206 Jpmorgan Chase Co jobs in Ohio

Remote Financial Analyst - Investment Banking

45201 Cincinnati, Ohio $110000 Annually WhatJobs

Posted 2 days ago

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Job Description

full-time
Our client is seeking a highly analytical and detail-oriented Remote Financial Analyst to join their dynamic Investment Banking division. This fully remote role offers the opportunity to work on complex financial modeling, valuation, and transaction analysis from your home office. You will be instrumental in supporting senior bankers on M&A transactions, capital raising activities, and strategic advisory engagements. The ideal candidate will possess a strong understanding of financial markets, corporate finance, accounting principles, and advanced financial modeling techniques. Proficiency in Excel, PowerPoint, and financial databases (e.g., Bloomberg, Refinitiv) is essential. Key responsibilities include building detailed financial models, preparing pitch books and presentations, conducting industry research and competitive analysis, and performing due diligence. You will also assist in the valuation of companies and assets using various methodologies. This role requires excellent quantitative skills, a sharp analytical mind, and the ability to work independently under pressure to meet tight deadlines. Strong written and verbal communication skills are necessary to articulate complex financial concepts clearly and concisely. The ability to manage multiple projects simultaneously and adapt to a fast-paced, evolving environment is crucial. You will be expected to contribute to client meetings and interact with various stakeholders. This is a demanding but highly rewarding opportunity for a motivated individual looking to advance their career in investment banking within a remote setting. If you are a proactive and results-driven financial professional with a passion for finance and a commitment to excellence, we encourage you to apply.
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Senior Financial Risk Analyst - Investment Banking

43215 Columbus, Ohio $120000 Annually WhatJobs

Posted 2 days ago

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Job Description

full-time
Our client, a prominent investment bank, is seeking a highly analytical and experienced Senior Financial Risk Analyst to join their team in **Columbus, Ohio, US**. This role is integral to assessing and managing the financial risks associated with the bank's diverse portfolio of investments and financial instruments. You will play a crucial role in safeguarding the bank's financial health through robust risk analysis and reporting.

Key Responsibilities:
  • Analyze and evaluate financial risks, including market risk, credit risk, liquidity risk, and operational risk, across various financial products and portfolios.
  • Develop and maintain risk models, stress testing scenarios, and risk metrics to assess potential impacts on the bank's financial position.
  • Monitor market developments and economic trends to identify emerging risks and opportunities.
  • Prepare comprehensive risk reports and presentations for senior management, regulatory bodies, and internal stakeholders.
  • Collaborate with trading desks, portfolio managers, and compliance departments to ensure risk policies and procedures are understood and implemented effectively.
  • Conduct due diligence on new financial products and transactions to assess associated risks.
  • Ensure compliance with regulatory requirements and industry best practices in risk management.
  • Identify opportunities for risk mitigation and contribute to the development of risk management strategies.
  • Stay current with financial regulations, market dynamics, and advancements in risk management techniques.
  • Mentor junior analysts and contribute to the development of the risk management team.

Qualifications:
  • Master's degree in Finance, Economics, Mathematics, Statistics, or a related quantitative field.
  • Minimum of 5 years of experience in financial risk analysis, preferably within investment banking or a related financial services environment.
  • Strong understanding of financial markets, instruments (derivatives, equities, fixed income), and their associated risks.
  • Proficiency in risk modeling techniques, statistical analysis, and financial software.
  • Experience with regulatory frameworks such as Basel III/IV, Dodd-Frank, or similar is highly desirable.
  • Excellent analytical, problem-solving, and critical-thinking skills.
  • Strong quantitative and data analysis capabilities.
  • Exceptional communication and presentation skills, with the ability to articulate complex risk concepts clearly.
  • Ability to work effectively both independently and as part of a collaborative team in a dynamic financial setting.
  • Proficiency in relevant software such as Excel, SQL, Python, or R is a significant advantage.

This is a key role for a skilled risk professional looking to make a significant contribution within the financial services sector at our **Columbus, Ohio, US** location.
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2026 Summer Corporate and Investment Banking Internship Program

43201 Columbus, Ohio Huntington National Bank

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Job Description

Description
Corporate and Investment Banking Internship Program
Designed for high-performing undergraduate rising seniors, this immersive summer experience offers a unique opportunity to gain exposure to Corporate, Specialty & Government Banking or Capital Markets-providing a solid foundation in the world of institutional finance.
Candidates will choose their area of interest at the time of application from the following divisions:
Corporate, Specialty, & Government Banking (CSG):
Primary locations: Charlotte, NC or Columbus, OH
Interns will rotate once during the summer between Credit Products and Corporate Banking and have the opportunity to support industry verticals including Aerospace & Defense, Consumer & Retail, Diversified, Industrials, Franchise, Financial Institutions, Institutional Government, Healthcare, or Technology, Media and Telecom. Interns in Credit Products will support ongoing portfolio management and underwriting activities developing skills in credit and market analysis, capitalization, and industry research. While with Corporate Banking, interns will support the origination team with new and ongoing client management and pitch strategies.
Huntington Capital Markets (HCM):
Primary Locations: Charlotte, NC, Columbus, OH, or Chicago, IL
Interns will work in one of three core areas: 1) Capital Markets Investment Banking teams, including 1) Syndicated and Leverage Finance 2) Debt Capital Markets 3) Equity Capital Markets, 4) Financial Sponsor Group or 5) Public Finance. Intern responsibilities include supporting junior and senior team members in developing new business ideas, pitch strategies, and business line execution to help clients achieve their financial and strategic objectives.
The Corporate and Investment Banking Internship is the primary recruiting source for our post-graduate CIB Analyst Program.
Basic Qualifications:
+ Rising Seniors enrolled in an Undergraduate accredited University with a focus in Finance, Accounting, Economics or other analytical coursework strongly preferred
Preferred Qualifications:
+ Strong quantitative and critical thinking abilities
+ Demonstrated teamwork and leadership through extracurricular activities and/or work experience
+ Exceptional written and verbal communication, interpersonal, and relationship building skills
+ Ability to work independently or as part of a team
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
No
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Compensation Range:
30/hr
The compensation range represents the low and high end of the base compensation range for this position. Colleagues in Intern positions are eligible for paid holidays and Huntington's retirement savings plan.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
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Financial Services Manager

45201 Cincinnati, Ohio Kroger

Posted 21 days ago

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Job Description

Permanent
Utilize category specific expertise to work with business stakeholders to determine category strategy, optimize supplier base, conduct sourcing events, negotiate and support contract execution. Achieve savings targets and reducing spend while working with business stakeholders to meet business needs. Demonstrate the company's core values of respect, honesty, integrity, diversity, inclusion, and safety.Minimum
  • Bachelor's degree in Business, Finance, Supply Chain, Manufacturing, Retail, CPG, or related disciplines
  • 5 years' experience within the pertinent category
  • Ability to build impactful relationship with internal clients, key influencers to effectively execute the work
  • Advanced Microsoft Office skills (Word, Excel, PowerPoint, Outlook, Vizio)
  • Oral and written communication skills to formulate strategies in a complex business environment

Desired

  • MBA or Master's degree
  • CPM/CPSM, CSCP or equivalent certification
  • 5 years' experience in Supply Chain or Procurement
  • 3 years of leading a sourcing team
  • Category Management
  • Support the senior manager in defining and reviewing procurement strategy and project pipeline
  • Perform periodic financial reviews to assess category financial performance with the senior manager
  • Identify potential suppliers to extend payment terms, improve cash conversion cycle, and enhance gross margin
  • Implement supplier finance and discount programs with a focus on cash flow, interest payable, and working capital

  • Strategic Sourcing
  • Coordinate sourcing activities and manage analysts to achieve category goals
  • Coordinate sourcing strategy review and ensure that strategy documents are updated
  • Support the creation, execution, and communication of category management strategy for pertinent category
  • Drive internal compliance with policies, procedures, strategies, and guidelines on an ongoing basis

  • Contract Management
  • Negotiate and execute highly complex and visible contracts with suppliers
  • Coordinate identified improvement opportunities, risk/mitigation strategies and develop action plans

  • Supplier Relationship Management
  • Lead execution of SRM activities to create value, drive continuous improvement, and realize savings
  • Lead business relationships with suppliers, foster long-term involvement and creating value
  • Oversee supplier qualification with support of the business and develop a transition plan and execution of supply agreement

  • Procurement Process
  • Develop, deepen and maintain trusted and collaborative relationships with business partners to ensure the organization is seen as a valued partner and is involved in business decisions
  • Oversee procurement process metrics, insights and proposed actions to define implementation plan
  • Maintain knowledge of other initiatives in Kroger that may affect the category performance

  • Talent Management
  • Supervise and coach direct reports in the performance of their duties: complete performance reviews and provide feedback to direct reports
  • Create an effective work environment by developing a common vision, communicating of clear objectives, fostering teamwork, recognizing performance, providing on the job coaching
  • Must be able to perform the essential functions of this position with or without reasonable accommodation

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Senior Auditor - Financial Services

45202 Cincinnati, Ohio $98000 Annually WhatJobs

Posted 2 days ago

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Job Description

full-time
Our client, a leading public accounting firm recognized for its commitment to excellence and client service, is seeking a highly skilled Senior Auditor to join their dedicated Financial Services audit team in Cincinnati, Ohio . This integral role involves planning and executing complex financial statement audits for a diverse portfolio of clients within the banking, investment, and insurance sectors. The ideal candidate will possess a strong understanding of Generally Accepted Auditing Standards (GAAS), financial reporting frameworks (GAAP/IFRS), internal controls, and risk assessment methodologies. This is an on-site position requiring meticulous attention to detail and a proactive approach to ensuring audit quality and client satisfaction.

Responsibilities:
  • Plan, execute, and supervise financial statement audits for clients in the financial services industry.
  • Assess audit risks, develop audit strategies, and design audit programs to address identified risks.
  • Perform substantive testing, analytical procedures, and detailed transaction testing.
  • Evaluate the design and effectiveness of internal controls over financial reporting (SOX compliance).
  • Review and analyze financial statements and related disclosures for accuracy and compliance with accounting standards.
  • Manage engagement teams, providing guidance, training, and performance feedback to junior auditors.
  • Communicate audit progress, findings, and recommendations to engagement managers and clients.
  • Prepare clear, concise, and well-documented audit workpapers.
  • Stay current with industry trends, regulatory changes, and accounting and auditing pronouncements.
  • Develop and maintain strong client relationships, serving as a trusted advisor.
Qualifications:
  • Bachelor's degree in Accounting or Finance.
  • Certified Public Accountant (CPA) designation required.
  • Minimum of 3-5 years of progressive experience in public accounting, with a focus on auditing financial services clients.
  • Strong understanding of GAAS, GAAP/IFRS, and PCAOB standards.
  • Experience with Sarbanes-Oxley (SOX) compliance and internal control assessments.
  • Proficiency in audit software and data analysis tools (e.g., Excel, AuditBoard, TeamMate).
  • Excellent analytical, problem-solving, and critical thinking skills.
  • Strong written and verbal communication and interpersonal skills.
  • Ability to manage multiple projects, prioritize tasks, and meet deadlines.
  • Experience in risk assessment and fraud detection is a plus.
This is an excellent career opportunity for an accomplished auditor to advance their career within a prestigious firm in Cincinnati, Ohio .
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Financial Services Manager - Regulatory & Financial Risk

43201 Columbus, Ohio Deloitte

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Job Description

Financial Services Manager - Regulatory & Financial Risk
Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving regulatory environment into defensible actions that strengthen, protect, and transform their organizations. Join our team and use advanced data, AI, and emerging technologies with industry insights to help clients bring clarity from complexity and accelerate their path to value creation.
Recruiting for this role ends on November 30, 2025
Work You'll Do
As a Manager, you will have opportunities to:
+ Learn how to identify, evaluate, and prioritize business, operational, regulatory, and technology risks as well as risk mitigation strategies for our clients
+ Understand the impact of key technology trends and workforce changes impacting our clients through engagement with innovative and emergent technologies, including cloud computing, big data and analytics, process automation, artificial intelligence / machine learning, and other digital strategies
+ Manage the development of client deliverables or for internal business needs
+ Serve on workstreams for complex projects, liaise with client counterparts, and actively participate in discussions on project management and work delivery needs
+ Manage project teams in providing recommendations to improve or transform processes to gain efficiencies or scale or reduce risk for our clients
+ Manage internal business development initiatives and sales opportunities, including the creation of external-facing industry perspectives, lead generation materials, or sales proposals
+ Produce quality work products independently and collectively with team members throughout development lifecycle from initial conception to implementation
+ Engage with industry participants on market trends, competitive activities, and topic-specific discussions impacting the industry, potentially including with clients, industry consortiums, or trade groups or committees
The Team
Our Regulatory & Financial Risk offering supports clients' regulatory and compliance needs, balancing risk and regulatory requirements with enhancing business value and optimizing outcomes. We deliver enhanced value through strategic transformation, end-to-end implementation, and a focus on business-as-usual sustainability across processes, controls, and data & analytic infrastructures.
Qualifications
Candidates will have exceptional records of professional achievement, experience working in a relevant financial services industry sector, and a demonstrated capacity and enthusiasm for self-paced development. Candidates will be expected to motivate others, build constructive relationships with clients and colleagues, and work both independently and as part of a team. Successful candidates will demonstrate an aptitude for complex problem-solving and analytical skills and the ability to communicate complex ideas clearly and persuasively across a variety of strategic, operational, technological, and risk management matters.
Required Qualifications
+ Bachelor's degree
+ 7+ years of experience working in the financial services or consulting industry related to one or more of the following Financial Services industries: consumer or corporate banking, investment banking or capital markets, investment management, wealth management, trust company, insurance provider, or related service provider
+ Strong relationship management skills, particularly the ability to build constructive and productive working relationships with clients and among Deloitte practitioners
+ Experience with business transformation, regulatory remediation or change management initiatives as a result of strategic, regulatory, risk-related, technological, or operational evolutions
+ Strong project / program management skills, particularly possessing a strong work ethic, a commitment to excellence in work product delivery, and the ability to independently manage multiple priorities and deadlines
+ Strong oral and written communication skills, including the ability to lead business proposal development and sales presentations
+ Knowledge of a range of financial services business models, products, and services particular to the applicable industry
+ Experience in banking, digital assets or capital markets
+ Ability to travel up to 50%, based on the work you do and the clients and industries/sectors you serve
+ Limited immigration sponsorship may be available
Preferred Qualifications
+ Experience with business transformation, regulatory remediation or change management initiatives as a result of strategic, regulatory, risk-related, technological, or operational evolutions
+ Direct working experience related to product management, regulatory compliance, risk management or controls oversight
+ Direct working experience at a financial services regulator (e.g., OCC, FRB)
+ Direct working experience developing bank licensing applications and their related business plans
+ Direct working experience using, implementing, or supporting systems related to any of the following topics: trading, operations, lending, core banking platforms, compliance monitoring, regulatory reporting, risk or case management, or data management
+ Direct working experience related to any of the following topics: process design, mapping, or development; workflow development; user acceptance testing; data mapping, management, migration, or visualization / analytics; system configuration and testing; status monitoring and issue resolution
+ Experience in translating risk requirements to user stories to drive new product and system launches
+ Advanced proficiency with Microsoft Office products, particularly Microsoft PowerPoint, Excel, and Visio
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $144,200-$265,600.
Information for applicants with a need for accommodation: om/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
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Financial Services Manager - Regulatory & Financial Risk

44101 Cleveland, Ohio Deloitte

Posted today

Job Viewed

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Job Description

Financial Services Manager - Regulatory & Financial Risk
Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving regulatory environment into defensible actions that strengthen, protect, and transform their organizations. Join our team and use advanced data, AI, and emerging technologies with industry insights to help clients bring clarity from complexity and accelerate their path to value creation.
Recruiting for this role ends on November 30, 2025
Work You'll Do
As a Manager, you will have opportunities to:
+ Learn how to identify, evaluate, and prioritize business, operational, regulatory, and technology risks as well as risk mitigation strategies for our clients
+ Understand the impact of key technology trends and workforce changes impacting our clients through engagement with innovative and emergent technologies, including cloud computing, big data and analytics, process automation, artificial intelligence / machine learning, and other digital strategies
+ Manage the development of client deliverables or for internal business needs
+ Serve on workstreams for complex projects, liaise with client counterparts, and actively participate in discussions on project management and work delivery needs
+ Manage project teams in providing recommendations to improve or transform processes to gain efficiencies or scale or reduce risk for our clients
+ Manage internal business development initiatives and sales opportunities, including the creation of external-facing industry perspectives, lead generation materials, or sales proposals
+ Produce quality work products independently and collectively with team members throughout development lifecycle from initial conception to implementation
+ Engage with industry participants on market trends, competitive activities, and topic-specific discussions impacting the industry, potentially including with clients, industry consortiums, or trade groups or committees
The Team
Our Regulatory & Financial Risk offering supports clients' regulatory and compliance needs, balancing risk and regulatory requirements with enhancing business value and optimizing outcomes. We deliver enhanced value through strategic transformation, end-to-end implementation, and a focus on business-as-usual sustainability across processes, controls, and data & analytic infrastructures.
Qualifications
Candidates will have exceptional records of professional achievement, experience working in a relevant financial services industry sector, and a demonstrated capacity and enthusiasm for self-paced development. Candidates will be expected to motivate others, build constructive relationships with clients and colleagues, and work both independently and as part of a team. Successful candidates will demonstrate an aptitude for complex problem-solving and analytical skills and the ability to communicate complex ideas clearly and persuasively across a variety of strategic, operational, technological, and risk management matters.
Required Qualifications
+ Bachelor's degree
+ 7+ years of experience working in the financial services or consulting industry related to one or more of the following Financial Services industries: consumer or corporate banking, investment banking or capital markets, investment management, wealth management, trust company, insurance provider, or related service provider
+ Strong relationship management skills, particularly the ability to build constructive and productive working relationships with clients and among Deloitte practitioners
+ Experience with business transformation, regulatory remediation or change management initiatives as a result of strategic, regulatory, risk-related, technological, or operational evolutions
+ Strong project / program management skills, particularly possessing a strong work ethic, a commitment to excellence in work product delivery, and the ability to independently manage multiple priorities and deadlines
+ Strong oral and written communication skills, including the ability to lead business proposal development and sales presentations
+ Knowledge of a range of financial services business models, products, and services particular to the applicable industry
+ Experience in banking, digital assets or capital markets
+ Ability to travel up to 50%, based on the work you do and the clients and industries/sectors you serve
+ Limited immigration sponsorship may be available
Preferred Qualifications
+ Experience with business transformation, regulatory remediation or change management initiatives as a result of strategic, regulatory, risk-related, technological, or operational evolutions
+ Direct working experience related to product management, regulatory compliance, risk management or controls oversight
+ Direct working experience at a financial services regulator (e.g., OCC, FRB)
+ Direct working experience developing bank licensing applications and their related business plans
+ Direct working experience using, implementing, or supporting systems related to any of the following topics: trading, operations, lending, core banking platforms, compliance monitoring, regulatory reporting, risk or case management, or data management
+ Direct working experience related to any of the following topics: process design, mapping, or development; workflow development; user acceptance testing; data mapping, management, migration, or visualization / analytics; system configuration and testing; status monitoring and issue resolution
+ Experience in translating risk requirements to user stories to drive new product and system launches
+ Advanced proficiency with Microsoft Office products, particularly Microsoft PowerPoint, Excel, and Visio
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $144,200-$265,600.
Information for applicants with a need for accommodation: om/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
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Financial Services Manager - Regulatory & Financial Risk

45217 Cincinnati, Ohio Deloitte

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Job Viewed

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Job Description

Financial Services Manager - Regulatory & Financial Risk
Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an evolving regulatory environment into defensible actions that strengthen, protect, and transform their organizations. Join our team and use advanced data, AI, and emerging technologies with industry insights to help clients bring clarity from complexity and accelerate their path to value creation.
Recruiting for this role ends on November 30, 2025
Work You'll Do
As a Manager, you will have opportunities to:
+ Learn how to identify, evaluate, and prioritize business, operational, regulatory, and technology risks as well as risk mitigation strategies for our clients
+ Understand the impact of key technology trends and workforce changes impacting our clients through engagement with innovative and emergent technologies, including cloud computing, big data and analytics, process automation, artificial intelligence / machine learning, and other digital strategies
+ Manage the development of client deliverables or for internal business needs
+ Serve on workstreams for complex projects, liaise with client counterparts, and actively participate in discussions on project management and work delivery needs
+ Manage project teams in providing recommendations to improve or transform processes to gain efficiencies or scale or reduce risk for our clients
+ Manage internal business development initiatives and sales opportunities, including the creation of external-facing industry perspectives, lead generation materials, or sales proposals
+ Produce quality work products independently and collectively with team members throughout development lifecycle from initial conception to implementation
+ Engage with industry participants on market trends, competitive activities, and topic-specific discussions impacting the industry, potentially including with clients, industry consortiums, or trade groups or committees
The Team
Our Regulatory & Financial Risk offering supports clients' regulatory and compliance needs, balancing risk and regulatory requirements with enhancing business value and optimizing outcomes. We deliver enhanced value through strategic transformation, end-to-end implementation, and a focus on business-as-usual sustainability across processes, controls, and data & analytic infrastructures.
Qualifications
Candidates will have exceptional records of professional achievement, experience working in a relevant financial services industry sector, and a demonstrated capacity and enthusiasm for self-paced development. Candidates will be expected to motivate others, build constructive relationships with clients and colleagues, and work both independently and as part of a team. Successful candidates will demonstrate an aptitude for complex problem-solving and analytical skills and the ability to communicate complex ideas clearly and persuasively across a variety of strategic, operational, technological, and risk management matters.
Required Qualifications
+ Bachelor's degree
+ 7+ years of experience working in the financial services or consulting industry related to one or more of the following Financial Services industries: consumer or corporate banking, investment banking or capital markets, investment management, wealth management, trust company, insurance provider, or related service provider
+ Strong relationship management skills, particularly the ability to build constructive and productive working relationships with clients and among Deloitte practitioners
+ Experience with business transformation, regulatory remediation or change management initiatives as a result of strategic, regulatory, risk-related, technological, or operational evolutions
+ Strong project / program management skills, particularly possessing a strong work ethic, a commitment to excellence in work product delivery, and the ability to independently manage multiple priorities and deadlines
+ Strong oral and written communication skills, including the ability to lead business proposal development and sales presentations
+ Knowledge of a range of financial services business models, products, and services particular to the applicable industry
+ Experience in banking, digital assets or capital markets
+ Ability to travel up to 50%, based on the work you do and the clients and industries/sectors you serve
+ Limited immigration sponsorship may be available
Preferred Qualifications
+ Experience with business transformation, regulatory remediation or change management initiatives as a result of strategic, regulatory, risk-related, technological, or operational evolutions
+ Direct working experience related to product management, regulatory compliance, risk management or controls oversight
+ Direct working experience at a financial services regulator (e.g., OCC, FRB)
+ Direct working experience developing bank licensing applications and their related business plans
+ Direct working experience using, implementing, or supporting systems related to any of the following topics: trading, operations, lending, core banking platforms, compliance monitoring, regulatory reporting, risk or case management, or data management
+ Direct working experience related to any of the following topics: process design, mapping, or development; workflow development; user acceptance testing; data mapping, management, migration, or visualization / analytics; system configuration and testing; status monitoring and issue resolution
+ Experience in translating risk requirements to user stories to drive new product and system launches
+ Advanced proficiency with Microsoft Office products, particularly Microsoft PowerPoint, Excel, and Visio
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is $144,200-$265,600.
Information for applicants with a need for accommodation: om/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
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Client Relationship Executive - Financial Services

43201 Columbus, Ohio PwC

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Job Description

**Specialty/Competency:** IFS - Clients & Markets
**Industry/Sector:** Not Applicable
**Time Type:** Full time
**Travel Requirements:** Up to 60%
At PwC, our people in brand management, marketing and sales focus on collaboration to develop and execute strategic sales and marketing initiatives. These individuals focus on driving revenue growth, promoting the Firm's services, enhancing brand visibility, and capturing new business opportunities. They utilise market research, digital marketing, creative campaigns, and effective sales strategies to engage clients, enhance the firm's brand and market presence, and achieve organisational targets.
Those in business development at PwC will focus on identifying and pursuing new opportunities to drive growth and expand the Firm's client base. Your work will involve building relationships, conducting market research, and developing strategic plans to drive revenue and achieve business objectives.
Translating the vision, you set the tone, and inspire others to follow. Your role is crucial in driving business growth, shaping the direction of client engagements, and mentoring the next generation of leaders. You are expected to be a guardian of PwC's reputation, understanding that quality, integrity, inclusion and a commercial mindset are all foundational to our success. You create a healthy working environment while maximising client satisfaction. You cultivate the potential in others and actively team across the PwC Network, understanding tradeoffs, and leveraging our collective strength.
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:
+ Lead in line with our values and brand.
+ Develop new ideas, solutions, and structures; drive thought leadership.
+ Solve problems by exploring multiple angles and using creativity, encouraging others to do the same.
+ Balance long-term, short-term, detail-oriented, and big picture thinking.
+ Make strategic choices and drive change by addressing system-level enablers.
+ Promote technological advances, creating an environment where people and technology thrive together.
+ Identify gaps in the market and convert opportunities to success for the Firm.
+ Adhere to and enforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance) the Firm's code of conduct, and independence requirements.
The Opportunity
As part of the Client Relationship Executive team you focus on identifying and addressing client needs, initiating sales calls, and securing meetings to explore sales opportunities. As a Director you set the strategic direction and lead business development efforts, making impactful decisions and overseeing multiple projects while maintaining executive-level client relations. You develop and execute targeted relationship and account development strategies, establish long-term client relationships, and navigate complex internal organizations to achieve significant targets and goals.
Responsibilities
- Develop and execute relationship and account strategies
- Establish and maintain long-term client relationships
- Navigate complex internal organizations to reach targets
- Oversee multiple projects with impactful decision making
- Maintain executive-level client relations
What You Must Have
- High School Diploma
- 8 years of sales or PwC experience
What Sets You Apart
- Bachelor's Degree in Business Administration/Management, Accounting, Economics, Law preferred
- Initiating sales calls and securing meetings consistently
- Soliciting information to qualify and scope opportunities
- Understanding client business issues and service capabilities
- Controlling sales process and overcoming objections
- Establishing and developing long-term client relationships
- Navigating complex internal organizations effectively
- Demonstrating project executive presence and professionalism
Learn more about how we work: does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. 
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
The salary range for this position is: $122,500 - $504,500, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link:
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Tax Manager - Personal Financial Services

43201 Columbus, Ohio PwC

Posted today

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Job Description

**Specialty/Competency:** Entrepreneurial & Private Business (EPB) - General
**Industry/Sector:** Not Applicable
**Time Type:** Full time
**Travel Requirements:** Up to 20%
A career in our Personal Financial Service practice, within PwC Private, will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. You'll have the opportunity to experience the entire business life cycle of a private company from inception to growth, maturity and transition. Our team helps our clients develop, design and implement plans to achieve their personal wealth goals and ensure maintenance for future generations. You'll focus on analysing the tax efficiencies of income tax, investment, insurance and risk, and other lifestyle investments planning to establish a foundation for financial longevity."
Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in today's changing global landscape.
To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.
As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:
+ Develop new skills outside of comfort zone.
+ Act to resolve issues which prevent the team working effectively.
+ Coach others, recognise their strengths, and encourage them to take ownership of their personal development.
+ Analyse complex ideas or proposals and build a range of meaningful recommendations.
+ Use multiple sources of information including broader stakeholder views to develop solutions and recommendations.
+ Address sub-standard work or work that does not meet firm's/client's expectations.
+ Use data and insights to inform conclusions and support decision-making.
+ Develop a point of view on key global trends, and how they impact clients.
+ Manage a variety of viewpoints to build consensus and create positive outcomes for all parties.
+ Simplify complex messages, highlighting and summarising key points.
+ Uphold the firm's code of ethics and business conduct.
Working with our Private Company Services Personal Financial Services practice will provide the opportunity to help High Net Worth Individuals & private wealth management structures with a range of advisory needs such as audit, tax compliance, & planning to improve their operational efficiency & free up time to be spent focusing on personal wealth strategy. Our team helps our clients develop, design & implement plans to achieve their personal wealth goals & maintenance for future generations.
**Job Requirements and Preferences** :
**Basic Qualifications** :
**Minimum Degree Required** :
Bachelor Degree
**Required Fields of Study** :
Accounting
**Minimum Years of Experience** :
5 year(s)
**Certification(s) Required** :
CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity
**Preferred Qualifications** :
**Preferred Knowledge/Skills** :
Demonstrates extensive-level abilities and/or a proven record of success consulting with high net worth individuals on some of the following areas:
+ Individual income tax planning;
+ Financial planning;
+ Wealth transfer planning;
+ Business succession planning or trust and estate work; and,
+ Comprehensive technical skills related to income tax filings associated with High Net Worth individuals and related entities. Demonstrates extensive-level abilities and/or a proven record of success identifying and addressing client needs:
+ Individual income tax planning;
+ Financial planning;
+ Wealth transfer planning;
+ Business succession planning or trust and estate work; and,
+ Comprehensive technical skills related to income tax filings associated with High Net Worth individuals and related entities.
+ Building, maintaining, and utilizing networks of client relationships and community involvement;
+ Communicating value propositions;
+ Managing resource requirements, project workflow, budgets, billing and collections; and,
+ Preparing and/or coordinating complex written and verbal materials. Demonstrates extensive-level abilities and/or a proven record of success as a team leader:
+ Individual income tax planning;
+ Financial planning;
+ Wealth transfer planning;
+ Business succession planning or trust and estate work; and,
+ Comprehensive technical skills related to income tax filings associated with High Net Worth individuals and related entities.
+ Building, maintaining, and utilizing networks of client relationships and community involvement;
+ Communicating value propositions;
+ Managing resource requirements, project workflow, budgets, billing and collections; and,
+ Preparing and/or coordinating complex written and verbal materials.
+ Supervising teams to create an atmosphere of trust;
+ Seeking diverse views to encourage improvement and innovation; and,
+ Coaching staff including providing timely meaningful written and verbal feedback.
Learn more about how we work: does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law. 
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
Applications will be accepted until the position is filled or the posting is removed, unless otherwise set forth on the following webpage. Please visit this link for information about anticipated application deadlines: salary range for this position is: $99,000 - $266,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link:
View Now
 

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