and system requirements within tight timelines.
  • Proficiency in project and portfolio management tools.
  • Strong understanding of iterative and hybrid delivery methodologies.
  • Ability to manage project or program resource management effectively.
  • Excellent communication skills with a focus on client trust and value.

To qualify for the role, you must have

  • A bachelor’s degree (4-year degree).
  • Typically, no less than 4 - 6 years of proven experience in a testing lead role, specifically with large SAP implementations.
  • Experience in developing test strategies, scenarios, and cases.
  • Strong understanding of various testing methodologies and best practices.
  • Demonstrate expertise in technical skills application functional design.
  • Familiarity with the System Development Lifecycle.
  • Knowledge of the Technology Landscape.
  • Experience in leading teams.
  • A flexibility and willingness to travel to meet client needs; travel is estimated at 40-60%.

Ideally, you’ll also have

  • Familiarity with testing tools and automation frameworks.
  • Experience in leading complex technical initiatives.
  • A track record of continuous process improvement.
  • Strong analytical skills with a focus on innovative solutions.

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 $142,600 to $261,500. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $171,200 to $297,200. 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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Yesterday
EY

EY Financial Services - Technology Consulting Product Manager United States, New York, New York

Limitless High-tech career opportunities - Expoint
Strategy and OrganizationDevelop product strategies that align with business objectives and account for technology, data and experience design considerationsDefine product organization and operating models (e.g. product taxonomy, organizational structure, funding...
Description:

Your key responsibilities

The goal is to support our clients to transform their business through product management. As a Product Manager, you will work with multi-discipline feature teams including user experience experts, architects, engineers and others to define and roll out products and services for large global organizations. You will take a user-centric and data-driven approach to product development. You will advocate for the user throughout the product development lifecycle. You can break down and simplify complex processes and touchpoints to deliver exceptional experiences. You are a strategic thinker, can prioritize and define product roadmaps, manage a product backlog, make quick decisions and coordinate the team to release quality products within planned timelines. You understand modern platform structures, cloud architectures, digital platforms and enablers, and data strategy considerations. In addition, you understand and have a perspective on how product and delivery organizations are structured and operate within complex, regulated national and global companies. Outside of client engagements, you have experience with business development activities (e.g. pursuits, proposals) and practice building activities such as mentoring teams and developing/delivering trainings.

Skills and attributes for

  • Strategy and Organization
    • Develop product strategies that align with business objectives and account for technology, data and experience design considerations
    • Define product organization and operating models (e.g. product taxonomy, organizational structure, funding methods, product delivery processes, governance models, decision-making models) that help our clients better allocate funding, prioritize work and drive quality and efficient delivery
    • Improve portfolio management with product metrics and OKRs that align work to business objectives and increase transparency/traceability of outcomes
  • Technology Delivery
    • Drive technology delivery through defining business requirements (user stories and acceptance criteria), prioritizing backlogs, and creating and maintaining roadmaps
    • Lead cross-functional teams of designers, engineers and testers through the software development lifecycle (SDLC) from ideation through implementation and deployment
    • Advocate and operationalize cross-functional best practices such as user testing, functional and regression test automation and alignment to industry/client standards
  • Product Enablement
    • Utilize prevalent product management tools (e.g. JIRA, Azure DevOps, AhA!, Productboard) to ideate and deliver technology solutions
    • Utilize product analytics software and frameworks (e.g, Pendo, amplitude, etc.) to derive insights on user behavior, product performance, and value delivery, translating findings into actionable recommendations
    • Advise on and implement best practices and standards for experience design, agile delivery, technology and data
    • Operationalize leading technologies including generative AI to improve quality and efficiency throughout the SDLC (e.g. user story definition)
  • Core Consulting
    • Construct and communicate a compelling story to rally the client around potential changes and associated benefits
    • Own the desired outcomes defined in client engagements and carry through to implementation
    • Manage service delivery, identifying future sales opportunities, and supporting practice development activities.
    • Maintain long-term client relationships and networks and cultivate business development opportunities.
    • Effectively work with client engagement teams with diverse skills and backgrounds fostering an innovative and inclusive work environment.
    • Demonstrate understanding of current technology environment and industry trends and provide recommendations for engagement and client service issues.

To qualify for the role you must have

  • Bachelor’s degree in Computer Science, Engineering, Information Systems Management, Accounting, Finance, or a related field and 5 years of progressive, post-baccalaureate work experience. Alternatively, will accept a Master’s degree in Computer Science, Engineering, Information Systems Management, Accounting, Finance, or a related field and 4 years of work experience.
  • Facilitate discussions with technical, design and business subject-matter resources to document requirements, establish a vision, and articulate alternatives for future state solutions across various domains and channels.
  • Has set product vision, defined and managed product roadmaps, prioritized and managed the backlog and has led product launches.
  • Can participate in and drive ideation sessions, standups, sprints and scrums.
  • Has a specific domain knowledge and understands the dynamics impacting their product such as market trends, technology and regulatory rules.
  • Experience with successfully managing projects with defined deliverables and budgets. Experience must include budgeting and managing the schedule; client relationship management; communicating strategically around key issues; conflict resolution and consensus building.
  • Must have a thorough understanding of complex information systems and technology organizations and to be able to work effectively between the application, data infrastructure, operations and security architectural spaces
  • Proven delivery skills including the ability to scope/size a project; staff a team with the appropriate skill set; provide subject matter direction and guidance to a team; manage communications with the project sponsors and manage the delivery of an engagement workstream.
  • Requires domestic and regional travel up to 80% to serve client needs.

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 $125,900 to $231,100. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $151,200 to $262,600. 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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Yesterday
BOA

Bank Of America GFX Sr Business Financial Control Product Associate CFO United States, New York, New York

Limitless High-tech career opportunities - Expoint
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...
Description:

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
1st shift (United States of America)

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Yesterday
EY

EY Financial Services Tech Consulting Manager - WAM Aladdin United States, New York, New York

Limitless High-tech career opportunities - Expoint
Performing and reviewing daily accounting transactions of clients. Performing month end / quarter end / year end closing activities. Maintaining reconciliations with related and third parties. Preparing tax returns and...
Description:

Together, all in, to build a better working world.

Your key responsibilities

  • Performing and reviewing daily accounting transactions of clients
  • Performing month end / quarter end / year end closing activities
  • Maintaining reconciliations with related and third parties
  • Preparing tax returns and other compliance requirements
  • Preparing payrolls for clients’ employees
  • Coordination and communication with shared service centers and clients’ tax teams resident abroad
  • Coordination and communication with clients’ tax offices
  • Following legislative changes and implementing when applicable
  • Coordination with other sub-service lines of EY Tax team
  • Supervising the engagement team

Skills and attributes for success

  • University degree, preferably in Accounting and Finance or Business Administration
  • Knowledge of Uniform Chart of Account; experienced in general accounting for 2 -7 years
  • Excellent Excel, PowerPoint and Word skills and experienced in reporting
  • Fluency in both written and spoken English
  • Knowledge of MS NAV, SAP and Oracle accounting systems is an asset
  • Knowledge e-applications such as e-invoice, e-ledger etc.
  • Proven originator and team player
  • Ability to work with flexible working hours
  • SMMM qualification is an asset

What we offer you

Building a better working world

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Yesterday
EY

EY Government Public Sector - Assurance Manager United States, Virginia, Arlington

Limitless High-tech career opportunities - Expoint
Develop and maintain strong, productive working relationships with audit client personnel, assess audit clients' satisfaction and proactively maintain contact with the audit client throughout the year. Direct field work, inform...
Description:

Our Government & Public Sector Assurance practice is growing exponentially, and as a manager, you'll play a key role in that growth. Together with our substantial investments in technology, knowledge, and learning resources on behalf of our audit professionals, this commitment will enable us to deliver quality assurance services to our clients and their stakeholders. While interacting with our clients, you'll develop your career by communicating and providing expertise around data integrity that can provide improved insight within the accounting, finance, governance, and regulatory space.

Your key responsibilities

The nature of this role means that you will be recognized as a primary day-to-day contact for our clients. That means you'll develop your knowledge by learning about current issues, profession, and business developments relevant to the client's industry, so we'll look to you to build relationships and manage teams.

Skills and attributes for success

  • Develop and maintain strong, productive working relationships with audit client personnel, assess audit clients' satisfaction and proactively maintain contact with the audit client throughout the year
  • Direct field work, inform supervisors of the audit engagement status and manage assurance staff performance
  • Demonstrate a thorough understanding of complex accounting and auditing concepts and apply them to client situations
  • Develop people through effectively delegating audit tasks and providing guidance to assurance staff
  • Provide performance feedback, training and performance reviews for assurance staff
  • Contribute ideas/opinions to the assurance teams and listen/respond to other assurance team members' views
  • Foster an efficient, innovative and team-oriented work environment
  • Use technology to continually learn, share knowledge with assurance team members and enhance service delivery
  • Direct field work, inform supervisors of the audit engagement status and manage assurance staff performance
  • Develop an understanding of EY's service lines and actively seek/encourage assurance team members to contribute ideas and identify opportunities to apply the firm's services

To qualify for the role you must have

  • A bachelor's degree an approximately 5 years of related work experience; or a graduate degree and approximately 4 years of related work experience, with approximately 2 years of audit experience with a public accounting firm
  • A degree in Accounting, Finance, or related field
  • U.S. CPA license
  • Must be able to obtain and maintain a secret clearance or higher.
  • Excellent project management skills; advanced written and verbal communication skills
  • Dedication to teamwork and leadership
  • Integrity within a processional environment
  • The EY Government and Public Sector Practice's staffing model is to assign resources to projects aligned to the office within the metropolitan area you have been hired; however, in certain circumstances, travel may be required within and/or beyond your geographic region based on client and project needs. For roles within the federal practice, the flexibility to travel up to approximately 30% is preferred. Within the state, local and education practice, the flexibility to travel up to approximately 80% is preferred.

Ideally you'll also have

  • CGFM and/or CDFM

What we look for

We're interested in versatile people with the ability to take on new responsibilities and listen to clients to get things done. We're not just looking for accounting and audit experience — we're after genuinely interesting people with the ability to build relationships, negotiate and think in unique and creative news ways. If you're a confident leader with a curious mind and the ability to solve complex issues, this role is for you.

What we offer you

  • 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 $97,200 to $178,200. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $116,700 to $202,500. 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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Yesterday
PP

PayPal Sr Director PayPal Consumer Debit United States, Illinois, Chicago

Limitless High-tech career opportunities - Expoint
Drive revenue growth and global market expansion by identifying and cultivating strategic partnerships, channels, and opportunities. Lead the negotiation with external partners and engage cross-functional support colleagues to ensure the...
Description:

Essential Responsibilities:

  • Drive revenue growth and global market expansion by identifying and cultivating strategic partnerships, channels, and opportunities
  • Lead the negotiation with external partners and engage cross-functional support colleagues to ensure the successful delivery of solutions for large complex partnerships
  • Develop and execute an overall business strategy to identify and cultivate strategic partnerships, channels, and opportunities to drive revenue growth and global market expansion
  • Influence the negotiation with external partners, engaging cross-functional support colleagues, to ensure successful delivery of solutions for large complex partnerships
  • Align product and business levers (such as pricing and FX) to maximize revenue and market expansion opportunities
  • Engage closely with product, engineering, and architecture teams to drive the architectural runway and determine the best technicalimplementation/design
  • Represent the end customer on an ongoing basis and use this knowledge to drive effective prioritization and decision-making

Expected Qualifications:

  • 12+ years relevant experience and a Bachelor’s degree OR Any equivalent combination of education and experience.

Job Description

PayPal has been revolutionizing commerce globally for more than 25 years, creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure. As the Senior Director, PayPal Consumer Debit, you will play a pivotal role in scaling our Consumer Debit Card line of business globally through product and go-to-market innovation that serves both our consumers and merchants as well as leveraging partnership opportunities. This position requires a strong, seasoned leader who excels in a highly collaborative, cross-functional, and values-driven environment. You will own and accelerate growth by leading efforts to deepen engagement with our existing base, reduce churn, and unlock new acquisition use cases by combining product and marketing into a holistic debit card strategy and narrative. In this role, you will work closely with the debit and consumer product teams to ensure that our debit card products integrate seamlessly with our existing portfolio. You will drive significant improvements through strategic initiatives across the full product lifecycle and go-to-market activities, including product development, marketing, sales, and account management. Representing the 'voice of the customer,' you will define and articulate the vision and direction of our debit products through narratives, presentations, and documentation. Cross-functional collaboration is key, as you will partner closely with Product and Marketing to align on goals and ensure we are building the right solutions for our current and future target markets. Your responsibilities will also include influencing cross-functional teams across Product, Design, and Growth to drive alignment on strategy, narrative, and priorities. You will work with markets to effectively bring our debit card products to market, focusing on pricing, positioning, and creating adoption and engagement strategies. This role is critical in helping PayPal achieve its goals in the debit card sector, ensuring that we continue to lead in innovation and customer satisfaction.

Responsibilities

  • Define and articulate the vision for growth leveraging industry best practices, PayPal ecosystem and innovation
  • Drive revenue growth and global market expansion by identifying and cultivating strategic partnerships, channels, and opportunities
  • Influence the negotiation with external partners, engaging cross-functional support colleagues, to ensure successful delivery of solutions for large complex partnerships
  • Own and accelerate growth by leading efforts to deepen engagement with existing base, reduce churn, and unlock new acquisition use cases.
  • Work with Sales and Marketing on Distribution partnerships that are avenues for growth.
  • Work with product, marketing and risk teams to ensure debit card products integrate seamlessly within the PayPal ecosystem.
  • Drive improvements via strategic initiatives across the full funnel of the product lifecycle and go-to-market activities.
  • Represent and own the 'voice of the customer' and market approach across the business unit.
  • Partner closely with Product on the roadmap to ensure the right solutions are built for target markets.
  • Collaborate with Marketing to meet collective goals across adoption and revenue.
  • Influence cross-functionally across Product, Design, and Growth to drive alignment on strategy and priorities.
  • Work closely with markets team on bringing debit card products to market
  • Support applicable audit, compliance, and control requirements for PayPal Debit.

Requirements

  • 12+ years of leadership and P&L management experience in fintech, debit cards, or financial services companies with industry-leading debit card products.
  • Good understanding of consumer debit needs, consumer behavior and P&L dynamics.
  • Experience with driving growth through partnerships and negotiating deals
  • Strong analytical and problem solving skills.
  • Experience leading business functions that require coordination of many stakeholders and cross-functional teams.
  • Experience developing strategy and roadmap for large-scale products.
  • Very strong written and verbal communication skills with a talent for precise articulation of customer problems.
  • Ability to adapt, be flexible, and responsive to dynamic situations.
  • Ability to navigate a highly matrixed environment.
  • Exceptional leadership abilities with a proven track record of effectively leading and developing high-performing teams.
  • Strong coaching and mentoring skills, with a commitment to empowering team members for professional growth

Travel Percent:

20 Bachelors Degree or Equivalent (Required)

The total compensation for this practice may include an annual performance bonus (or other incentive compensation, as applicable), equity, and medical, dental, vision, and other benefits. For more information, visit .

The US national annual pay range for this role is $188,000 to $323,950


Our Benefits:

Any general requests for consideration of your skills, please

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Yesterday
BOA

Bank Of America Merrill Market Supervision Manager United States, Maryland

Limitless High-tech career opportunities - Expoint
Manage delegated compliance, administrative and business functions related to the Merrill Wealth Management Market Executive's overall managerial responsibilities for parent and associate offices. This individual functions independently, or with minimal...
Description:

Job Description:

Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

What you’ll accomplish

  • Manage delegated compliance, administrative and business functions related to the Merrill Wealth Management Market Executive's overall managerial responsibilities for parent and associate offices

  • This individual functions independently, or with minimal guidance, but must keep the Market Executive informed on significant matters and must determine when the Market Executive should be directly involved

  • Monitor advisor and client activity including financial transactions to ensure compliance with firm and regulatory requirements and minimize risk

  • Coach advisors in supporting the company strategy and continuing to grow their businesses.

Responsibilities:

  • Performs, monitors, and demonstrates adherence to internal and external standards, policies, laws, rules, and regulations related to client advice and recommendations, sales practice activities, and conduct of market personnel

  • Manages day-to-day Financial Advisor (FA) business needs, while ensuring adherence to the bank's compliance policies and procedures

  • Coaches FAs, Client Associates (CAs), and other market personnel to drive adherence of policies and procedures related to the sales practice conduct

  • Partners with FAs, CAs, and other market personnel to manage risk of business growth initiatives, ensuring alignment with the bank's enterprise risk appetite

Required Qualifications:

  • Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses

  • Series 3, 31 licenses, if warranted

  • Minimum of 5+ years professional experience

  • Proven ability to manage risk, make sound decisions by having a deep understanding of industry regulations, supervisory requirements, policies/procedures, wealth management concepts, and financial services products

Key Qualifications for the role:

  • Ability to speak in terms of client needs and concerns, and coach Financial Advisors on aligning solutions to goals in a suitable and controlled way

  • A deep appreciation and understanding of our client centric strategy

  • Strong interpersonal skills to provide coaching to Financial Advisors to mitigate risk through segmentation, disciplined investment practices, and documentation

  • Strong analytical skills with ability to identify trends, root cause and effects, and implement improved processes to mitigate risk

  • Demonstrated strong and effective leadership style through clear communication and collaboration with others, making sound decisions with courage and conviction

  • Strong time management and organization skills with the ability to prioritize appropriately

Desired Qualifications:

  • Bachelor's degree or equivalent work experience

  • Market Supervision Manager experience, or completion of Merrill's Office Management Team Associate Development Program​

Skills:

  • Decision Making

  • Influence

  • Negotiation

  • Problem Solving

  • Risk Management

  • Adaptability

  • Business Acumen

  • Collaboration

  • Oral Communications

  • Relationship Building

  • Business Operations Management

  • Client Solutions Advisory

  • Planning

  • Talent Development

  • Written Communications

1st shift (United States of America)

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Limitless High-tech career opportunities - Expoint
Leading workstream delivery and tracking deliverable completion and project status. Actively participating in client working sessions and leading workstreams from planning through execution to closure. Managing engagement economics and implementing...
Description:

As Testing Manager, your focus will be planning and executing various test cycles for large SAP implementations. You will work with the project team and third parties to confirm the business requirements that must be tested and the approach to meet testing requirements. You will be responsible for working directly with the functional work streams to build test scenarios and cases that cover all business requirements and satisfy the defined test strategy. Testing cycles can include functional unit testing, system integration testing, user acceptance testing, and regression testing.

In this role, you will build and manage the delivery of technology transformation projects and programs that align with our organizational strategy. You will provide assurance to leadership by managing timelines, costs, and quality, while leading both technical and non-technical project teams in the development and implementation of innovative technology solutions.

Your key responsibilities

As a Manager in this dynamic role, you will be at the forefront of technology transformation, ensuring that projects are delivered effectively and efficiently. You will face challenges that require innovative problem-solving skills and will have the opportunity to learn and grow in a fast-paced environment. Your responsibilities will include:

  • Leading workstream delivery and tracking deliverable completion and project status.
  • Actively participating in client working sessions and leading workstreams from planning through execution to closure.
  • Managing engagement economics and implementing resource plans and budgets.
  • Travel required regularly as needed by external client.

Skills and attributes for success

To thrive in this role, you will need a blend of technical and interpersonal skills. Your ability to build and manage relationships will be key to your success. The following skills and attributes will make a significant impact:

  • Define the test strategy, planning, implementing and quality assurance for large complex projects
  • Proven ability to drive test design, preparation, and execution across extensive business and system requirements within tight timelines.
  • Proficiency in project and portfolio management tools.
  • Strong understanding of iterative and hybrid delivery methodologies.
  • Ability to manage project or program resource management effectively.
  • Excellent communication skills with a focus on client trust and value.

To qualify for the role, you must have

  • A bachelor’s degree (4-year degree).
  • Typically, no less than 4 - 6 years of proven experience in a testing lead role, specifically with large SAP implementations.
  • Experience in developing test strategies, scenarios, and cases.
  • Strong understanding of various testing methodologies and best practices.
  • Demonstrate expertise in technical skills application functional design.
  • Familiarity with the System Development Lifecycle.
  • Knowledge of the Technology Landscape.
  • Experience in leading teams.
  • A flexibility and willingness to travel to meet client needs; travel is estimated at 40-60%.

Ideally, you’ll also have

  • Familiarity with testing tools and automation frameworks.
  • Experience in leading complex technical initiatives.
  • A track record of continuous process improvement.
  • Strong analytical skills with a focus on innovative solutions.

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 $142,600 to $261,500. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $171,200 to $297,200. 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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The role of a Consumer Community Banking Control Manager is integral to the success of community banking. They are responsible for creating, monitoring, and maintaining consumer banking policies and procedures to ensure that the institution meets all applicable regulatory standards. In this role, they must have a deep knowledge of banking regulations, which includes specific consumer protections as outlined by the Consumer Financial Protection Bureau (CFPB) and applicable Federal Reserve regulations. The Consumer Community Banking Control Manager must have the ability to identify risks and create or update policies to reduce exposure to those risks. They must be diligent in monitoring and testing internal controls to ensure compliance with federal regulations. Additionally, they are also called upon to review suspicious activity or any other potential violations. This role works directly with various internal departments to ensure the bank follows rules and regulations. They must be an excellent communicator and collaborator as they will not only work with senior executives, but also with regulators when necessary. To be successful in this role, the Consumer Community Banking Control Manager must have detailed knowledge of banking laws and regulations, including the Bank Secrecy Act and Dodd-Frank Wall Street Reform and Consumer Protection Act, and possess strong organizational, analytical and problem-solving skills. They must be able to stay up to date on industry trends and developments. If you’re interested in a job that requires a unique blend of vision and expertise, then the Consumer Community Banking Control Manager role is for you. Consider applying today if you have the skills and passion needed to work in this exciting industry.