Tab Creato Sr Uses Jobs in Usa

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• Own and grow a defined portfolio of Tier-1 and Tier-2 data center accounts, including operators, hyperscalers, and large enterprise customers
  
• Develop and execute multi-year account plans focused on share-of-wallet growth, service line expansion, and long-term partnerships
  
• Establish executive-level relationships (Director, VP, and C-Suite) across customer organizations
  
• Approximately 40% travel
  

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• Consistently achieve or exceed annual bookings and gross-profit targets
  
• Originate, qualify, and close complex opportunities
  
• Drive cross-sell and upsell opportunities across Delivery and Services lines of business
  
• Maintain disciplined pipeline management, forecasting accuracy, and deal qualification standards
  

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• Lead the full pursuit process including discovery, solution shaping, pricing strategy, and commercial negotiations
  
• Partner closely with Preconstruction, Estimating, Engineering, and Operations to deliver technically and financially sound proposals
  

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• Represent the company in the local and national data center ecosystem, including industry events, operator forums, and partner meetings
  
• Collaborate with OEMs, GCs, ECs, developers, and design partners to influence early project positioning
  
• Provide market intelligence on customer buying behavior, competitor activity, and emerging service demand
  

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• Serve as a senior commercial leader and role model within the sales organization
  
• Mentor junior sellers or inside sales partners supporting assigned accounts
  
• Act as the voice of the customer internally, ensuring alignment between sales commitments and delivery execution
  

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• Bachelor's degree or Associate's degree preferred
  

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• 10+ years of B2B sales experience, with significant experience selling into the data center industry
  
• Proven success managing and growing large, complex strategic accounts
  
• Demonstrated experience selling construction, commissioning, controls, or technical services in mission-critical environments
  
• Strong understanding of data center delivery models, buying cycles, and stakeholder dynamics
  
• Track record of closing multi-million-dollar deals and managing long sales cycles
  
• Exceptional executive presence, communication, and negotiation skills
  
• Must be a US Citizen
  

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• Experience working with or selling to Hyperscalers, Colocation Providers, or Fortune 500 Enterprises
  
• Background in White Space Fit-Out, Commissioning, Controls, or Integrated Data Center Services
  
• Experience operating within a private-equity-backed or high-growth environment
  
• Familiarity with Ashburn, Phoenix, or Dallas data center markets and customer ecosystems
  

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• Annual bookings and gross-profit attainment
  
• Strategic account growth and penetration
  
• Pipeline health and forecast accuracy
  
• Customer retention and expansion
  
• Cross-line-of-business revenue contribution
  

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• Microsoft Office Suite or related software.
  

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• No supervisory responsibilities for this position.
  

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• Prolonged periods of sitting at a desk and working on a computer.
  
• Must be able to lift 15 pounds at times.
  
• Frequently required to stand, walk, stoop, kneel, crouch, or crawl.
  

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• CPG offers a competitive and comprehensive package that includes additional benefits beyond enhanced medical, dental, and vision coverage
  
• Health Benefits - (Medical, Dental & Vision Insurance)
  
• Flexible Spending Account Options
  
• 401K Plan
  
• Employer paid Life & Disability Insurance
  
• Paid Time Off
  
• Employee Referral Program
  
• Employee Assistance Program (EAP)
  

Senior Policy Advisor for Health

State of New York – Executive Chamber

Salary Range $115,000-$130,000

Location: Albany, NY or New York, NY

The Senior Policy Advisor will report to the Deputy Secretary for Health and partner closely with the Assistant Secretaries for Health to oversee the Governor’s Health agenda, including all components of operations and policy management within the Health portfolio. Additionally, the Senior Policy Advisor will work with senior leadership and staff members within the Executive Chamber as well as the Department of Health (DOH), Office of the Medicaid Inspector General (OMIG), and State Office for the Aging (SOFA) in service of setting and implementing the Governor’s Health agenda.

Job Description:

• Partners with the Deputy Secretary and Assistant Secretaries to conduct oversight of State agencies within the designated program area (Health). Serves as a cornerstone of the Health portfolio, partnering with the agency, Division of Budget, Executive Chamber Counsel, and other members of the Health portfolio to help set and implement the Governor’s Health agenda.
• Policy making: Owns discrete policy areas agreed upon in collaboration with the Deputy Secretary and Assistant Secretaries for Health, including:
• Identifying areas of greatest need/opportunity through research and analysis (literature reviews, stakeholder interviews, review of current legislation, etc.)
• Developing specific proposals to address areas of need (e.g., reviewing best practices from other States, partnering with experts within State agencies) for consideration during annual State of the State and budget-making processes
• Ensuring policy initiatives proposed by State agencies and other Executive Chamber teams remain coordinated and consistent with overall Health agenda
• Developing perspective and advising Governor on whether to sign/veto legislative bills passed during annual legislative session
• Implementation and agency oversight: Partners closely with relevant State agencies to ensure effective implementation of Governor’s agenda, including:
• Monitoring agency progress in implementing key priorities, including intervening as necessary to ensure adequate direction, resources, and support to achieve objectives
• Leading implementation for select priority initiatives
• Managing certain aspects of day-to-day agency oversight (e.g., reviewing and approving budget requests, reports for external release)
• Ensuring Deputy Secretary and other Executive Chamber leadership are kept abreast of agency operations
• Providing input, as needed, on day-to-day agency operations (e.g., review of agency-proposed regulations)
• Communications and stakeholder management: Takes steps to gather input on and build support for Governor’s agenda, including:
• Meeting with key advocates and stakeholders within and outside of NYS to gather input on and build support for agenda
• Partnering with agency and Executive Chamber communications teams to provide input on overall communications strategy, including press, events, etc.
• In support of the above activities, is expected to have exemplary skills and demonstrated experience in the following:
• Conducting policy research (including literature reviews, expert and stakeholder interviews, data analysis) and generating innovative and effective recommendations
• Preparing clear and concise briefing materials, and providing verbal briefings
• Effectively managing projects, including meeting facilitation, project tracking, stakeholder management, proactive risk identification
• Working effectively as part of a team, including giving and receiving professional development feedback and supporting discussion of and implementation of effective team norms and culture

Potential Areas of Focus:

• The Senior Policy Advisor will partner with the Assistant Secretaries for Health to support day-to-day management of a subcomponent of the Health portfolio. The Senior Policy Advisor will be assigned discrete policy areas and operational topics to oversee, and is expected to serve as the ‘first line of defense’ responsible for these areas. The Senior Policy Advisor will be expected to partner closely with the Assistant Secretaries for Health in these areas, working to keep the Deputy Secretary apprised of day-to-day activities and providing the Deputy Secretary with recommendations on all critical decisions needed
• The Senior Policy Advisor’s areas of focus are flexible depending on candidate qualifications, but may include the healthcare delivery system, healthcare innovation, public healthcare insurance and coverage, long-term care, and/or public health.

Minimum Qualifications:

A Bachelor's degree and at least 5 years of full-time, professional experience with a focus on public administration, public policy, health policy, or related topics. A Master’s degree in a related field or Juris Doctor may substitute for one year of this experience. A strong interest and knowledge of health policy is highly desirable.

Preferred Skills:

• Track record of strong analytical, organizational, and project management skills
• Excellent written, verbal communication, research, and interpersonal skills
• Ability to manage complexity, arrive at the appropriate solutions and insights and synthesize key findings in a rapid fashion
• Commitment to public service and health policy
• Broad experience in housing policy development and operations
• Proficiency in Microsoft Word, PowerPoint, and Excel

NYS Executive Chamber is an equal opportunity employer. We encourage women, people of color, LGBTQ individuals, people with disabilities, members of ethnic groups, foreign-born residents, and veterans to apply. We celebrate diversity and do not discriminate based on race, religion, color, national origin, sex, sexual orientation, gender identity and/or expression, age, veteran status, disability status, arrest record or criminal conviction history, or any other category protected by law.

We are happy to consider reasonable and religious accommodations during the hiring process. Please send your request to

Our client, a medium-heavy duty truck manufacturer, is seeking a Senior Manufacturing Business Controller to join their team in Dublin, VA.

The mission of the Senior Manufacturing Business Controller (Senior MBC) is to support financial processes and operations are aligned with company profitability goals and global manufacturing strategies.

The Senior Manufacturing Business Controller (Senior MBC) plays a pivotal role in the financial strategy, governance, and performance management of the plant. You will guide business decisions, drive cost competitiveness, and support long-term manufacturing strategy.

In addition, you will act as a trusted partner to manufacturing teams, leveraging your expertise to optimize cost control and ensure compliance with internal financial policies.

Responsibilities:

• Lead complex financial modeling, including make-versus-buy assessments, capacity planning, and scenario analysis.
• Champion continuous improvement initiatives related to financial processes, automation, reporting efficiency, and cost transparency.
• Mentor and guide junior controllers or analysts, sharing best practices and building capability within the finance function.
• Evaluate manufacturing KPIs such as productivity, efficiency, scrap, throughput, and continuous improvement outcomes.
• Providing critical financial analysis and reporting for truck manufacturing costs, including forecasting and variance analysis.
• Provide actionable insights that influence major decisions in production planning, investment strategy, cost deployment, and optimization projects.
• Ensure CAPEX decisions support long-term manufacturing competitiveness and operational needs.
• Support financial governance, ensuring alignment with corporate strategy and manufacturing objectives.
• Serve as the primary financial advisor to senior plant leaders, providing forward-looking analysis and decision support
• Managing and analyzing key manufacturing cost systems, such as SAP, and generating insights to improve cost efficiency.
• Conducting monthly closing activities, including journal entries, account reconciliations, and financial adjustments.
• Delivering clear, actionable reports to management to support strategic decision-making and operational excellence.
• Ensuring compliance with Financial Procedures, internal controls, and audit requirements.
• Driving collaboration across functions to enhance financial processes and achieve profitability targets.

Requirements:

• Bachelor’s degree in accounting, finance or equivalent experience required. MBA, CPA, or CMA preferred.
• 7-10+ years of experience in manufacturing finance, cost accounting, or business control.
• Proficiency in SAP Financial Systems, MS Office (Excel, PowerPoint), and analytical tools; Power BI/Power Automate experience is an advantage.
• Deep expertise with SAP FI/CO, manufacturing cost systems, and financial modeling.
• Advanced skills in MS Office, analytics tools (e.g., Power BI), and automation platforms.
• Demonstrated experience partnering with senior operational leadership.
• Strong understanding of production flow, cost drivers, lean manufacturing, and operational KPIs
• Manufacturing environment experience preferred.

Key Competencies:

• Strategic thinker with strong business acumen and ability to influence decisions.
• Exceptional analytical capability with high accuracy and attention to detail.
• Strong leadership, communication, and interpersonal skills.
• Ability to manage complexity and provide clarity in a fast-paced manufacturing environment.
• Continuous improvement mindset and passion for driving financial and operational excellence.

We advance science so that we all have more time with the people we love.

The Senior/Principal Business Manager will serve as a strategic advisor and thought partner to senior leadership within the gRED Translational Medicine organization. This individual will play a critical role in driving cross-functional alignment, enabling business planning and operational excellence, and ensuring the successful execution of strategic priorities. The role requires strong business acumen, systems thinking, and the ability to influence and partner across multiple levels and functions. The Business Manager also enables leadership team effectiveness by shaping agendas, connecting strategic dots, and anticipating organizational needs. With a strong grasp of the enterprise landscape, the Senior Business Manager proactively connects strategic priorities to execution, facilitates sound decision-making, and identifies opportunities to strengthen how the organization operates, collaborates, and delivers impact.

As a valuable member on the Translational Medicine team you will be:

• Serving as a strategic thought partner to senior functional leaders (Director and Vice President level), providing insights and driving aligned decision-making in support of organizational goals.
• Leading short- and long-term business planning efforts, including annual planning cycles, resource allocation, budget forecasting, and functional goal setting.
• Driving leadership team operating rhythm, ensuring effective prioritization, focus, and delivery on strategic objectives.
• Anticipating emerging needs, risks, and opportunities across the organization and proactively frames options for leadership consideration.
• Facilitating effective leadership and project team operationsdesigning and executing agendas, preparing briefing materials, and ensuring clarity of decisions, follow-ups, and outcomes.
• Connecting the dots across initiatives and stakeholders, identifying interdependencies and proactively addressing risks and opportunities.
• Synthesizing data and perspectives to support informed decision-making, including preparing pre-reads, strategic recommendations, and decision frameworks for leadership discussions.
• Driving planning and execution of strategic initiatives and change efforts that support the function's success and alignment with gRED and enterprise priorities.
• Advising on and contributes to solutions for complex challenges, offering structure, process, and creative thinking to move initiatives forward.
• Supporting key people and culture activitiessuch as functional offsites, recognition programs, and engagement initiativeshelping to foster a high-performance, inclusive, and purpose-driven environment.
• Acting as a connector across teams, promoting collaboration, shared accountability, and alignment toward common goals.
• Supporting communication strategies to ensure transparency, clarity, and engagement across stakeholders and organizational levels.
• Bringing a strong enterprise mindset, continuously linking functional goals to broader strategic context and organizational objectives.

• A skilled communicator with strong written, verbal, and presentation abilitiesable to synthesize and convey complex information clearly and effectively to diverse audiences.
• Highly organized, with exceptional program and project management capabilities.
• Trusted relationship builder who fosters collaboration, psychological safety, and transparency across teams and leadership levels.
• Agile and resourceful in navigating ambiguity and shifting priorities, with a proactive and solutions-oriented mindset.
• Adept at identifying process improvements and delivering business impact through operational excellence.
• Demonstrated experience in business management disciplines such as:
  • Strategic planning
  • Organizational development
  • Project and portfolio management
  • Business process improvement
  • Change management
  • Internal communications and engagement
• Proven success leading cross-functional initiatives in complex matrixed environments.
• Background in clinical development, drug development, or translational research is preferred.
• Strong understanding of enterprise functions, organizational dynamics, and business operations.
• Formal degree preferred; equivalent training and experience will be considered.
• Additional training or certification (e.g., PMP, Six Sigma, Design Thinking, Agile) is a plus.

Relocation benefits are not available for this job posting.

The expected salary range for this position based on the primary location of California for Senior Business Manager is $144,000-$267,400 and Principal Business Manager is $156,500-$290,700. Actual pay will be determined based on experience, qualifications, geographic location, and other job-related factors permitted by law. A discretionary annual bonus may be available based on individual and Company performance. This position also qualifies for the benefits detailed at the link provided below.

Genentech is an equal opportunity employer. It is our policy and practice to employ, promote, and otherwise treat any and all employees and applicants on the basis of merit, qualifications, and competence. The company's policy prohibits unlawful discrimination, including but not limited to, discrimination on the basis of Protected Veteran status, individuals with disabilities status, and consistent with all federal, state, or local laws.

If you have a disability and need an accommodation in relation to the online application process, please contact us by completing this form: Accommodations for Applicants.

ProSidian Consulting seeks a Management and Operations Consulting Senior Manager to lead and support design, development and delivery of client solutions for the Firm's Consulting Practice. The Senior Manager plays an integral role in successfully designing, planning and executing client engagements and building the firm's reputation for quality service. This includes researching, pursuing, and documenting possible business opportunities; supporting and managing our proposal development process; managing client relationships and deliverables; and developing teams while communicating with appropriate stakeholders.

The Senior Manager is responsible for business development, client engagement management, thought leadership, market presence, and team-building/leadership of Management Consultants. ProSidian's business development initiatives include but are not limited to proposal writing, responding to requests for information/sources sought, client presentations and capabilities briefings, attending industry and client conferences and general meetings, and creating awareness of the firm.

This position will identify solutions to important client challenges/opportunities, produce results for engagement team deliverables and internal firm initiatives, drive change and impact client outcomes. The Senior Manager provides oversight and management of professional consultants to insure consistent, high quality service delivery in a cost effective manner for Private Companies, Fortune 1,000 Enterprises, and Government Agencies of all sizes.

Although daily activities may change and evolve, the following represents initial primary areas of activity: 15% Internal Operations Focus, 45% Business Dev Initiatives, 45% Client Service. Other responsibilities include, but are not limited to, working with other consultant practices and company business units, interfacing with contract On-Demand resources, and working with other Engagement Team Members (new employees, fellows, contractors, and collaborating partners) to develop or support business opportunities.

Industry Focus: Strategically diversified services offered by ProSidian Consulting for Energy, Manufacturing, Chemical, Retail, Healthcare, Telecommunications, Hospitality, Pharmaceuticals, Banking & Financial Services, Transportation, Federal and State Government Agencies.

Business Development:

• Actively participate in business development activities, by coordinating and/or leading proposal or engagement teams while creating strong working relationships with clients.
• Develop a sales strategy that identifies targeted accounts, account planning, consulting service product packaging, proposal development, proposal delivery, and processes for closing the deal.
• Implement a strategic sales action plan which clearly demonstrates target goals and sales success and manage practice action plans to grow sales, create new service offerings and offer thought leadership to find solutions to important client challenges.
• Provide leadership to ensure consistent, high quality and cost effective service delivery.
• Responsible for conducting follow-up calls and visits as required for maximizing a strong close ratio.
• Technical and Solution Architect for Proposal development, proposal requirements, proposal writing as part of managing our sales process
• Work with business development teams to close new sales opportunities.
• Any other Business Development responsibilities as required

Client Engagement Management:

• Build, develop and maintain long-term relationships with clients at the C-Suite level.
• Conduct quantitative and qualitative analysis, including financial or business modeling, and coordinate and execute research, data collection, and analysis
• Create a services mix that demonstrates a high-level of professionalism and a clear understanding of a client's unique business needs.
• Develop and offer services that reflect an understanding of a client's unique business needs and offer client market specific solutions that are measurable.
• Develop, Implement and present solutions and recommendations
• Engagements will address a wide range of strategy and business issues that may include strategy sessions, strategic planning, and evaluation strategic client initiatives.
• Structuring and performing analysis, and conducting primary research, to uncover the insights that support our recommendations to clients
• Technical and Solution Architect for Proposal development, proposal requirements, proposal writing as part of managing our sales process
• Any other Client Engagement Management responsibilities as required

Thought Leadership:

• Assist the firm in efforts to strengthen market presence such as bylining articles, speaking at key conferences, and publishing.
• Be an active participant within a team that provides thought leadership, project support artifacts and analytical concepts for use within the practice.
• Presenting at team and client meetings, and determining the most practical way to drive lasting results based on your insights
• Provide thought leadership to deepen and expand the firm's product offerings and client solutions.
• Researching and creating Frameworks to deliver solutions that solve problems and enhance client operations
• Support and contribute to the development of intellectual capital for the firm.
• Any other Thought Leadership responsibilities as required

Personnel Management:

• Consultants will include a mix of independent contractors as well as employed subject matter experts as business needs dictate.
• Develop, coach and recruit talented consulting team members.
• Lead engagement teams on complex projects and develop junior team members
• Responsible for contributing to employee performance appraisals or annual contract employee reviews.
• Responsible for project management oversight, supervision, and leadership and building a team of consultants who deliver quality projects in consulting area.
• Any other Personnel Management responsibilities as required

Collaboration and Team Building:

• Assume ownership of projects while simultaneously leading a team.
• Comfortable reporting and working in a matrix organization.
• Delegate or accept delegation to promote client engagement opportunities and/or client relationships.
• Performs other duties as assigned.
• Supporting and leading business development initiatives and proposal writing
• Taking on stimulating challenges including corporate and business unit strategy, regulatory compliance initiatives; business process reviews, assessments, and improvement initiatives; organizational effectiveness and optimization, and training and talent management initiatives.
• Any other Collaboration and Team Building responsibilities as required

Senior Managers generally have a BA or equivalent qualification, an MBA or equivalent degree, and 10-15 years' experience including managing large global projects with at least 50% in Management and Operations Consulting. These professionals perform roles of solution and technical architects for new business development while also responding to new and current client needs, providing oversight on engagement operations, and managing client relationships.

Lead and pilot on engagement pursuits. Engagement manager; manager of day-to-day client relationship; aligned to industry or functional domain. Your skills & behaviors that demonstrate success include all activities from previous levels (Level 1, Level 2, Level 3, & Level 4). There are three stages to Senior Managers at Level 4 (Senior Manager 4.1, Senior Manager 4.2, & Senior Manager 4.3)

A successful Senior Manager level professional at ProSidian is able to oversee multiple engagements and multitask on internal operations and engagement requirements deliverable service quality. The Senior Manager level professionals that excel are comfortable in a small, dynamic, yet growing environment where Management and Operations Consulting entails multiple types of engagements and activities focused nationally to complete a wide variety of engagements for Private Companies, Fortune 1,000 Enterprises, and Government Agencies of all sizes.

• Teamwork ability to foster teamwork collaboratively as a participant, and effectively as a team leader
• Leadership ability to guide and lead colleagues on projects and initiatives
• Business Acumen understanding and insight into how organizations perform, including business processes, data, systems, and people
• Communication ability to effectively communicate to stakeholders of all levels orally and in writing
• Motivation persistent in pursuit of quality and optimal client and company solutions
• Agility ability to quickly understand and transition between different projects, concepts, initiatives, or work streams
• Judgment exercises prudence and insight in decision-making process while mindful of other stakeholders and long-term ramifications
• Organization ability to manage projects and activity, and prioritize tasks

• Business Tools understanding and proficiency with business tools and technology, including Microsoft Office. The ideal candidate is advanced with Excel, Access, Outlook, PowerPoint and Word, and proficient with Adobe Acrobat, data analytic tools, and Visio with the ability to quickly learn other tools as necessary.
• Commitment - to work with smart, interesting people with diverse backgrounds to solve the biggest challenges across private, public and social sectors

The Capital One Privacy Compliance & Risk team is seeking a Senior Manager with a passion for mitigating privacy risk at a tech-focused financial institution. The Senior Manager will join us to perform key privacy compliance activities on the second line of defense and will help manage privacy risk.

The Compliance Privacy Senior Manager performs a key risk management role to ensure compliance with applicable federal and state Privacy laws and regulations and a growing portfolio of international Privacy laws and regulations. The Compliance Privacy Senior Manager will apply risk, process management, and analytical skills to drive action to support privacy risk objectives. A successful Compliance Privacy Senior Manager is a highly motivated, forward-thinking self-starter who takes ownership, can work autonomously, is quick to adapt, technologically adept, and a committed learner.

Responsibilities:

• Actively follow privacy trends across the country, including the development of new privacy laws and emerging privacy risks
• Maintain subject matter expertise of applicable privacy international and domestic laws and regulations, including but not limited to TCPA, TSR, CAN-SPAM, GLBA, FCRA, FACTA, FFIEC guidance, CCPA, and GDPR
• Provide advice and effective challenge on privacy risks and support business lines through various interactions and forum engagements
• Actively engage with others within the department, including other subject matter experts and transaction testing team members
• Advise business lines on application of privacy requirements, development of controls and monitoring, remediation/corrective action of compliance breakdowns, and changes in law or regulation
• Participate on complex projects by providing guidance, advice, and effective challenge
• Participate in reporting activities used by Senior Leadership
• Travel to various Capital One locations as necessary

The ideal candidate will possess:

• Clear results orientation and focus on achieving both short- and long-term goals
• A proven track record of supporting and working across business lines and functions and with a senior management team
• Ability to navigate \"white space\" or ambiguous situations to drive and execute an agenda in a fluid environment
• Solid teamwork skills: ability to build and leverage the capabilities of a high-performing team
• Highly developed interpersonal, presentation, and communications skills (written and oral) coupled with strategic influencing skills and the ability to drive agreement through intellect, interpersonal, and negotiation skills
• Strong judgment, influencing skills, integrity, and discretion in handling highly sensitive issues
• Ability to effectively challenge first line of defense risk taking, risk assessments, and risk mitigation efforts
• Successful track record of thriving in both a highly regulated industry and a fast paced, entrepreneurial, and dynamic environment
• Strong project management, process management, and organizational skills
• A collaborative, energetic, solution-oriented, and innovative leadership style
• Ability to balance operating independently with appropriate escalation and interaction with senior leadership
• Willingness to work as a team player and interact with associates across functions, departments, and job levels, both inside and outside the Compliance Department
• Understanding of key regulatory and audit requirements and three lines of defense risk management framework

Basic Qualifications:

• Bachelor's degree or military experience
• At least 7 years of privacy, compliance, risk management, legal or audit experience

Preferred Qualifications:

• Juris Doctor or Master's degree
• 8+ years of privacy, compliance, risk management, legal or audit experience at a financial institution
• 3+ years of experience in strategic consulting and strategic initiative management
• 3+ years of people management experience
• Certified Information Privacy Professional (CIPP), Certified Risk Professional (CRP) or Certified Regulatory Compliance Manager (CRCM)

At this time, Capital One will not sponsor a new applicant for employment authorization for this position.

The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based on the agreed upon number of hours to be regularly worked.

McLean, VA: $170,800 - $194,900 for Compliance Advisor Sr. Manager

New York, NY: $186,300 - $212,700 for Compliance Advisor Sr. Manager

Richmond, VA: $155,300 - $177,200 for Compliance Advisor Sr. Manager

Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.

This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.

Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website.

Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.

Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace.

Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.

If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1-8 or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

For technical support or questions about Capital One's recruiting process, please send an email to .

Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.

Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

Senior Analyst or Associate, Financial Advisory (Talent Pipeline)

Confidential Multi-Family Office & Investment Advisory Firm

Overview

As a Senior Analyst or Associate within our Financial Advisory team, you will operate at the intersection of legacy and innovation, serving as a trusted partner to some of the world's most influential individuals and families. You will help clients navigate the complexities of their financial lives with precision, empathy, and exceptional care — ensuring that every element of their balance sheet, investment strategy, and long-term plan is managed with clarity and foresight.

You will join a collaborative advisory team that values learning, partnership, and shared ownership. We work closely across levels and alongside internal specialists so that every client benefits from the full strength of our integrated platform.

This role is designed for professionals energized by complexity, motivated by service, and driven to make a lasting impact. If you take pride in anticipating needs, delivering exceptional outcomes, and making complexity feel seamless, this is an opportunity to join a team built on trust, care, and excellence.

Please note: This posting is intended to build a pipeline of high-quality candidates for future openings. We will reach out as opportunities align with business needs.

Core Responsibilities (All Candidates)

You will support clients across a broad range of investment, planning, and relationship management activities, including:

• Preparing and analyzing balance sheets, asset allocations, investment performance reports, and other financial materials.
• Assisting with investment operations, including trade coordination, cash flow monitoring, and private investment updates.
• Conducting financial and estate planning analyses such as liquidity modeling, lending evaluations, and gifting illustrations.
• Partnering with accountants, attorneys, and external advisors to gather information and support planning discussions.
• Preparing client meeting materials, managing follow-ups, and maintaining accurate data in CRM and portfolio reporting systems.
• Collaborating closely with Investment Strategy, Legal, Compliance, and Operations teams to ensure seamless client service.

Senior Analyst

Senior Analysts take on increasing ownership, judgment, and communication responsibility.

Additional Responsibilities

• Own key deliverables such as asset allocation reviews, rebalancing recommendations, and planning analyses.
• Support advanced planning work, including Monte Carlo simulations, executive compensation summaries, and scenario-based modeling.
• Develop working knowledge of trusts, estate strategies, and gifting structures.
• Participate in client meetings and proactively identify opportunities such as refinancing, liquidity needs, and strategic planning considerations.
• Mentor Analysts on processes, systems, and best practices as you grow into a leadership mindset.

Qualifications

• Bachelor's degree required.
• 3+ years of relevant experience in financial services, wealth management, or multi-family office environments.

Associate

Associates deepen their role as strategic advisors and trusted client partners.

Additional Responsibilities

• Lead client relationships in partnership with senior team members, helping clients interpret investment results, plan across generations, and make informed decisions.
• Drive portfolio discussions, rebalancing recommendations, and investment rationale with a strong understanding of asset classes and the firm's investment philosophy.
• Guide trust and estate planning conversations and coordinate with attorneys on structures, gifting strategies, and long-term planning.
• Manage complex client processes such as 10b5-1 plans, lending evaluations, private investment coordination, and other high-impact deliverables.
• Coach junior teammates, strengthen team workflows, and elevate the quality and clarity of client deliverables.

Qualifications

• Bachelor's degree required.
• 5+ years of experience working with high-net-worth or ultra-high-net-worth clients.

Who You Are

Across both levels, successful candidates demonstrate:

• Strong analytical and communication skills, with the ability to explain complex topics clearly and simply.
• Exceptional attention to detail and commitment to accuracy.
• Intellectual curiosity, proactive thinking, and a passion for client service.
• High integrity in handling confidential and sensitive information.
• A collaborative mindset and enthusiasm for teamwork.

Location

Applicants are expected to work onsite in our New York or San Francisco offices in accordance with our hybrid working policy.

Compensation

In accordance with applicable law, we provide a reasonable estimate of the salary range for this role. Compensation decisions consider factors such as skill set, experience, training, certifications, and business needs. We apply a total rewards philosophy in determining overall compensation.

• Senior Analyst: $110,000 – $120,000 base salary
• Associate: $130,000 – $150,000 base salary

Both levels are eligible for a discretionary bonus and comprehensive benefits.