18 Banking & Finance jobs in Hargill

**Job Description Summary**
If you want to work at one of our facilities?as the finance site leader's?right hand helping to make business decisions, we have an opportunity for you. You'll get to work with various GE aerospace engine platforms, supporting the McAllen repair shop business processes and collaborating with operation on cost and productivity improvement projects. The GE Aerospace facility in McAllen is one of our centers of expertise specializing in the repair of engine components used in commercial and military aircraft.
The Finance Specialist will work alongside Site Finance Leader supporting the monthly/quarterly/yearly close process, while providing input for forecasting, budgeting and financial planning. Provide financial and operational internal controls, process simplification, and operational excellence to deliver accurate actual financial reporting and analysis.
**Job Description**
**Roles and Responsibilities**
+ Support Monthly/Quarterly/Yearly Financial Closing Activities and preform GL analysis.
+ Provide input to balance sheet and P&L reviews, including pre-close and deep dives.
+ Provide HQ FP&A with quarterly forecasts and supporting data explaining "Forecast to Actual" differences.
+ Responsible for fixed asset submissions for capitalization and construction-in-progress tracking.
+ Conversion cost productivity reporting and identify cost drives by platform/component and work with Ops BLs to establish problem solving action items.
+ Responsible for generating and managing flex nozzle program claims for all applicable customer programs.
+ Analyze direct and indirect material movements to identify cost drivers and understand preform roll forwards to tie inventory system MRO to ERP OSB and GL.
+ Account reconciliation peer review and preparation.
+ Support CSA and T&M teams with accurate repair billing.
+ Develop Lean skills and apply FLIGHT DECK principles.
+ Identify and implement simplification initiatives month end and quarter end closing
+ Understand and create applicable Enterprise Standards, SOPs and Process Maps
+ Ad-hoc research and projects to support business needs, including timely resolution of issues
+ Ensure alignment to GAAP and GE policies throughout the accounting process.
**Required Qualifications**
+ Bachelor's degree from an accredited university or college with an emphasis in finance or related field.
+ 2 -3 years of finance experience within a manufacturing environment.
+ Demonstrated ability to analyze and present complex financial data
+ Knowledge of General Accepted Accounting Principles
+ Strong systems acumen Inventory ERP, Oracle, HFM and SAP S4 experience preferred
**Desired Characteristics**
- Effective interpersonal skills and highly professional style when dealing with business clients, including both oral and written communication
- Strong orientation towards process improvement
- Proven analytical skills
- Detail-oriented and strong project management skills
- Ability to anticipate, communicate, report and resolve challenges
- Flexible approach with a strong team spirit
**Additional Information**
GE Aerospace offers a great work environment, professional development, challenging careers, and competitive compensation. GE Aerospace is an Equal Opportunity Employer ( . Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.
GE Aerospace will only employ those who are legally authorized to work in the United States for this opening. Any offer of employment is conditioned upon the successful completion of a drug screen (as applicable).
**Relocation Assistance Provided:** No
GE Aerospace is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.

**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 ( 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 acquiringFINRA 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 additional to furthering 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, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.
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
What's in it for you:
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
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
Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at or call .

**Your opportunity**
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. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.
The Community Development Group of Charles Schwab Bank is seeking a Manager, Lending. This position is responsible for working closely with the Director of Lending to implement the Bank's Community Reinvestment Act (CRA) eligible loan products and programs by originating, underwriting and closing a variety of community development loans consisting primarily of loans to Community Development Financial Institutions (CDFIs) and other financial intermediaries. The Manager will also assist in maintaining internal and external relationships with community development intermediaries; analyzing and approving changes to existing investments or consents for new underlying investments; and assisting with day-to-day oversight of the investment portfolio. This position is responsible for the credit quality of new CRA-eligible investments closed and for evaluating the credit risk, obtaining credit approvals, and overseeing the closing process for proposed loans. The Manager interacts and effectively communicates with clients, internal community development services team, portfolio managers, risk management partners, and other partners across the Bank and the firm, including business, finance, treasury, and accounting.
Works with Director of Lending to review, analyze, underwrite and manage through the closing process CRA eligible loan opportunities in the Bank's Assessment Areas, with particular emphasis on loans to CDFIs.
+ Collects borrower due diligence, including financial reports, loan policies & procedures, organizational documents, and other information required to underwrite an organization.
+ Prepares underwriting memorandums, interim reviews, and recommendations for loan committee approvals.
+ Maintains proficient knowledge of rules and regulations, including but not limited to, the Community Reinvestment Act.
+ Works with the Director of Compliance and the Director of Lending to ensure loans qualify under CRA guidelines.
+ Maintains active relationships with business partners, including banks, Community Development Financial Institutions, affordable housing lenders, and community organizations.
+ Adheres to all community development loan and investment policies and procedures to ensure consistency with actual processes.
+ Keeps abreast of market changes and product offerings needed to remain current and competitive.
+ Responds to community development and CRA-related business issues as they arise.
**What you have**
+ 5 years banking experience in community development finance, real estate finance or corporate finance
+ Strong background in transactional work, preferably both debt and equity, with real estate and/or intermediary experience preferred
+ Strong analytical and deal execution skills with the ability to simultaneously manage multiple client relationships and transactions, including credit/financial/risk analysis, due diligence, underwriting, obtaining internal approvals and coordinating transaction closings
+ Strong attention to detail, excellent analytical and quantitative skills, proficiency in Microsoft Excel and other Microsoft Office products
+ Familiarity with GAAP accounting and financial analysis
+ Experience in working with local and national CDFIs and non-profit organizations o Experience managing relationships with CDFIs and other nonprofit borrowers
+ Excellent oral and written communication skills and project management skills
+ Self-driven team player with ability to complete tasks under a deadline and take on a high level of responsibility, initiative, and accountability with little day-to-day supervision
+ Superior judgment and excellent oral and written communication skills to effectively interact with internal business leaders and Bank senior management and to work across organizational boundaries to build partnerships with other internal departments and with colleagues and clients outside the company
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
**#SchwabBTSjobs**
**What's in it for you**
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
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
What's in it for you:
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
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
Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at or call .

**Your opportunity**
**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.**
**We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.**
As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals. You'll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you.
**What you have**
**Required Qualifications:**
+ Bachelor's degree
+ Active FINRA Series 7 license
+ _(May be obtained with a 120-day condition of employment for certified and current CFP® designation or CFA® designation holders, verified before hire)_
+ Active FINRA Series 66 license
+ _(May be obtained within the first 120 days)_
+ Three or more years advisory experience, including creating and customizing financial plans and portfolios for clients
+ Five or more years in the financial services industry working directly with clients
**Preferred Qualifications**
+ CFP or CFA
+ Superior relationship management and client retention experience
+ Polished interpersonal, communication and presentation skills, attention to detail
**In addition to the salary range, this role is also eligible for bonus or incentive opportunities.**
**What's in it for you**
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
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
What's in it for you:
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
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
Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at or call .

**Your opportunity**
**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.**
**We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.**
As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals. You'll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. You'll also have the opportunity to mentor junior SWA team members. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you.
**What you have**
**Required Qualifications:**
+ CFP® designation or CFA® designation
+ Bachelor's degree
+ Active and valid FINRA Series 7 license
+ _May be obtained with a 120-day condition of employment_
+ Active and valid FINRA Series 66 license required
+ _May be obtained with a 120-day condition of employment_
+ Five or more years of advisory experience, including creating and customizing financial plans and portfolios for clients.
**Preferred Qualifications:**
+ Five or more years working directly with clients in the financial services industry highly preferred
**In addition to the salary range, this role is also eligible for bonus or incentive opportunities.**
**What's in it for you**
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
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
What's in it for you:
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
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
Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at or call .

**Your opportunity**
_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._
The Liquidity and Funding Management group within Treasury handles liquidity and funding planning across the corporation and its subsidiaries, including our bank and broker-dealers. We monitor and ensure adherence to regulatory ratios including the Liquidity Coverage Ratio (LCR) and associated public disclosures, Net Stable Funding Ratio (NSFR), FR 2052a Liquidity Monitoring Report. We also develop tools to assist our business partners in analyzing the liquidity impacts of business decisions. We work with our second line partners to assist in the development of robust contingency liquidity analyses and plans to help identify emerging risks. This group is responsible for the design of company liquidity management policies, ensuring compliance at all times, and escalating issues to senior management as necessary. We work with internal and external partners on multiple ongoing examinations and audits of liquidity practices. This is an individual contributor role within the Funding Management group.
**What you have**
+ Bachelor's degree required; MBA preferred
+ CFA, CPA or FRM professional designation preferred
+ 5+ years of related work experience
+ Understanding of collateral impacts on Liquidity Regulatory Reporting ( LCR, NSFR, 2052a) preferred.
+ Demonstrated detailed knowledge of finance
+ Deep knowledge of broker / dealer liquidity and collateral requirements
+ Extensive experience and knowledge required in broker/dealer operations
+ Experienced with treasury functions including debt and capital instruments
+ Ability to work in an agile, ambiguous environment
+ Excellent analytical, strategic planning, problem resolution skills
+ Ability to translate sophisticated business problems into discrete quantifiable components
+ Excellent oral and written communication skills
**What you'll do:**
+ Own the firm wide collateral management and monitoring framework
+ Lead implementation of a centralized, holistic collateral management tool for inventory management, collateral optimization, and movements
+ OCC & NSCC clearing house subject matter expert: including collateral and cash requirement methodologies, research, forecasting and modeling
+ Understanding of broker dealer segregation routines
+ Optimize collateral selections for liquidity and pledging purposes while collaborating with the securities lending groups
+ Develop and publish dashboards and reporting that is readily available to team members and leadership
+ Drive automation of collateral and liquidity reporting and build robust analytics to support collateral pledging activities
+ Broker dealer subject matter expert for items impacting liquidity, 15c3-3, and 15c3-1and segregations routines
+ Monitor assets pledged to our counterparties across all legal entities
+ Work with cross functional teams to identify ways to reduce collateral requirements
+ Identify and monitor assets that are unencumbered and available to be pledged
+ Monitor and ensure collateral availability to support secured funding activities
+ Assist with booking trades and UAT testing in Calypso for the funding desk: commercial paper, internal/external repo, internal/external credit lines, and FHLB borrowing
+ Provide ad hoc projects, primarily related to liquidity
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
**What's in it for you**
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
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
What's in it for you:
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
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
Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at or call .

**Your opportunity**
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. We're seeking **Global Investing Sr. Specialists** who enjoy assisting others as they trade in the foreign markets and want to grow their career with a top financial services firm. In Global Investing Services, our vision is to be the most trusted Foreign Trade Desk on the street. We support Schwab's domestic and international clients who trade on exchanges outside of the U.S.
We attract highly engaged professionals who are interested in learning the foreign markets and are interested in furthering their foreign trading knowledge. We have a world-class training program which ensures we are able to meet the needs of our clients, regardless of their level of sophistication.
Our team consists of a **diverse** workforce in all different stages of their careers, including career changers and individuals re-entering the workforce. If you enjoy providing an outstanding level of service to others around you, have a passion for continuous learning, and enjoy working with like-minded individuals with whom you can learn and grow -- this is the role for you.
**What you have**
**Required Qualifications:**
+ Series 7 and 63 licenses required
+ 3-5 years of experience in Client Service, Financial Services and/or Brokerage Services; preferably trading, interacting with clients in a proactive and consultative manner
**Preferred Qualifications:**
+ Series 9-10 preferred
+ Bachelor's Degree
+ Passion for trading and market knowledge; ability to proactively discuss trading topics and appropriate solutions with clients
+ Current or previous contact center experience
+ Previous experience in customer service, client support and problem resolution skills
+ Proven analytical skills with the ability to effectively mitigate risk and adhere to trading accuracy while adhering to policies, procedures, and guidelines
+ Strong trading or familiarity of the securities industry with understanding of equities
What's in it for you
At Schwab, we're committed to empowering our employees' personal and professional success. Our flexible work options, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
+ Base salary + annual bonus
+ 401(k) with company match and Employee stock purchase plan
+ Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service
+ Paid parental leave and family building benefits
+ Tuition reimbursement
+ Health, dental, and vision insurance
_In addition to the salary range, this role is also eligible for bonus or incentive opportunities._
**What's in it for you**
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
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
What's in it for you:
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
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
Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at or call .

**Your opportunity**
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 Advisor Services, the leading provider of custodial, operational and trading support for independent fee-based investment advisors is looking for a sales leader like you!
Our heritage of serving advisors by bringing them the "Best of Schwab," our specialized expertise, and our continued investment in their business is unparalleled. Your experience and commitment can help make it possible for us to offer a depth and breadth of services supported by leading technology and experienced people to our advisor clients to help them profitably grow, compete, and succeed in their business efforts.
As **Sr. Manager of the Advisor Path Team** , you play an essential and impactful role that leads the daily operations and success of the advisor path team. This is a role where you can bring your passion for coaching, leadership, and sales, to a firm that will value your contributions and champion your growth. You will be leading a prospecting team speaking with advisors turning independent from wirehouses, independent broker dealers, trust/bank channels, and fee-based independent investment advisors who would like to engage with Schwab to learn more about becoming a new custody and trading services client. You have the unique opportunity to center your work around development and growth - for clients, your team, and yourself. In collaboration with, and under the guidance of, the Managing Director, Business Development, you will coach a driven team of professionals, attending to performance management and employee engagement.
Key Responsibilities:
+ **Strategic Leadership:** Align team objectives with business goals, making data-driven decisions to optimize performance and client satisfaction.
+ **Coaching & Development:** Mentor and develop team members across multiple grade levels, fostering a culture of continuous learning and professional growth.
+ **Operational Excellence:** Identify process improvement opportunities, enhance workflow efficiency, and proactively manage operational risks.
+ **Emotional Intelligence:** Cultivate a supportive, inclusive team environment, effectively managing conflict and adapting leadership approaches to diverse team dynamics.
+ **Communication & Influence:** Serve as a strong advocate for the team, communicating clearly and persuasively with internal stakeholders, senior leadership, and external partners.
**Base Salary Range: $125,000-$145,000**
***In addition to the salary range, this role is also eligible for bonus or incentive opportunities.**
**What you have**
To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
**Required Qualifications:**
+ A minimum of 5 years in the financial services industry with leadership experience
+ Experience in lead generation, sales, or business development, preferably within financial services
+ Strong communication and interpersonal skills with the ability to establish rapport and engage prospects effectively
+ Demonstrated ability to meet and exceed performance metrics in a fast-paced environment
+ Highly organized with a keen focus on accuracy, proficient in CRM tools and lead tracking systems
+ Bachelor's degree or equivalent work-related experience?
+ A valid and active Series 7 license
+ A valid and active Series 66 (63/65) license
+ A valid and active Series 9/10 (8) license required (may be obtained within a 90-day condition of employment)?
**Preferred Qualifications:**
+ Ability to provide ongoing employee coaching, development, and recognition
+ Demonstrated business development experience with a strong drive for results
+ Passion to focus on retention and development of top talent through coaching, performance management, and employee engagement
+ Passion for the client with the ability to strengthen and retain client relationships
+ Results driven, highly motivated self-starter who possesses integrity, a strong work ethic and a passion for helping clients
+ Strong written and verbal communication skills
+ Demonstrated ability to handle multiple tasks simultaneously and effectively prioritize
+ Demonstrated ability to be agile in changing environmental, economic, and client need scenarios
+ Strong organizational skills with attention to detail
+ Ability to develop and maintain good cross-enterprise working relationships
+ Advanced technical skills, with the ability to utilize different applications at one time, including Windows, internet researching, database systems, and email
+ Responsible for understanding and complying with applicable policies and procedures and applying ethical standards to every business activity in which they engage
+ Maintain the highest ethical standards in the conduct of their business activities and professional dealings and to avoid even the appearance of impropriety
**What's in it for you**
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
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
What's in it for you:
At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
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
Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at or call .

Relationship Banker-Edinburg Financial Center
Edinburg, Texas;McAllen, Texas
**To proceed with your application, you must be at least 18 years of age.**
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**To proceed with your application, you must be at least 18 years of age.**
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At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America 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.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description:**
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
**Responsibilities:**
+ Executes the bank's risk culture and strives for operational excellence
+ Builds relationships with clients to meet financial needs
+ Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
+ Grows business knowledge and network by partnering with experts in small business, lending, and investments
+ Manages financial center traffic, appointments, and outbound calls effectively
+ Drives the client experience
+ Manages cash responsibilities
**Skills:**
+ Adaptability
+ Business Acumen
+ Customer and Client Focus
+ Oral Communications
+ Problem Solving
+ Account Management
+ Client Experience Branding
+ Client Management
+ Client Solutions Advisory
+ Relationship Building
+ Business Development
+ Pipeline Management
+ Prospecting
+ Referral Identification
+ Referral Management
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
To view Bank of America's Drug-free Workplace and Alcohol Policy, CLICK HERE .
Bank of America 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.