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1mo ago

Treasury Management Associate II

City National Bank New York, NY

New York, NY

1mo ago

$87k - $139k/yr Full time 401k Account Management Associate

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Job Description

What is the opportunity?

This role provides proactive sales support to help clients utilize City National Bank’s cash management, foreign exchange, and commercial card solutions. You will own the onboarding, activation, and ongoing adoption of digital treasury solutions for complex clients, working with Treasury Management Sales Officers (TMSOs) to execute business priorities and enhance the client experience. Your responsibilities include acquiring new clients through targeted sales plans and advising existing clients on appropriate treasury services. You will also offer focused financial guidance and solutions to meet clients’ business goals while collaborating with the Commercial Financial Services team and colleagues across RBC Financial Group to strengthen loyalty and cultivate long term, profitable client relationships.

What will you do?

Maintain a growth mindset to maximize client acquisition, expansion, and an exceptional client experience
Serve as the single point of contact throughout the cash management end-to-end onboarding process, collaborating with TM internal partners and the relationship team, and following up with clients to ensure an outstanding experience
Assist both internal and external clients with product and implementation questions; provide or coordinate technical support for product usage and functionality; respond to client requests regarding treasury management products and services
Act as an escalation point for treasury management service issues, coordinating resolution for both internal and external clients
Provide phone and onsite sales coverage, under the direction of the TMSO, for treasury management products and services within the assigned territory; assess client needs to recommend solutions that reduce costs or improve cash flow operations, and refer clients/prospects to the appropriate channels
Assist the TMSO as a backup for onsite sales calls as schedule permits
Attend treasury management sales and product meetings and contribute as appropriate; support sales objectives aligned with division goals
Maintain positive relationships with all bank units by sharing product/service information and supporting business development and client retention efforts
May attend regional or banking office meetings to present product/service information or conduct line officer training as scheduled
Participate in special projects or task forces as requested
Stay aware of market conditions and customer buying criteria; provide current information that informs the development and delivery of treasury management services
Fully comply with Bank Operational and Credit policies, as well as regulatory requirements (for example BSA, KYC, CRA, Fair Lending Practices, Code of Conduct, etc.)
Collaborate with TMSOs to educate clients on new or emerging issues affecting their business, offering unique, valuable industry, business, or market insights
Work with TMSO to gather client insights through discovery to identify a broad range of solutions that anchor clients to RBC and increase share of wallet
Assist TMSO and Relationship Managers in developing a coordinated client contact strategy to identify and meet future client needs

What do you need to succeed?

Required Qualifications

Bachelor's Degree or equivalent
Minimum 4 years of cash management sales experience in a financial services environment
Minimum 2 years of experience in managing or supporting medium to large account relationships

Additional Qualifications

Graduation from a four-year college or university with a discipline related to the duties of the position
Knowledge of sales techniques and principles to effectively market treasury management services
Strong written and verbal communication skills
Ability to gather, arrange, compile, interpret, analyze, summarize, and evaluate information to identify sales opportunities and propose actions
Ability to set priorities, objectives, and goals

What’s in it for you?

Compensation

Starting base salary: $87,027 to $138,965 per year. Exact compensation depends on skills, experience, and location. The role is eligible for bonus and/or commissions.

Benefits and Perks

Comprehensive health coverage including Medical, Dental, and Vision plans, available the first of the month after start date
Generous 401(k) with company matching
Tuition reimbursement and ongoing internal training and development opportunities
Valued Time Away with vacation, sick leave, and volunteer time
Specialized health and family planning benefits including fertility support and programs for cancer, diabetes, and musculoskeletal conditions
Career mobility support from a dedicated recruitment team
Colleague Resource Groups for networking and community engagement
Details of Benefits and Perks available for review

About Us

Since its inception, City National Bank has strived to go further than the competition to help clients, colleagues, and communities thrive. Founded in 1954 by entrepreneurs for entrepreneurs, the bank continues this legacy of integrity, community focus, and exceptional client relationships. City National is a subsidiary of Royal Bank of Canada, a leading diversified financial services company in North America. For more about City National and our culture, visit About Us.

Inclusion and Equal Opportunity Employment

City National Bank fosters an inclusive environment where diversity is valued and leveraged to strengthen the organization. We are an equal opportunity employer, and all qualified applicants will receive consideration without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected status.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment. An employer who violates this law may face criminal penalties and civil liability.

This listing outlines the basic qualifications for the position. To be considered, you must meet the required qualifications. Applications are accepted on an ongoing basis until filled at careers.cnb.com. Unless explicitly stated as fully remote, reporting to a designated City National location is an essential function of the job.

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1mo ago

Associate Trader Fixed Income

U.S. Bank National Association Minneapolis, MN

Minneapolis, MN

1mo ago

$93k - $109k/yr Full time 401k Associate Banking

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Job Description

Overview

We are committed to helping customers and businesses make smarter financial decisions while supporting the communities we serve. Each team member contributes to our shared ambitions, and every individual brings unique potential. This role offers a broad and evolving set of opportunities to grow, acquire new skills, and excel from Day One. Location: Minneapolis, Minnesota 55402.

Responsibilities

Oversee the profitable execution of fixed income securities purchases and sales to meet the needs of investment portfolio managers, investment managers, clients, and other stakeholders.
Enter buy and sell orders for fixed income securities at advantageous prices, considering order size, available supply, and current market conditions.
Maintain awareness of developments and trends in corporate and specialized securities markets to anticipate changes and support timely planning and execution.
Ensure accurate and compliant transaction processing by maintaining detailed records in line with established policies and procedures.
Build and sustain strong working relationships with brokers and securities dealers, negotiating commissions and discounts as appropriate.
Provide investment and company management teams with timely, accurate insights and recommendations related to market trends, trading activity, fixed income pricing, price volatility, and transaction timing.

Basic Qualifications

High school diploma or equivalent
Six months to two years of trading experience within the investment and securities industry

Preferred Skills and Experience

Bachelor’s degree preferred; concentrations in Economics, Finance, Accounting, or a related field are strongly preferred
Working knowledge of fixed income securities, related markets, trading characteristics, and factors influencing price trends
Basic proficiency in trading techniques and methodologies
Experience valuing and pricing fixed income securities
Understanding of trade related activities across securities exchange floors and electronic trading systems
Strong interpersonal and relationship management skills
Effective verbal and written communication skills

Schedule and Location

The role offers a hybrid or flexible schedule, with an in office expectation of three or more days per week and the flexibility to work outside the office location on other days.

Disability Accommodations

If there is anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Benefits

Our benefits and total rewards consider our team members' whole selves and aim to support health, financial security, and peace of mind. Benefits include the following:

Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Review our full benefits available by employment status here

Equal Opportunity and E Verify

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

U.S. Bank participates in the U.S. Department of Homeland Security E Verify program in all facilities located in the United States and certain U.S. territories. The E Verify program is an Internet based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.

Salary

Pay Range: $92,820.00 - $109,200.00

Background Checks and Compliance

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. Background checks are conducted consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act, as well as the San Francisco Fair Chance Ordinance. The bank is subject to, and conducts background checks consistent with, Section 19 of the Federal Deposit Insurance Act. In addition, certain positions may also be subject to FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and federal guidelines applicable to an agreement, such as ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Note

Posting may be closed earlier due to high volume of applicants.

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1mo ago

EY-Parthenon - Corporate Finance - Business Valuation - Senior Associate - Los Angeles

EY Los Angeles, CA

Los Angeles, CA

1mo ago

$95k - $179k/yr Full time Senior Angeles Associate

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Job Description

The Opportunity

EY Parthenon, within EY's Corporate Finance practice, combines strategy, transactions and valuation to deliver practical value across engagements. In this role, you will contribute to projects that address commercial issues, collaborate with management on elements of the acquisition process, and regularly perform valuations for strategic priorities with a focus on intangible assets. EY has an established Valuation, Modeling and Economics Practice that guides clients on planning, regulatory compliance, financial reporting, tax and fair market value documentation. You will have opportunities to grow through a broad range of engagements, mentorship and formal learning as you develop leadership capabilities and help build a better working world for colleagues, clients and communities.

Your Key Responsibilities

Address commercial valuation matters and support management in parts of the acquisition process
Regularly perform valuations for strategic priorities with a focus on intangible assets
Provide insights and may contribute to fairness opinions on transactions and restructurings

Skills and Attributes for Success

Commercial: regularly advise on valuation issues related to acquisitions or divestitures and provide fairness opinions on transactions and restructurings
Regulatory and Accounting: collaborate with management during acquisitions to understand how the value of acquired intangible and financial assets will impact accounting requirements
Taxation: regularly undertake valuations for US tax purposes and advise clients on US tax valuation issues
Intangible Assets: specialize in valuing intangible assets such as trademarks, brand names, core deposit intangibles, customer relationships, banking licenses, patents, tech and know-how

To Qualify for the Role You Must Have

A bachelor's degree in finance, economics, accounting or business and at least 2 years of related business valuation work experience; or a graduate degree and approximately 18 months of related work experience
Previous business valuation experience
Financial modeling skills including experience building models from scratch
Demonstrated record of solving complex problems and completing challenging projects
Residency or commutable distance to the office location for this position
Willingness and ability to travel and work beyond standard hours when necessary; travel may be required beyond the work location based on client and project needs

Ideally You Will Have

Previous valuation experience in professional services or a Big Four firm
Financial modeling experience
Achievement of or significant progress toward a CFA
ASA or AM designations are a plus with the expectation of one completed designation within a given timeframe
Knowledge of leveraging firm-approved AI tools in a business setting, including Microsoft Copilot

What We Look For

We seek candidates who are highly motivated, analytical and logical thinkers with a strong passion for valuations and meticulous attention to detail. A collaborative team orientation and the ability to adapt to changing requirements or deadlines in support of client goals are essential.

What We Offer You

EY will help you develop future-focused skills and provide world-class experiences. We support a flexible environment and foster a diverse, inclusive culture of globally connected teams. Our comprehensive compensation and benefits package rewards performance and recognizes the value you bring to the business.

The base salary range for this job in all geographic locations in the US is $95,200 to $157,100. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $114,200 to $178,500. Individual salaries within those ranges are determined based on factors including education, experience, knowledge, skills and geography. Our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.

We operate in a team-led and leader-enabled hybrid model. For most external client-facing roles, in-person collaboration is expected about 40 to 60 percent of the time over the course of engagements, projects or a year. Our flexible vacation policy lets you decide the amount of time off based on personal circumstances, with EY paid holidays, winter and summer breaks, personal and family care, and other leaves of absence to support well-being.

Applications for this position are accepted on an ongoing basis. For those based in California, additional information is available upon request.

Location

Los Angeles, CA 90017

Travel and Hours

The role requires the ability to travel and work extended hours when necessary. Travel may be beyond the usual work location depending on client and project needs.

How to Apply

Submission of applications is ongoing. If you are prepared to advance your career with confidence, please submit your application today.

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1mo ago

Paraplanner / Registered Series 7 Associate

TSG Financial Advisors Keokuk, IA

Keokuk, IA

1mo ago

$55k - $70k/yr Full time Ameriprise Asset Allocation Associate

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Job Description

Role Overview

Join a premier financial planning practice operating within an independent advisor franchisee aligned with Ameriprise Financial. This on‑site Paraplanner position supports financial advisors at a high level while upholding stringent business ethics and regulatory standards. The role focuses on financial planning, portfolio management, insurance, retirement plan administration, and top‑tier client service. Location: Keokuk, IA 52632.

Key Responsibilities

Prepare ongoing financial planning deliverables for clients
Assist with the client implementation process
Analyze clients’ existing holdings and overall asset allocation; provide recommendations for allocation changes and rebalancing
Execute trades as needed
Run portfolio illustrations and hypotheticals
Develop appropriate product deliverables
Provide current economic and market information during portfolio management meetings
Communicate with and service high net worth clients
Utilize a web‑based CRM to monitor client issues
Develop and prepare insurance illustrations
Analyze insurance illustrations and contracts
Track insurance underwriting progress
Keep up with insurance industry trends and complete required continuing education
Manage retirement plan systems such as SRAs, SEPs, and 401(k) plans
Supervise and evaluate paraplanner assistants
Serve as a technical resource, providing training and support to team members
Perform other duties as assigned by the advisor

Minimum Qualifications

FINRA Series 7 license, plus Series 65 or 66
Life and Health insurance license
3 to 5 years of direct experience in the financial services industry
Strong communication and analytical skills
Excellent organizational and multi‑tasking abilities
Tech‑savvy and proficient with modern tools
Positive attitude and motivation for self‑improvement

Compensation and Benefits

Compensation is commensurate with relevant experience.

Pay range: $55,000.00 to $70,000.00 per year
Benefits include 401(k) with employer matching after qualification year; employer‑sponsored health insurance, paid dental, life and disability insurance; and paid vacation, sick time, and holidays per practice policy

Work Details

Location: Keokuk, IA 52632
Work Location: In person

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1mo ago

Paraplanner / Registered Series 7 Associate

TSG Financial Advisors Winter Park, FL

Winter Park, FL

1mo ago

$55k - $70k/yr Full time Ameriprise Asset Allocation Associate

Apply Now

Job Description

Position Overview

Take on an essential role within a fast paced, client focused financial planning practice. As an on site paraplanner with a FINRA Series 7 license, you will support financial advisors at a high level. You will be employed by an independent advisor franchise partner operating a financial advisory practice affiliated with Ameriprise Financial, assisting in daily operations while upholding strict ethical and regulatory standards.

Key Responsibilities

Prepare ongoing financial planning deliverables
Assist with the client implementation process
Review clients' existing holdings and overall asset allocation to recommend allocation changes and rebalancing
Execute trades
Produce portfolio illustrations and hypotheticals
Develop appropriate product deliverables
Provide current economic and market information during portfolio management meetings
Communicate with and service high net worth clients
Utilize the web based contact management system to monitor client issues
Develop and prepare insurance illustrations
Analyze insurance illustrations and contracts
Track insurance underwriting progress
Stay up to date with insurance industry trends and complete required continuing education courses or seminars
Manage retirement plan systems such as SRAs, SEPs, and 401Ks
Supervise and evaluate paraplanner assistants
Act as a technical resource, providing training and support to team members
Perform other duties as assigned by the advisor

Minimum Qualifications

Series 7 license, and Series 65 or 66
Life and Health insurance license
3 to 5 years of direct experience in the financial services industry
Strong communication and analytical skills
Excellent organizational and multi tasking abilities
Tech driven and proficient with financial technology
Positive attitude and professionalism
Motivation for ongoing self improvement

Compensation and Benefits

Salary is commensurate with relevant experience.

Benefits include paid vacation, sick days, and holidays per practice policy
Employer sponsored health insurance, paid dental, life and disability insurance
401(k) retirement plan available after completing the qualified year

Compensation Details

Pay: $55,000.00 - $70,000.00 per year

Location and Work Arrangement

Work Location: On site

Location: Winter Park, FL 32789

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1mo ago

Paraplanner / Registered Series 7 Associate

TSG Financial Advisors Knoxville, TN

Knoxville, TN

1mo ago

$55k - $70k/yr Full time Ameriprise Asset Allocation Associate

Apply Now

Job Description

Overview

This on‑site role supports a fast‑paced, client‑focused financial planning practice operating as an independent advisor franchisee with Ameriprise Financial. You will collaborate with financial advisors as a Paraplanner and registered associate, ensuring smooth daily operations and adherence to high standards of business ethics and regulatory requirements. The position centers on financial planning, portfolio management, insurance and retirement plan administration, and exceptional client service for a high‑quality advisory practice.

Position Functions and Responsibilities

Prepare ongoing financial planning deliverables for client engagements
Assist in guiding clients through the implementation process
Analyze clients existing holdings and overall asset allocation to recommend allocation changes and rebalancing as needed
Execute trades as required
Produce portfolio illustrations and hypothetical scenarios
Develop appropriate product deliverables for client reviews
Provide relevant, current economic and market information during portfolio management meetings
Communicate with and service high net worth clients
Utilize a web‑based contact management system to monitor client issues
Develop and prepare insurance illustrations
Analyze insurance illustrations and contracts
Track insurance underwriting progress
Stay informed on insurance industry trends and complete required continuing education courses or seminars
Manage retirement plan systems such as SRAs, SEPs, 401(k)s, and related programs
Supervise and evaluate a paraplanner assistant
Act as a technical resource, providing training and support to team members
Perform other duties assigned by the advisor

Minimum Qualifications

Series 7 license, plus Series 65 or 66
Life and Health insurance license
Minimum 3 to 5 years of direct experience in the financial services industry
Strong communication and analytical skills
Excellent organizational and multitasking abilities
Tech‑savvy and proficient with relevant software
Positive attitude and a motivation for self‑improvement

Compensation

Salary range: $55,000.00 to $70,000.00 per year. Compensation is commensurate with relevant experience.

Benefits

Paid vacation, sick days, and holidays per practice policy
Employer sponsored health insurance, paid dental, life and disability insurance
401(k) after a qualified year of employment

Location

Work location: In person, Knoxville, TN 37909

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1mo ago

Associate, Credit Portfolio Risk

Sumitomo Mitsui Banking Corporation New York, NY Hybrid

New York, NY

1mo ago

$90k - $135k/yr Full time Associate Banking Credit

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Job Description

About SMBC Group

SMBC Group is a leading global financial powerhouse with a 400 year history. Based in Tokyo, the group offers a broad spectrum of services including banking, leasing, securities, credit cards, and consumer finance. It operates more than 130 offices with a workforce of over 80,000 employees across nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company for SMBC Group and ranks among the three largest banking groups in Japan. SMFG shares are traded on the Tokyo, Nagoya, and New York Stock Exchanges (NYSE: SMFG). In the Americas, SMBC Group maintains a presence in the US, Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by SMBC Group’s capital strength and Asia market connections, the group delivers a wide range of commercial and investment banking services to corporate, institutional, and municipal clients, linking diverse clients to local markets through its extensive global network. Operating companies in the Americas include SMBC, SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd.

The anticipated salary range for this role is between $90,000.00 and $135,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current compensation paid in their geography and the market for similar roles at the time of hire. The role may also be eligible for an annual discretionary incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees.

Role Description

SMBC is seeking an Associate to join the Credit Portfolio Risk team within the Risk Management Department of the Americas Division. Reporting to the Director of Credit Portfolio Risk, the Associate will draw on prior risk management experience to actively support a range of credit transformation initiatives. The position concentrates on improving credit risk processes, data, and technology to strengthen the firm’s overall credit risk management framework.

Role Objectives

Delivery: support end-to-end credit transformation initiatives aimed at modernizing, streamlining, and enhancing credit risk management processes, data and technology capabilities across the credit lifecycle. This includes improving portfolio reporting, enhancing credit grading models, implementing new risk systems, and optimizing underwriting workflows.
Process Improvement: document current state credit processes, identify inefficiencies, and design future state workflows that improve accuracy, consistency, and speed.
Data and System Transformation: strengthen data sourcing and data quality for credit risk management and support the implementation of new technology solutions and tools.
Project Execution: develop and maintain project plans, milestones, and success metrics to ensure disciplined execution of credit transformation initiatives.
Stakeholder Management: partner with Risk, Technology, Product, and Business teams to build alignment, drive adoption, and ensure smooth integration of new processes.
Risk & Issue Management: identify project risks and roadblocks early, escalate issues as appropriate, and implement corrective actions to maintain momentum.
Communication and Reporting: develop executive-ready presentations, dashboards, and status reports to communicate progress, outcomes, and key decisions.

Interpersonal Skills

Clear, effective communication, with the ability to solicit input and convert feedback into actionable improvements to credit risk processes.
Proven ability to develop high quality written materials and presentations to support credit process assessments and enhancement initiatives.
Strong cross functional collaboration skills, capable of synthesizing diverse perspectives into accurate, actionable insights and ensuring timely follow up.
Effective communicator across all organizational levels, including credit risk teams, business partners, and senior leadership.

Expertise

Solid understanding of credit risk and portfolio management concepts, with familiarity of U.S. and international regulatory expectations and industry best practices.
Working knowledge of the end-to-end credit lifecycle and key credit risk frameworks and systems (for example, 3 Lines of Defense, risk appetite, risk ratings).
Experience in credit process management, including approval workflows, credit committee governance, and ongoing monitoring activities.
Advanced analytical capabilities, with the ability to dissect complex issues, exercise sound judgment, and maintain a high level of attention to detail.

Qualifications and Skills

Requirements: Minimum 3 years of experience in financial services with a focus on transformation, risk, or data driven initiatives. At least one year of progressive project management experience. Prior experience in global financial services is strongly preferred.
Education: Bachelor’s degree in finance or a related field required.
Hybrid work and accommodations: SMBC operates a Hybrid workforce model that provides opportunities to work from home and from an SMBC office. Candidates will learn their specific hybrid schedule during the interview. Hybrid work may not be permitted for certain roles, including some FINRA-registered positions requiring in-office attendance. SMBC provides reasonable accommodations during candidacy for applicants with disabilities; if you need an accommodation during the application process, please email accommodations@smbcgroup.com.

Compensation and Benefits

The role offers a salary range of $90,000.00 to $135,000.00. The final amount will reflect the candidate’s qualifications, experience, and the prevailing market compensation for similar roles at the time of hire. The position may be eligible for an annual discretionary incentive award. SMBC also provides a competitive benefits package in addition to base compensation.