Personal Financial Manager Job at Sterlington

Senior Product Manager - Personal Banking

This is an opportunity to work on creating a holistic high-scale consumer bankin...

Location

United States; Canada , San Francisco; New York; Portland

Salary:

200700.00 - 250900.00 USD / Year

Mercury

Expiration Date

Until further notice

Requirements

7+ years of relevant product management experience in a financial technology company
Experience working on directly regulated products in the banking, insurance, wealth management, or treasury space at a growth-stage startup across a variety of different product areas (risk, growth, mobile, core banking, etc.)
Be technically inclined or comfortable enough with technical concepts to produce detail-oriented requirements that enable your team to ship high-quality features
Be able to balance a deep technical understanding of product and partner requirements with user empathy
Be able to take complex problems and distill them into first principles
Be capable of managing multiple projects simultaneously while keeping a high bar for execution and customer experience

Job Responsibility

Co-own with design and engineering an ambitious product roadmap for consumer banking products - from 0→1 ideas to continuous improvements and scaling the consumer program
Prioritize areas of product investment using a range of qualitative and quantitative inputs, often to make tradeoffs in a highly ambiguous environment
Be a collaborative powerhouse across Mercury, ensuring stakeholders are aligned on the vision of Personal Banking and feel joint ownership over strategy and results
Work across product surfaces - growth, risk, and core product - and dimensions - mobile and web products - and help us tie it all together
Clearly communicate technical and non-technical product specifications for personal banking product improvements/features to enable efficiency across a wide breadth of stakeholders
Identify opportunities to improve the consumer product experience, enabling both larger and smaller-scale projects
Drive accountability - hold yourself and others accountable in service of great work

What we offer

base salary
equity
benefits

Fulltime

Senior Practice Manager, Financial Services

Snowflake is about empowering enterprises to achieve their full potential — and ...

Location

United States

Salary:

184000.00 - 241500.00 USD / Year

Snowflake

Expiration Date

Until further notice

Requirements

10+ years of experience in a Sales and Services Delivery role (or similar capacity) interfacing with executives and dealing with complex, technical implementation projects, roadmapping and revenue forecasting
Direct experience, ideally within the respective market (see job title), in a Data Warehousing, Business Intelligence and/or Cloud field
Strong understanding of business solutions of our target clients, leveraging data as an enabler. Examples include Customer Data Platforms, cross-industry Data sharing, AI, personalization, etc.
Proven track record of meeting booking, utilization, and consumption (or similar) targets
Proven ability to communicate and translate effectively across both internal teams and customer organizational structures, developing technology programs, defining milestones, success criteria, resource allocation, and on-time delivery.
Strong organizational skills, ability to work independently and manage multiple projects simultaneously

Job Responsibility

Spearhead services sales execution and project delivery success for key accounts.
Engage C-level executives to create and execute services roadmaps that drive real business outcomes.
Own the entire professional services lifecycle—from deal strategy and proposal creation to execution and forecasting.
Be the go-to expert for cloud-based data warehousing, business intelligence, and AI-powered solutions.
Lead high-performing teams while ensuring top-tier customer satisfaction.
Report to an Consulting Practice Director on the Americas Professional Services teams
Be aligned to markets or industries as part of the practice, with services sales alignment to a Sales District Manager and Account Executives
Be responsible for both driving service sales enablement/execution and ensuring the successful delivery of services for your assigned accounts. Focus on achieving quarterly bookings targets (for Professional Services & Training) while meeting utilization targets by actively managing select project deliveries.
Be measured on consumption progress and meeting consumption targets at your accounts as part of the broader account team
Be the Professional Services point of contact for your accounts

What we offer

medical, dental, vision, life, and disability insurance
401(k) retirement plan
flexible spending & health savings account
at least 12 paid holidays
paid time off
parental leave
employee assistance program
and other company benefits
eligible to participate in Snowflake’s bonus and equity plan

Fulltime

Audit Manager I - US Personal Banking

The Audit Manager is an intermediate level role responsible for managing a team ...

Location

Colombia , Bogotá

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

9+ years of relevant experience in internal controls, risk management, or related fields
Fluent in English - both verbal and written
Consumer regulations knowledge and Issue Validation Background preferred
Fraud, financial crimes, AML/KYC knowledge is a plus
Related certifications (CPA, ACA, CFA, CIA, CISA or similar) preferred
Proven ability to execute concurrently on a portfolio of high quality deliverables according to strict timetables
Effective project management skills
Demonstrated ability to implement continuous improvement and innovation in audit tools and techniques
Consistently demonstrates clear and concise written and verbal communication
Experience in governance reporting, automated routines (e.g. CAATTs) is preferred

Job Responsibility

Lead complex audit and business monitoring reviews across entities within the US Personal Banking
Prepare and deliver reports related to risk-based audits, issue validations, business monitoring, regulatory, governance committee and senior management reviews
Manage audits comprised of a small to medium sized team of Internal Audit professionals to plan, execute and deliver audits within budgeted timeframes, in accordance with Internal audit and regulatory standards
Document and perform qualitative and quantitative checks on the governance reporting materials to ensure accurate, timely, impactful and concise communication to the stakeholders
Advise the business on change initiatives, while advancing integrated auditing concepts and technology adoption
Recommend interventions to issues, propose solutions for risk and control problems, partner with Directors and Managing Directors to develop approaches for broader corporate issues
Manage the development of audit process improvements, including the development of automated routines e.g., Computer Assisted Auditing Tools and Techniques (CAATTs), to help drive more effective and focused audit testing
Apply knowledge of key regulations and emerging risks to influence analytical testing strategies
Collaborate with teams across the business and determine impact on the overall control environment and audit approach
Possess strong analytical and interpersonal skills, make sound decisions, exhibiting initiative and intuitive thinking

Fulltime

Financial Solutions Group Manager

The Financial Solutions Group Manager is accountable for management of complex/c...

Location

Poland , Warsaw

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

10+ years of relevant experience, within the financial services industry highly preferred
Requires a comprehensive knowledge of multiple areas within a function and how they interact in order to achieve the goals of the function
Requires communication and diplomacy skills in order to guide and influence others
Experience and demonstrated ability to manage competing priorities in a complex and dynamic environment
Self-motivated with the ability to make decisions in the absence of detailed instructions
Proficient Microsoft Office skills
In depth knowledge of banking products / systems highly preferred
CPA preferred
Bachelors degree, potentially Masters degree

Job Responsibility

Contributes to the design, roll-out and governance of financial solutions, including: Participates in formulating and setting strategic direction for the process, organization and architecture covering Finance across Citi businesses, products, functions and locations
Assists in setting business and information architecture standards for Finance
Plays a part in settling and operating necessary forums and frameworks to establish and govern policies and starts for global Finance processes
Participates in assessing and incorporating changing business, regulatory and market information needs into finance processes and applications
Manages complex/critical/large professional disciplinary areas
Leads and directs a team of professionals
Applies in-depth knowledge of the business impact of process design and technical contributions
Accountable for delivery of a full range of services to one or more businesses/ geographic regions
Regularly interacts with peers within the firm and externally, including regulators and professional organizations
Provides advice to internal clients on the implications of business trends, issues, operating environment changes and firm or business unit strategy

What we offer

Private Medical Care Program
Life Insurance Program
Pension Plan contribution (PPE Program)
Employee Assistance Program
Paid Parental Leave Program (maternity and paternity leave)
Sport Card
Holidays Allowance
Sport and team recreation activities
Special offers and discounts for employees
Access to an array of learning and development resources

Fulltime

Part-Time Property Manager

Join Our Clients Team as a Property Manager! Our Client is seeking a cheerful an...

Location

United Kingdom , London

Salary:

32000.00 - 38000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Personable
Detail-Oriented
Proactive
Tech-Savvy
Team Player

Job Responsibility

Tenant Relations
Property Maintenance
Financial Management
Marketing
Compliance

Parttime

Vice President, Financial Solutions Lead Analyst

The Senior Project Manager accomplishes results through the management of profes...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6-10 years of experience in project management, primarily in financial services
Experience in supervising project managers/business analysts/project officers
Experience in interaction at Board/Executive management level of businesses
Broad understanding of business practices
Demonstrates capacity to work in highly pressured & volatile environments
Bachelor’s/University degree, Master’s degree preferred

Job Responsibility

Responsible for the overall direction, coordination, implementation, execution, control and completion of specified projects ensuring consistency with Citi project management governance
Manages people managers, including responsibility for the alignment of Organizational objectives and individual development plans
Project manages relatively small projects whilst overseeing the total project list and in particular the key critical projects
Resolves complex problems or transactions, where expertise is required to interpret against policies, guidelines or processes
Full ownership for one or more processes, reports, procedures or products, and may also be considered analytical or procedural experts representing a unit or team on cross-function process or project deliverables
May supervise day-to-day work of junior level employees, but will not typically have formal management role
Manages one team (consisting of support staff and/or entry-level analysts)
Applies in-depth disciplinary knowledge of concepts and procedures within own area to resolve issues
Ensures creation of project plan and charter benefits management plan, stakeholder management plan, acceptance plan, and central project issue log
Ensures resources are assigned to project & monitor commitment

Fulltime

Personal Assistant

The Personal Assistant role involves providing comprehensive support to a high-p...

Location

United Kingdom , Bromley

Salary:

40000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Strong organisational and multitasking abilities
Excellent communication and interpersonal skills
Proficiency in office software (MS Word, Excel, PowerPoint)
Ability to handle confidential information with discretion
Attention to detail and strong problem-solving skills
Previous experience in a private or family PA role preferred, especially with high-profile clients.

Job Responsibility

Supervise household staff, including nannies and security, to ensure smooth day-to-day operations
Assist with school runs, holiday planning, and childcare arrangements
Handle quotes, insurance, asset tracking, and essential paperwork
Collaborate with accountant and property manager on financial matters and property management
Organise travel arrangements and accommodations for both business and personal trips
Take charge of organising special events and family gatherings
Act as the first point of contact for calls, emails, and correspondence
Manage diaries, schedule meetings, and book appointments
Handle expenses and maintain organised filing systems
Keep track of vehicles, ensuring MOTs, services, and insurances are up to date

What we offer

Supportive and respectful work environment
Office space that welcomes you to utilise house facilities
Flexibility in working hours.

Fulltime

Senior Program Manager

The Senior Program Manager, Internal Audit will play a key role in ensuring succ...

Location

United Kingdom , Belfast

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Extensive background within Program and Change Management
a recognized program management or change certification
background in financial services with a preference for internal auditing or related functions
knowledge of technology and data related change is a preference
excellent communication skills required to influence a wide range of audiences
strong problem-solving skills and personal resilience, able to work through conflicts
excellent interpersonal relationships with ability to influence and negotiate with stakeholders
critical thinking and problem-solving skills
team player, able to collaborate effectively with peers
ability to work cross functionally in a collaborative environment, including comfort with ambiguity and uncertainty, close attention to detail

Job Responsibility

Contributes to ensuring all IA-wide changes are effectively prioritized and well-coordinated across IA teams, ensuring all relevant key stakeholder requirements are considered or addressed accordingly
develop and implement change management strategies and plans to support IA objectives
partner with project teams to integrate change management activities into project plans
manage change adoption and resistance, including training strategies and materials to support users through change transition
oversees change impact assessments to identify affected stakeholders, risks, and readiness levels
supports communication efforts and support the design, development, delivery, and management of communications by coordinating with the Communications and Engagement team
contribute to establishing and maintaining Change Management governance framework for IA
assess the current state of change activity across Internal Audit
identify strengths and opportunities for improvement and deliver a set of best practice recommendations
appropriately assess and manage the identification of risks which impact project delivery and ensure mitigation strategies are developed and executed when necessary

What we offer

Generous holiday allowance starting at 27 days plus bank holidays increasing with tenure
a discretional annual performance related bonus
private medical insurance packages to suit your personal circumstances
employee Assistance Program
pension Plan
paid Parental Leave
special discounts for employees, family, and friends
access to an array of learning and development resources.

Fulltime

Personal Financial Manager

Sterlington

Location:

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 06, 2026

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Job Description:

Job Responsibility:

Requirements:

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