Vice President

Vice President Finance Jobs

20 jobs found

VP, Financial Consultant - Atlanta, GA (Cobb County)

Charles Schwab Atlanta, GA

25d ago

$65k - $80k/yr Full time Atlanta Charles Schwab Cobb County

Atlanta Charles Schwab Cobb County

Apply Now

Job Description

Overview

Position Type: Regular

Location: Atlanta, GA 30361

Schwab professionals are empowered to make an impact on their careers. This environment blends innovative thinking with practical problem solving to challenge the status quo and advance the finance industry. The branch team sits at the core of Schwab’s commitment to helping clients secure their financial futures. In this role, you will provide financial guidance to clients while building enduring relationships grounded in trust and mutual goals. You will also have the opportunity to steer your professional journey within a supportive, collaborative culture and a broad spectrum of career paths. As a Financial Consultant, you will work with existing Schwab clients to deliver wealth management and financial planning advice, expanding your practice over time through asset consolidation, networking, and client referrals. If you already hold securities licenses, thrive in a team setting, and share a passion for client service, this opportunity aligns with your goals.

Required Qualifications

A valid and active FINRA Series 7 license is required.
You will need to obtain FINRA Series 66 (63/65) license and Life and Health Insurance licensing during your tenure.

Preferred Qualifications

Ability to build strong relationships, foster trust, engage clients, and deepen the client relationship through focused communication, while consistently exceeding expectations.
Willingness to leverage Schwab specialists, Schwab advice guidelines, market knowledge, and the ability to inspire action to help clients progress toward their goals.
Openness to manage wealth on behalf of clients across Retirement Planning, Education Planning, Investment Management, Banking and Lending, Insurance and Risk Management, and Estate Planning.
Ability to adapt and implement change as the market and business conditions evolve.
Commitment to community engagement to discuss market conditions, sound investing principles, and long-term wealth strategies tailored to each client.
Desire to deliver an outstanding investor experience while pursuing ongoing professional development in Wealth Management.

What’s in it for you

At Schwab, you are empowered to shape your future. The firm supports growth through meaningful work, continuous learning, and a culture of trust and collaboration, enabling you to develop skills that create a lasting impact.

401(k) with company match and Employee Stock Purchase Plan
Paid time off for vacation, volunteering, and a 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

View full job page →

VP, Financial Consultant - Spokane, WA

Charles Schwab Spokane, WA

27d ago

$90k - $100k/yr Full time Charles Schwab Consultant Estate Planning

Charles Schwab Consultant Estate Planning

Apply Now

Job Description

Opportunity

Position Type: Regular

Location: Spokane, WA 99209

In addition to the salary range, this role is eligible for bonus or incentive opportunities. To review our Investment Professionals’ incentive structure, please visit: Investment Professionals' Compensation | Charles Schwab.

At Schwab, you have the opportunity to make a meaningful impact on your career. Innovative thinking meets practical problem solving here, as we strive to challenge the status quo and reshape the finance industry together. Our branch teams sit at the center of helping clients own their financial futures. In this role, you will provide financial guidance to clients while building lasting relationships based on trust, respect, and shared goals. You will also have the chance to steer your professional development within a supportive, inclusive culture and a wide range of career opportunities.

As a Financial Consultant at Schwab, you will work with the portfolios of existing Schwab clients, delivering wealth management and financial planning advice. Over time, you will grow your practice through client asset consolidation, networking, and client referrals. If you currently hold securities licenses, enjoy working in a team environment, and share our commitment to serving clients, this role will suit you well.

What you have

Required Qualifications:

A valid and active FINRA Series 7 license is required.
During your tenure you will need to obtain or be in the process of obtaining FINRA Series 66 (63/65) and Life & Health Insurance coverage.

Preferred Qualifications:

Ability to build strong relationships, earn trust, and deepen client engagement by employing a focused client communication strategy that meets or exceeds expectations.
Willingness to leverage Schwab specialists, adhere to Schwab advice guidelines, stay informed about market conditions, and motivate clients toward progress toward their goals.
Openness to manage wealth on behalf of clients across Retirement Planning, Education Planning, Investment Management, Banking and Lending Management, Insurance and Risk Management, and Estate Planning.
Ability to adapt and implement change as market and business conditions evolve.
Passion for community engagement to discuss market conditions, sound investing principles, and tailored wealth strategies with clients.
Desire to deliver an outstanding investor experience while advancing your own professional development in Wealth Management.

Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process.

What’s in it for you

At Schwab, you are empowered to shape your future. We support your growth through meaningful work, continuous learning, and a culture of trust and collaboration, so you can build the skills to make a lasting impact.

Competitive benefits package that supports you today and in the future
401(k) with company match and Employee Stock Purchase Plan
Paid time off for vacation, volunteering, and a 28 day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

View full job page →

VP, Financial Consultant - Sugarland, TX

Charles Schwab Sugar Land, TX

27d ago

$75k - $100k/yr Full time Charles Schwab Consultant Estate Planning

Charles Schwab Consultant Estate Planning

Apply Now

Job Description

Overview

Position type: Regular. This opportunity is based in Sugar Land, TX 77478. In addition to the base salary range, the role is eligible for bonus or incentive opportunities. For details on incentives, review the Investment Professionals’ compensation structure: Investment Professionals' Compensation | Charles Schwab.

At Schwab, you have the chance to influence your career trajectory. The role blends innovative thinking with practical problem solving to challenge the status quo and transform the finance industry. The branch team sits at the core of the firm’s commitment to helping clients secure their financial futures. In this role you will provide clients with financial guidance while building enduring relationships grounded in trust and mutual goals. You will also have the opportunity to steer your professional path within a supportive, nurturing culture that offers diverse career opportunities. As a Financial Consultant at Schwab, you will work with the existing Schwab client base, delivering wealth management and financial planning guidance. Over time, you will grow your practice through client asset consolidation, networking, and referrals. If you currently hold securities licenses, enjoy collaborating in a team setting, and share our dedication to client service, this role is for you.

What you have

Required Qualifications

A valid and active FINRA Series 7 license is required.
During your tenure, you will be expected to obtain FINRA Series 66 (63/65) licenses and Life & Health Insurance licenses.

Preferred Qualifications

Ability to build strong relationships, earn client trust, and deepen connections through a focused client communication strategy that consistently exceeds expectations.
Willingness to collaborate with Schwab specialists, follow Schwab advice guidelines, apply market knowledge, and inspire action to help clients progress toward their goals.
Openness to manage wealth on behalf of clients across areas such as Retirement Planning, Education Planning, Investment Management, Banking and Lending, Insurance and Risk Management, and Estate Planning.
Ability to adapt and implement change as market and business conditions evolve.
Passion for community engagement and engaging clients in discussions about market conditions, sound investing principles, and suitable long-term strategies for their personal situation.
Desire to deliver an outstanding investor experience while continuing personal development in Wealth Management.

What’s in it for you

Schwab empowers you to shape your future. You will grow through meaningful work, continuous learning, and a culture of trust and collaboration, enabling you to build skills that create a lasting impact.

We offer a competitive benefits package designed to support you today and in the future, including:

401(k) with company match and Employee Stock Purchase Plan
Paid time off for vacation and volunteering, plus a 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

View full job page →

VP Commercial Credit Administration Manager

MOUNTAINONE BANK Rockland, MA

27d ago

$120k - $165k/yr Full time Manager Administration Banking

Manager Administration Banking

Apply Now

Job Description

Job Summary

The VP Commercial Credit Administration Manager leads and mentors the team while ensuring effective underwriting and risk assessment outcomes. In line with established policies and procedures, this role conducts credit analysis for new loan requests and oversees the existing portfolio, including annual reviews, loan modifications, tracking financial information, and managing credit administration reports to strengthen the overall risk management of the commercial loan portfolio. The position collaborates with the credit team and the commercial lending team to identify and resolve complex credit issues. Independently approving commercial loans up to $500,000 in TCC, this role supports external loan review and maintains and updates the Commercial Loan Policy and BHG Policy.

Salary Range

$120,000 - $165,000 per year, based on experience

Location

Rockland, MA 02370

Primary Responsibilities

Analyze financial statements, management profiles, business cycles, historical operating performance, and cash flow to assess credit risk.
Supervise all analysts, supporting their professional development.
Directly work with analysts to enhance credit analysis skills and writing, resulting in comprehensive, in-depth credit analyses for loan transactions with moderate complexity, with minimal supervision from the Credit Manager.
Provide constructive comments and recommendations on loan terms and structures to minimize credit risks and protect the bank’s capital.
Balance the balance between credit considerations and lending needs, collaborating with analysts and lenders to reach well-reviewed recommendations that comply with regulatory and bank standards.
Independently complete key underwriting for mid-size to large commercial loan requests in a timely fashion, including but not limited to commercial mortgages, commercial and industrial loans, working capital revolving credit loans, and commercial construction loans.
Prepare and review in-depth written analyses for relationships of varying size and complexity, ensuring compliance with laws, regulations, guidelines, and bank policies.
Perform analysis and research required for the annual review of all borrower relationships as well as the annual review and renewal of all working capital revolving lines of credit, and renewal of maturing loans.
Interact with customers, bank officers, and Loan Operations to respond to inquiries, questions, problems, and other credit issues in a timely manner.
Conduct thorough appraisal reviews to ensure all appraisals used by the bank comply with related appraisal regulations and the bank’s internal appraisal policy.
Provide routine and ad hoc reports to effectively manage the commercial loan portfolio.
Prepare periodic industry analyses to identify credit concentrations and improve underwriting, particularly in new industries, while monitoring industry trends affecting the portfolio.
Oversee input, maintenance, and distribution of credit administration data related to the Finastra/Credit Quest and Abrigo Construct systems.
Manage the bank’s BHG Loan Purchase Program.
Serve as the subject matter expert on regulatory requirements related to the safety and soundness and compliance regulations of commercial lending, sharing knowledge and guidance with team members as needed.
Maintain compliance with all related bank policies, Bank Secrecy Act, confidentiality, standardized procedures, and regulations.
Engage in ongoing training to further overall banking background.
Represent the bank in the community and at business and professional association functions.
Other duties as assigned.

Qualifications

Experience in underwriting and risk assessment for commercial loans, including analysis of financial statements, cash flows, and management profiles.
Proven ability to supervise and develop analysts, and to collaborate with lending teams to reach well-considered recommendations.
Ability to underwrite mid-size to large commercial loan requests, including commercial mortgages, commercial and industrial loans, working capital revolving credit facilities, and construction loans.
Proficiency in preparing detailed written credit analyses and ensuring compliance with laws, regulations, and bank policies.
Familiarity with credit administration systems such as Finastra/Credit Quest and Abrigo Construct; experience with the BHG Loan Purchase Program is a plus.
Knowledge of regulatory requirements related to commercial lending and a commitment to Bank Secrecy Act and confidentiality.
Strong communication and customer service skills, with the ability to respond to inquiries promptly and professionally.
Commitment to ongoing professional development and community involvement.

View full job page →

U.S. Private Bank – Private Banker – Vice President or Executive Director

JPMorganChase Indianapolis, IN

27d ago

Full time MBA Asset Allocation Banker

MBA Asset Allocation Banker

Apply Now

Job Description

Overview

JPMorgan Chase is seeking highly capable, collaborative professionals to deliver a premier client experience in the U.S. Private Bank. If you possess an entrepreneurial mindset and are motivated to continuously challenge yourself, this environment offers opportunities for growth through collaboration with colleagues across markets, businesses and functions. As a Private Banker in the U.S. Private Bank, you will guide families on building, preserving and managing wealth, applying your knowledge of investments, financial planning, credit and banking to advise current clients on all balance sheet aspects and to generate new client engagement. You will be part of a local team and supported by an institutional platform that provides resources, specialists and intellectual capital to help clients achieve their goals.

Location

Indianapolis, IN 46204

Job Responsibilities

Manage and maintain client relationships by earning trust, understanding client needs, delivering targeted guidance, developing thoughtful solutions and providing an exceptional client experience
Drive business results and grow assets from both existing clients and new client acquisition
Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
Partner with internal specialists to provide interdisciplinary expertise to clients when needed
Connect your clients across all lines of business of J.P. Morgan Chase & Co
Ensure proposed solutions meet clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach
Strictly adhere to all risk and control policies, regulatory guidelines and security measures

Required Qualifications, Capabilities, and Skills

Six or more years of experience in private banking or financial services
Bachelor's Degree required
Series 7, 66 and Insurance licenses required for the position; unlicensed candidates will be considered, but must obtain the licenses within 90 days of the start date
Proven sales success and strong business acumen
Strong community presence with an established network
Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
Focus on the client experience and work diligently on the client's behalf

Preferred Qualifications, Capabilities, and Skills

MBA, JD, CFA, or CFP preferred
Proactive, takes initiative, and uses critical thinking to solve problems
Dynamic and credible professional who communicates with clarity and possesses exceptional presentation skills
Strong organizational skills and a disciplined, methodical approach to business
Experience and in-depth knowledge of equity and fixed income markets and alternative investments, including hedge funds, private equity and real estate

About JPMorgan Chase & Co.

JPMorgan Chase & Co. is a long-standing financial institution offering innovative solutions to a wide range of clients, spanning individuals, small businesses, and corporate, institutional and government entities under the JPMorgan Chase and Chase brands. With a history spanning more than two centuries, the firm is a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We provide a competitive total rewards package that includes base salary aligned with the role, experience, skills and location. Eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in cash and/or forfeitable equity, recognizing individual achievements and contributions. We offer a comprehensive benefits program including health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Details about total compensation and benefits are shared during the hiring process. We value diversity and inclusion as a core strength and are an equal opportunity employer. Reasonable accommodations are provided for religious practices and beliefs as well as mental or physical disability needs. For more information on accommodations, please review our FAQs.

Compensation and Benefits

Base salary is determined based on the role, experience, skills, and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in cash and/or forfeitable equity, awarded for individual achievements and contributions. In addition, a range of benefits and programs are available to meet employee needs, including comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Further details about total compensation and benefits are provided during the hiring process.

Equal Opportunity and Diversity

We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate based on protected attributes, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected by applicable law. We provide reasonable accommodations for applicants and employees with religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for information about requesting an accommodation.

About the Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise across asset classes through a global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth to better define, focus and realize their goals.

View full job page →

VP, Financial Consultant - Nashville, TN

Charles Schwab Nashville, TN

28d ago

$70k - $85k/yr Full time Charles Schwab Client Relationship Management Consultant

Charles Schwab Client Relationship Management Consultant

Apply Now

Job Description

Position Type: Regular

Location: Nashville, TN

Your opportunity

In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals’ incentive structure.

Investment Professionals' Compensation | Charles Schwab

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities.

As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients, this role is for you.

What you have

Required Qualifications:

A valid and active FINRA Series 7 license required
Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job

Preferred Qualifications:

Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations
Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals
Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning
Ability to adapt and implement change as the market and business conditions evolve
Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation
Desire to provide an outstanding investor experience in addition to furthering your own professional development in Wealth Management

Compliance note: Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration, so you can build the skills to make a lasting impact.

We offer a competitive benefits package that takes care of the whole you, both today and in the future:

401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

View full job page →

Transaction and Relationship Manager, VP

Citi Tampa, FL

28d ago

$130k - $195k/yr Full time Manager Agency & Trust Bachelor's Degree

Manager Agency & Trust Bachelor's Degree

Apply Now

Job Description

Overview

The role oversees the management and administration of select capital markets and specialized agency transactions, including bond issues, corporate escrow accounts, M&A/Exchange and Paying Agent activities, Medium-term Notes, programs, and Commercial Paper Issuing and Paying Agent capacities. It requires strong client service and problem-solving skills, with the ability to independently manage a transaction workload and client relationships while contributing to special projects.

Responsibilities

Administer day-to-day activities for specialized agency deals such as M&A/Exchange & Paying Agent, Medium-term Notes, programs, and Commercial Paper Issuing & Paying Agent roles.
Collaborate with Sales and Product teams to support existing client relationships and nurture opportunities for new business.
Address client inquiries and coordinate with functional partners on any servicing requirements or issues.
Provide backup coverage to other administrators within the transaction management group.
Support the client lifecycle from acquisition through initial engagement, implementation, and ongoing maintenance of transactions.
Assist clients and other transaction stakeholders (bankers, counsel, lenders, noteholders) with day-to-day activities related to their transactions.
Review and process day-to-day transaction activity.
Answer inquiries from internal and external Agency & Trust clients in connection with transactions.
Adhere to A&T/Citi policies and procedures for client onboarding, deal implementation, account opening, and deal maintenance.
Coordinate with Operations for transaction setup, activity, and reporting; handle inquiries from clients and other stakeholders.
Demonstrate commitment to the bank's reputation and safeguarding Citi, its clients and assets by ensuring compliance with applicable laws and regulations, applying ethical judgment, and escalating and reporting control issues with transparency.
Participate in routine client calls with existing and prospective Agency & Trust customers.

Qualifications and Experience

Minimum five years of Corporate Trust or comparable relevant experience in corporate banking.
Proven experience in deal implementation and ongoing maintenance.
Solid knowledge of Corporate Trust concepts.
Ability to analyze and interpret complex Corporate Trust legal documents.
Capacity to manage a diverse set of internal and external demands.
Ability to work unsupervised and adjust priorities quickly as circumstances dictate.
Ability to work under pressure and meet deadlines or adapt to changing requirements.
Strong problem-solving and decision-making capabilities.
Analytical and influencing skills with clear written and verbal communication.

Education

Bachelor’s degree or equivalent professional experience; Master’s degree is preferred.

Location

Tampa, Florida

Details

Work Type: Full time
Salary Range: $129,840.00 – $194,760.00
Time Type: Full time
Primary Location: Tampa, FL, United States

Benefits and Compensation

In addition to base salary, Citi may provide discretionary and formulaic incentive and retention awards. Citi offers a comprehensive benefits package, including medical, dental, and vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Paid time off includes planned vacation, sick leave, and paid holidays. For more detail on Citi benefits, please visit citibenefits.com. Availability of offerings may vary by jurisdiction, job level, and date of hire.