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<h3>Job Description:</h3>The RoleReporting into the Head of the Tax-Exempt Market (TEM), this role and a key member of the TEM senior leadership team. The role leads TEM efforts to drive growth and retention of our clients, enhance Fidelity’s presence in the market, and drive adoption of new solutions to expand and strengthen relationships. There will be significant interface with senior management as well senior leaders and subject matter experts both internally and externally. Key aspects of the role encompass:<ul><li>Leading competitive client retention efforts; dedicated third-party consultant engagement to drive retention and growth.</li><li>Cultivating key consulting relationships to support the market growth of TEM; advocating on behalf of Fidelity’s client relationships with the largest and most influential external consultants.</li><li>Developing the market roadmap with TEM industry practice leads to strength market presence and help optimize client engagement opportunities.</li><li>Frequent interaction and strong collaboration with internal sales professionals, relationship management, consultant relations, custody &amp; clearing and business partners, critical in addressing client and/or consultant specific situations.</li><li>Direct partnership with RIAs and their advisors who act in a fiduciary capacity for TEM participants.</li><li>Increasing client appreciation for the level and value of our services.</li></ul> The Expertise and Skills You Bring<ul><li>Bachelor’s degree; MBA or advanced degree helpful.</li><li>Series 7, 24 and 63 required. </li><li>Minimum:<ul><li>10 years in the financial industry; Strong understanding of the retirement business regulatory environment; working knowledge of 401(k)/403(b)/457 qualified and non-qualified defined contribution plans a plus.</li><li>5 years managing and cultivating a vibrant and inclusive team environment.</li></ul></li><li>Ability to travel up to 70% .</li><li>Proven success:<ul><li>Building and cultivating strategic relationships; strong organizational that can champion and influence initiatives and solve complex problems working with internal partners and external stakeholders and clients.</li><li>Influencing and negotiating strategic product/service delivery through collaboration with large, complex clients to adoption of product solutions to meet client needs.</li><li>Interpreting sophisticated problems, leading business indicators and translating them into practical solutions.</li><li>Demonstrating end-to-end business thinking, planning, and decision-making to achieve clear and measurable outcomes.</li><li>anticipating and interpreting market needs, adapt to changes and prioritize as necessary while meeting consultant and/or client-imposed deadlines.</li><li>Understanding and developing industry and competitor products/services and best practices.</li></ul></li><li>Exceptional communication skills both oral and written translating business context, challenges and strategy into a compelling story/presentation; C-suite command presence.</li><li>Innovative, forward-thinker who quickly understands the context, and effectively challenges the status quo.</li></ul>The TeamTax-Exempt Market (TEM) provides workplace benefits &amp; recordkeeping services to non-profit institutions, which include health care, higher education, faith-based, government, and other tax-exempt organizations.<h3>Certifications:</h3>Series 07 - FINRA, Series 24 - FINRA, Series 63 - FINRA<h3>Category:</h3>ConsultingFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Fidelity Investments

Head of Client Consulting, Growth & Retention

<h3>Job Description:</h3><h3>Investment Consultant</h3>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.<h3>The Purpose of Your Role</h3>Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.<h3>The Expertise We’re Looking For</h3><ul><li>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</li><li>Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up</li><li>Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity</li><li>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</li><li>Degree and/or other professional certifications such as a CFP are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!</li></ul><h3>The Skills You Bring</h3><ul><li>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</li><li>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</li><li>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</li></ul><h3>Our Investments in You</h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h3>The Value You Deliver</h3>In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future. Please note this role requires in-person attendance in the assigned Branch location.The base salary range for this position is $56,000 - $72,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Investment Consultant - Sunnyvale, CA

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.The Global Commercial Services (GCS) division of American Express is the global leader in the Commercial Payments Solutions space. We know our customers are busy and make it our mission is to help them get business done. We operate with a customer-focused approach in absolutely everything that we do, delivering solutions to meet the unique needs of our clients.The Commercial Data Office (CoDO) team, within Global Commercial Services (GCS), is focused on powering the best customer experience and driving value through data. With continuous changes in the regulatory environment and data innovation, CoDO plays a key role in supporting GCS’ sustainable growth balanced with controls and risk management. In partnership with the Enterprise Data Office and across GCS, CoDO is tasked with building new, innovative data solutions for our customers and leading the program for adherence to data regulations and data management best practices.How will you make an impact in this role?As a Senior Manager of Commercial Data Governance &amp; Management, you will use your knowledge of commercial data along with your expertise in Data Governance &amp; Data Risk Management to ensure we deliver high quality data to power critical initiatives as well as impress our GCS customers by meeting and exceeding their data needs. You will work collaboratively with global cross-functional teams, including business and technology partners and stakeholders to improve the value of our commercial data.&nbsp; You will play a key role in modernizing the management of our GCS data assets and implementing an inspirational Commercial Data Governance program. You will have the opportunity to partner across various business units, technology teams, and product/platform teams to define and implement the data governance strategy, monitoring and managing data quality, resolving data/platform issues, and driving consistency, usability, and governance of specific GCS product data across the organization.&nbsp;Primary Responsibilities Include:<ul><li><ul><li>Create, maintain and implement multi-year roadmaps, strategy and procedures/guidelines for GCS Data Governance / Data Risk Management programs</li><li>Harmonize key policies and guidelines (e.g. Data Governance, Data Risk Management, Data Quality, Data Definition, Data Creation. Data Sharing, Data Usage policies) with the processes vital to comply with those policies, in collaboration with multi-functional partners.</li><li>Define and report metrics for GCS Data Governance / Data Risk Management programs</li><li>Collaborate with GCS business process / product owners to modify or implement new repeatable and reliable businesses processes in order to implement truly effective data governance and management</li><li>Provide guidance and support for GCS data governance practitioners while collaborating with the Enterprise Data Office to ensure alignment and consistency within our Commercial Data Governance practices</li><li>Provide consulting to GCS Product Development teams and develop a GCS community of Data Stewards to aid in identifying critical data, maintaining data definitions, classifying data, supporting data sourcing / usage requests, measuring data quality, and remediating data issues</li><li>Work across the business unit to define and document data governance deliverables for critical data within prioritized data domains</li><li>Assess and mitigate data risks via the Commercial Data Governance / Data program and or self directed product development teams</li><li>Partner with legal, compliance and operational excellence to account for and uphold diverse privacy and compliance requirements across geographies. Ensure appropriate protections for data integrity, privacy, and regulatory compliance, including assurances for the validity of different potential analyses.</li><li>Potential to lead and manage a direct report&nbsp;</li></ul></li></ul>Minimum Qualifications:&nbsp;<ul><li><ul><li>Significant and comprehensive direct work experience in large scale/enterprise data projects</li><li>Solid understanding of current and upcoming data governance, data management, and data product techniques and trends, with a point of view on the evolving concepts and standard methodologies</li><li>Demonstrable understanding of privacy, risk, compliance and regulatory concerns and ability to articulate the impact to partners and stakeholders</li></ul><ul><li>Consistent track record of understanding business challenges and strategies and connecting those to data and capabilities</li><li>Proven project management experience and working with partners across a diverse, global set of business and technology teams</li><li>Excellent communication skills, both written and oral, as well as superior interpersonal and relationship building skills</li><li>Demonstrable experience of driving significant improvements in business value through data management</li><li>Ability to work with white space to craft and implement solutions to address sophisticated challenges</li><li>Ability to put enterprise thinking first, connect the role’s agenda to enterprise priorities and balance the needs of customers, partners, colleagues &amp; shareholders</li><li>Demonstrable learning agility, ability to make decisions quickly and with the highest level of integrity.&nbsp;Eagerness to test, learn, fail and improve is essential.</li><li>Must have a positive, collaborative leadership style with colleague and customer first approach</li><li>Strong attention to detail with a relentless focus on delivering accurately, efficiently, and with high quality</li><li>Bachelor's Degree</li></ul></li></ul>Preferred Qualifications:<ul><li><ul><li>Hands-on experience solving data and process related problems</li><li>2+ years of direct experience relating to creation and execution of formal data governance and/or data management programs</li><li>Familiarity with Agile project methodology and tools such as Rally/Jira</li><li>Previous leadership experience with managing direct report(s) is a plus</li></ul></li></ul>Salary Range: $90,000.00 to $165,000.00 annually + bonus + benefitsThe above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:<ul><li>Competitive base salaries&nbsp;</li><li>Bonus incentives&nbsp;</li><li>6% Company Match on retirement savings plan&nbsp;</li><li>Free financial coaching and financial well-being support&nbsp;</li><li>Comprehensive medical, dental, vision, life insurance, and disability benefits&nbsp;</li><li>Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need&nbsp;</li><li>20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy&nbsp;</li><li>Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)&nbsp;</li><li>Free and confidential counseling support through our Healthy Minds program&nbsp;</li><li>Career development and training opportunities</li></ul>For a full list of Team Amex benefits, visit our Colleague Benefits Site.American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: <a href="https://www.eeoc.gov/poster" target="_blank">https://www.eeoc.gov/poster</a>Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.&nbsp;

American Express

Senior Manager - Data Governance & Management

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.Joining Amex Tech means discovering and shaping your contribution to something big. Here, you can work alongside talented tech teams and build a unique career with the Powerful Backing of American Express. With a range of opportunities to work with the latest technologies, and a commitment to back the broader engineering community through open source, our mission is to power your success. Because Amex Tech is powered by our technology, our culture, and our colleagues.The Technology organization enables and accelerates the company’s growth strategies, delivering global capabilities and services in support of Amex’s customers and colleagues, while maintaining 24/7 servicing and availability to ensure an uninterrupted, high-quality customer experience. Technology provides the foundation for everything we do in the company while driving differentiation through building and leveraging innovative technology and data insights.The Enterprise CRM Solutions (eCRMs) team was created in 2024 as part of the company’s Framework for Winning. Core to our purpose is reimagining the platform solution-delivery model to dramatically improve our strategic agility, speed to market, effectiveness of delivery and transparency. The eCRMs team creates solutions for the Sales and Customer Domains via respective platforms by harnessing the power of Data, Machine Learning, and Artificial Intelligence to offer powerful selling and re-selling engines to acquire new clients and expand existing client relationships for Sales, Account Development, and Marketers across the Enterprise.&nbsp;We are looking for Senior Manager, Technical Vendor Management to partner closely with internal eCRMs product and engineering teams, lines of business, procurement and finance to optimize our vendor relationships and drive value for the enterprise. The role will be responsible for overall management of our vendor contracts, across both software as a service (SaaS) vendors, and resource and consulting vendors.&nbsp; This role will have oversight of the department contracts and be responsible for developing and implementing governance process for contract and license management.&nbsp;How will you make an impact in this role?<ul><li>Software and License Management&nbsp;<ul><li>Implement processes for inventorying and tracking software licenses and entitlements and renewals in collaboration with software teams.&nbsp;</li><li>Define governance for license usage monitoring and cost optimization</li><li>Manage swaps and transfers of licenses across platforms and business units</li><li>Define the methodology for cross-line-of-business chargeouts, ensuring transparency, auditability and stakeholder alignment.&nbsp;</li></ul></li><li>Vendor and Contract Management<ul><li>Collaborate with business teams and Procurement on contract creations, SOW reviews, renewals, and change management.&nbsp;</li><li>Support vendor spend forecasting, budget tracking and accrual management.&nbsp;</li><li>Oversee invoices management processes to ensure alignment with contract terms and budget, ensuring timely approval&nbsp;</li><li>Act as liaison between internal stakeholders (Technology, Finance, Procurement, and Business Units) to drive alignment, value and transparency.&nbsp;</li></ul></li></ul>Minimum Qualifications<ul><li>Bachelor's degree in Business, Finance, Technology or related field (MBA or equivalent preferred)</li><li>7-10 years experience in technology vendor management, ideally in financial services or a highly regulated industry</li><li>Proven experience in designing and implementing operational processes from the ground up&nbsp;</li><li>Strong financial acumen, with experience in invoice management and budget reconciliation</li><li>Working knowledge of procurement and contract systems (e.g. Ariba, Coupa) and tools such as Excel, Tableau and Slack.&nbsp;</li><li>Exceptional organizational, communication and stakeholder management skills</li><li>Strategic and critical thinking, making links and foreseeing consequences across seemingly disparate activities</li></ul>Preferred Qualifications<ul><li>Experience with Salesforce software, including solutioning, platform configuration and workflow design&nbsp;</li><li>Experience with resourcing and/or consulting vendors (e.g. Deloitte, E&amp;Y etc.)</li></ul>Salary Range: $90,000.00 to $165,000.00 annually + bonus + benefitsThe above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:<ul><li>Competitive base salaries&nbsp;</li><li>Bonus incentives&nbsp;</li><li>6% Company Match on retirement savings plan&nbsp;</li><li>Free financial coaching and financial well-being support&nbsp;</li><li>Comprehensive medical, dental, vision, life insurance, and disability benefits&nbsp;</li><li>Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need&nbsp;</li><li>20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy&nbsp;</li><li>Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)&nbsp;</li><li>Free and confidential counseling support through our Healthy Minds program&nbsp;</li><li>Career development and training opportunities</li></ul>For a full list of Team Amex benefits, visit our Colleague Benefits Site.American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: <a href="https://www.eeoc.gov/poster" target="_blank">https://www.eeoc.gov/poster</a>Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.

Senior Manager - Technical Vendor Management - eCRMs

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.American Express US Consumer Services (USCS) is responsible for our suite of consumer products, services, and experiences in the U.S., including our premium, cobrand, cash back, and lending portfolios, Membership Rewards, Global Travel &amp; Lifestyle Services, the Centurion Lounge network, our Global Dining and Resy businesses, U.S. Consumer Banking, and best-in-class marketing programs across customer, prospect, and partner channels. The USCS team is focused on making membership an indisputable competitive advantage and helping each other become better leaders every day.The objective of the USCS Control Management Process Risk Reduction team is to drive high-impact change to mitigate operational risk, stepping in when significant issues or events occur to improve processes and controls in partnership with business and technical leaders across the enterprise.How will you make an impact in this role?You will be joining a high priority and high visibility program management team that touches many teams within USCS and across American Express. The successful candidate will be responsible for providing program and change management support across deliverables and ensuring we seamlessly advance the business unit to an elevated risk management model. This individual will ensure the timely and structured management of the multi-year program for USCS. The role involves critical coordination across USCS workstreams, business unit leaders, and extensive collaboration with partners in second-line, third-line, and supporting areas to ensure we continue maintaining the highest levels of control and compliance standards.&nbsp;Core Responsibilities<ul><li>Support an E2E cross-functional workplan enabling the delivery and oversight of project deliverables</li><li>Partner with Marketing, Product, Servicing, Compliance, Legal, Control Management, Technologies, 2LOD/3LOD and other key stakeholders</li><li>Serve as the program management function, acting as a conduit between USCS sponsors/leads and the critical workstreams delivering on project mandates </li><li>Track milestones, timelines, and deliverables across all workstreams, maintaining the master delivery plan including managing and documenting changes to plan and timelines.</li><li>Prepare regular status updates and dashboards for stakeholders, escalating risks and delays as required</li><li>Maintain the RAID (Risks, Assumptions, Issues, Dependencies) log, ensuring items are actively managed, updated, and escalated appropriately</li><li>Act as the day-to-day point of contact for delivery leads, risk teams, and other contributors to gather updates, share information, and resolve blockers</li><li>Support governance activities, including reporting packages, capturing actions and decisions, and ensuring timely follow-ups</li><li>Maintain well-organized and up to date program documentation, ensuring accuracy and accessibility for all stakeholders</li><li>Execute on protocol for capturing all key artifacts including approvals and evidence of task completion to support appropriate milestone completion, in line with Enterprise PMO guidance</li></ul>Minimum Qualifications<ul><li>Proven experience in project management/coordination through to execution, with strong organizational skills and keen attention to detail </li><li>Comfortable operating in a fast-paced, highly complex environment and navigating between competing priorities and whilst accelerating program knowledge</li><li>Excellent written and verbal communication and relationship management skills to effectively partner with key program stakeholders to drive successful program delivery </li><li>Experience in preparing materials for senior stakeholders and committees </li><li>High level of integrity with ability to handle sensitive issues with complete confidentiality&nbsp;</li><li>Familiarity working in a risk and control or regulatory environment and knowledge of commercial payments industry &amp; economics is a plus</li></ul>Annual Range: $80,000.00 to $165,000.00 annually + bonus + benefitsThe above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for this position.We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:<ul><li>Competitive base salaries&nbsp;</li><li>Bonus incentives&nbsp;</li><li>6% Company Match on retirement savings plan&nbsp;</li><li>Free financial coaching and financial well-being support&nbsp;</li><li>Comprehensive medical, dental, vision, life insurance, and disability benefits&nbsp;</li><li>Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need&nbsp;</li><li>20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy&nbsp;</li><li>Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)&nbsp;</li><li>Free and confidential counseling support through our Healthy Minds program&nbsp;</li><li>Career development and training opportunities</li></ul>For a full list of Team Amex benefits, visit our Colleague Benefits Site.American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: <a href="https://www.eeoc.gov/poster" target="_blank">https://www.eeoc.gov/poster</a>

Senior Manager, Governance & Program Management

At American Express, our culture is built on a 175-year history of innovation, shared&nbsp;values&nbsp;and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.Our industry is rapidly evolving, and we need courageous, quick thinkers who can shape the strategic decisions that lead our business forward. Whether it’s negotiating with some of our largest global partners or creating next year’s financial plan, you can influence both our day-to-day P&amp;L and the future direction of the company. As part of the team, you can have the opportunity to learn and use the latest data tools and technologies and explore a range of roles to grow your career. Find your place in finance on #TeamAmex.Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.How will you make an impact in this role?The SOX Governance and Advisory team within Controllership (1LOD) plays a critical role in supporting the enterprise by developing and executing a risk-based plan to assess and enhance the company’s internal controls over financial reporting.&nbsp;The team utilizes a robust governance framework and testing program to manage financial reporting risk in compliance with the company’s 2LOD objectives and requirements of the Sarbanes Oxley Act.The team is looking for a Manager of SOX Advisory &amp; Analytics to help ensure SOX requirements are effectively integrated with the control environment of the enterprise. This role will work with the broader team to leverage the new Risk and Control Self-Assessment framework to ensure the appropriate assessment of risk and design of SOX controls. The success of this role involves driving results through extensive engagement and close collaboration with multiple stakeholders including Operational Risk Management (ORM), Business Unit Control Management teams, business process owners, controllership functions, internal audit and external audit teams.The Manager SOX Advisory and Analytics will:<ul><li>Review, assess risk and evaluate AXP business processes for financial reporting risk collaborating with stakeholders across enterprise including BU Control Management, Business process owners and 2nd Line of defense.&nbsp;</li><li>Utilize a risk-based approach to evaluate high risk areas having internal controls over financial reporting (ICFR) impact</li><li>Understanding and documenting ICFR impact across business and financial processes in the form of SOX Narratives through SOX walkthroughs.&nbsp;</li><li>Ensure appropriate coverage and design of SOX controls including report writing skills on key findings and socialization thereof with multiple stakeholders&nbsp;</li><li>Lead conversations with risk program leads and 2LOD to assess strategy for integrating ICFR needs into the risk framework from time to time.&nbsp;</li><li>Provide technical SOX and ICFR guidance and advisory to the AXP enterprise through targeted trainings to increase awareness and understanding of SOX including internal control framework.&nbsp;</li><li>Provide SOX risk advisory specific support to enterprise-wide large-scale initiatives including&nbsp;new products, and capabilities.</li><li>Advise Business Tech partners around implementation and delivery of automated solutions processes, which impact AXP’s internal controls over financial reporting</li><li>Compile best practices and learnings from historical initiatives, and leverage to support risk identification</li></ul>Minimum Qualifications:<ul><li>A minimum of 6+ years of financial/accounting/internal audit/public accounting/operational risk experience across Finance, Risk, Control, Audit or Business/Operations functions</li><li>CPA or equivalent qualification</li><li>Strong understanding of Risk and Controls, Audit Approach, SOX; Process Self-Assessment and Operational Risk Management</li><li>Strong understanding of financial reporting risk and requirements of the Sarbanes-Oxley act as well as internal control frameworks (e.g., COSO)</li></ul>Preferred Qualifications:<ul><li>Demonstrated experience understanding risk assessment of IT processes, examining IT controls, and evaluating their design and operational effectiveness</li><li>Knowledge of Business intelligence Tools, such PowerBI, Tableau, advanced excel&nbsp;</li><li>Excellent project management, communication, and interpersonal skills, with an ability to interact and obtain buy-in from senior counterparts</li><li>Demonstrated ability to lead change: change management experience.</li><li>Experience within financial services industry</li><li>People leadership, ability to collaborate, influence and manage without authority to achieve successful outcomes.&nbsp;</li><li>Strong analytical and problem-solving skills, with an ability to analyze data, identify trends, and evaluate risk scenarios effectively.</li></ul>Salary Range: $80,000.00 to $155,000.00 annually + bonus + benefitsThe above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:<ul><li>Competitive base salaries&nbsp;</li><li>Bonus incentives&nbsp;</li><li>6% Company Match on retirement savings plan&nbsp;</li><li>Free financial coaching and financial well-being support&nbsp;</li><li>Comprehensive medical, dental, vision, life insurance, and disability benefits&nbsp;</li><li>Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need&nbsp;</li><li>20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy&nbsp;</li><li>Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)&nbsp;</li><li>Free and confidential counseling support through our Healthy Minds program&nbsp;</li><li>Career development and training opportunities</li></ul>For a full list of Team Amex benefits, visit our Colleague Benefits Site.American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: <a href="https://www.eeoc.gov/poster" target="_blank">https://www.eeoc.gov/poster</a>Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.

Manager - Risk Management

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.How will you make an impact in this role?Responsible for contacting clients with overdue accounts to secure the settlement of the account. Also they do preventive work to avoid future overdues with accounts that have a high exposure.<ul><li>Implement data management requirements as per the Enterprise Data Policies within various critical Finance systems/processes.</li><li>Support implementation of PRSA / RCSA controls and ensure effective controls exists on the data management processes.</li><li>Support various audits, reviews, or examinations performed on Finance Data Governance processes and remediation of findings or gaps identified in the data governance and management processes.</li><li>Support implementation of various projects impacting data management and/or process improvement initiatives to make Finance Data Governance more effective and efficient.</li><li>Making sure appropriate documentation exists for data governance and management processes.</li><li>Prepare presentation for senior leadership. </li></ul>Minimum Qualifications<ul><li>2+ years of work experience in Banking/Financial Services.</li><li>Bachelor’s degree in finance/accounting.</li></ul>Preferred Qualifications<ul><li>Prior experience with implementation of data governance and data quality programs is preferred.</li><li>Understanding of process and data controls, gap identification, and their remediation.</li><li>Working knowledge of Agile methodology and delivery concepts or other project management methodologies.</li><li>Strong relationship management and excellent written and verbal communications including experience in making PowerPoint presentations.</li><li>Self-motivated and proactive, ability to manage multiple assignments and projects concurrently.</li><li>Strong excel and other technical skills.</li><li>Strong analytical and problem-solving skills.</li><li>Ability to collect business requirements and use them to guide implementation of a technical solution.</li></ul>Salary Range: $55,000.00 to $110,000.00 annually + bonus + benefitsThe above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:<ul><li>Competitive base salaries&nbsp;</li><li>Bonus incentives&nbsp;</li><li>6% Company Match on retirement savings plan&nbsp;</li><li>Free financial coaching and financial well-being support&nbsp;</li><li>Comprehensive medical, dental, vision, life insurance, and disability benefits&nbsp;</li><li>Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need&nbsp;</li><li>20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy&nbsp;</li><li>Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)&nbsp;</li><li>Free and confidential counseling support through our Healthy Minds program&nbsp;</li><li>Career development and training opportunities</li></ul>For a full list of Team Amex benefits, visit our Colleague Benefits Site.American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: <a href="https://www.eeoc.gov/poster" target="_blank">https://www.eeoc.gov/poster</a>

Analyst - Data Governance & Management

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.Our industry is rapidly evolving, and we need courageous, quick thinkers who can shape the strategic decisions that lead our business forward. Whether it’s negotiating with some of our largest global partners or creating next year’s financial plan, you can influence both our day-to-day P&amp;L and the future direction of the company. As part of the team, you can have the opportunity to learn and use the latest data tools and technologies and explore a range of roles to grow your career. Find your place in finance on #TeamAmex.As part of the Financial Reporting Quality Assurance Organization (FRQA) within Corporate Controllership, this role is responsible for bringing and managing data under governance for Finance.Finance Data Governance (FDG) team is leading the effort of defining the future roadmap for data governance within Finance and ensuring that trusted information is used for critical processes, decision making, and accounting across various finance processes.As a FDG Manager, you will support the development and implementation of solutions in accordance with the Enterprise Data Governance policy and framework. You will partner closely with Finance Technology Transformation, Enterprise Data Governance, Controllership, Risk, and other teams to drive data governance and data quality within Finance.The FDG Manager is a collaborator, a well-organized, action-oriented individual with exceptional leadership and time management skills, confident in presenting, facilitating, and building a network of strong relationships across our organization.Key Responsibilities:&nbsp;<ul><li>Finance Data Governance in compliance with the Enterprise Data Governance Policy ensuring the appropriate accountability model and processes for data asset management, metadata management, data quality, and issue resolution.</li><li>Participate in all aspects of Data Governance including data activation steps, compliance with&nbsp;data standards and privacy regulations.</li><li>Support strategic improvements to data assessment process and making necessary enhancements to data analytical and data quality tools.</li><li>Lead root-cause-analysis of data quality issues and support in remediation of Audit and Regulatory feedback.</li><li>Support development, validation, and maintenance of business glossary, data integration, data lineage, and data management activities</li><li>Partner with various departments and stakeholders to foster a strong data governance culture and integrate data governance management considerations into strategic planning processes.</li><li>Evaluate new projects, products, emerging technology use cases for potential impacts to the Company's strategy.</li><li>Project Management: Manage data governance projects from inception to completion, including planning, execution, monitoring, and reporting, ensuring alignment with organizational goals and&nbsp;timelines.</li><li>Communicate data governance assessment findings, oversight activities, and recommendations clearly and concisely to different audiences, including senior management.</li><li>Participate in cross-functional teams and projects related to strategic initiatives and Finance Data Governance enhancements.</li></ul>Minimum Qualifications&nbsp;<ul><li>2-5 years of experience in data governance, data management, regulatory or related roles, preferably within the financial services industry.</li><li>Master’s degree in finance/Accounting.</li><li>Technical and data analysis skills with prior experience with SQL.</li><li>Demonstrated understanding of metadata practices such as data lineage, data dictionaries, business glossaries, Data Quality rules, source system inventories, etc.</li><li>Demonstrated working knowledge of Agile methodology and delivery concepts or other project management methodologies including SDLC.</li><li>Strong relationship skills and communication is essential as the role require partnering with multiple groups e.g., Business process owners, Technologies, and Enterprise Data Governance.</li><li>Self-motivated and proactive, ability to manage multiple assignments and projects concurrently within tight deadlines.</li><li>Ability to be flexible, prioritize multiple demands, and effectively manage in a matrix organization.</li><li>Experience of a wide range of architectures/platforms.</li><li>Proven ability to manage multiple projects simultaneously, with strong organizational and time-management skills. </li></ul>Preferred Qualifications&nbsp;<ul><li>Experience of Finance, Banking, or similar industries is a strong plus.</li><li>Prior experience of data governance, metadata, and data lineage tools such as, Collibra, MANTA is strongly preferred.</li><li>Knowledge of data governance practices, business and technology issues related to management of enterprise information assets is strongly preferred.</li><li>Project Management Professional (PMP) certification is desirable.</li></ul>Salary Range: $90,000.00 to $165,000.00 annually + bonus + benefitsThe above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:<ul><li>Competitive base salaries&nbsp;</li><li>Bonus incentives&nbsp;</li><li>6% Company Match on retirement savings plan&nbsp;</li><li>Free financial coaching and financial well-being support&nbsp;</li><li>Comprehensive medical, dental, vision, life insurance, and disability benefits&nbsp;</li><li>Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need&nbsp;</li><li>20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy&nbsp;</li><li>Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)&nbsp;</li><li>Free and confidential counseling support through our Healthy Minds program&nbsp;</li><li>Career development and training opportunities</li></ul>For a full list of Team Amex benefits, visit our Colleague Benefits Site.American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.*Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions. US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: <a href="https://www.eeoc.gov/poster" target="_blank">https://www.eeoc.gov/poster</a>Depending on factors such as business unit requirements, the nature of the position, cost and applicable laws, American Express may provide visa sponsorship for certain positions.

Manager - Data Governance & Management

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.Our industry is rapidly evolving, and we need courageous, quick thinkers who can shape the strategic decisions that lead our business forward. Whether it’s negotiating with some of our largest global partners or creating next year’s financial plan, you can influence both our day-to-day P&amp;L and the future direction of the company. As part of the team, you can have the opportunity to learn and use the latest data tools and technologies and explore a range of roles to grow your career. Find your place in finance on #TeamAmex.As part of the Financial Reporting Quality Assurance Organization (FRQA) within Corporate Controllership, this role is responsible for bringing and managing data under governance for Finance.Finance Data Governance (FDG) team is leading the effort of defining the future roadmap for data governance within Finance and ensuring that trusted information is used for critical processes, decision making, and accounting across various finance processes.As a FDG Manager, you will support the development and implementation of solutions in accordance with the Enterprise Data Governance policy and framework. You will partner closely with Finance Technology Transformation, Enterprise Data Governance, Controllership, Risk, and other teams to drive data governance and data quality within Finance.The FDG Manager is a collaborator, a well-organized, action-oriented individual with exceptional leadership and time management skills, confident in presenting, facilitating, and building a network of strong relationships across our organization.Key Responsibilities:&nbsp;<ul><li>Finance Data Governance in compliance with the Enterprise Data Governance Policy ensuring the appropriate accountability model and processes for data asset management, metadata management, data quality, and issue resolution.</li><li>Participate in all aspects of Data Governance including data activation steps, compliance with&nbsp;data standards and privacy regulations.</li><li>Support strategic improvements to data assessment process and making necessary enhancements to data analytical and data quality tools.</li><li>Lead root-cause-analysis of data quality issues and support in remediation of Audit and Regulatory feedback.</li><li>Support development, validation, and maintenance of business glossary, data integration, data lineage, and data management activities</li><li>Partner with various departments and stakeholders to foster a strong data governance culture and integrate data governance management considerations into strategic planning processes.</li><li>Evaluate new projects, products, emerging technology use cases for potential impacts to the Company's strategy.</li><li>Project Management: Manage data governance projects from inception to completion, including planning, execution, monitoring, and reporting, ensuring alignment with organizational goals and&nbsp;timelines.</li><li>Communicate data governance assessment findings, oversight activities, and recommendations clearly and concisely to different audiences, including senior management.</li><li>Participate in cross-functional teams and projects related to strategic initiatives and Finance Data Governance enhancements.</li></ul>Minimum Qualifications&nbsp;<ul><li>2-5 years of experience in data governance, data management, regulatory or related roles, preferably within the financial services industry.</li><li>Master’s degree in finance/Accounting.</li><li>Technical and data analysis skills with prior experience with SQL.</li><li>Demonstrated understanding of metadata practices such as data lineage, data dictionaries, business glossaries, Data Quality rules, source system inventories, etc.</li><li>Demonstrated working knowledge of Agile methodology and delivery concepts or other project management methodologies including SDLC.</li><li>Strong relationship skills and communication is essential as the role require partnering with multiple groups e.g., Business process owners, Technologies, and Enterprise Data Governance.</li><li>Self-motivated and proactive, ability to manage multiple assignments and projects concurrently within tight deadlines.</li><li>Ability to be flexible, prioritize multiple demands, and effectively manage in a matrix organization.</li><li>Experience of a wide range of architectures/platforms.</li><li>Proven ability to manage multiple projects simultaneously, with strong organizational and time-management skills. </li></ul>Preferred Qualifications&nbsp;<ul><li>Experience of Finance, Banking, or similar industries is a strong plus.</li><li>Prior experience of data governance, metadata, and data lineage tools such as, Collibra, MANTA is strongly preferred.</li><li>Knowledge of data governance practices, business and technology issues related to management of enterprise information assets is strongly preferred.</li><li>Project Management Professional (PMP) certification is desirable.</li></ul>Salary Range: $90,000.00 to $165,000.00 annually + bonus + benefitsThe above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:<ul><li>Competitive base salaries&nbsp;</li><li>Bonus incentives&nbsp;</li><li>6% Company Match on retirement savings plan&nbsp;</li><li>Free financial coaching and financial well-being support&nbsp;</li><li>Comprehensive medical, dental, vision, life insurance, and disability benefits&nbsp;</li><li>Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need&nbsp;</li><li>20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy&nbsp;</li><li>Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)&nbsp;</li><li>Free and confidential counseling support through our Healthy Minds program&nbsp;</li><li>Career development and training opportunities</li></ul>For a full list of Team Amex benefits, visit our Colleague Benefits Site.American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: <a href="https://www.eeoc.gov/poster" target="_blank">https://www.eeoc.gov/poster</a>Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.

IA Director - Managerial - Director Corporate and Foundation RelationsJob ID: 13710Location: El Paso, TXFull/Part Time: Full TimeRegular/Temporary: RegularAbout UTEPThe University of Texas at El Paso (UTEP) is a comprehensive public research university that is increasing access to excellent higher education. We advance discovery of public value and positively impact the health, culture, education, and economy of the community we serve.UTEP is America's leading Hispanic-serving university. Located at the westernmost tip of Texas, where three states and two countries converge along the Rio Grande, 85% of our 25,000 students are Hispanic, and half are the first in their families to go to college. UTEP offers 170 bachelor's, master's and doctoral degree programs at the only open-access, top-tier research university in America.<a href="https://www.utep.edu/giving/Our" target="_blank">https://www.utep.edu/giving/Our</a> team works cohesively to build strategic relationships, keep alums connected to the University, and match philanthropic goals with institutional priorities to advance, support, and sustain the University's mission. Our division relies on the constant collaboration of our departments - Advancement Services, Development, and Strategy &amp; Engagement.With a growing team and vastly unrealized fundraising potential, we had our fourth straight record-breaking year last year and are poised for continued growth and success. Maintaining that momentum, we are excited to continue implementing innovative ways to extend our reach and impact. As America's leading Hispanic-serving university, the University of Texas at El Paso (UTEP) is dedicated to increasing access to excellent higher education and positively impacting the community we serve. In Institutional Advancement (IA), we know that our success is built on the contribution of a diverse team in its people, thoughts, and experience. Our culture of care and inclusive excellence is more than a commitment at UTEP IA—it is the foundation of all we do.Read on to understand who we're looking for in this role, what you'll do, and the skills and experiences we're after. Please use your cover letter to tell us about your interest in UTEP and Institutional Advancement and what you hope to bring to this role.Who We WantAn experienced, strategic, and highly collaborative leader to serve as the University of Texas at El Paso (UTEP) Institutional Advancement's (IA) Director of Corporate and Foundation Relations.With curiosity and creativity, you are pleasantly persistent in achieving your goals. You know how to take an idea from inception through execution, collecting feedback along the way to constantly improve. With a positive attitude, you take pride in approaching your work with intention and a growth mindset. You must be unrelenting in your pursuit of excellence, taking smart risks, and exploring big ideas; you innovate and iterate but never compromise integrity along the way.You also embody an unending commitment to positively contributing to our team culture; we all commit to making UTEP IA a great place to work. You have tenacious optimism and a goal-oriented, growth mindset, with the ability to remain flexible and develop creative solutions in pursuit of always maintaining forward momentum.You thrive in a dynamic environment, continually balancing competing priorities. You have the ability to work independently and collaboratively, supporting the success of all colleagues and prioritizing UTEP's overall goals above personal achievement.Position InformationHiring Department: Institutional AdvancementPosting End Date: Open until filled. This posting may close once a sufficient number of qualified applications have been received.Hours: 40 hours per week, standard Monday- Friday 8:00am- 5:00pmFLSA status: ExemptEarliest Start Date: As soon as possible.Salary: $75,000 - $82,500 annually, commensurate with experience.Required Application Materials:• Resume• Cover Letter• List of three professional referencesThe primary accountabilities are intended to describe the general content of and requirements of this position and are not intended to be an exhaustive statement of duties. Incumbents may perform all or some of the primary accountabilities listed. Specific tasks or responsibilities will be documented in the incumbents' performance objectives as outlined by the incumbents' immediate supervisor or manager. This position is security-sensitive and subject to Texas Education Code §51.215, which authorizes the employer to obtain criminal history record information. A valid driver's license issued by the State where the applicant resides and insurability as defined in UTS 157 may be required to perform the position's essential functions.Purpose of PositionWhat You'll DoReporting to the Associate Vice President of Development, you will be responsible for creating and implementing a comprehensive strategy to identify, engage, and secure partnerships with corporate entities and foundations aligned with the University's mission. In this role, you will manage a diverse portfolio of major ($25,000+) and principal-level ($1,000,000+) prospects and donors, both regionally and nationally.You'll analyze current corporate and foundation engagement practices to identify growth opportunities and integrating various components, such as campus sponsorships, business engagement, and community outreach, into the overall Corporate and Foundation Relations unit strategy. You'll develop and implement targeted strategies that facilitate successful evaluation, cultivation, solicitation, negotiation, and investment from corporate entities and foundations. You'll effectively align their interests with the university's initiatives and opportunities, ensuring that these opportunities resonate with the philanthropic goals of the donors and the University's mission. By leveraging these connections, you will play a crucial role in fostering meaningful relationships that support the university's fundraising objectives.Another aspect of the role will be overseeing the development of a robust sponsorship program strategy, establishing university-wide procedures and guidelines to ensure consistency and effectiveness. This will require collaboration with colleagues across campus, particularly within Athletics, as well as the UTEP Alumni Association, to create consistent sponsorship packages and implement effective strategies. You will also provide guidance and resources to campus departments on best practices for business engagement and sponsorship management, enhancing overall effectiveness and reach.Additionally, you will be responsible for maintaining accurate and detailed records on donors and prospects, which is critical for effective relationship management and strategic planning. This includes documenting all interactions, contact reports, and relevant notes within the CRM system (Raiser's Edge NXT). By ensuring that this information is up to date, you will provide valuable insights for yourself and your colleagues, allowing for informed decision-making and tailored engagement strategies. You will also oversee the preparation of compelling funding proposals, submit grant applications, assessments of potential support, briefings, gift agreements, and endowments for your assigned prospects, ensuring that all relevant parties (academic partners, faculty, researchers, and staff) are actively involved in these key efforts.As a manager, you will lead a team of frontline fundraisers dedicated to corporate and foundation relations. You build trust with your team through authenticity, shared vision, and transparency. You invest time and energy in growing your team professionally and personally, to remove barriers for their success, and foster a team culture that pursues excellence while also caring deeply about the human behind the job.While no two days will be the same, you can expect to engage in identifying and strategizing investment opportunities while building impactful, long-term relationships with our constituents. As part of a centralized Institutional Advancement division, you will receive support not only from your AVP and immediate teammates but also from colleagues across the division in areas such as prospect research, stewardship, alumni engagement, and communications.Essential FunctionsPromotes organization policies and procedures in compliance with local, state, and federal rules and regulations; advises University personnel regarding the development and implementation of regulatory strategy, potential areas of regulatory concern, and new government/regulatory developments related to advancement processes.Implements directives, operational changes, programs, and policies corresponding to the division or unit.Coordinates activities of divisions or departments that effects operational efficiency and economy.Develops short and long-range plans, conceptual designs, capital outlay (budget) requirements and documentation for assigned area(s).Develops, implements, and provides training policies, standards, guidelines, and/or security monitoring processes in relation to general control, privacy regulations, and development and operation of the University's infrastructure.Reviews and approves documentation relating to projects and needs specific to assigned area(s).Exchanges information in a clear, concise, and straightforward manner with internal and external partners, stakeholders, alumni, constituents, and friends of the UniversityActs as a liaison between department and internal or external partners.Knowledge of all Microsoft Office software and able to learn and use institutional software systems.Complies with all State and University policies.Other duties may be assigned; specific roles may have additional responsibilities due to the nature of the specific role/division/unit.QualificationsTo perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.Required Qualifications:Education: Bachelor's degree OR an equivalent combination of education and experience from which comparable knowledge and skills can be acquired is necessaryandExperience: Five (5) years of successful major gift fundraising experience or relevant experience (e.g. portfolio management, sales, nonprofit, banking, or finance)Preferred Qualifications:A working understanding of a research university environment with faculty and stakeholdersDemonstrated success fundraising for another academic unit, youth-serving agency, business school or programExperience using a fundraising database (we use Raiser's Edge NXT)Membership in NACROKnowledge, Skills &amp; AbilitiesProficiency in Microsoft Office software and ability to learn and use institutional software systemsAdvanced computer skills and demonstrated background in Internet-based researchKey Performance Indicators:Understanding how you would measure success in a role is critical to understanding if it's a good fit. At Institutional Advancement, we believe Key Performance Indicators (KPIs) contribute not only to the overall productivity of our division but also to our team engagement. As such, we like to establish the measures of success early, consistently talk about performance, and formally review them quarterly to ensure we're providing two-way feedback in a timely and consistent manner.The Key Performance Indicators (KPIs) for this role:• Expanding existing corporate and foundation relationships• Facilitating new UTEP partnerships with corporations and foundations• Delivery of major-gift level investment proposals and closure success rate• Overall fundraising and engagement success of the CFR unitAdditional InformationPhysical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.While performing the duties of this job, the employee is regularly required to sit; use hands to feel; and reach with hands and arms. The employee is occasionally required to stand; walk; and talk or hear. The employee must regularly be able to lift and move up to 50 lbs.Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.The noise level for this work environment is usually moderate.In keeping with its access, excellence and impact mission, The University of Texas at El Paso is committed to an open, diverse, and inclusive learning and working environment that honors the talents, respects the differences, and nurtures the growth and development of all. We seek to attract faculty and staff who share our commitment.The University of Texas at El Paso is an Equal Opportunity/Affirmative Action employer. The University does not discriminate on the basis of race, color, national origin, sex, religion, age, disability, genetic information, veteran status, sexual orientation, or gender identity in employment or the provision of services in accordance with state and federal law. Discrimination on the basis of sex includes an employee's or prospective employee's right to be free from sexual harassment under Title IX of the Higher Education Amendments of 1972. Inquiries—including the filing of a Formal Complaint or reporting an incident—about the application of Title IX may be referred to the Title IX Coordinator, who can be reached by phone at (915) 747-8358, by email at <a href="mailto:titleix@utep.edu" target="_blank">mailto:titleix@utep.edu</a>, or by mail at 500 W. University Ave., El Paso, TX, Kelly Hall, Room 312.For accommodation information for employees and applicants with disabilities, please contact UTEP's Equal Opportunity Office at <a href="mailto:eoaa@utep.edu.To" target="_blank">mailto:eoaa@utep.edu.To</a> apply, visit <a href="https://apptrkr.com/6371555jeid-d764373f7c7c69458b1cf3d746aca4e8" target="_blank">https://apptrkr.com/6371555jeid-d764373f7c7c69458b1cf3d746aca4e8</a>

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