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Lead regional financial planning, budgeting, forecasting, and operational performance analysis to support growth and decision-making. | Bachelor's degree with 5+ years in FP&A or related financial analysis roles supporting multi-site operations and strong financial modeling skills. | Location: Remote About Us: The Visterra Landscape Group platform is ranked among North America's top 30 landscape service providers. Collectively, Visterra partner companies bring more than 200 years of expert landscape maintenance, enhancement, construction, sweeping, portering and critical winter services with a reputation for excellence in client service. Incumbent partner leaders guide day-to-day operations with teams that value and prioritize safety, employee wellbeing and dynamic career pathways. Visterra is a back-to-back winner of Lawn & Landscape's coveted Best Places to Work in Landscaping and has earned consecutive safety awards from the National Association of Landscape Professionals. For more information, visit www.vlgllc.com. Pay: Visterra offers competitive pay commensurate with experience in a similar position. The range for this position is $120,000 to $130,000 annually, but actual compensation will vary depending upon new hire experience and qualifications as well as internal equity. Role Overview: The Regional Finance & Operations Manager will serve as a key financial and operational partner to both regional and corporate leadership, supporting the continued growth, financial performance, and operational advancement of the organization. This role is heavily focused on financial planning & analysis (FP&A), budgeting, forecasting, cash flow management, financial reporting, and operational performance analysis across a fast-paced, private equity-backed environment. The position will play a critical role in supporting regional operations by improving financial visibility, operational accountability, and data-driven decision-making across the business. This individual will work closely with regional and branch leadership teams to evaluate financial and operational performance, identify business risks and opportunities, and support strategic initiatives tied to growth and scalability. The role requires a highly analytical and hands-on finance professional capable of building reporting infrastructure, improving financial processes, supporting leadership teams, and translating complex financial and operational data into actionable business insights and recommendations. Key Responsibilities: • Lead regional budgeting, forecasting, cash flow planning, and FP&A processes across multiple branch and operational locations. • Develop, maintain, and enhance financial models, reporting packages, dashboards, and KPI tracking tools used to support operational and executive decision-making. • Partner closely with regional and branch leadership to evaluate financial performance, labor trends, margin performance, and forward-looking business risks and opportunities. • Prepare and present weekly and monthly financial and operational reporting packages to regional and corporate leadership teams. • Perform variance analysis, profitability analysis, trend analysis, and operational reporting to support business planning and accountability initiatives. • Serve as a strategic financial partner to leadership by translating financial and operational data into actionable recommendations. • Support evaluation of investments, operational improvement initiatives, and other strategic business initiatives across the platform. • Assist in the development and continuous improvement of financial reporting infrastructure, controls, and operational processes. Qualifications & Requirements: • Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or related field required. • 5+ years of experience in FP&A, finance, financial analysis, investment analysis, strategic finance, or related analytical business functions. • Prior experience supporting multi-site, regional, field-based, or operationally intensive organizations preferred. • Strong understanding of budgeting, forecasting, cash flow management, financial reporting, and operational performance analysis required. • Advanced proficiency in Microsoft Excel and PowerPoint required; experience with Power BI or similar reporting tools preferred. • Strong financial modeling and analytical capabilities, with the ability to synthesize complex information into clear business recommendations. • Ability to communicate effectively and build relationships with both executive leadership and operational teams. • Comfortable operating in a fast-paced, high-growth, private equity-backed environment with evolving priorities. • Be able to travel up to 25% for Budget forecasting and Training. Benefits: Visterra offers a challenging and rewarding working environment where employees are encouraged to develop and grow as professionals. In this role, you will have the opportunity to work on projects that will expand your experience and challenge your abilities in the global marketplace. The position also offers an excellent compensation package and a comprehensive suite of benefits. • Paid time off • Health and wellness coverage • 401(k) savings plan The above description is intended to describe the general content, identify the essential functions, and set forth the requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. Visterra is an equal employment opportunity (EEO)/AA employer and strongly supports diversity in the workplace (m/f/d/v). We provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Lead and continuously improve the bank's business continuity program to ensure operational resilience and crisis readiness. | Requires 10+ years in business continuity or related fields, relevant certifications like CBCP, experience with technology and cloud resiliency, strong communication and project management skills, and banking or regulated environment experience. | At the Federal Home Loan Bank of Chicago, employees come first - that’s why we offer a highly competitive compensation and bonus package, and access to a comprehensive benefits program designed to meet the needs of our employees. • Collaborative, in-office operating model • Retirement program (401k and Pension) • Medical, dental and vision insurance • Lifestyle Spending Account • Competitive PTO plan • 11 paid holidays per year Who We Are Our mission at FHLBank Chicago: To partner with our members in Illinois and Wisconsin to provide them competitively priced funding, a reasonable return on their investment, and support for their community investment activities. Simply said, we're a bank for banks and other financial institutions, focused on being a strategic partner for our members and working together to reinvest in our communities, from urban centers to rural areas. Created by Congress in 1932, FHLBank Chicago is one of 11 Federal Home Loan Banks, government sponsored in support of mortgage lending and community investment. What It’s Like To Work Here At FHLBank Chicago, we bring people together. We are committed to a high performing, engaged workforce, and to supporting the communities we serve across Illinois and Wisconsin. Our Buddy Program pairs new hires with tenured employees to guide their onboarding. Our professional development and training opportunities through upskilling, mentorship programs, and tuition reimbursement allow employees to grow their career with us. Our collaborative, in-office operating model brings teams together to foster innovation, connection, and shared success. To support balance and flexibility, employees are provided with an allocation of remote days to use as needed throughout the year. What You’ll Do The Sr. Business Continuity Manager executes, coordinates, and continuously improves the Bank’s Business Continuity Management (BCM) Program. This role partners across the Bank to ensure resiliency plans, crisis management guidance, disaster recovery coordination, training, testing, communications, and related documentation are current, cohesive, and executable. The Sr. Business Continuity Manager supports the Bank’s ability to prepare for, respond to, and recover from disruptive events while maintaining safe and sound operations, minimizing member disruption, and aligning the BCM Program to the Bank’s risk appetite and operating environment. How You'll Make An Impact • Strengthen the Bank’s resilience by ensuring critical operations can continue and recover quickly during disruptions, minimizing risk and member impact. • Drive enterprise-wide preparedness by partnering across departments to develop, test, and continuously improve business continuity and crisis management capabilities. • Provide leadership during incidents and emerging threats, enabling informed decision-making, coordinated response efforts, and continuous improvement of the Bank’s resiliency posture. What You Can Expect • Lead day-to-day execution and coordination of the BCM Program, including implementation of the Business Continuity Cycle and alignment of resiliency activities to Bank objectives and risk appetite. • Coordinate activities during disruptions, including stakeholder mobilization, status updates, resource prioritization, and support for Crisis Management Team activation and response efforts. Weekends and after-hours may be required in the management of incidents and tests. • Maintain and enhance business continuity, crisis management, disaster recovery coordination, and related BCM documentation so plans remain achievable, consistent, complete, and responsive to the Bank’s needs. • Coordinate with IT Disaster Recovery personnel and technology leaders to ensure business continuity expectations, application dependencies, recovery objectives, and disaster recovery exercise outcomes are understood and incorporated into BRM planning and meet the Bank’s risk appetite. • Partner with departments, Department Managers, Information Technology, Communications, Legal, Risk, and other stakeholders to keep business continuity plans current and aligned to critical business processes. • Oversee plan maintenance routines, including quarterly certifications, annual reviews, documentation refreshes, and updates following significant changes to Bank products, systems, processes, staffing, or operating environment. • Coordinate and support risk assessments, Business Impact Analyses (BIA), dependency mapping, mitigation planning, and resiliency strategy development across Bank functions. • Design, coordinate, and facilitate BCM training and testing, including but not limited to tabletop exercises, new hire orientation training, emergency notification tests, continuity tests, techology asset resiliency and recovery activities, and post-test/action item tracking. • Provide regular reporting and updates on BCM Program activities, testing results, plan readiness, open issues, lessons learned, and emerging risks to management, the Executive Team, various operational and risk committees, and other stakeholders as required. • Monitor threats and events that may impact the Bank’s ability to operate, including system loss, location loss, people loss/unavailability, severe weather, broader operational disruptions, and other evolving threat scenarios. • Use BRM tools and platforms such as emergency notification systems, AI tools (Co-Pilot), Microsoft M365, Riskonnect or similar systems to administer program activities, maintain records, support communications, and track issues or remediation items. • Serve as a key liaison with appropriate city, county, state, federal, industry, and emergency management organizations involved in threat monitoring, disaster planning, and recovery coordination. • Maintain employee-facing BCM resources and guidance, including SharePoint content, procedures, playbooks, templates, training materials, and communications that support awareness of employee responsibilities during an event. • Document incidents, exercises, decisions, and lessons learned, and partner with stakeholders to drive continuous improvement in resiliency practices, controls, and readiness. • Perform other duties as assigned. What You'll Bring • Bachelor’s degree in business, risk management, emergency management, information technology, operations, or related field; equivalent work experience may be considered. • 10+ years of relevant experience in business continuity, business resiliency, operational risk, crisis management, disaster recovery coordination, technology operations, or related field. • Experience partnering with technology teams in organizations leveraging cloud platforms to assess business impacts, recovery requirements, operational dependencies, and resiliency strategies. • Current Certified Business Continuity Professional (CBCP - minimum) or Master Business Continuity Professional (MBCP - preferred) (or related/equivalent). • Experience in banking, financial services, regulated environments, or other highly operational and control-oriented environments preferred. Experience with organizations utilizing cloud- • Experience managing cross-functional initiatives and working across departments to align plans, dependencies, resources, and executive-level decision-making. • Experience with M365, visualization and planning tools, and ability to learn third-party resiliency, risk, notification, or governance systems. • Excellent verbal, written, listening, facilitation, and presentation skills, with the ability to communicate clearly during both steady-state operations and high-pressure disruption events. • Strong ability to influence without direct authority, build consensus, and bring together diverse perspectives to reach practical decisions. • Strong technical aptitude and ability to understand system dependencies, disaster recovery considerations, cloud/technology resiliency concepts, and how technology disruptions impact business processes. • Ability to break down complex issues, analyze root causes, develop workable solutions, and translate operational needs into clear plans, actions, and communications. • Strong project management and organizational skills, including ability to manage timelines, follow-ups, documentation, testing cycles, and competing priorities. • Detail-oriented and disciplined in documentation, records management, issue tracking, and controls-minded program execution. • Ability to interact effectively with all levels of the organization, including employees, people leaders, senior management, executive stakeholders, and external partners. • Sound judgment, calm presence under pressure, and ability to balance employee safety, member impact, operational continuity, risk, and regulatory expectations. • Curiosity and continuous improvement mindset, including ability to research trends, industry practices, regulatory expectations, and technology changes that may improve the Bank’s resiliency posture. • Professionalism, discretion, collaboration, accountability, and commitment to the Bank’s mission and safe and sound operations. The Perks At FHLBank Chicago, we believe in rewarding our high performing workforce. We offer a highly competitive compensation and bonus package, and access to a comprehensive benefits program designed to meet the needs of our employees. Our retirement program includes a 401(k) and pension plan. Our wellbeing program supports employees at work and in their personal lives: Our PTO plan provides five weeks of vacation for new employees and 11 paid holidays per year; our Lifestyle Spending Account provides an annual stipend for employees to support wellbeing activities; and our central downtown location at the Old Post Office provides easy access to public transportation and breathtaking views from our award-winning rooftop. Visit FHLBCbenefits.com for additional details about our benefits. Step into a brighter future with us. Salary Range $181,125.00 - $318,675.00 The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we may also consider your experience, and other job-related factors. In addition to the base salary, we offer a comprehensive benefits package which can be found here: https://hrportal.ehr.com/fhlbc
Lead and continuously improve the bank's business continuity management program to ensure operational resilience and crisis readiness. | Requires 10+ years in business continuity or related fields, CBCP certification, experience in banking or regulated environments, and strong technical and project management skills. | At the Federal Home Loan Bank of Chicago, employees come first - that’s why we offer a highly competitive compensation and bonus package, and access to a comprehensive benefits program designed to meet the needs of our employees. • Collaborative, in-office operating model • Retirement program (401k and Pension) • Medical, dental and vision insurance • Lifestyle Spending Account • Competitive PTO plan • 11 paid holidays per year Who We Are Our mission at FHLBank Chicago: To partner with our members in Illinois and Wisconsin to provide them competitively priced funding, a reasonable return on their investment, and support for their community investment activities. Simply said, we're a bank for banks and other financial institutions, focused on being a strategic partner for our members and working together to reinvest in our communities, from urban centers to rural areas. Created by Congress in 1932, FHLBank Chicago is one of 11 Federal Home Loan Banks, government sponsored in support of mortgage lending and community investment. What It’s Like To Work Here At FHLBank Chicago, we bring people together. We are committed to a high performing, engaged workforce, and to supporting the communities we serve across Illinois and Wisconsin. Our Buddy Program pairs new hires with tenured employees to guide their onboarding. Our professional development and training opportunities through upskilling, mentorship programs, and tuition reimbursement allow employees to grow their career with us. Our collaborative, in-office operating model brings teams together to foster innovation, connection, and shared success. To support balance and flexibility, employees are provided with an allocation of remote days to use as needed throughout the year. What You’ll Do The Sr. Business Continuity Manager executes, coordinates, and continuously improves the Bank’s Business Continuity Management (BCM) Program. This role partners across the Bank to ensure resiliency plans, crisis management guidance, disaster recovery coordination, training, testing, communications, and related documentation are current, cohesive, and executable. The Sr. Business Continuity Manager supports the Bank’s ability to prepare for, respond to, and recover from disruptive events while maintaining safe and sound operations, minimizing member disruption, and aligning the BCM Program to the Bank’s risk appetite and operating environment. How You'll Make An Impact • Strengthen the Bank’s resilience by ensuring critical operations can continue and recover quickly during disruptions, minimizing risk and member impact. • Drive enterprise-wide preparedness by partnering across departments to develop, test, and continuously improve business continuity and crisis management capabilities. • Provide leadership during incidents and emerging threats, enabling informed decision-making, coordinated response efforts, and continuous improvement of the Bank’s resiliency posture. What You Can Expect • Lead day-to-day execution and coordination of the BCM Program, including implementation of the Business Continuity Cycle and alignment of resiliency activities to Bank objectives and risk appetite. • Coordinate activities during disruptions, including stakeholder mobilization, status updates, resource prioritization, and support for Crisis Management Team activation and response efforts. Weekends and after-hours may be required in the management of incidents and tests. • Maintain and enhance business continuity, crisis management, disaster recovery coordination, and related BCM documentation so plans remain achievable, consistent, complete, and responsive to the Bank’s needs. • Coordinate with IT Disaster Recovery personnel and technology leaders to ensure business continuity expectations, application dependencies, recovery objectives, and disaster recovery exercise outcomes are understood and incorporated into BRM planning and meet the Bank’s risk appetite. • Partner with departments, Department Managers, Information Technology, Communications, Legal, Risk, and other stakeholders to keep business continuity plans current and aligned to critical business processes. • Oversee plan maintenance routines, including quarterly certifications, annual reviews, documentation refreshes, and updates following significant changes to Bank products, systems, processes, staffing, or operating environment. • Coordinate and support risk assessments, Business Impact Analyses (BIA), dependency mapping, mitigation planning, and resiliency strategy development across Bank functions. • Design, coordinate, and facilitate BCM training and testing, including but not limited to tabletop exercises, new hire orientation training, emergency notification tests, continuity tests, techology asset resiliency and recovery activities, and post-test/action item tracking. • Provide regular reporting and updates on BCM Program activities, testing results, plan readiness, open issues, lessons learned, and emerging risks to management, the Executive Team, various operational and risk committees, and other stakeholders as required. • Monitor threats and events that may impact the Bank’s ability to operate, including system loss, location loss, people loss/unavailability, severe weather, broader operational disruptions, and other evolving threat scenarios. • Use BRM tools and platforms such as emergency notification systems, AI tools (Co-Pilot), Microsoft M365, Riskonnect or similar systems to administer program activities, maintain records, support communications, and track issues or remediation items. • Serve as a key liaison with appropriate city, county, state, federal, industry, and emergency management organizations involved in threat monitoring, disaster planning, and recovery coordination. • Maintain employee-facing BCM resources and guidance, including SharePoint content, procedures, playbooks, templates, training materials, and communications that support awareness of employee responsibilities during an event. • Document incidents, exercises, decisions, and lessons learned, and partner with stakeholders to drive continuous improvement in resiliency practices, controls, and readiness. • Perform other duties as assigned. What You'll Bring • Bachelor’s degree in business, risk management, emergency management, information technology, operations, or related field; equivalent work experience may be considered. • 10+ years of relevant experience in business continuity, business resiliency, operational risk, crisis management, disaster recovery coordination, technology operations, or related field. • Experience partnering with technology teams in organizations leveraging cloud platforms to assess business impacts, recovery requirements, operational dependencies, and resiliency strategies. • Current Certified Business Continuity Professional (CBCP - minimum) or Master Business Continuity Professional (MBCP - preferred) (or related/equivalent). • Experience in banking, financial services, regulated environments, or other highly operational and control-oriented environments preferred. Experience with organizations utilizing cloud- • Experience managing cross-functional initiatives and working across departments to align plans, dependencies, resources, and executive-level decision-making. • Experience with M365, visualization and planning tools, and ability to learn third-party resiliency, risk, notification, or governance systems. • Excellent verbal, written, listening, facilitation, and presentation skills, with the ability to communicate clearly during both steady-state operations and high-pressure disruption events. • Strong ability to influence without direct authority, build consensus, and bring together diverse perspectives to reach practical decisions. • Strong technical aptitude and ability to understand system dependencies, disaster recovery considerations, cloud/technology resiliency concepts, and how technology disruptions impact business processes. • Ability to break down complex issues, analyze root causes, develop workable solutions, and translate operational needs into clear plans, actions, and communications. • Strong project management and organizational skills, including ability to manage timelines, follow-ups, documentation, testing cycles, and competing priorities. • Detail-oriented and disciplined in documentation, records management, issue tracking, and controls-minded program execution. • Ability to interact effectively with all levels of the organization, including employees, people leaders, senior management, executive stakeholders, and external partners. • Sound judgment, calm presence under pressure, and ability to balance employee safety, member impact, operational continuity, risk, and regulatory expectations. • Curiosity and continuous improvement mindset, including ability to research trends, industry practices, regulatory expectations, and technology changes that may improve the Bank’s resiliency posture. • Professionalism, discretion, collaboration, accountability, and commitment to the Bank’s mission and safe and sound operations. The Perks At FHLBank Chicago, we believe in rewarding our high performing workforce. We offer a highly competitive compensation and bonus package, and access to a comprehensive benefits program designed to meet the needs of our employees. Our retirement program includes a 401(k) and pension plan. Our wellbeing program supports employees at work and in their personal lives: Our PTO plan provides five weeks of vacation for new employees and 11 paid holidays per year; our Lifestyle Spending Account provides an annual stipend for employees to support wellbeing activities; and our central downtown location at the Old Post Office provides easy access to public transportation and breathtaking views from our award-winning rooftop. Visit FHLBCbenefits.com for additional details about our benefits. Step into a brighter future with us. Salary Range $181,125.00 - $318,675.00 The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we may also consider your experience, and other job-related factors. In addition to the base salary, we offer a comprehensive benefits package which can be found here: https://hrportal.ehr.com/fhlbc
Perform independent underwriting and credit analysis for commercial real estate and construction loan requests. | 6-8 years underwriting experience in real estate, construction, and commercial financing with strong financial analytical skills and compliance knowledge. | BANC OF CALIFORNIA AND YOUR CAREER Banc of California, Inc. (NYSE: BANC) is a bank holding company with over $34 billion in assets and the parent company of Banc of California. Banc of California is one of the nation’s premier relationship-based business banks, providing banking and treasury management services to small, middle market, and venture backed businesses. As the largest independent bank headquartered in California, the bank offers a broad range of loan and deposit products and services through a network of full-service branches and regional offices, as well as through digital and nationwide capabilities. The bank also provides full-service payment processing solutions to its clients and serves the Community Association Management industry nationwide through its technology forward platform, SmartStreet™. Banc of California is committed to supporting its local communities through the Banc of California Charitable Foundation and by partnering with organizations that promote financial literacy, job training, small business support, affordable housing, and more. At Banc of California, our success is powered by our people and a shared commitment to delivering meaningful results. We foster an environment where entrepreneurial thinking is encouraged, and accountability and operational excellence are expected. Our team members are empowered to take ownership, make informed decisions, and make a meaningful impact as the bank continues to grow and evolve. We are dedicated to supporting your growth and wellbeing through comprehensive benefits, robust development opportunities, and inclusive programs that enable you to perform at your best. Together we win! THE OPPORTUNITY Focusing on Commercial Real Estate (CRE) lending the Underwriter will perform analysis, due diligence and underwriting of proposed new loan requests for new and existing clients within the Community and Commercial Bank. Review initial borrower submissions, perform analysis of information submitted and prepare a written credit presentation of construction, real estate and commercial loan requests. The primary purpose of this position is to independently evaluate the credit worthiness of loan requests covering both existing customers and new credit relationships. Responsible for the timely, effective and efficient completion of required underwriting tasks to make recommendations and creating the appropriate Credit Approval Recommendation (CAR) report for eventual forwarding to and obtaining approval from Credit Administration. The underwriter interacts and effectively communicates with Bank personnel and with existing or prospective clients. Performs all duties in accordance with the Company’s policies and procedures, all U.S. state and federal laws and regulations, wherein the Company operates. How You’ll Make a Difference • Independently evaluates and structures complex credit requests within various types of lending to businesses within C&I, and other specialty types of industries. • Loan types could include various types of real estate secured facilities including bridge, construction, and permanent financing. • Performs independent credit analysis and risk assessment including, but not limited to, preparing analysis of financial statements. • Well versed in modeling income statements, balance sheets and cash flow calculations over multiple years, as well as analyzing tax returns, financial statements, and be able to perform a downside and break-even projection analysis with limited input. • Develop thorough understanding of the nature and history of the applicant’s business, the market in which the business operates, and assess the capability of its management. • Understands complex corporate structures and is able to recommend the best borrowing structures to protect the bank. In conjunction with the Relationship Manager (RM), involved in drafting and negotiating complex loan documents prepared by outside law firm or in-house counsel. • Prepare and complete the CAR report for submission and approval by Credit Administration. • Oversees the Letter of Interest (LOI) and insure consistency between the LOI, loan documents and the CAR. • Review documents related to loan request, including but not limited to, UCC filings, appraisal report, title policy, lease agreements, credit reports, etc. • Recommend reporting and performance covenants specific to the type of financing being provided and articulate rationale within the CAR. • Assist Loan Administrator in a timely boarding and/or funding of loan requests. • Responsible for correct identification providing adequate support of new loans’ Risk Ratings. • Keeps apprised of industry related, political and regulatory issues to determine their impact on specific industries or clients. • Engages with internal and external credit review teams and regulators as needed responding to inquiries on underwritten new loans. • Provides guidance and mentoring to junior Underwriters regarding more complex transactions that they assist with. Reviews the work completed by junior Underwriters and communicates the review findings to the individuals • Follow all established policies and procedures. • Perform other duties and projects as assigned. What You’ll Bring • Minimum of 6-8 years of underwriting experience in real estate, construction and commercial financing including valuation and asset management and financial analysis • Bachelor’s Degree and/or relevant work experience or trainingProficient with nCino • Demonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: Regulation Z (Truth in Lending Act), Regulation B (Equal Credit Opportunity Act), Fair Housing Act (FHA), Home Mortgage Disclosure Act (HMDA), Real Estate Settlement Procedures Act (RESPA), Fair Credit Reporting Act (FCRA), Bank Secrecy Act (BSA) in conjunction with the USA PATRIOT Act, Anti-Money Laundering (AML) and Customer Information Program (CIP), Right to Financial Privacy Act (RFPA, state and federal) and Community Reinvestment Act (CRA) • PC proficient with emphasis in Word, Excel • Excellent composing and writing skills • Ability to communicate verbally with a wide range of people • Responsiveness, judgment, maturity, integrity, and time management skills • Must be a self-starter and able to multi-task, work efficiently on own and team environment, and be readily adaptable to change • Ability to work under pressure and meet completion time tables • Strong financial analytical skills with the ability • High School diploma or equivalent required How We’ll Support You • Financial Security: You will be eligible to participate in the company’s 401k plan which includes a company match and immediate vesting. • Health & Well-Being: We offer comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending Account (FSA). • Building & Supporting Your Family: Banc of California partners with providers that offer adoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family. • Paid Time Away: Eligible team members receive paid vacation days, holidays, and volunteer time off. • Career Growth Opportunities: To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more. SALARY RANGE The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors. Banc of California is an equal opportunity employer committed to creating a diverse workforce. All qualified applicants will receive consideration for employment without regard to their actual or perceived race (including traits associated with race, such as hair texture, hair type or protective hairstyles), religion or religious creed (including religious dress and grooming practices), color, sex (including pregnancy, childbirth, breastfeeding and related medical conditions), sexual orientation, gender, gender identity, gender expression, gender transitioning, citizenship status, national origin, ancestry, age, marital status, military or veteran status, medical condition, genetic information, or disability (mental or physical), requests for accommodation and any additional protected categories set forth in applicable federal, state or local laws. If you require reasonable accommodation as part of the application process, please contact Talent Acquisition.
Lead and continuously improve the Bank’s Business Continuity Management program to ensure operational resilience during disruptions. | Requires 10+ years in business continuity or related fields, CBCP certification, experience in banking or regulated environments, and strong technical and project management skills. | At the Federal Home Loan Bank of Chicago, employees come first - that’s why we offer a highly competitive compensation and bonus package, and access to a comprehensive benefits program designed to meet the needs of our employees. • Collaborative, in-office operating model • Retirement program (401k and Pension) • Medical, dental and vision insurance • Lifestyle Spending Account • Competitive PTO plan • 11 paid holidays per year Who We Are Our mission at FHLBank Chicago: To partner with our members in Illinois and Wisconsin to provide them competitively priced funding, a reasonable return on their investment, and support for their community investment activities. Simply said, we're a bank for banks and other financial institutions, focused on being a strategic partner for our members and working together to reinvest in our communities, from urban centers to rural areas. Created by Congress in 1932, FHLBank Chicago is one of 11 Federal Home Loan Banks, government sponsored in support of mortgage lending and community investment. What It’s Like To Work Here At FHLBank Chicago, we bring people together. We are committed to a high performing, engaged workforce, and to supporting the communities we serve across Illinois and Wisconsin. Our Buddy Program pairs new hires with tenured employees to guide their onboarding. Our professional development and training opportunities through upskilling, mentorship programs, and tuition reimbursement allow employees to grow their career with us. Our collaborative, in-office operating model brings teams together to foster innovation, connection, and shared success. To support balance and flexibility, employees are provided with an allocation of remote days to use as needed throughout the year. What You’ll Do The Sr. Business Continuity Manager executes, coordinates, and continuously improves the Bank’s Business Continuity Management (BCM) Program. This role partners across the Bank to ensure resiliency plans, crisis management guidance, disaster recovery coordination, training, testing, communications, and related documentation are current, cohesive, and executable. The Sr. Business Continuity Manager supports the Bank’s ability to prepare for, respond to, and recover from disruptive events while maintaining safe and sound operations, minimizing member disruption, and aligning the BCM Program to the Bank’s risk appetite and operating environment. How You'll Make An Impact • Strengthen the Bank’s resilience by ensuring critical operations can continue and recover quickly during disruptions, minimizing risk and member impact. • Drive enterprise-wide preparedness by partnering across departments to develop, test, and continuously improve business continuity and crisis management capabilities. • Provide leadership during incidents and emerging threats, enabling informed decision-making, coordinated response efforts, and continuous improvement of the Bank’s resiliency posture. What You Can Expect • Lead day-to-day execution and coordination of the BCM Program, including implementation of the Business Continuity Cycle and alignment of resiliency activities to Bank objectives and risk appetite. • Coordinate activities during disruptions, including stakeholder mobilization, status updates, resource prioritization, and support for Crisis Management Team activation and response efforts. Weekends and after-hours may be required in the management of incidents and tests. • Maintain and enhance business continuity, crisis management, disaster recovery coordination, and related BCM documentation so plans remain achievable, consistent, complete, and responsive to the Bank’s needs. • Coordinate with IT Disaster Recovery personnel and technology leaders to ensure business continuity expectations, application dependencies, recovery objectives, and disaster recovery exercise outcomes are understood and incorporated into BRM planning and meet the Bank’s risk appetite. • Partner with departments, Department Managers, Information Technology, Communications, Legal, Risk, and other stakeholders to keep business continuity plans current and aligned to critical business processes. • Oversee plan maintenance routines, including quarterly certifications, annual reviews, documentation refreshes, and updates following significant changes to Bank products, systems, processes, staffing, or operating environment. • Coordinate and support risk assessments, Business Impact Analyses (BIA), dependency mapping, mitigation planning, and resiliency strategy development across Bank functions. • Design, coordinate, and facilitate BCM training and testing, including but not limited to tabletop exercises, new hire orientation training, emergency notification tests, continuity tests, techology asset resiliency and recovery activities, and post-test/action item tracking. • Provide regular reporting and updates on BCM Program activities, testing results, plan readiness, open issues, lessons learned, and emerging risks to management, the Executive Team, various operational and risk committees, and other stakeholders as required. • Monitor threats and events that may impact the Bank’s ability to operate, including system loss, location loss, people loss/unavailability, severe weather, broader operational disruptions, and other evolving threat scenarios. • Use BRM tools and platforms such as emergency notification systems, AI tools (Co-Pilot), Microsoft M365, Riskonnect or similar systems to administer program activities, maintain records, support communications, and track issues or remediation items. • Serve as a key liaison with appropriate city, county, state, federal, industry, and emergency management organizations involved in threat monitoring, disaster planning, and recovery coordination. • Maintain employee-facing BCM resources and guidance, including SharePoint content, procedures, playbooks, templates, training materials, and communications that support awareness of employee responsibilities during an event. • Document incidents, exercises, decisions, and lessons learned, and partner with stakeholders to drive continuous improvement in resiliency practices, controls, and readiness. • Perform other duties as assigned. What You'll Bring • Bachelor’s degree in business, risk management, emergency management, information technology, operations, or related field; equivalent work experience may be considered. • 10+ years of relevant experience in business continuity, business resiliency, operational risk, crisis management, disaster recovery coordination, technology operations, or related field. • Experience partnering with technology teams in organizations leveraging cloud platforms to assess business impacts, recovery requirements, operational dependencies, and resiliency strategies. • Current Certified Business Continuity Professional (CBCP - minimum) or Master Business Continuity Professional (MBCP - preferred) (or related/equivalent). • Experience in banking, financial services, regulated environments, or other highly operational and control-oriented environments preferred. Experience with organizations utilizing cloud- • Experience managing cross-functional initiatives and working across departments to align plans, dependencies, resources, and executive-level decision-making. • Experience with M365, visualization and planning tools, and ability to learn third-party resiliency, risk, notification, or governance systems. • Excellent verbal, written, listening, facilitation, and presentation skills, with the ability to communicate clearly during both steady-state operations and high-pressure disruption events. • Strong ability to influence without direct authority, build consensus, and bring together diverse perspectives to reach practical decisions. • Strong technical aptitude and ability to understand system dependencies, disaster recovery considerations, cloud/technology resiliency concepts, and how technology disruptions impact business processes. • Ability to break down complex issues, analyze root causes, develop workable solutions, and translate operational needs into clear plans, actions, and communications. • Strong project management and organizational skills, including ability to manage timelines, follow-ups, documentation, testing cycles, and competing priorities. • Detail-oriented and disciplined in documentation, records management, issue tracking, and controls-minded program execution. • Ability to interact effectively with all levels of the organization, including employees, people leaders, senior management, executive stakeholders, and external partners. • Sound judgment, calm presence under pressure, and ability to balance employee safety, member impact, operational continuity, risk, and regulatory expectations. • Curiosity and continuous improvement mindset, including ability to research trends, industry practices, regulatory expectations, and technology changes that may improve the Bank’s resiliency posture. • Professionalism, discretion, collaboration, accountability, and commitment to the Bank’s mission and safe and sound operations. The Perks At FHLBank Chicago, we believe in rewarding our high performing workforce. We offer a highly competitive compensation and bonus package, and access to a comprehensive benefits program designed to meet the needs of our employees. Our retirement program includes a 401(k) and pension plan. Our wellbeing program supports employees at work and in their personal lives: Our PTO plan provides five weeks of vacation for new employees and 11 paid holidays per year; our Lifestyle Spending Account provides an annual stipend for employees to support wellbeing activities; and our central downtown location at the Old Post Office provides easy access to public transportation and breathtaking views from our award-winning rooftop. Visit FHLBCbenefits.com for additional details about our benefits. Step into a brighter future with us. Salary Range $181,125.00 - $318,675.00 The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we may also consider your experience, and other job-related factors. In addition to the base salary, we offer a comprehensive benefits package which can be found here: https://hrportal.ehr.com/fhlbc
Lead and execute operational projects supporting financial services transactions and develop business and team members. | Requires 7-8 years in M&A consulting with financial services clients, strong project management, business development, and leadership skills. | Location: New York, Chicago At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. The opportunity EY-Parthenon’s unique combination of transformative strategy, transactions and corporate finance delivers real-world value – solutions that work in practice, not just on paper. Benefiting from EY’s full spectrum of services, we’ve reimagined strategic consulting to work in a world of increasing complexity. With deep functional and sector expertise, paired with innovative AI-powered technology and an investor mindset, we partner with CEOs, Boards, Private Equity and Governments every step of the way – enabling you to shape your future with confidence. Within EY-Parthenon's Strategy and Execution sub service line, the Deal Management – Financial Services practice works on the most complex and high-profile global transactions in the financial services sector. You will prepare and execute separation and integration plans, identify ideas and sources of value enhancement, as well as advise on risk mitigation and the successful change of operations, functions and people. You have the opportunity to develop your career through a broad scope of engagements, mentoring and formal learning. Your key responsibilities As a Senior Director with EY-Parthenon's Strategy and Execution Deal Management – Financial Services practice, you will be a vital member of the team leading and executing operational focused projects. You'll execute and manage projects supporting our client service team in developing and executing strategies for transactions. You will also be focusing a portion of your time on business and practice development as well as developing team members to achieve their goals. Skills and attributes for success • Project Management - lead project teams comprising colleagues from across the EY-Parthenon sub-service lines. • Business and Commercially Driven - working in a fast-paced, exciting environment with strong business acumen to drive value to our clients. • Business Development - drive client pursuits, including presentations and client meetings. Contribute to our practice development initiatives, supporting the continued focus on our team as a great place to work. • People Development - coach and mentor staff in the achievement of their career goals. • Building Relationships - Strong working relationships with senior clients, including influence, advice and support to key decision makers. To qualify for the role, you must have • A bachelor’s degree in Business, Accounting, Finance, Engineering, Computer Science, or Analytics and 8 years of related work experience; or a graduate degree and approximately 7 years of related work experience. • MBA is preferred. • Significant experience in an M&A consulting environment working with financial services clients, including banking, capital markets, asset management, and/or insurance. • Excellent analytical skills and the confidence to translate complex data into meaningful insights. • Experience in business integrations, divestitures, and/or carve-outs with a demonstrated aptitude for quantitative and qualitative analysis. • Experience leading and managing in complex business environments. • The ability to prioritize effectively on projects and the skills to adapt quickly to new challenges and concepts. • Excellent negotiation and influencing skills, and the ability to develop long-lasting relationships both internally and externally. • You must either reside in or be in a commutable distance to your office location for this position. • The ability and willingness to travel and work in excess of standard hours when necessary. In certain circumstances, travel may be required beyond your work location based on client and project needs. Ideally, you will have • A proven record of excellence in a mergers or acquisitions transactions role. • Experience gained within another large professional services organization. • Knowledge of how to leverage firm-approved AI tools in a business setting, including Microsoft Copilot. • Established networking skills in a relevant industry. What we look for We’re interested in talented professionals with the ability to visualize our clients’ goals and think creatively to facilitate them. If you have an entrepreneurial spirit, and a genuine passion for taking on new challenges, this role is for you. What we offer you At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more. • We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $250,000 to $290,000. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. • Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. • Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. Are you ready to shape your future with confidence? Apply today. EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. EY | Building a better working world EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com.
Manage full lifecycle of complex projects ensuring on-time, on-budget delivery while coordinating cross-functional teams and client relations. | 3-5 years managing complex projects over $3M in architecture/construction, PMP certification preferred, strong communication and project management software skills. | Position Overview: We are seeking an experienced and detail-oriented Project Manager to oversee the lifecycle of architectural product projects in the commercial sector. From the moment a project is designated as "Closed Won," the Project Manager will be responsible for ensuring its successful execution. This includes maintaining contract values, meeting project cost benchmarks, and delivering exceptional client satisfaction. You will act as the primary point of contact for clients, guiding them through each stage of the project to ensure timely completion and alignment with project goals. Additionally, you will serve as the project’s advocate and are responsible for ensuring internal milestones are met in a timely and accurate manner. Core Responsibilities: Primary Liaison: Serve as the main point of contact between Acoufelt and clients for all assigned projects, ensuring clear and consistent communication. Project Management: Oversee the full project lifecycle from the "Closed Won" stage through to completion, ensuring projects are executed within budget and on schedule. Cross-functional Coordination: Collaborate with internal teams such as Finance, Project Design, Procurement, Project Engineering, Manufacturing, and Logistics to meet project deadlines and specifications. Client Support: Provide ongoing support during installation and post-installation phases to ensure successful project completion and final payment collection. Scope Management: Actively manage project scope, mitigating scope creep by handling change orders and ensuring profitability through effective negotiation and financial oversight. Project Updates: Deliver timely project status updates and communicate any potential issues or delays to both clients and internal teams. Timely Approvals: Manage the client approval process, ensuring the timely submission of required documents, submittals, and other approvals. Documentation: Maintain up-to-date project records, including timelines, status updates, communication logs, and any changes to scope. Site Coordination: Oversee and coordinate installation services where applicable, ensuring that all installations are completed per project specifications and timelines. Marketing Collaboration: Facilitate the collection of case study images, client testimonials, and other materials for marketing and sales efforts. Process Improvement: Work with Management team to continually improve internal processes and efficiencies across project workflows. Additional Duties: Perform other tasks as assigned by management to support business goals and project success. Qualifications: Experience: 3-5 years of experience managing complex projects valued at over $3 million, particularly in the architectural or construction industry. Field/Jobsite Experience: Practical experience in project management within field environments and an understanding of onsite project dynamics. PMP Certification: Project Management Professional (PMP) certification is highly preferred, demonstrating proficiency in project management principles and practices. Communication Skills: Strong verbal and written communication skills to effectively interact with clients, internal teams, and external stakeholders. Technical Proficiency: Experience with project management tools, CRM systems, and Microsoft Office Suite (or equivalent software) to manage project timelines, documentation, and communication. Problem Solving: Strong analytical and problem-solving skills with the ability to flag/address challenges and proactively manage project risks. Success Metrics: Project Approvals: The number of projects approved and ready for manufacturing within the specified timeframe. Client Communication: Regular, clear communication with both internal teams and clients, tracked via CRM systems and email correspondence. On-time Delivery: Successful delivery of projects within deadlines, budgets, and to client specifications. Client Satisfaction: Achieving high levels of client satisfaction, reflected in positive feedback, testimonials, and ongoing business relationships. Benefits: Competitive compensation and bonuses Comprehensive health insurance including a choice of two medical plans, dental, vision, employer paid health savings account, and voluntary accident, hospital, life, critical illness. Paid Time Off starting at 15 days with carry over Collaborative wellness program Paid volunteer time off 401k employer match Employee Assistance Program Rewards and Recognitions
Oversee full lifecycle of architectural product projects ensuring budget and schedule adherence while coordinating internal teams and client relations. | 3-5 years project management in architecture/construction managing $25K-$1M projects, PMP preferred, strong communication and software proficiency. | Position Overview: We are seeking an experienced and detail-oriented Project Manager to oversee the lifecycle of architectural product projects in the commercial sector. From the moment a project is designated as "Closed Won," the Project Manager will be responsible for ensuring its successful execution. This includes maintaining contract values, meeting project cost benchmarks, and delivering exceptional client satisfaction. You will act as the primary point of contact for clients, guiding them through each stage of the project to ensure timely completion and alignment with project goals. Additionally, you will serve as the project’s advocate and are responsible for ensuring internal milestones are met in a timely and accurate manner. Core Responsibilities: Primary Liaison: Serve as the main point of contact between Acoufelt and clients for all assigned projects, ensuring clear and consistent communication. Project Management: Oversee the full project lifecycle from the "Closed Won" stage through to completion, ensuring projects are executed within budget and on schedule. Cross-functional Coordination: Collaborate with internal teams such as Finance, Project Design, Procurement, Project Engineering, Manufacturing, and Logistics to meet project deadlines and specifications. Client Support: Provide ongoing support during installation and post-installation phases to ensure successful project completion and final payment collection. Scope Management: Actively manage project scope, mitigating scope creep by handling change orders and ensuring profitability through effective negotiation and financial oversight. Project Updates: Deliver timely project status updates and communicate any potential issues or delays to both clients and internal teams. Timely Approvals: Manage the client approval process, ensuring the timely submission of required documents, submittals, and other approvals. Documentation: Maintain up-to-date project records, including timelines, status updates, communication logs, and any changes to scope. Site Coordination: Oversee and coordinate installation services where applicable, ensuring that all installations are completed per project specifications and timelines. Marketing Collaboration: Facilitate the collection of case study images, client testimonials, and other materials for marketing and sales efforts. Process Improvement: Work with Management team to continually improve internal processes and efficiencies across project workflows. Additional Duties: Perform other tasks as assigned by management to support business goals and project success. Qualifications: Experience: 3-5 years of experience managing a high volume of projects valued from $25K – $1M, particularly in the architectural or construction industry. Field/Jobsite Experience: Practical experience in project management within field environments and an understanding of onsite project dynamics. PMP Certification: Project Management Professional (PMP) certification is highly preferred, demonstrating proficiency in project management principles and practices. Communication Skills: Strong verbal and written communication skills to effectively interact with clients, internal teams, and external stakeholders. Technical Proficiency: Experience with project management tools, CRM systems, and Microsoft Office Suite (or equivalent software) to manage project timelines, documentation, and communication. Problem Solving: Strong analytical and problem-solving skills with the ability to flag/address challenges and proactively manage project risks. Success Metrics: Project Approvals: The number of projects approved and ready for manufacturing within the specified timeframe. Client Communication: Regular, clear communication with both internal teams and clients, tracked via CRM systems and email correspondence. On-time Delivery: Successful delivery of projects within deadlines, budgets, and to client specifications. Client Satisfaction: Achieving high levels of client satisfaction, reflected in positive feedback, testimonials, and ongoing business relationships. Benefits: Competitive compensation and bonuses Comprehensive health insurance including a choice of two medical plans, dental, vision, employer paid health savings account, and voluntary accident, hospital, life, critical illness. Paid Time Off starting at 15 days with carry over Collaborative wellness program Paid volunteer time off 401k employer match Employee Assistance Program Rewards and Recognitions
Lead CRM strategy, governance, operations, and transformation initiatives to support customer engagement and business growth. | 10+ years in CRM and sales operations with leadership experience and expertise in CRM platforms and governance. | Summary Job Description: The Director, CRM Strategy & Operations is responsible for providing strategic leadership, governance, operational oversight, and continuous improvement for the Marketing & Growth division’s Customer Relationship Management (CRM) platform and associated sales enablement capabilities. This role serves as the product owner and operational leader for CRM strategy, administration, business process enablement, release management, user adoption, platform governance, and ongoing transformation initiatives. The Director is accountable for developing the CRM roadmap, establishing governance standards, overseeing platform enhancements, driving adoption, managing vendor relationships, and ensuring CRM capabilities evolve in alignment with organizational goals and customer engagement strategies. This position partners closely with teams across the enterprise and business leaders across Lines of Business (LOBs) and regional markets to ensure the CRM platform enables efficient customer engagement, sales effectiveness, relationship management, operational visibility, and business growth. Essential Accountabilities • Develops and executes the enterprise CRM vision, strategy, governance framework, and multi-year transformation roadmap to ensure CRM capabilities align with organizational objectives, customer engagement strategies, sales processes, and operational priorities. • Serves as the business owner and strategic advisor for CRM administration, operations, lifecycle management, and continuous improvement, establishing policies, procedures, controls, and standards that ensure platform integrity, reliability, scalability, security, and compliance. • Leads CRM modernization and transformation initiatives that improve user experience, customer intelligence, workflow efficiency, operational effectiveness, sales productivity, and measurable business value. • Partners with teams across the enterprise and business leaders to optimize customer-facing processes, standardize relationship management practices, and align business requirements with CRM capabilities. • Ensures CRM workflows effectively support lead management, opportunity management, account and contact management, customer engagement, pipeline visibility, forecasting, relationship management, and other critical business processes while promoting organizational consistency and adoption. • Develops and manages CRM roadmaps, enhancement portfolios, backlogs, release schedules, and investment priorities, ensuring platform enhancements and technology investments deliver strategic and operational value. • Oversees enhancement planning, requirements evaluation, prioritization, development, testing, deployment, upgrades, change management, and technical debt management, ensuring solutions are thoroughly tested, documented, and successfully adopted. • Establishes and maintains governance and operating standards for testing environments, sandbox administration, user acceptance testing, functional testing, regression testing, release validation, deployment readiness reviews, and quality assurance processes. • Develops and implements strategies that drive CRM adoption, utilization, user satisfaction, and organizational effectiveness through training programs, documentation, communications, enablement resources, and change management initiatives. • Monitors platform performance, utilization, adoption, service delivery, user engagement, operational effectiveness, release outcomes, and value realization metrics, identifying opportunities for continuous improvement. • Establishes CRM support models and operational service frameworks, overseeing user support, incident management, issue resolution, escalation processes, troubleshooting activities, and service-level performance. • Leads relationships with CRM vendors, implementation partners, consultants, and service providers, managing vendor performance, contract obligations, investment planning, implementations, upgrades, and innovation opportunities. • Partners with Data Governance, Analytics, Information Technology, and business partners to maintain CRM data quality, data integrity, customer data management standards, account hierarchy management, access controls, business rules, and system governance practices. • Ensures CRM operations comply with enterprise architecture standards, information security requirements, privacy regulations, data governance policies, audit requirements, and organizational governance expectations. • Builds, leads, and develops a high-performing team by establishing objectives, performance expectations, governance practices, operating procedures, staffing strategies, and professional development opportunities while fostering a culture of accountability, collaboration, innovation, customer focus, and operational excellence. • Confidentially manage sensitive information, maintain compliance with corporate policies and regulatory requirements, uphold organizational values and privacy standards, and perform other duties as assigned. • Consistently demonstrates high standards of integrity by supporting the Lifetime Healthcare Companies’ mission and values, adhering to the Corporate Code of Conduct, and leading to the Lifetime Way values and beliefs. • Maintains high regard for member privacy in accordance with the corporate privacy policies and procedures. • Maintains knowledge of all relevant legislative and regulatory mandates and ensures that all activities are compliant with these requirements. • Conducts periodic staff meetings to include timely distribution and education related to departmental and Ethics/Compliance information. • Regular and reliable attendance is expected and required. • Performs other functions as assigned by management. Minimum Qualifications • Bachelor's degree in Business Administration, Information Technology, Marketing, Customer Experience, Analytics, Operations Management, or related field. Master's degree preferred. A combination of education and experience may be considered. • Ten (10) or more years of progressive experience in CRM administration, CRM operations, sales operations, customer engagement technologies, business systems management, or related disciplines. • Healthcare or other highly regulated industry experience preferred. • Five (5) or more years of leadership experience managing teams, enterprise platforms, business applications, or transformation initiatives. • Demonstrated experience leading CRM platform strategy, administration, governance, enhancement management, and adoption programs. • Experience with one or more enterprise CRM platforms, including Salesforce, Microsoft Dynamics 365, SAP CRM, Oracle CX, or similar enterprise CRM solutions. • Experience supporting sales process optimization, customer engagement workflows, business process transformation, and user enablement initiatives. • Strong understanding of: • CRM governance • Platform administration • User adoption • Release management • Business process design • Change management • Data governance • Vendor management • Experience managing platform roadmaps, enhancement portfolios, testing programs, and deployment processes. • Strong leadership, communication, relationship-building, facilitation, and organizational change management skills. Physical Requirements • Ability to work prolonged periods sitting and/or standing at a workstation and working on a computer. • Ability to travel across the Health Plan service region for meetings and/or trainings as needed. In support of the Americans with Disabilities Act, this job description lists only those responsibilities and qualifications deemed essential to the position. Equal Opportunity Employer Compensation Range(s) Minimum: $137,857 - Maximum: $248,143 The salary range indicated in this posting represents the minimum and maximum of the salary range for this position. Actual salary will vary depending on factors including, but not limited to, budget available, prior experience, knowledge, skill and education as they relate to the position’s minimum qualifications, in addition to internal equity. The posted salary range reflects just one component of our total rewards package. Other components of the total rewards package may include participation in group health and/or dental insurance, retirement plan, wellness program, paid time away from work, and paid holidays. Please note: There may be opportunity for remote work within all jobs posted by the Excellus Talent Acquisition team. This decision is made on a case-by-case basis. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Lead CX strategy and research activities to deliver innovative, human-centered design solutions across client projects. | 3-5+ years CX, UX, or product strategy experience with expertise in human-centered research and design thinking methodologies. | We are looking for someone with a customer experience strategy, research, and ideation skillset that has experience designing and delivering complex service design solutions across multiple customer and business touchpoints. The Opportunity. As our next CX Strategist, you will build and lead CX strategy across a portfolio of clients with increased complexity and strategic demand–serving as the CX Strategy subject matter expert across a spectrum of mid- to large-scale projects, with minimal oversight. You will drive project implementation and lead advanced CX strategy, working across disciplines to bring highly polished, innovative, and transformative digital solutions to life. Although you will not directly manage people, you will regularly drive team camaraderie, bringing empathy to create safe spaces for taking risks and healthy debate. Core Responsibilities. Build trust in clients by supporting their business goals with CX strategy recommendations. Design and conduct CX research activities, including planning, recruiting, interviewing, and synthesis, to deliver actionable insights. Design and facilitate collaborative ideation, evaluation, and participatory design sessions and workshops with client stakeholders and One North team members. Shape strategic visions/narratives to meet to clients’ needs. Craft well-designed artifacts to communicate findings and recommendations. Support design recommendations with qualitative and quantitative data. Develop concepts and illustrative scenarios to help clients to envision future-state interactions and build support for implementation. Create roadmaps to guide long-term innovation and transformation programs. Bring a strong point-of-view and leadership to One North’s CX strategy and human-centered design processes for clients and cross-functional teams. Collaborate closely with UX, Design, Brand, Content, Data and Technology experts to bring solutions to life. Contribute to the Strategy discipline through process improvement, thought leadership, education, and community participation. Power Skills. Business Insight: Applies knowledge of business and marketplace to advance org goals. Action-Oriented: Takes on new opportunities/challenges with urgency, energy, and enthusiasm. Manages Ambiguity: Operates effectively, even when things are not certain, or clear. Cultivates Innovation: Creates new and better ways for the organization to be successful. Collaborates: Builds partnerships and works collaboratively to meet shared objectives. Adaptability: Adapts approach in real-time to meet shifting demands of different situations. Required Experience. Additional Skills & Qualifications You bring 3-5+ years of CX, UX, or Product strategy experience in an agency or consultancy. You have expertise in human-centered research methodologies and techniques, such as contextual observations, in-depth interviews, design workshops, intercepts, surveys, etc. You have experience designing and leading ideation, collaboration, or design exercises and workshops grounded in design thinking or human-centered design principles. You have experience developing key CX/design strategy artifacts such as vision statements/narratives, personas, journey/experience maps, service blueprints, roadmaps, etc. You have experience communicating and visualizing complex and abstract ideas and concepts. You have experience integrating quantitative insights into deliverables to strengthen recommendations. You have excellent storytelling and presentation skills. You stay organized, managing responsibilities and meeting deadlines across a variety of projects. Job Type & Location This is a Contract position based out of Remote, OR. Pay And Benefits The pay range for this position is $80.00 - $85.00/hr. Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: • Medical, dental & vision • Critical Illness, Accident, and Hospital • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available • Life Insurance (Voluntary Life & AD&D for the employee and dependents) • Short and long-term disability • Health Spending Account (HSA) • Transportation benefits • Employee Assistance Program • Time Off/Leave (PTO, Vacation or Sick Leave) Workplace Type This is a fully remote position. Application Deadline This position is anticipated to close on Aug 25, 2026. About TEKsystems We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. About TEKsystems And TEKsystems Global Services We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records. Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.