<p><strong>Organization: </strong>Financial Services Forum</p><p><strong>Role: </strong>Director, Government Affairs</p><p>&nbsp;</p><h3><strong>Summary of the Opportunity</strong></h3><p>The Financial Services Forum (Forum) seeks an experienced government relations professional to advocate on behalf of trade association members before the Administration, Congress, and government agencies.&nbsp; The successful candidate will be a member of a small Government Affairs group and work closely with the Forum’s public affairs and policy research groups.</p><p>&nbsp;</p><h3><strong>The Organization</strong></h3><p>The Forum is an economic policy and advocacy organization whose members are the eight largest and most diversified financial institutions headquartered in the United States. The Forum promotes policies that support savings and investment, financial inclusion, deep and liquid capital markets, a competitive global marketplace, and a sound financial system.</p><p>As the lead advocacy organization for the largest US global banks, the Forum supports CEO member engagement with top policymakers, establishes and coordinates large global bank priorities for purposes of advocacy and messaging, and provides thought leadership and a strong and credible industry voice on its policy agenda.</p><p>&nbsp;</p><h3><strong>The Government Affairs Group</strong></h3><p>The Government Affairs group is responsible for defining, supporting, and furthering the trade association’s legislative and regulatory agenda and public policy initiatives through education and personal contacts with Administration personnel, legislators, and their staff. The Government Affairs group’s primary mission is to support public policies that promote members’ business goals and oppose those that would restrict their businesses or result in a competitive disadvantage for their customers or industry.</p><p>The Government Affairs group accomplishes this by leveraging the Forum’s and members’ business expertise and understanding of the industry, the economy and local markets, as well as the Forum’s strong commitment to educate legislators on complex financial issues.</p><p>&nbsp;</p><h3><strong>Role Description</strong></h3><p>As a member of a small advocacy group, you will work in a collaborative environment that results in thoughtful development of consistent policies and developed priorities.&nbsp; In this role, you will assist Forum leadership to set strategy and execute various initiatives.&nbsp; Moreover, you will work collaboratively alongside Forum members’ Washington, D.C. offices and staff at other trade associations to which members belong.</p><p>&nbsp;</p><h3><strong>Specific Responsibilities</strong></h3><ul><li>Develop relationships with key policymakers and stakeholders to ensure they are apprised of Forum members’ positions on key issues.</li><li>Assist in the development of public policy positions as well as the design and execution of legislative and political advocacy strategies to advance public policy priorities.</li><li>Develop a deep understanding of Forum members’ businesses, products, strategy, and management structure.</li><li>Coordinate and collaborate with Forum members’ government relations, public affairs, and policy research staff.</li><li>Participate in the collection, interpretation, and analysis of information on federal public policy, legislative, regulatory, or other political developments.</li><li>Advise the Forum’s CEO and staff of federal public policy developments and potential implications that may affect members.</li><li>Identify important allies and critics of Forum members and assist public affairs and policy research staff in the development of an effective outreach approach.</li><li>Research and draft memos, one pagers, and other materials needed for Forum members, Hill advocacy, or board meetings.</li><li>Assist in the preparation of quarterly Lobbying Disclosure Act filings.</li></ul><p>&nbsp;</p><h3><strong>Competencies</strong></h3><ul><li>Exceptional written and oral communication skills.</li><li>Ability to understand, distill, and communicate complicated policy issues or financial topics to a variety of audiences.</li><li>Ability to think creatively and strategically.</li><li>Excellent attention to detail and organizational skills.</li><li>Ability to juggle multiple projects and assignments and keep team members informed of progress.</li><li>Ability to confidently engage with policymakers and professionals within member firms.</li><li>Ability to be a flexible and positive team player.</li><li>Ability to work under pressure and adhere to tight deadlines.</li></ul><p>&nbsp;</p><h3><strong>Qualifications</strong></h3><p>Applicants should have a 4-year college degree, with an advanced degree preferred, and 5+ years of experience as Congressional or federal agency staff or federal government relations professional.&nbsp; Applicants should also have demonstrated experience managing complex financial services industry public policy issues and working collaboratively with large financial services companies and trade associations.</p><p>&nbsp;</p><h3><strong>Reporting Relationship</strong></h3><p>This position will report to the Head of Government Affairs.</p><p>&nbsp;</p><h3><strong>Salary and Benefits</strong></h3><p>The anticipated salary range for this position is $175,000 to $220,000. Additionally, the Forum provides a generous benefit package including but not limited to medical, dental, vision, life and disability insurance, retirement plan with matching contribution, FSA/HSA, and paid time off.</p><p>&nbsp;</p><h3><strong>Work Environment</strong></h3><p>This position is based in a professional environment in Washington, D.C. and requires work to be performed within the Forum’s office or in accordance with any remote work policy that may be offered by the Forum. The role routinely uses standard office equipment such as computers and phones, in addition to virtual meeting platforms such as MS Teams and Zoom. The physical demands are representative of those that must be met by an employee to safely and successfully perform the essential functions of this job consistent with federal, state, and local standards.</p><p>&nbsp;</p><h3><strong>Equal Employment Opportunity</strong></h3><p>Persons with mental or physical disabilities as defined by the Americans With Disabilities Act are eligible for this position if they can perform the essential functions of the job after reasonable accommodations are made to their known limitations. If the accommodation cannot be made because it would cause the employer undue hardship, such persons may not be eligible for this position.</p><p>The Financial Services Forum provides equal employment opportunity to all individuals. We do not discriminate based on race, color, genetic information, religion, creed, national origin, sex (including pregnancy, childbirth, or related medical conditions), age, marital status, citizenship status, personal appearance, sexual orientation, family responsibilities, disability, matriculation, political affiliation of any individual, or any other category protected under applicable federal, state, or local law.</p><p>The above-referenced job description is a guideline designed to present an overview of the position and is not intended to be a comprehensive list of responsibilities and requirements.</p><p>&nbsp;</p><h3><strong>HR Contact</strong></h3><p>Interested candidates should submit a cover letter and resume to careers@fsforum.com.&nbsp; <strong>Applications without a cover letter will not be considered.</strong> No phone calls, please.</p>

Director, Government Affairs 

<p><strong>Organization: </strong>Financial Services Forum</p><p><strong>Role: </strong>Manager, Government Affairs</p><p>&nbsp;</p><h3><strong>Summary of the Opportunity</strong></h3><p>The Financial Services Forum (Forum) seeks a professional to assist the Government Affairs group in research, writing, and development of advocacy materials on behalf of trade association members before the Administration, Congress, and government agencies.&nbsp; The successful candidate will be a member of a small Government Affairs group and work closely with the Forum’s public affairs and policy research groups.<strong>&nbsp;</strong></p><p>&nbsp;</p><h3><strong>The Organization</strong></h3><p>The Forum is an economic policy and advocacy organization whose members are the eight largest and most diversified financial institutions headquartered in the United States. The Forum promotes policies that support savings and investment, financial inclusion, deep and liquid capital markets, a competitive global marketplace, and a sound financial system.</p><p>As the lead advocacy organization for the largest US global banks, the Forum supports CEO member engagement with top policymakers, establishes and coordinates large global bank priorities for purposes of advocacy and messaging, and provides thought leadership and a strong and credible industry voice on its policy agenda.</p><p>&nbsp;</p><h3><strong>The Government Affairs Group</strong></h3><p>The Government Affairs group is responsible for defining, supporting, and furthering the trade association’s legislative and regulatory agenda and public policy initiatives through education and personal contacts with Administration personnel, legislators and their staff, and regulatory agency officials. The Government Affairs group’s primary mission is to support public policies that promote members’ business goals and oppose those that would restrict their businesses or result in a competitive disadvantage for their customers or industry.</p><p>The Government Affairs group accomplishes this by leveraging the Forum’s and members’ business expertise and understanding of the industry, the economy and local markets, as well as the Forum’s strong commitment to educate legislators on complex financial issues.</p><p>&nbsp;</p><h3><strong>Role Description</strong></h3><p>As a member of a small advocacy group, you will work in a collaborative environment that results in thoughtful development of consistent policies and developed priorities.&nbsp; In this role, you will assist the Government Affairs group in research, writing, and the development of advocacy and board materials to help advance Forum member policy priorities.&nbsp; Moreover, you will work collaboratively alongside Forum members’ Washington, D.C. offices and staff at other trade associations to which they belong.</p><p>&nbsp;</p><h3><strong>Specific Responsibilities</strong></h3><ul><li>Monitor developments in the legislative and regulatory space related to large bank priorities.</li><li>Produce advocacy materials as needed including meeting memos, background documents, one- pagers, and transcript excerpts.</li><li>Monitor or attend congressional hearings relevant to large banks, synthesize key points, and provide takeaways to GA team.</li><li>Develop questions and talking points on large bank issues in consultation with the GA team.</li><li>Provide research assistance to the GA team.</li><li>Draft materials for board meetings and assist in the planning and preparation of Congressional, Administration, and regulatory meetings and testimony.</li><li>Demonstrate proficient knowledge of large bank priorities including the regulation of capital and liquidity and post-crisis reforms.</li><li>Support Communications and Research functions with various projects as needed.</li><li>Assist in the preparation of quarterly Lobbying Disclosure Act filings.</li><li>Other duties as assigned.</li></ul><p>&nbsp;</p><h3><strong>Competencies</strong></h3><ul><li>Ability to think critically, act independently, and engage professionally.</li><li>Exceptional research, writing, editing, and oral communication skills.</li><li>Excellent PowerPoint skills.</li><li>Ability to adapt to an ever-changing environment.</li><li>Ability to handle multiple tasks simultaneously while prioritizing important issues.</li><li>Strong attention to detail and commitment to high quality.</li><li>Passionate about progress and implementing change.</li><li>Possess an analytical approach to interpreting and reporting data.</li><li>Possess a positive attitude, eagerness to learn, and teamwork skills.</li></ul><p>&nbsp;</p><h3><strong>Qualifications</strong></h3><p>Applicants should have a 4-year college degree, and 2+ years of experience working in the political or financial services industries.&nbsp; Applicants should also have demonstrated experience managing complex financial services industry public policy issues and working collaboratively with large financial services companies and trade associations.</p><p>&nbsp;</p><h3><strong>Reporting Relationship</strong></h3><p>This position will report to the Head of Government Affairs.</p><p>&nbsp;</p><h3><strong>Supervisory Responsibilities</strong></h3><p>This position has no direct supervisory responsibilities.</p><p>&nbsp;</p><h3><strong>Salary and Benefits</strong></h3><p>The anticipated salary range for this position is $70,000 to $85,000. Additionally, the Forum provides a generous benefit package including but not limited to medical, dental, vision, life and disability insurance, retirement plan with matching contribution, FSA/HSA, and paid time off.</p><p>&nbsp;</p><h3><strong>Work Environment</strong></h3><p>This position is based in a professional environment in Washington, D.C. and requires work to be performed within the Forum’s office or in accordance with any remote work policy that may be offered by the Forum. The role routinely uses standard office equipment such as computers and phones, in addition to virtual meeting platforms such as MS Teams and Zoom. The physical demands are representative of those that must be met by an employee to safely and successfully perform the essential functions of this job consistent with federal, state, and local standards.</p><p>&nbsp;</p><h3><strong>Equal Employment Opportunity</strong></h3><p>Persons with mental or physical disabilities as defined by the Americans With Disabilities Act are eligible for this position if they can perform the essential functions of the job after reasonable accommodations are made to their known limitations. If the accommodation cannot be made because it would cause the employer undue hardship, such persons may not be eligible for this position.</p><p>The Financial Services Forum provides equal employment opportunity to all individuals. We do not discriminate based on race, color, genetic information, religion, creed, national origin, sex (including pregnancy, childbirth, or related medical conditions), age, marital status, citizenship status, personal appearance, sexual orientation, family responsibilities, disability, matriculation, political affiliation of any individual, or any other category protected under applicable federal, state, or local law.</p><p>The above-referenced job description is a guideline designed to present an overview of the position and is not intended to be a comprehensive list of responsibilities and requirements.</p><p>&nbsp;</p><h3><strong>HR Contact</strong></h3><p>Interested candidates should submit a cover letter and resume to careers@fsforum.com.&nbsp; <strong>Applications without a cover letter will not be considered.</strong> No phone calls, please.</p>

Manager, Government Affairs 

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Citigroup

<p>Jane Fraser is the Chief Executive Officer of Citi, the world's most global bank, serving millions of consumers, businesses and institutions across 160 countries and jurisdictions. She is the first female CEO in the firm’s history. Jane has deep experience across Citi’s consumer and institutional businesses and, in many ways, she helped shape Citi into the company it is today. Before becoming CEO in February 2021, she was President of Citi and CEO of the Global Consumer Bank, responsible for all of Citi’s Consumer businesses, including Retail Banking and Wealth Management, Credit Cards, Mortgage and Operations and Technology in 19 markets. Before that, she was the Chief Executive Officer of Citigroup Latin America from 2015 to 2019. From 2013 to 2015, she was the Chief Executive Officer of the U.S. Consumer and Commercial Banking and CitiMortgage. From 2009 to 2013, Jane served as the Chief Executive Officer of Citi's Global Private Bank. Prior, Jane was the Global Head of Strategy and Mergers &amp; Acquisitions for Citi from 2007 to 2009. She joined Citi in 2004 in the Corporate and Investment Banking division. Before joining Citi, Jane was a Partner at McKinsey &amp; Company. She started her career at Goldman Sachs in the Mergers &amp; Acquisitions department in London and then worked for Asesores Bursátiles in Madrid, Spain. Jane serves as a Board Member for the Business Roundtable and the Council on Foreign Relations. She is Vice Chair for the Partnership for New York City and a member of Harvard Business School’s Board of Dean’s Advisors, the Stanford Global Advisory Board and the Economic Club of New York. Jane has an M.B.A. from Harvard Business School and an M.A. in economics from Cambridge University. She is married with two children.</p>

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Jane Fraser

Citigroup Chief Executive Officer, Forum Chair

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BNY 

<p>Robin Vince is President and Chief Executive Officer of BNY and a member of its Board of Directors. Previously, he was Vice Chair of BNY and CEO of Global Market Infrastructure. In that role, he oversaw BNY’s Clearance and Collateral Management, Treasury Services, Markets and Execution Services and Pershing businesses. Prior to joining BNY in October 2020, Robin was the Chief Risk Officer of Goldman Sachs and a member of the Management Committee. He joined Goldman Sachs in 1994 and held many leadership roles, including Treasurer, Head of Operations, Head of Global Money Markets, COO of the EMEA region and CEO of Goldman Sachs International Bank, among others. He served on several key subsidiary boards and governance committees. He was named managing director in 2002 and partner in 2006. Robin is a member of National Geographic Society's Hubbard Council and serves on the Board of Advisors of The Hospital for Special Surgery.</p>

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Robin Vince 

BNY Chief Executive Officer, Forum Vice Chair

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Bank Of America

<p>Brian Moynihan leads a team of more than 200,000 employees dedicated to making financial lives better for people, companies of every size, and institutional investors across the United States and around the world. Bank of America is recognized as a top employer by Working Mother magazine and Military Times. The company is also listed on Fortune magazine’s list of the Best Workplaces for Diversity and the Best Workplaces for Parents. It was also named one of the Best Places to Work for Disability Inclusion by the U.S. Business Leadership Network and the American Association of People with Disabilities. In 2018, Euromoney recognized Bank of America as the World’s Best Bank and the World’s Best Bank for Diversity and Inclusion, as part of their annual Global Awards for Excellence. Bank of America was also named the 2019 Catalyst Award winner, honored for supporting the continued development, empowerment and advancement of women in the company and around the world. Moynihan participates in several organizations that focus on economic and market trends, including the World Economic Forum International Business Council, the Financial Services Forum, the Bank Policy Institute (chair), the Business Roundtable, and the American Heart Association CEO Roundtable (co-chair). He is also a member of the Federal Advisory Council of the Federal Reserve Board. Moynihan leads the company’s Global Diversity and Inclusion Council and is a member of the museum council for the Smithsonian’s National Museum of African American History and Culture. Moynihan is also a member of the Brown University Corporation’s Board of Fellows and the Congressional Medal of Honor Foundation Board.</p>

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Brian Moynihan

Bank Of America Chairman Of The Board And Chief Executive Officer

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The Goldman Sachs Group, Inc.

<p>David Solomon is Chairman and Chief Executive Officer and a member of the Board of Directors of The Goldman Sachs Group, Inc. Previously, he was President and Chief Operating Officer and prior to that, he served as Co-Head of the Investment Banking Division from 2006 to 2016. Before that, Mr. Solomon was Global Head of the Financing Group, which includes all capital markets and derivative products for the firm’s corporate clients. He joined Goldman Sachs as a Partner in 1999. Mr. Solomon is a member of the Board of Trustees of Hamilton College and serves on the board of The Robin Hood Foundation.</p>

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David Solomon

The Goldman Sachs Group, Inc. Chairman and Chief Executive Officer

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JPMorganChase 

<p>Jamie Dimon is Chairman of the Board and Chief Executive Officer of JPMorganChase, a global financial services firm with assets of $2.5 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers, small business, commercial banking, financial transaction processing and asset management. Dimon became CEO on January 1, 2006 and one year later also became Chairman of the Board. He was named President and Chief Operating Officer upon the company’s merger with Bank One Corporation on July 1, 2004. Dimon joined Bank One as Chairman and CEO in 2000. Dimon began his career at American Express Company. Next, he served as Chief Financial Officer and then President at Commercial Credit, which made numerous acquisitions and divestitures, including acquiring Primerica Corporation in 1987 and The Travelers Corporation in 1993. Dimon served as President and Chief Operating Officer of Travelers from 1990 through 1998 while concurrently serving as Chief Operating Officer of its Smith Barney Inc. subsidiary before becoming co-Chairman and Co-CEO of the combined brokerage following the 1997 merger of Smith Barney and Salomon Brothers. In 1998, Dimon was named President of Citigroup Inc., the global financial services company formed by the combination of Travelers Group and Citicorp. Dimon earned his bachelors degree from Tufts University and holds an MBA from Harvard Business School. He serves on the boards of directors of a number of non-profit institutions including the Clearing House and Harvard Business School. Additionally, he is the Chairman of the Business Roundtable and serves on the executive committee of the Business Council and the Partnership for New York City, and is a member of the Financial Services Forum, Financial Services Roundtable and Council on Foreign Relations.</p>

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Jamie Dimon

JPMorganChase Chairman And Chief Executive Officer

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Morgan Stanley

<p>Edward (Ted) Pick is the Chief Executive Officer of Morgan Stanley.</p><p>Before becoming CEO in 2024, Mr. Pick served as Morgan Stanley's Co-President, Co-Head of Firm Strategy and Head of the Institutional Securities Group, overseeing Investment Banking, Equities, Fixed Income, Global Capital Markets and Research.&nbsp;</p><p>In previous roles, Mr. Pick was Global Head of Sales and Trading, engineering a turnaround of the firm’s Fixed Income Division. As Head of Institutional Equities, he led that business to a leading global position. He also served as Head of Equity Capital Markets, helping the firm actively raise capital during the financial crisis.&nbsp;</p><p>Mr. Pick joined Morgan Stanley in 1990 and was promoted to Managing Director in 2002. He is a member of the firm’s Board of Directors (2024), Operating Committee (2012), Management Committee (2008) and Morgan Stanley-MUFG Steering Committee (2013).</p><p>Mr. Pick graduated Phi Beta Kappa from Middlebury College (1990) and received an MBA from Harvard Business School (1994). He is a Trustee at the Metropolitan Museum of Art (2018), and serves on the MET’s Nominating &amp; Governance Committees. Mr. Pick is Chair of the Advisory Board for the Morgan Stanley Alliance for Children’s Mental Health and a board member of the Institute of International Finance.</p>

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Ted Pick

Morgan Stanley Chief Executive Officer

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State Street Corporation

<p>Ron is chairman and chief executive officer of State Street Corporation. He is also a member of State Street Corporation’s Board of Directors. Ron was previously president and chief operating officer of State Street Corporation, and before that president and chief executive officer of State Street Global Advisors, the investment management arm of State Street Corporation. He joined State Street in 2015. Prior to State Street, Ron was president of Asset Management &amp; Corporate Services for Fidelity Investments, responsible for all Fidelity asset management organizations and Fidelity’s corporate functions and enterprise technology. He served at Fidelity from 2010 to 2014. Prior to joining Fidelity, Ron served as president and chief executive officer of BNY Mellon Asset Management in Boston, a position to which he was named in 2007. During this time, he also served as vice chairman of Bank of New York Mellon Corporation and was a member of its Executive Committee. Additionally, Ron oversaw all of Bank of New York Mellon’s activities in Asia. Prior to the 2007 merger of Bank of New York and Mellon, he was vice chairman of Mellon Financial Corporation and president and chief executive officer of Mellon Asset Management. He served at Mellon and Bank of New York Mellon from 1997 to 2010. Prior to Mellon, Ron was with McKinsey &amp; Company, Inc., from 1986 to 1997 and was elected a partner in 1992. He founded the Investment Management practice worldwide and was co-founder and co-leader of the firm’s North American Personal Financial Services practice. Additionally, he was a member of the Worldwide Property &amp; Casualty Insurance practice. During his tenure with McKinsey, Ron served in the firm’s Boston, New York, and Stockholm offices. Ron received his Bachelor of Arts degree in political science from Syracuse University in 1980 and his Master of Business Administration from Harvard Business School in 1986. Ron serves on the boards of Unum Corp. and Rhode Island Commerce Corporation. He also serves on the boards of Beth Israel Lahey Health, The Boston Foundation, IYRS School of Technology and Trades, Syracuse University and WBUR. Ron’s philanthropic and civic interests include corporate governance, retirement/healthcare policy and funding, education, and climate. He has led several initiatives on gender equality. Ron is a frequent speaker and writer, and an avid offshore sailboat racer.</p>

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Ronald O'Hanley

State Street Corporation Chairman And Chief Executive Officer

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Wells Fargo & Company

<p>Charles W. Scharf is chief executive officer and president, and a member of the Board of Directors of Wells Fargo &amp; Company. A financial services veteran with 24 years of experience in leadership roles in the banking and payments industries, Charlie served as chief executive officer of Bank of New York Mellon from July 2017 to October 2019 and the chairman of its board from January 2018 to October 2018. He also was chief executive officer and a director of Visa Inc. from October 2012 to December 2016. During his tenure at Bank of New York Mellon, Charlie demonstrated a strong track record in initiating and leading change, driving results, strengthening operational risk and compliance, and innovating amid a rapidly evolving digital landscape. As the CEO of Visa, Charlie transformed the firm into a technology-driven digital commerce company by partnering with the world’s leading technology companies to drive new payment experiences and introduce new technologies to improve payment system security. Previously, he was a managing director of One Equity Partners at JPMorgan Chase &amp; Co. and chief executive officer of Retail Financial Services at JPMorgan Chase. He also was chief executive officer of the retail division of Bank One Corp., chief financial officer of Bank One Corp., chief financial officer of the Global Corporate and Investment Bank division of Citigroup, and chief financial officer of Salomon Smith Barney and its predecessor company. Charlie earned a Bachelor of Arts degree from Johns Hopkins University and an MBA from New York University. He is a director of Microsoft Corporation, serves on the board of trustees of Johns Hopkins University, is a member of The Business Council, and is chairman of the New York City Ballet. He lives in New York City.&nbsp;</p>

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