Total 4 Director/C-Level Finance / Banking / Insurance job vacancies in AV. 16 DE SEPTIEMBRE Y M. ESCOBEDO, FRACC. SAN ANTONIO CIUDAD CUAUHTEMOC

Mechanics Bank is currently searching for a Director of Delaware Trust to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role will be working on-site at our Delaware office.

What you will be doing:

• Lead and participate in sales activities and help control quality of business accepted. Work closely with wealth advisors, relationship managers, portfolio managers and other wealth management professionals in the cultivation of trust business opportunities (i.e. trust, custody, and escrow). Serves as the trust relationship manager for selected significant accounts. Maintain extensive contact with clients and prospects and their respective advisors.

• Works with both internal and external clients;

• Build and deepen relationships with centers of influence (i.e. accounting firms and law firms) in an effort to solidify referral sources.

• Develop and maintain effective links with all units of Bank and affiliated companies to ensure meaningful cross-selling and/or support of trust activities.

• Serves as the liaison between trust compliance and trust staff.

• Mentor junior trust officers and associates on significant account administrative matters and business development activities. Lead by example to ensure the quality of:

• Delivery of products and services

• Marketing and sales activities

• Demeanor and deportment of trust employees

• Participates and contributes to departmental activities designed to improve the account management process, such as TAC, NAAC and the training conducted by Trust managers. The Director of Special Situs will be a member of the Trust Administrative Committee and certain sub-committees as appropriate.

• Prepare and present training materials educating internal partners on the benefits of Delaware trust, as well as how to identify and refer opportunities.

• Conduct training via video conference and periodically in person.

• Continually enhances knowledge of trust, tax and related areas by participating in ongoing educational functions, including those offered by the trust team and those available from third parties. Participates in creating and developing fiduciary services.

Who you are:

• 10 years of trust administrative experiences is required.

• 4 year college degree with preference with a JD degree.

• CTFA-Certified Trust and Fiduciary Advisor is preferred.

• Through knowledge of Trust requirements including account transfer policies, practices, and procedures.

• Thorough knowledge of the features and benefits of special situs trusts, the differences between Delaware and other special situs, as well as the requirements and process for decanting trusts to Delaware.

• Strong knowledge of estate and tax planning techniques and their appropriate application.

• Extensive understanding of trust accounting systems.

• Knowledge of securities, real estate, LLCs, limited partnerships and other entities.

• Must be thoroughly familiar with and adhere to all applicable, federal and state laws, regulations and guidance, including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.)

• Must have experience supervising trust personnel, including coaching development, counselling, team building and motivational/inspirational leadership experience

• Proven track record of business development success

• Exceptional communication skills

• Must be knowledgeable of all Bank policies and procedures; completing required training.

• Excellent analytical skills; reviewing various data sources including reports and manuals.

• Must be able to communicate effectively via telephone and in person.

• Excellent attention to detail and accuracy

• Excellent organizational ability.

#LI-AS1

Salary: $175-225K annually

Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data.

• Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law.
• Please view Equal Employment Opportunity Posters provided by OFCCP here.
• To learn more about Mechanics Bank’s California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit https://www.mechanicsbank.com/California-Consumer-Residents 

Address:

Job Family Group:

Compensation and Benefits:

Pay Type:

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

Equal Employment Opportunity Statement

BMO is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected. characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state and local law.

We’re here to help

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact.  We strive to help you make an impact from day one – for yourself and our customers.  We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at http://jobs.bmo.com/us/en

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. BMO is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

At Lyreco we all share a common goal to strive for passion, excellence, respect and agility. We are proud to be the European leader and the third largest distributor of workplace products and services in the world
We are committed to the development of our employees and we aim to achieve that by creating a culture that inspires and empowers.

Are you seeking a new challenge? This offer might be for you!

For our Finance  Department we are looking for an Iberia Finance Director

As Iberia an Iberia Finance Director you will be responsible for design, manage, monitor and assess the organizational strategic plan to Iberia and coordinate the total operations of the company, in order to achieve the objectives agreed with the group.

Main Responsibilities:

Common part for members of the SMT:

• Formulate and deploy the vision and strategy of the organization on his area and implement tactical and operational plans in short and long period of time to achieve maximum competitive advantage in the market.
• Lead a work team, creating the conditions to develop full potential and reach high levels of performance at the individual and group level.
• Plan, organize, monitor and evaluate their area and team activity, seeking to maximize economic, material and technological resources to achieve Lyreco's objectives.
• Make decisions based on the internal and external context analysis, identifying all the alternatives and taking calculated risks to resolve and act as quickly and effectively as possible, without forgetting to contemplate any involvement in other departments.
• Represent the organization internally and externally, create a network of contacts and build alliances with the different partners to achieve maximum levels of effectiveness.
• Start and promote changes and new projects to improve the positioning of the organization and generate new business opportunities.
• Promote an innovative and creative environment where people can create, learn and apply models, systems, techniques and tools to maximize the competitive advantage of the organization.
• Guarantee the Quality, Environment and Safe and Safety policies implementation of in their equipment as well as the maintenance of official certifications.
• Contribute to develop key projects of the organization, from the reflection and exchange of opinions with other colleagues.
• Analyse, develop and implement, with the other departments of Lyreco Iberia, the improvements in internal processes, procedures and circuits to achieve maximum efficiency.

2. Specific part of the position

• Analyze the financial climate and market trends to assist senior executives in creating strategic plans for the future.
• Encourage and monitor the preparation and implementation of annual management plans for all the departments to ensure the business results.
• Promote the budget and investment plan are established and implemented, agreed with board of directors and group, to ensure the positive performance of the business.
• Interpret complex financial information and provide updates and information as needed.
• Responsible for preparing financial report for effective management & clearly showing operational effectiveness by his efforts, in order to redirect the business when necessary.
• Monitor cash flow, accounts, and other financial transactions.

The ideal candidate will have: ​

• University education complemented to MBA or Training Program in General Management.
• Continuing training in business management, strategy and human resources
• Languages: Spansh and English level is mandatory. High level Frech will be a plus.
• Advanced level of Office (especially Power Point and Excel).
• More than 5 years of experience as Managing Director in a Commercial and International Company, B2B. Used to drive the business in a changing context achieving excellent results.
• Experience leading and facilitating digital transformation and encouraging business grown.
• Availability to travel through the Iberian territory frequently, and attend to international meetings.

We offer:

• Permanent job
• Job location: Cornellá de Llobregat (Barcelona)
• Hay level: 18
• Exclusive Lyreco social benefits:

Conciliation (flexible and intensive working hours and the possibility of working remotely)

Health and wellness (wellness and fresh fruit every month)

Employee discounts

Professional development

Internal recognition programs

Free day on your birthday

#LI-MN1

#LI-Hybrid

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Job Family Group:

We are seeking a Director in our Diversified Industries Group with regional focus on San Diego. The ideal candidate will have a Commercial and/or Corporate Banking Background focusing originating and managing relationships with companies generating $200MM+ in revenue across Diversified Industries.

The ideal candidate has has established relationships with customers, COIs, and key stakeholders across San Diego.

Facilitates growth initiatives for the Bank through significant business development and excellent management of key client relationships. Maintains an outstanding and continuous record of significant revenue generation from sales and syndications. Ensures the required internal control standards, including adherence to audit, regulatory and compliance policies.

• Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do.
• Ensures alignment between values and behaviour that fosters diversity and inclusion.
• Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.
• Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.
• Attracts, retains, and enables the career development of top talent.
• Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.
• Leads and executes business development plans to that business goals are achieved or exceeded.
• Provides strategic input into business decisions as a trusted advisor.
• Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
• Acts as a subject matter expert on relevant regulations and policies.
• Advises on sales strategy based on a deep understanding of the market, relevant industry verticals, market competitors, client needs and business growth opportunities.
• Conducts independent analysis and assessment to resolve strategic issues.
• Develops the business case by identifying needs, analysing potential options and assessing expected return on investment.
• Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.
• May network with industry contacts to gain competitive insights and best practices.
• Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
• Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
• Manages the risk of the assigned complex portfolio in a timely and precise manner.
• Directly manage the annual review process, interim reviews, specified quarterly reports and resolution of exceptions.
• Maintains accurate documentation and ensure adherence to prescribed policies and procedures and overall safety of the Bank’s position.
• Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.
• Acts as daily sales contact for clients on sales related questions such as product information, pricing, implementation timeframes and requirements.
• Gathers data to advance sale process and completes all required documentation.
• Assists team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action.
• Tracks implementation requests to keep the process on track with timelines.
• Tracks Internal reports and recommends improvements to sales support materials based on findings and feedback.
• Compiles pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes.
• Provides research and data gathering to sales team to facilitate solution to the client’s/prospect’s business and needs.
• Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.
• Maintains current client information on Bank system/files to ensure client history is accurate and complete.
• Ensures accurate billing to clients.
• Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
• Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
• Implements changes in response to shifting trends.
• Broader work or accountabilities may be assigned as needed.

  Qualifications:

• Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• If a Credit Qualifiable job, Credit Qualifications and associated credit knowledge and skills according to the established qualification standards.
• Demonstrated history of successful business development, including ability to network in external markets
• Demonstrated knowledge of relevant industry verticals and market’s competitive environment
• Experience in contact negotiations with both clients and legal counsel
• Experience drafting responses to complex RFPs
• Experience with Sales Strategy and Sales referral process development
• Risk Management - In-depth
• Sales and Service Management –In-depth
• Relationship Management - In-depth
• Change Leadership - Working
• Conflict Management & Resolution –In-depth
• Resource Planning – Working
• Business Acumen – In-depth
• Financial and Working Capital Understanding – In-depth
• Strategic Thinking – Working
• Seasoned professional with a combination of education, experience and industry knowledge.
• Verbal & written communication skills - In-depth / Expert.
• Analytical and problem solving skills - In-depth / Expert.
• Influence skills - In-depth / Expert.
• Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.
• Able to manage ambiguity.
• Data driven decision making - In-depth / Expert.

Please note the starting target base salary range for this specific position in San Diego, CA is between $175,000 - $225,000 annually.

Compensation and Benefits:

The base salary represents BMO Financial Group’s hiring range for this position. Actual salaries will vary and will be based on various factors, such as location, skills, experience, and qualification for the role. Salaries for part-time roles will be pro-rated based on number of hours regularly worked.

Base salary is one component of BMO Financial Group’s total compensation package for employees, which may include performance-based incentives, commissions or discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: www.bmousbenefits.com.

We’re here to help

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact.  We strive to help you make an impact from day one – for yourself and our customers.  We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at http://jobs.bmo.com/us/en

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. BMO is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.