Wealth Management Solutions, ConnectWealth Managed Investments Trading & Implementation Product Senior Associate (Jersey City)

Job Description: Do you enjoy shaping the future of product innovation as a core leader, driving value for customers, guiding successful launches, and exceeding expectations?Do you want to be on a team at the forefront of integrating AI into the craft of product ownership? As a Trading & Implementation Product Owner for Managed Investments, you will act on behalf of the business, operations, and our clients to drive strategic platform initiatives. This role offers a unique opportunity to engage with the strategic transformation of our managed investment platforms across multiple lines of business, with exposure to both International and US markets. You will bring AI to the daily craft of product ownership — accelerating how you articulate requirements, document decisions, and brief stakeholders — and apply it at the scale this transformation demands. Join us in shaping the future of wealth management advisory solutions business and making a meaningful impact on advisors and their clients! Additional Detail In a highly competitive industry, firms that are able to provide clients the ability to customize their investments and advisors to scale their practices will win. In order to make this a reality, we are committed to building a world‑class, modern wealth platform for our advisors to use across the U.S. Private Bank and U.S. Wealth channels to deliver the breadth of our firm and deepen our client relationships. To help achieve this goal, we invite you to join us as a Product Owner on the ConnectWealth team will be focused on creating a holistic advisor and client experience that delivers advice in a single and scalable integrated wealth platform. As a product owner, our team will define the strategy and capability of ConnectWealth across the platform's Portfolio Construction, Trading and Implementation area products. The team will partner closely with key product areas across the firm, including our Technology and Digital teams, to successfully execute the ConnectWealth platform strategy. The group will partner across Wealth Management, including Business Leaders, Investors/Advisors, Portfolio Managers, Technology, Middle Office/Operations, Risk, Legal and Compliance to transform both the operating model and associated platform to support over $500Bn in discretionary and advisory assets while looking to save substantial expenses by eliminating legacy and redundant applications, platforms, processes all the while launching the new ConnectWealth product set and platform. The team will coordinate information, business requirements and infrastructure necessary to enable this implementation and business transformation. This is a top priority change management and transformative program with strong senior leadership support and team with track record of successful delivery. Across this work, the team has built AI tooling into the daily craft of product ownership — accelerating how requirements are articulated, decisions documented, stakeholders briefed, and the backlog kept sharp — at the scale and pace this transformation demands. Job Responsibilities Product Ownership Support the vision, strategy, op model, requirements, and development of \next gen\ portfolio implementation and trade flow platforms as we roll out new managed account (UMA) products across advisory & discretionary channels across the US and eventually international regions. Manage discovery efforts to uncover solutions; integrate into product roadmap. Create business requirements that capture functional, design, and control/regulatory features in collaboration with stakeholders, including business management, design, technology, operations, legal, and compliance teams. Document verifiable requirements using AI (e.g.Cline/Claude) and Epic/Story format using JIRA. Support story refinement and grooming sessions with technology partners and business (including via AI generated Pull Requests in bitbucket / Claude) Help maintain a product backlog that enables development to support the overall strategic roadmap and value proposition. Partner with UAT testing teams to support acceptance criteria use cases and provide product support during testing phases. Support and participate in the design, development, testing, and implementation of requirements throughout their lifecycle to ensure quality and timely delivery. Support framework and track the product's key success metrics such as cost, feature and functionality, risk posture, and reliability. Apply AI to scale requirements articulation, discovery, and backlog refinement — without compromising quality, compliance, or regulatory rigor. Strategic Leadership Help define and execute the product strategy for Wealth Management's platform, ensuring alignment with overall program goals and OKRs. Drive innovation and continuous improvement to enhance platform capabilities. Be a decision maker determining trade-offs based on known considerations. Opportunities to transform the operating model and platform to support substantial assets while eliminating legacy systems. Lead the use of AI across strategy formulation, operating model design, and continuous platform improvement. Stakeholder Management Collaborate with leadership, steering committees, and cross-functional teams to align business and technology objectives. Manage stakeholder relationships and influence strategic decisions to support product development and delivery. Demonstrate team spirit and strong collaboration skills across functions and LOBs. Use AI to scale briefings, status updates, and decision documents for executive leadership and steering committees. Product & Risk Management Manage delivery of product features and enhancements, ensuring quality and compliance across integrated systems. Ensure appropriate risk management and participate in governance initiatives to ensure the platform meets regulatory and business requirements. Ensure timely delivery across end-to-end project lifecycle. Use AI to maintain traceability across requirements, decisions, and delivery artifacts — surfacing quality, compliance, or governance gaps early in the lifecycle. Required Qualifications, Skills and Capabilities Product Management Experience 2 years of experience in wealth management or financial services. Track record of successfully managing projects – highly desirable Experience with or in a product or project management role – highly desirable Leadership Competencies Strong strategic vision and execution capability, with excellent communication skills. Ability to lead meetings and initiatives with cross-functional teams, fostering a collaborative and innovative work environment Strong issue resolution and problem-solving abilities. Technical Skills Proficiency in Excel and PowerPoint. Experience in JIRA – desirable. Ability to leverage data and analytics to drive product decisions and improvements. Experience using AI tools is highly desirable. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provid

General Manager (San Francisco)

About The Role As a CBRE Property Management Sr. Manager, lead the team responsible for all operational and financial activities for a portfolio of properties. This job is part of the Property Management job function. They are responsible for operating buildings on behalf of a client or group. This is an on-site position in the financial district. What You’ll Do Provide formal supervision to employees. Monitor the training and development of staff. Conduct performance evaluations and coaching. Oversee the recruiting and hiring of new employees. Coordinate and manage the team's daily activities. Establish work schedules, assign tasks, and cross-train staff. Set and track staff and department deadlines. Mentor and coach as needed. Respond to high profile tenant needs and issues. Direct multi-year capital forecasting and execute the full project lifecycle—ranging from tenant improvements to building-wide capital initiatives—ensuring on-time and on-budget delivery. Manage all third-party vendor relationships, ensuring strict adherence to contractual obligations, service level agreements, and operational performance standards. Act as primary contact with property owners, serving as owner representative to ensure that objectives are being met. Prepare and deliver timely, accurate and complete reports. Develop and control annual budgets for large operating and capital expenses. Forecast complex management plans and prepare monthly performance reports, explaining variances. Help create advanced programs that will assist the property with emergency recoveries. Prepare and approve all required legal notices. Recommend and coordinate legal action as necessary. Review tenant rent and common area maintenance recovery charges to ensure payment is on time. What You’ll Need Bachelor's Degree preferred with 5 - 8 years of relevant experience. In lieu of a degree, a combination of experience and education will be considered. Experience managing Class A, high-rise office assets in a major metropolitan market is highly preferred. The ideal candidate will demonstrate strong financial and operational acumen, with a proven ability to lead multi-year capital forecasting and the execution of high-priority capital improvement projects. You will serve as the lead on project management—ranging from small-scale tenant construction to complex building projects—while maintaining a rigorous approach to vendor management, ensuring all contractual obligations and service standards are exceeded. Ability to lead the exchange of sensitive, complicated, and difficult information, convey performance expectations and handle problems. Leadership skills to motivate the team to achieve broad operational targets with impacts on own job discipline, multiple job disciplines, and department. In-depth knowledge of Microsoft Office products. Examples include Word, Excel, Outlook, etc. Extensive organizational skills and an advanced inquisitive mindset. Why CBRE When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values — respect, integrity, service and excellence — and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to chart your own course and realize your potential. We welcome all applicants. Our Values in Hiring At CBRE, we are committed to fostering a culture where everyone feels they belong. We value diverse perspectives and experiences, and we welcome all applications. Disclaimers Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future. Applicant AI Use Disclosure We value human interaction to understand each candidate's unique experience, skills and aspirations. We do not use artificial intelligence (AI) tools to make hiring decisions, and we ask that candidates disclose any use of AI in the application and interview process. About CBRE Group, Inc. CBRE Group, Inc. (NYSE:CBRE), a Fortune 500 and S&P 500 company headquartered in Dallas, is the world’s largest commercial real estate services and investment firm (based on 2024 revenue). The company has more than 140,000 employees (including Turner & Townsend employees) serving clients in more than 100 countries. CBRE serves clients through four business segments: Advisory (leasing, sales, debt origination, mortgage serving, valuations); Building Operations & Experience (facilities management, property management, flex space & experience); Project Management (program management, project management, cost consulting); Real Estate Investments (investment management, development). Please visit our website at www.cbre.com. CBRE carefully considers multiple factors to determine compensation, including a candidate’s education, training, and experience. The minimum salary for the General Manager position is $140,000 annually and the maximum salary for the General Manager position is $180,000 annually. The compensation that is offered to a successful candidate will depend on the candidate’s skills, qualifications, and experience. Successful candidates will also be eligible for a discretionary bonus based on CBRE’s applicable benefit program. Equal Employment Opportunity: CBRE is an equal opportunity employer that values diversity. We have a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law. Candidate Accommodations: CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company’s success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at [email protected] or via telephone at 1 866 225 3099 (U.S.) and 1 866 388 4346 (Canada). J-18808-Ljbffr

Chief Technology Officer (Northern)

Korbel Champagne Cellars is an iconic producer of premium méthode champenoise sparkling wines in Sonoma County, California. We combine traditional craftsmanship with forward-thinking innovation. We are seeking a strategic and hands-on CTO to modernize our technology stack—from legacy 2000s-era on-premise systems to current best-in-class efficiencies—while driving innovation across manufacturing, sales, marketing, and operations. Position Summary Reporting to senior leadership, the CTO will lead all aspects of IT, IS, and digital transformation. Initial focus areas include comprehensive network assessment and optimization, email system migration to the cloud, and ERP enhancements. The role requires deep expertise in enterprise systems and the ability to bridge legacy infrastructure with modern cloud and integrated solutions. Key Responsibilities Infrastructure & IT Modernization (Priority Initiatives) Conduct a full assessment of network viability (wired and wireless), analyze current settings, and implement upgrades to optimize performance, security, reliability, and scalability. Lead the decommissioning of the existing on-premise email system and design/implement a secure, scalable cloud-based collaboration and email platform. Oversee the current JD Edwards ERP environment, including integrations, optimizations, and a planned upgrade to the cloud or potential migration to a new ERP platform (e.g., SAP or equivalent). Ensure seamless data flow and minimal disruption to operations. Manage integrations and data strategy across JD Edwards, UKG, Salesforce (CRM), and other systems to create a unified technology ecosystem. Innovation & Operational Excellence Drive technology innovation in manufacturing: IoT/OT for production monitoring (fermentation, bottling, cellar operations), predictive maintenance, automation/SCADA enhancements, quality control, and supply chain optimization. Support sales and marketing with enhanced Salesforce capabilities, analytics, e-commerce, DTC tools, and customer insights platforms. Champion data-driven decision making, sustainability tracking, and compliance technologies (TTB, FDA, etc.). Evaluate and implement emerging tools relevant to beverage production and agritech. Leadership & Strategy Build, lead, and mentor a high-performing IT team. Develop and execute a multi-year technology roadmap aligned with business objectives. Manage vendors, budgets, and projects with strong governance and ROI focus. Collaborate closely with winemaking, production, finance, sales, and hospitality teams. Qualifications & Requirements Experience: Minimum 10 years in progressive IT/IS roles, with at least 5 years in a CTO, CIO, or equivalent senior leadership position. Required Systems Expertise: Hands-on experience with JD Edwards (including upgrades, cloud migrations, and integrations), SAP, and Salesforce. Proven success modernizing JD Edwards environments is essential. Strong background in network infrastructure, cybersecurity, cloud migrations (hybrid/on-prem to cloud), ERP implementations, and system integrations. Experience in manufacturing, food & beverage, or regulated industries is highly preferred. Demonstrated ability to deliver large-scale digital transformations with measurable business impact. Bachelor’s degree in Computer Science, Information Systems, Engineering, or a related field (advanced degree or certifications such as PMP, cloud, ERP-specific, or CISSP preferred). Excellent leadership, communication, and change-management skills. Must be comfortable working in a hands-on capacity in a facility-based environment while providing strategic vision. Ability to be based in or relocate to Guerneville/Sonoma County, CA. What We Offer Competitive compensation package. Opportunity to lead meaningful transformation at a historic, high-volume sparkling wine producer. Beautiful work location in the Russian River Valley. Expected Salary Range (top-notch candidate with 10 years total experience and 5 years in CTO-level roles, plus required JD Edwards/SAP/Salesforce expertise): Base salary: $230,000 – $290,000 annually, plus performance bonuses and benefits. The upper end reflects deep ERP transformation experience and California market factors. J-18808-Ljbffr

Chief Marketing and Community Engagement Officer (Phoenix)

Primary City/State: Phoenix, Arizona Department Name: Cust & Brand Exper Admin-Corp Work Shift: Day Job Category: Marketing and CommunicationsBanner Health is seeking a Chief Marketing and Community Engagement Officer to serve as a strategic brand builder, growth catalyst, and champion for community engagement across a complex, multi-market health system. Our ideal candidate will bring deep experience in health system planning, strategy, growth, enterprise marketing, and community engagement, with a proven ability to translate insights into impactful campaigns, partnerships, and measurable business results. This executive will shape and elevate Banner’s brand, strengthen market position, cultivate meaningful community connections, and develop strategies that fuel growth, enhance patient engagement, and reinforce the organization’s reputation. As a trusted member of the senior leadership team, this executive will align stakeholders, oversee marketing and community engagement efforts, guide a high-performing organization, and translate enterprise priorities into compelling, differentiated strategies. This is an opportunity to make a significant impact by building a leading healthcare brand while advancing access, innovation, community impact, and growth across the system. Your pay and benefits are important components of your journey at Banner Health. This opportunity includes the option to participate in a variety of health, financial, and security benefits. In addition, this position may be eligible for our Management Incentive Program as part of your Total Rewards package. Within Banner Health Corporate, you will have the opportunity to apply your unique experience and expertise in support of a nationally-recognised healthcare leader. We offer stimulating and rewarding careers in a wide array of disciplines. Whether your background is in Human Resources, Finance, Information Technology, Legal, Managed Care Programs or Public Relations, you'll find many options for contributing to our award-winning patient care. Position Summary This senior executive position is responsible for leading Banner Health's enterprise-wide marketing, brand strategy, external communications, consumer insights, marketing technology, and community engagement functions. This role serves as a strategic partner to the CEO and executive leadership team, driving the development and execution of integrated marketing and communications strategies that advance Banner Health's mission, strengthen brand equity, and support long-term organizational growth across all markets. This position ensures alignment of marketing and communications efforts with Banner's strategic priorities, fosters meaningful community relationships, and leads a high-performing team dedicated to delivering exceptional consumer experiences and measurable business outcomes. Core Functions Leads the development and execution of Banner Health's enterprise brand strategy, ensuring consistent brand positioning, identity, and expression across all markets, physical spaces, and consumer touchpoints. Oversees brand architecture, naming conventions, graphic design, photography, videography, and brand voice to reflect and advance organizational goals. Drives annual marketing strategic planning in close collaboration with service line, health plan, and executive leadership to align priorities, tactics, budgets, and critical dependencies with Banner's short- and long-term objectives. Develops and oversees a comprehensive external communications strategy, serving as a strategic advisor to the CEO and executive leadership on communications opportunities, reputational risk, and message delivery. Leads earned media strategy, executive communications, and relationships with media outlets, journalists, bloggers, podcasters, and social influencers to drive proactive, positive coverage. Manages digital communications channels including social media, blogs, podcasts, and website content to engage key audiences and stakeholders effectively. Partners with Human Resources and the internal communications team to advance enterprise-wide internal communications strategies that drive employee engagement, organizational alignment, and bidirectional information flow between corporate, regional, and facility levels. Provides strategic counsel and tactical support for speech writing, key messaging, media relations, and internal communications to position Banner and its executive team as healthcare thought leaders and strong community business leaders. Oversees the design, implementation, and administration of regulatory and non-regulatory consumer feedback programs, including HCAHPS, CMS-mandated surveys, Net Promoter Score (NPS), and custom satisfaction surveys, ensuring compliance with Medicare and Medicaid funding requirements, Magnet certification standards, and methodological rigor. Manages Banner Health's online reputation through strategic monitoring and solicitation of digital feedback, physician ratings, and patient testimonials to enhance brand perception and support consumer decision-making. Collaborates with clinical operations, quality, safety, and service line leadership to integrate consumer insights into operational improvements, strategic planning, and consumer-centered initiatives that advance Banner's mission and competitive position. Leads all marketing-driven digital experiences for Banner Health's consumer-facing marketing properties, including websites, microsites, and campaign landing pages. Owns the strategy, roadmap, and performance of marketing technology platforms that power consumer engagement across all digital touchpoints, partnering with IT, data, and marketing content teams to ensure seamless, high-performing digital experiences across Banner Plans & Networks and all consumer-facing channels. Develops and executes comprehensive community engagement strategies that strengthen Banner Health's presence, relationships, and brand recognition across all markets. Serves as a key liaison between Banner Health and community leaders, agencies, and stakeholders, maximizing community resources as adjuncts to care delivery. Establishes accountability frameworks and measurement standards for sponsorship and event investments to ensure consistent, impactful community engagement across all Banner markets. Establishes and governs a comprehensive marketing performance measurement framework, defining key performance indicators, return on investment metrics, and attribution models across all marketing channels and campaigns. Directs the analysis of market trends, competitive intelligence, consumer behavior data, and campaign performance to continuously optimize marketing investments and inform strategic decision-making. Ensures marketing expenditures and agency or vendor partnerships are managed with rigorous financial stewardship, delivering maximum value, measurable outcomes, and alignment with Banner Health's enterprise growth objectives. Minimum Qualifications Must possess a knowledge as normally obtained through the completion of a Master's degree in Marketing, Communications, Business Administration, Healthcare Administration, or a related field. Ten or more years of progressive leadership experience in marketing, brand management, and communications, preferably within a large, multiple-market and/or competitive market healthcare system or health plan, is required. Demonstrated success in developing and executing comprehensive marketing strategies that build brand equity and drive growth across diverse markets. Experience managing large-scale, integrated marketing campaigns, including digital, traditional, and experiential marketing channels. Demonstrated ability to lead through influence and collaboration, serving as a solution-seeking influencer who can drive results without compromising quality, performance, or brand standards. Demonstrated strong financial stewardship through highest and best allocation of marketing and brand budgets and resources. Demonstrated successful management of contracted agencies and vendors in the planning, execution, and delivery of desired results and maximum value. Deep understanding of healthcare industry dynamics, including consumer behaviors, competitive landscape, payer models and mix, and regulatory considerations. Deep domain expertise in brand positioning, messaging, and identity development, with a track record of creating cohesive and impactful brand narratives. Strong knowledge of brand measurement and the ability to use insights to demonstrate ROI. Ability to align marketing strategies with broader organizational goals, ensuring seamless collaboration across departments. Proven ability to recruit, mentor, and inspire high-performing marketing teams, fostering a culture of creativity, collaboration, and accountability. Exceptional verbal and written communication skills, with the ability to articulate a clear vision and inspire diverse stakeholders in both one-on-one and group presentation settings. Forward-thinking with the ability to anticipate trends, adapt to changing market conditions, and innovate in a highly competitive landscape. Preferred Qualifications Additional related education and/or experience preferred. EEO Statement EEO/Disabled/Veterans Our organization supports a drug-free work environment. Privacy Policy Privacy Policy J-18808-Ljbffr

Interim CFO (Cleveland)

Duration: 6-month contract possible extensions Hours: 40 hours/week Position Overview Our client is seeking a seasoned CFO who combines strategic leadership with deep accounting expertise and is comfortable rolling up their sleeves to build processes, improve controls, and establish an effective accounting and controllership infrastructure. Experience working in a private equity-backed environment and leading organizations through operational transformation is highly valued. This is a hands-on leadership opportunity for a proven CFO who can assess the current accounting environment, establish scalable processes and operational structure, and strengthen the overall accounting organization. Key Responsibilities Establish and optimize accounting and controllership processes, policies, and operational structure. Assess the existing accounting organization and identify opportunities to improve efficiency, controls, and scalability. Provide hands‑on leadership and strategic direction across the Accounting and Controller functions. Develop and implement best practices to support the company’s continued growth following its private equity acquisition. Strengthen financial processes, reporting, controls, and overall accounting operations. Partner with executive leadership and private equity stakeholders to align accounting operations with business objectives. Provide expert guidance on accounting matters and serve as a hands‑on financial leader during the transformation. Qualifications 8 years of true CFO-level experience with significant responsibility for Accounting and Controllership functions. Deep, hands‑on knowledge of accounting principles, processes, controls, and financial operations. Experience leading and optimizing accounting organizations and implementing new processes and operational structures. Ideally, experience managing financial operations within an organization generating $50M–$100M in annual revenue. Private equity‑backed or post‑acquisition experience is highly preferred. Experience within the financial services/finance industry is preferred. Strong ability to operate hands‑on while also providing executive‑level leadership and strategic direction. Preferred Qualifications CPA certification is a plus but not required. Eligibility Requirements: Must be legally authorized to work in the United States. No third parties. As a contractor, including remote contractors, you may be required to complete a background check. J-18808-Ljbffr