Job Offers

MasonWest is currently seeking an experienced Internal Audit Manager for one of our Banking clients. This position is responsible for planning and executing various financial, compliance, and operational audits in accordance with accepted professional standards in order to determine compliance with institutional policies and procedures and adherence to applicable laws and regulations.

Assists in the development of monitoring processes to ensure operational risk policies, processes, procedures and controls are appropriate and cover all products, activities, processes and systems, and are consistent with corporate requirements. Communicates with the business areas on operational risk management industry developments and regulatory compliance. Identifies and assesses operational risk in the business areas. Ensures risks inherent in the business area related products, systems, and services are identified, assessed, managed and documented through the application of the business area risk assessment process. Supervises others' work such as COR Specialists and business and LOB Operational Risk teammates on specific tasks and projects. Serves as a subject matter expert in COR area by demonstrating and applying broad and in-depth knowledge of organizational matters to issues of all levels of complexity. Applies comprehensive and thorough knowledge in a combination of 5 to 7 products, LOBs or risk areas. Organizes, directs, and performs most complex analysis to identify operational risk. Interprets most complex policies, laws, and regulations.

The primary function of this position is to monitor and report credit exposure created by trading activity and ensure compliance with approved limits. This person will play a key role in helping to assess and manage the risks (particularly credit risk) within the Capital Markets area, including Fixed Income Derivatives, Equity Derivatives, Foreign Exchange, Repo and Fixed Income trading. Responsibilities include calculating, reporting and reviewing counterparty exposure; ensuring that all trades have received the necessary credit approvals and are operating within approved limits; acting promptly to resolve and document any limit violations and exceptions; monitoring daily trading activities and maintaining regular contact with traders and sales staff to ensure that policies and procedures are followed. The position will also entail approval of trading documents (ISDA, CSA's, MSFTA's, MRA's and MSLA's). This position will also be involved in implementing new technology solutions to assist in these responsibilities, as well as other special projects. This position also serves as a resource for client managers throughout the bank who may require guidance when setting new credit limits for counterparties, understanding risk methodologies etc.and explaining the risks of Capital Markets Products. There is frequent interaction with personnel from multiple departments and roles (sales & trading front office staff, legal, credit areas, market risk, regulators systems, operations etc.) to ensure that transactions are properly assessed, booked, approved and monitored, and as such, in order to be successful, this person must have excellent communication skill to manage the various client objectives. The candidate for this role must have an understanding of capital markets products particularly, interest rate and fixed income derivatives, FX, equity derivatives, repo, total rate of return swaps etc

This position is responsible for managing the marketing strategy and campaigns for the Discover Personal Loans. The role has following responsibilities, 1. Marketing Strategy – Design a marketing strategy to improve loan originations through the use of multiple messages, channels and creative while addressing competitive environment and maximizing customer targeting. 2. Campaign Management – Work with Business Partners to develop and execute marketing campaigns. Improve efficiency of marketing matrices and streamline the campaign processes. 3. Channel Strategy – Develop strategies to market Discover Personal Loans through different channels, like Direct Mail, Email and Account Center, based on population segments and channel efficiency to manage CPA. 4. Creative Strategy – Manage developments of a creative strategy that optimizes response to different campaign. Design new creative and messaging to address needs of individual population based on customer feedback. 5. Customer Segmentation – Collaborate with the analytics team to define appropriate customer segments and define targeting strategy to address each segment based on customer characteristics. 6. Brand Maximization – Coordinate efforts with Card business to maximize brand presence through joint marketing strategies and cross-offering of Discover Personal Loans, Card and Business Technology based on customer needs.

The Online Checking Product Manager, will manage and further develop the Online Checking product, its associated features, and service offering via the online, mobile / tablet, and phone channels. In addition, the PM will be responsible for building the product roadmap and identifying synergies with other Discover products. The role will partner with several internal stakeholders (marketing, operations, and technology) and external vendors (design, external consultants, etc). – Develop and deliver product features that enhance the Online Checking customer experience in a cost-effective and efficient manner – Manage the Online Checking product roadmap including: expanding the checking product suite, delivering new features and functionality, and optimizing service delivery channels. – Identify opportunities to leverage the Discover brand in both the cross-sell and broad market customer segments – Partner with marketing, analytics, operations, and other stakeholder groups to build alignment around projects and other initiatives. – Actively monitor product performance / profitability and identify opportunities for improvement with support from Deposits strategy group, LOB Finance, Treasury, and Operations.

* Manage Personal Loans portfolio P&L through key metrics monitoring and analysis. * Work with Underwriting, Collections, Risk and Field managers to understand overall metrics performance. * Work closely with Finance on monthly forecasts and full year Plan development * Identify business trends and opportunities; Manage New Product Development including potential Affinity contracts and relationships. * Manage portfolio profitability working with Risk and pricing building strategies that optimize portfolio performance. * This position also plays a key role in presentation development; ongoing updates and development of formal communication to Senior Management.

-Working with Regional Policy Managers, interpret AML and related policy regionally and provide high quality guidance to the Poland team with regard to its application to new business, remediation and renewals -To act as a subject matter expert for the Poland team in all matters relating to AML policy, contributing policy input to local projects and operational process management -Act as a central point of contact between the Polish team and Regional team, ensuring an efficient and effective process for clarification of opinion re policy and procedures interpretation and effective communication of such guidance -Initiating and negotiating amendments to local standards -Provide input to global strategic development of policy, standards and systems -Provide input to training for Poland staff and support / deliver aspects of training, ensuring all staff are trained to the latest policy standards by advising on change, training requriements, reviewing draft training programme content and delivering specific technical aspects of training where required -Understand, follow and demonstrate compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business in which you are involved, specifically internal controls -Be aware of the Operational Risk scenario associated with this role and act in a manner that takes account of operational risk considerations escalating risk as needed

Position Summary: The incumbent is responsible for the design and delivery of all Operations learning initiatives. The primary responsibilities include needs analysis, instructional design, delivery, testing for understanding and evaluation of training programs based on predetermined objectives/outcomes. Responsibilities: • Assess individual knowledge and skills to identify learning gaps and conduct larger needs analyses as required. • Design and/or redesign learning programs adhering to adult learning principles and instructional design methodology as well as ensuring that learning occurs in a timely and cost effective manner. • Research and develop training materials including trainer guides, participant materials, and evaluation systems including testing for understanding. • Train new hires and/or existing employees on the specifics of their new job function. • Plan and deliver programs to various group sizes from 1-on-1 coaching to small and/or large group learning as required. • Coordinate learning schedules and prepare training plans for B2B Trust employees. • Conduct post-learning tests to measure level of understanding and retention. • Evaluate training programs and ensuring that they meet client requirements. • Keep up to date with all B2B Trust products and services, as well as operational process and procedural changes, industry changes and/or regulatory changes, ensuring that an “Expert” level of knowledge is maintained by job shadowing positions in Operations and revising materials as required to ensure they are up-to-date. • Assist with keeping statistics and producing monthly reports. • Perform all other duties as assigned.

Our recruiting focus is in the Banking and Brokerage Industry. We recruit talent at all levels of the organization, including Financial Advisors/Consultants, Operations, Compliance and Directors or Senior Executives. We help organizations locate hire and retain the right individuals to reach their business objectives.

The successful candidate can be located in Jacksonville, Daytona Beach, Miami, Ft. Lauderdale, Tampa, Clearwater or Melbourne Beach, Fl. as there are multiple offices/branches. Requirements • Must have minimum 3 years of related experience. • Must be currently employed with a firm or an active Financial Advisor with a book of business that is transferable.. • Must have minimum production of 250K with at least 20AUM. Competitive package (based on book of business and trailing twelve ). If you have an existing note with your current firm we will consider each candidate on an individual basis and your needs.

Working in conjunction and under direction of the CAO, the Controller oversees financial accounting, controls and accounting policies of the organization, including establishment and maintenance of accounting controls, preparation and interpretation of financial reports, safeguarding of the organization’s assets, and the maintaining of effective working relationships with external auditors and regulatory authorities. Areas of responsibility include General Accounting, Financial Reporting, and Compensation Accounting.

Responsibilities: 1. Design, build & communicate fact-based models to client partners. 2. Transform data into actionable and insightful sales & marketing opportunities using a variety of innovative analytical tools. 3. Manage multiple deliverables, projects & associated client communication in a dynamic environment. 4. Potential for 20-25% client-related travel (approximately 1 week per month).