Senior Associate, Executive Communications- Financial Services Job at Capital One (Plano)

Manager, Executive Communications - Financial Services

We’re seeking an influential communicator who has experience writing high-qualit...

Location

United States , Plano

Salary:

122100.00 - 139400.00 USD / Year

Capital One

Expiration Date

Until further notice

Requirements

High School Diploma, GED or equivalent certification
At least 6 years of experience in corporate communications, internal communications, public relations, journalism, marketing, social media management, writing, or a combination
At least 3 years of experience in communication strategy development for internal communications or executive leaders
At least 2 years of experience in ghostwriting

Job Responsibility

Lead internal communications strategy development for several senior leaders, drafting talking points, email updates, organizational changes and associate engagement messaging, among other initiatives
Leverage data to drive improvements to our internal communications channels
Lead communication efforts and processes for internal divisional and associate engagement events, including recognition events
Lead complex internal communications and change management campaigns
Draft talking points and prep documents for executive-level internal events
Contribute to internal and external storytelling strategy and initiatives
Partner cross-functionally on key initiatives with the ability to manage high-visibility projects, gather input from a variety of stakeholders, and drive results
Openly and actively contribute as a member of the Financial Services Communications team, identifying key opportunities and taking the lead on developing solutions that address both internal and external needs
Highly effective communications skills with outstanding writing abilities, including the ability to ghostwrite content in the style and voice of leaders

What we offer

Performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI)
comprehensive, competitive, and inclusive set of health, financial and other benefits

Fulltime

Senior Financial Associate, Strategic Initiatives

GoodLeap is a technology company delivering best-in-class financing and software...

Location

United States , West Palm Beach

Salary:

120000.00 - 140000.00 USD / Year

GoodLeap

Expiration Date

Until further notice

Requirements

Bachelor's degree in Economics, Finance, or a related field
5–7+ years of experience in finance, financial planning & analysis, or capital markets, preferably within credit card, fintech, or financial services
Strong financial modeling skills with demonstrated experience building and maintaining complex multi-variable models for forecasting, scenario analysis, and portfolio performance
Experience with financial planning and analysis functions including budget planning, variance analysis, and executive reporting
proven ability to translate financial data into clear, actionable insights for senior leadership
Experience managing institutional relationships — including bank partners, investors, or rating agencies — with demonstrated ability to manage reporting calendars, respond to requests under time pressure, and maintain credible, professional relationships
Excellent communication and presentation skills
able to distill complex financial information into clear executive-level narratives and maintain high-quality written deliverables for external bank partners
Entrepreneurial mindset with comfort operating in ambiguity
energized by building processes and financial infrastructure from the ground up in a fast-moving startup-like environment

Job Responsibility

Build and maintain monthly, quarterly, and annual financial reporting packages for executive leadership, covering revenue, cost of funds, credit losses, and operating expenses across the credit card portfolio
Conduct actual-vs.-projected variance analysis to identify performance drivers, communicate findings and recommend corrective actions or strategic adjustments
Develop and maintain financial models to forecast card portfolio performance, including spend volumes, interchange revenue, net interest income, and credit loss trajectories
Identify opportunities to optimize the cost structure of the card program, including issuing bank fees, processing costs, and credit loss reserves, and propose changes to drive margin improvement
Manage vendor financial relationships to drive further margin improvement
Partner with Data Analytics to build and maintain performance dashboards and standardized reporting templates that enable data-driven decision-making across finance and product leadership
Monitor industry benchmarks and competitive card economics to contextualize GoodLeap's performance and surface opportunities for improvement
Partner closely with Accounting/FP&A and the Capital Markets team to support portfolio-level decisions, including the timing, structure, and sizing of credit card account sales and securitizations
Analyze portfolio performance metrics, including delinquency rates, loss curves, prepayment rates, performance of aged accounts, and portfolio yield to inform optimal timing and structure for portfolio sales or financing transactions
Track and report on portfolio sale economics — including gain-on-sale margins and retained servicing obligations and incorporate transaction outcomes into ongoing financial forecasting

Fulltime

Transaction Advisory Services Senior Associate

Work with a nationally ranked CPA and advisory firm that is passionate for what'...

Location

United States , New York

Salary:

90000.00 - 115000.00 USD / Year

Aprio

Expiration Date

Until further notice

Requirements

Bachelor’s degree in accounting or finance
Licensed CPA is a plus
Understanding and applying Excel, PowerPoint and Word skills
Demonstrating poise working with private equity and corporate executives
Positive attitude, strong work ethic and excellent interpersonal and relationship building skills
Working effectively and personably with a diverse group
Strong written and verbal communication and presentation skills
2 – 3-year experience in Audit, Finance or Transaction Advisory Services
Displaying adequate knowledge of US GAAP

Job Responsibility

Compiling and analyzing historical financial data/financial statements provided by the buyer and/or seller
Commenting on client sellers and client targets’ financial operating results and financial position by highlighting significant business profitability trends and overly aggressive accounting policies
Understanding customer and vendor trends and other key transaction risk considerations
Proactively participating in meetings with Aprio client service team and management of client
Analyzing the cash flow impact of capital expenditures and working capital trends and changes
Creating and designing tailored transaction advisory reports addressing significant transaction consideration matters and issues
Continuously fostering relationships with coworkers (through all services lines and industry groups of Aprio) and clients (both strategics and private equity)
Participating in a work environment that values and promotes camaraderie, collaboration and giving back to the community
Traveling approximately up to 15% of the time while upholding Aprio’s values and reputation

What we offer

Medical, Dental, and Vision Insurance on the first day of employment
Flexible Spending Account and Dependent Care Account
401k with Profit Sharing
9+ holidays and discretionary time off structure
Parental Leave – coverage for both primary and secondary caregivers
Tuition Assistance Program and CPA support program with cash incentive upon completion
Discretionary incentive compensation based on firm, group and individual performance
Incentive compensation related to origination of new client sales
Top rated wellness program
Flexible working environment including remote and hybrid options

Fulltime

Senior Financial Planner / Associate Advisor

I am partnered with a rapidly growing, ethics first, independent wealth manageme...

Location

United States , San Francisco

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

7+ years of experience in wealth management, financial planning, or private client advisory services
Bachelor's degree or equivalent professional experience
CFP® designation strongly preferred
Series 65 or equivalent licensing required
Experience utilizing financial planning software such as eMoney, MoneyGuidePro, NaviPlan, or similar platforms
Strong understanding of comprehensive wealth planning concepts
Working knowledge across multiple planning disciplines, including investments, tax planning, estate planning, insurance, retirement planning, executive compensation, and cash flow management
Experience using CRM platforms such as Salesforce
Excellent communication, presentation, and interpersonal skills
Strong organizational skills and ability to manage multiple client priorities

Job Responsibility

Delivering comprehensive wealth management advice
Taking increasing ownership of client relationships over time
Client engagement
Financial planning
Relationship management
Practice growth initiatives
Working closely with established advisors

What we offer

Medical, vision, dental, and life and disability insurance
Company 401(k) plan
Free online training
Access to top jobs
Competitive compensation

Senior Associate Transaction Advisory Services

Join our Aprio PH Advisory team and you will help support clients maximize their...

Location

Philippines , Clark, Pampanga

Salary:

Not provided

Aprio

Expiration Date

Until further notice

Requirements

Amenable to work Mid-shift (3:00 PM – 12:00 MN PHT)
Bachelor’s degree in accounting or finance
Licensed CPA is a plus
Understanding and applying Excel, PowerPoint and Word skills
Demonstrating poise working with private equity and corporate executives
Positive attitude, strong work ethic and excellent interpersonal and relationship building skills
Working effectively and personably with a diverse group
Strong written and verbal communication and presentation skills
2 – 3-year experience in Audit, Finance or Transaction Advisory Services
Displaying adequate knowledge of US GAAP

Job Responsibility

Compiling and analyzing historical financial data/financial statements provided by buyer and/or seller
Commenting on client sellers and client targets’ financial operating results and financial position by highlighting significant business profitability trends and overly aggressive accounting policies
Understanding customer and vendor trends and other key transaction risk considerations
Proactively participating in meetings with Aprio client service team and management of client
Analyzing the cash flow impact of capital expenditures and working capital trends and changes
Creating and designing tailored transaction advisory reports addressing significant transaction consideration matters and issues
Continuously fostering relationships with coworkers (through all services lines and industry groups of Aprio) and clients (both strategics and private equity)
Participating in a work environment that values and promotes camaraderie, collaboration and giving back to the community

Senior Vice President, Client Executive - Investor Services

Are you looking for a career move that will put you at the heart of a global fin...

Location

United Kingdom , London

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Significant experience in a global financial institution with experience in Client Relationship management experience
Experience of managing by influence and demonstrated ability to manage complex issue resolution
Self-starter, good problem solver, results oriented
Proven track record of cross selling skills
Ability to take ownership and execute solutions with appropriate urgency
Excellent written and verbal communication skills and the confidence to handle external meetings and discussions with Clients
Client Executive must have an in-depth level of knowledge of the Custody and Funds industry, the client segment and good cross product knowledge of the services provided by Citi and the ability to bring all elements together seamlessly thus delivering the right solution for the client
The ability to multitask and constantly assess and change priorities in line with the demands of the business and Client base
Willingness and motivation to maintain a steep learning curve, keeping in tune with the business, client demands and global market developments
A strong understanding of the regulatory, risk and control environment impacting our business

Job Responsibility

Relationship Management: Build long lasting trusted client relationships – be a trusted advisor, act as clients advocate within Citi
Leads and coordinates negotiation of all legal contracts and business / risk updates (with oversight from Legal and Product)
Provides client with thought leadership on regulatory, industry and product solutions
Work in partnership with Citi teams and the client to ensure Citi is a top provider for the client
Understands existing and future products to propose recommendations
Ultimately responsible for Knowing the Client (KYC) and all associated approvals
Financial: Client facing role responsible for the retention of existing revenue and generating of new revenue with their client through cross-selling
Understanding the client wallet, driving organic growth and the identification and execution of cross sell opportunities
Accountable for client profitability and efficiency
Negotiates pricing and terms for new products (in partnership with the Product organisation)

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

Senior Associate or Vice President of Communications

A leading financial services firm is seeking a Senior Associate or Vice Presiden...

Location

United States , Peabody

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

5+ years of communications experience, ideally within asset management, financial services, or a related communications advisory environment
Bachelor's degree required
MBA is a plus
Strong proficiency in Microsoft Office Suite
Exceptional writing and editing skills, with the ability to produce clear, polished, and persuasive content
Strong interpersonal, verbal communication, and relationship-building skills
Analytical thinker with sound judgment and problem-solving ability
Self-starter who thrives in a fast-paced, collaborative environment
High level of professionalism, discretion, and confidentiality

Job Responsibility

Help develop and execute the firm's strategic communications plan to enhance brand visibility, market positioning, and understanding of the firm's strategic direction
Create high-quality communications materials including briefing documents, talking points, Q&A, presentations, press releases, and other external-facing content
Support and advance the firm's media strategy, including media relations, press engagement, and proactive opportunities to elevate brand reputation
Manage and enhance the firm's digital presence, including website content and positioning across online platforms
Partner closely with Marketing to ensure consistent messaging, branding, and thought leadership across all communications channels
Monitor media coverage and industry developments, identifying and escalating timely or high-priority issues

What we offer

Medical, vision, dental, and life and disability insurance
Enrollment in company 401(k) plan for contract/temporary professionals

Fulltime

Senior Associate Or Vice President Of Communications

A leading financial services firm is seeking a Senior Associate or Vice Presiden...

Location

United States , Peabody

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

5+ years of communications experience, ideally within asset management, financial services, or a related communications advisory environment
Bachelor's degree required
MBA is a plus
Strong proficiency in Microsoft Office Suite
Exceptional writing and editing skills, with the ability to produce clear, polished, and persuasive content
Strong interpersonal, verbal communication, and relationship-building skills
Analytical thinker with sound judgment and problem-solving ability
Self-starter who thrives in a fast-paced, collaborative environment
High level of professionalism, discretion, and confidentiality

Job Responsibility

Help develop and execute the firm’s strategic communications plan to enhance brand visibility, market positioning, and understanding of the firm’s strategic direction
Create high-quality communications materials including briefing documents, talking points, Q&A, presentations, press releases, and other external-facing content
Support and advance the firm’s media strategy, including media relations, press engagement, and proactive opportunities to elevate brand reputation
Manage and enhance the firm’s digital presence, including website content and positioning across online platforms
Partner closely with Marketing to ensure consistent messaging, branding, and thought leadership across all communications channels
Monitor media coverage and industry developments, identifying and escalating timely or high-priority issues

What we offer

Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance
Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan

Fulltime

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Senior Associate, Executive Communications- Financial Services

Job Description

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