Vice President And Manager jobs at BlackRock - 5609 jobs
Vice President, Architecture
Fidelity Investments 4.6
Westlake, TX jobs
VicePresident, Architecture for Contact Center Build Strategy, Enterprise Contact Center
At Fidelity, our Contact Centers are an essential way for customers and clients to interact with the right Fidelity associate for their financial goals, needs, and questions. As part of its overall cloud and technology transformation, Fidelity's Enterprise Customer Contact Center (EC3) organization is actively working to transform how our Contact Centers will support the future needs of our business teams, their associates, customers and clients.
As VicePresident, Architecture for Contact Center Build Strategy you will define capabilities, solutions, patterns, standards, and guidelines related to the Fidelity Contact Center and the Associate Desktop Experience. You will work closely with EC3 Product and Technology leads, key business stakeholders, and other architects leading related capabilities.
The Expertise and Skills You Bring
15+ years of proven experience in an architecture or engineering role with 7+ years of experience as a lead solution architect and technology leader in large enterprise contact centers.
You have in-depth experience analyzing business requirements, designing end-to-end contact center solutions, and developing technology roadmaps.
You have deep knowledge of telephony, interexchange carrier (IXC) systems, and intelligent cloud-based edge networking capabilities that provide toll free calling services to large enterprise contact centers with resilient cloud infrastructure.
You have deep knowledge of contact center platforms such as Genesys, Cisco, Avaya, Amazon Connect, Nice CXone, CCaaS solutions, Infrastructure as Code and related tools, and CRM systems.
You have experience implementing and optimizing omnichannel strategies including voice, chat, SMS, and email to enhance customer engagement.
You have modernization experience for contact center self-service experiences (IVR to IVA), and intelligent contact routing across channels and services.
You have technical integration experience to ensure end-to-end contact center capabilities are deployed seamlessly throughout the customer and agent experience including infrastructure, channels and services, self-service, intelligent routing, agent desktop and agent assistance, workforce engagement as well as new emerging capabilities.
You are able to provide guidance and mentorship to technical teams and collaborate with stakeholders across the company to ensure architecture deliverables enable a successful deployment solution.
You are an experienced architect designing and supporting enterprise level infrastructure using public cloud technologies with Amazon, Google, and/or Azure.
You demonstrate excellent communication, interpersonal and relationship building skills with which you influence decisions and engage across Fidelity and at all levels of the organization.
You have a passion for solving complex problems and a track record of delivering innovative solutions for solving them.
The Value You Deliver
Delivering and maintaining Contact Center and EC3-related capabilities, solutions, solution architectures, patterns, standards, guidelines, and specifications for the Fidelity Blueprint.
Supporting and enabling technology Product and Chapter Leaders to deliver increased value to our customers and operations associates.
Measuring performance through established objectives and metrics that deliver agreed upon business, technology, and people results.
Partnering with agile product area leaders, chapter area leaders, agile team leads, and architects to develop platform designs and solution roadmaps.
Ensuring the solutions that are delivered meet high standards for quality, performance, and scale.
Company Overview
At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
The base salary range for this position is $140,000-285,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:Category:Information Technology
$140k-285k yearly 1d ago
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Senior Commercial Real Estate Banker - VP/SVP
Wintrust Financial 4.9
Willowbrook, IL jobs
Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol “WTFC.”
Why join us?
An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 11 years) and Employee Recommended award by the Globe & Mail (past 6 years)
Competitive pay and discretionary or incentive bonus eligible
Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few
Family-friendly work hours
With 200+ community bank locations, we offer opportunities to grow and develop in your career
Promote from within culture
Why join this team?
Team-oriented atmosphere that provides opportunities for individual growth
Gain experience and further your career by joining a growing organization
Position Overview:
The Senior Commercial Real Estate Banker - VP/SVP is responsible for managing and growing a portfolio of commercial real estate clients within the Wintrust footprint. This position provides exceptional service to build and strengthen customer relationships by promoting products and services as appropriate to identify and fulfill customer needs. Responsible for new business development through referral sources and cold calling efforts.
What You'll Do:
Responsible for developing new prospects, managing and growing a portfolio of existing commercial real estate relationships.
Experience in variety of real estate transactions including multifamily, retail, industrial, office, self-storage, land development and commercial construction loans.
Experience with maintaining and managing a portfolio, with ability to build relationships with existing and prospective customers focusing on revenue growth, fee income, deposits and cross-selling services
Participation and knowledge within loan syndications and maintaining those relationships
Network with variety of CRE COI's, investors and attorneys to establish a referral base.
Prepare, review and present credit memos to senior management while maintaining structures within credit guidelines.
Prepare and present deal terms to clients in a timely and accurate manner.
Oversee the review and underwriting of credit requests internally while making recommendations for approval to senior management.
Provide leadership in the development of less experienced commercial real estate lenders and portfolio managers.
Qualifications:
Bachelor's degree (Business, Finance, Economics, or Accounting preferred)
Solid understanding of general credit and risk principles, and banking policies/procedures; formal credit training is preferred
Minimum 7+ years of credit and commercial real estate lending experience combined
Exceptional written, verbal, negotiation, and presentation skills
Excellent analytical and organization skills with the ability to prioritize workflow
Proficient with Microsoft Office, nCino a plus
Demonstrate high ethical standards and personal integrity
Benefits:
Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long-term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance
Compensation:
The estimated annual salary range for this role is $117,000-$190,000, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills, and experience.
#LI-HYBRID
#LI-KP1
From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.
Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
Charles Schwab Branch Managers have responsibility for increasing the branch office's revenues while expanding the client base. In this position, you will work closely with your team of Senior Wealth Consultants and Wealth Consultants both in implementing firm wide sales strategies and in developing strategies at the community level.
As the leader of a Charles Schwab Branch, you will inspire the sales professional team and Client Service professionals as they provide investment guidance and support to clients primarily through face-to-face meetings. Unlike any other job at Charles Schwab, the Branch Manager is the most critical role at the local market level, providing the service, advice, and leadership that have made us the force we are today.
Your typical day would include sales coaching and sales process management, development of branch team with effective training and performance management, client presentations with your sales team, analysis of performance data for trends and actions, interviewing prospective employees, collaborating with business partners sharing of the best methods and performing the compliance and administrative tasks inherent in our industry.
We believe that our values have helped us to build both a successful business model and an extraordinary work environment. We value teamwork, integrity, service, open communication, and perseverance. If you want to work at a firm that truly values your contributions, consider a career at Charles Schwab.
What you have
To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
Bachelor's degree or equivalent or equivalent work related experience
Active and valid FINRA Series 7 license is required
Active and valid FINRA Series 9/10 license is required (may be obtained within a 120 day condition of employment)
Active and valid FINRA Series 66 (63/65) license is required
Active and valid Life and Health Insurance license is required (may be obtained within a 120 day condition of employment)
A valid and active FINRA Series 24 is preferred
Additional designations are preferred: CFP, CFA, CIMA, and/or AAMS
Demonstrated leadership, management and motivational skills
A minimum of 5 years in the financial services industry
A minimum of 4 years in a sales leadership/management capacity
A desire to lead, a passion for sales management, and a deep commitment to client service
Shown success in establishing quality cross enterprise partnerships
Comprehensive industry and investment knowledge
Excellent communication skills and a track record of success in sales, sales leadership, and overall leadership
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
$107k-149k yearly est. 1d ago
VP, Branch Manager- Atlanta (Buckhead), GA
Charles Schwab 4.8
Atlanta, GA jobs
Regular
Your opportunity
Your Opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
As a Branch Manager, you work in the most critical role at the local market level, providing the service, advice, and leadership that have made us the force we are today. A central part of your role will be inspiring your team of financial professionals as they provide investment guidance and support to clients. You will be responsible for increasing branch revenue while expanding its client base. Additionally, you will work closely with your team of Financial Consultants (FC), and Investment Consultants (IC) in implementing large scale and tactical sales strategies. Your typical day will include sales coaching, sales process management, training delivery, performance management and recognition, client presentations, interviewing prospective employees, collaborating with business partners, sharing of best practices, and performing compliance and administrative tasks characteristic of our industry. If you're looking to bring your expertise and passion for leadership to a new role with a firm that will value your contributions and champion your growth, this may be the opportunity for you.
What you have
What You Have
Required qualifications
Active and valid Series 7 license
Active and valid Series 66 (63/65) license required (may be obtained within a 90-day condition of employment)
Active and valid Series 9/10 license required (may be obtained within a 90-day condition of employment)
Active and valid Life and Health Insurance license (may be obtained within a 120-day condition of employment)
Bachelor's degree or equivalent, or equivalent work-related experience
4+ years financial sales leadership experience
Preferred qualifications
Active and valid FINRA Series 24 license
CFP, CFA, CIMA, and/or AAMS
Strong leadership, management, and motivational skills
A desire to lead, a passion for sales management, and a deep commitment to client service
Proficient in establishing quality cross-enterprise partnerships
Strong candidates will also have excellent communication skills and a track record of success in sales and sales leadership
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
$96k-131k yearly est. 5d ago
President & CEO
Kentucky Society of Association Executives Inc. 3.5
Illinois jobs
The ANFP President & CEO serves as the visionary leader, guiding the organization's strategy, success, and culture. Together, the President & CEO and the Board of Directors assure ANFP's relevance to the foodservice industry, the accomplishment of ANFP's mission and vision, and the accountability of ANFP to its diverse constituents.
Position Responsibilities
Assists the Board in determining ANFP's values, mission, vision, short- and long-term goals.
Assists the Board in monitoring and evaluating ANFP's relevance to the foodservice industry, its effectiveness, and its results.
Keeps the board informed through regular communication, providing both formal and informal updates on organization performance, strategy, and key issues.
Identifies problems and opportunities and addresses them; brings those which are appropriate to the Board and/or its committees, facilitates discussion and deliberation.
Informs the Board and its committees about trends, issues, problems, and activities to facilitate policymaking. Recommends policy positions.
Provides general oversight of all organizational activities, manages day-to-day operations, and assures a smoothly functioning, efficient organization.
Leads the executive team by setting expectations, fostering collaboration, promoting a high-performance culture driving the organization strategically towards its objectives.
Assures program quality and organizational stability through development and implementation of standards and controls, systems and procedures, and regular evaluation.
Assures a work environment that supports and enables successful recruitment, retention, and the development of qualified personnel and volunteers. Drives organizational and cultural initiatives, fostering a positive and inclusive work environment.
Oversees the fiscal activities of the organization, ensuring that resources and investments are managed prudently and according to policy, services are produced in a cost-effective manner, solid budgeting and accounting systems and controls are in place.
Assures the filing of all legal and regulatory documents and monitors compliance with relevant laws and regulations.
Acts as an advocate, within the public and private sectors, for issues relevant to the organization, its services, and constituencies.
Facilitates the integration of the organization into the fabric of the foodservice industry by assuring the use of effective marketing and communications activities.
Oversees comprehensive communications that incorporate various types of media to help keep members informed and current on ANFP activities, legislative and regulatory matters, and local and national issues impacting the member profession.
Identifies the key relationships necessary to support an effective organization and assures proper planning, relationship building, and communications to develop and maintain these.
Serves as organization's chief spokesperson and acts as advocate for issues relevant to the organization including legislative and regulatory matters, partnerships, and other stakeholder concerns.
Required Experience and Education :
Bachelor's degree from an accredited college or university; master's and/or other advanced degree preferred; CAE desirable. RDN or CDM, CFPP credential desirable.
Minimum of ten years' executive level experience in association management, and/or a public or private business organization, with demonstrated increased responsibility. Foodservice industry related experience is a plus.
Previous experience working with a Board of Directors.
Must possess outstanding advocacy skills, business, and marketing skills as well as strong financial management, communication, strategic planning, public relations, community relations, governmental relations, and interpersonal skills.
Proven track record of successfully managing a complex and diverse organization that provides the highest quality of service to its members, customers, employees, and stakeholders.
Results oriented record of achievement in organizational leadership, strategic thinking, and interpersonal skills.
Verbal and written communications skills to connect effectively with all levels of company and industry representatives.
Experience managing a fully virtual workforce preferred
Additional Information
ANFP is a leader in workplace culture and benefits with work-life balance supported with a flexible work schedule, a generous paid time off schedule, and other competitive benefits including medical, dental, vision, life, and disability insurance. In addition, we offer a flexible spending account, and a safe harbor non-elective contribution 401(k) plan.
The Association of Nutrition & Foodservice Professionals is committed to creating a diverse work environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, national origin, disability, age, veteran status, or another other basis protected by law. Pre-employment screening including a criminal background check, verification of academic credentials, licenses, certifications, and/or verification of work history is required for this position. Unsolicited resumes will not be considered.
This position is remote, however, will require travel to periodic meetings in the Chicago metropolitan area. Additionally, up to 20% travel for board and/or committee meetings, business development, events, and professional development is required.
To apply, please submit a letter of interest and resume to ************************
#J-18808-Ljbffr
$165k-237k yearly est. 3d ago
VP Commercial Banking Relationship Manager - San Francisco
Hingham Institution for Savings 2.9
San Francisco, CA jobs
Incorporated in 1834, Hingham Institution for Savings is one of America's oldest banks. The Bank provides commercial mortgage and relationship banking services in Boston, Nantucket, Washington, D.C. and the San Francisco Bay Area. Publicly-traded but family-run since 1993, our objective has been to build one of America's great banks, characterized by superior long-term financial results, a fortress balance sheet that provides unquestionable assurance to our depositors, and an enduring culture of growth and success. We have a small, entrepreneurial team - just under 100 people - and we hold ourselves to high standards.
About the role
Hingham's Specialized Deposit Group (SDG) is looking for a Relationship Manager to take responsibility for some of the Bank's most significant business, institutional, government, and private client banking relationships. You will be responsible for new business development in the verticals the Bank targets: commercial real estate investors, property managers, nonprofit organizations, educational institutions, professional services firms, life sciences, and technology companies.
You will also manage a portfolio of existing relationships with key customers and their staff. As the key point of contact for these customers, you will manage the full range of their deposit banking needs, coordinate service requests and cross sell new products by partnering with our Business Client Services Team and Cash Management Specialists.
The SDG works closely with the Bank's Commercial Lending Group to deliver deposit services to new and existing commercial customers and refer commercial real estate loans. You will also work with commercial real estate customers to grow their deposit relationship with the Bank. We target operating accounts by providing a high level of service, offering competitive rates, and cross selling cash management services.
Hingham prides itself on a flat corporate structure and our bankers are entrusted with considerable responsibility for business development and customer service. The SDG also plays an important role in our ongoing product development and process improvement efforts, aimed at providing a higher level of service to our customers, and may be responsible for identifying, testing, and delivering new products and services for our customers.
Responsibilities
Business Development: You will develop new relationships through a self-sourced portfolio, with a strong focus on our existing customer verticals (property management, municipalities, commercial real estate, non-profits). It is critical that you enjoy actively prospecting for new business, as this is the heart of the role.
Manage Existing Relationships: You will serve as the primary banker for a portfolio of some of the Bank's most significant business, institutional, government, not for profit and private client banking relationships. You'll be responsible for coordinating their needs within the Bank, opening and closing accounts as necessary, and handling some of their basic needs relative to our digital products. You'll also be responsible for identifying opportunities to deepen our relationships with these clients through additional deposit/payments business or via our Residential and Commercial Lending Groups.
Find Problems and Devise Solutions: As we grow alongside our customers, their needs change and our products and services must evolve. You will facilitate delivery of our digital products, including online and mobile banking, payments services (wire, remote deposit capture, ACH, lockbox, and merchant services) in conjunction with our Digital Banking Group and third party vendors. These solutions solve real problems for our customers and it is critical we stay engaged with them to ensure that our products are meeting their needs. We'll also expect you to provide input to our product and process development process over time based on our customers' experiences.
Requirements
Successful candidates should have a strong record of business development or relationship management in a business banking, private banking or cash management role. A book of business in non-profit, commercial real estate, professional services, or property management is strongly preferred but not required.
What You'll Bring
High ethical standards
Strong analytic skills with an ability to translate business plans and goals
An ability to effortlessly build relationships with trust and respect
Strong self-management/drive and a meticulous approach to organization
Ability to prioritize and differentiate between what's needed versus what's wanted.
Be adept at handling multiple competing priorities and duties in a fast-paced, results-oriented, and rapidly changing environment
Comfortable with implementing structure
Experience working with distributed teams
Culture
Do you believe there's always room for improvement? We are constantly trying to improve our internal processes and our customer experience.
Do you always dot your i's and cross your t's? Attention to detail is a must.
Are you happy to lend a helping hand? We are a small, tight-knit group and at times all wear a number of different hats.
Are you transparent and do you prefer addressing the elephant in the room? We pride ourselves on being upfront and honest. We do not have the time or energy for corporate politics.
Do you pick up the ball that someone else may have dropped? We are looking for people that own the company goals beyond just doing their job.
Are you OK with making a mistake? We are too, as long as we learn from them and don't repeat them.
As a family-run company, we offer an excellent benefits package. Hingham is one of the most profitable banks in the country and our profit-sharing program offers all employees the opportunity to participate in this success.
401K Matching
Health Benefits with Employer Contribution
Life Insurance
Paid Time Off
Family Leave
Short & Long Term Disability
The pay range for this role is:
100,000 - 225,000 USD per year (San Francisco Office)
#J-18808-Ljbffr
$115k-153k yearly est. 2d ago
AVP, Practice Development Manager Wellness - Metro (Miami, Fort Lauderdale)
Synchrony Financial 4.4
Tallahassee, FL jobs
Job ID: 2503663 Job Description: Role Summary/Purpose: The Metro Practice Development Manager (bilingual in English & Spanish) is responsible for conducting in-person visits and promoting the benefits of CareCredit to high-value healthcare providers across the Healthcare Specialty industry. The goal is to drive product adoption and engagement, ultimately supporting healthcare providers while achieving or exceeding credit utilization metrics within their assigned territory. The Metro PDM owns a defined book of mid-to-large practices; prioritize accounts, set practice-level strategies, and select programs/cadence to meet goals. This position covers a territory comprised of Miami, Fort Lauderdale, and West Palm Beach, Florida and the surrounding area. Essential Responsibilities: Build strong working relationships to effectively understand and address opportunities for growing sales within an assigned territory comprised of Miami, Fort Lauderdale, and West Palm Beach, Florida and the surrounding area Strategically plan, organize, prioritize and independently manage book of business to meet/exceed revenue and application goals Proactively identify and evaluate new business opportunities, enrolling new providers and managing the existing provider book, looking for ways to grow and scale both existing and new provider enrollments. Develop long term client relationships with physician offices, assist them to identify and capitalize on growth opportunities while satisfying customer needs and sales requirements of CareCredit Engage, in-person (and on occasion virtually), with office staff and doctors/owners to ensure clear understanding of the CareCredit program and successfully implement action plans for increased usage of the CareCredit suite of financial products Drive engagement in scheduled, outcome-driven meetings Lead sales strategy and manage budget for assigned territory as part of a broader regional team Utilize identified sales strategies - including prioritization, during provider visits and calls to achieve results; document all activity in Salesforce Develop profound knowledge in Healthcare Specialty industry to better understand and support providers with their specific needs Maintain knowledge and understanding of all Synchrony/Health & Wellness products, offerings, technology partnerships, current rates, and compliance requirements to support the usage within industry and region Meet/exceed additional performance measurements and KPI expectations based on provider visit reaction, territory management, industry segmentation, and visit goals Set business goals to both forecast and meet sales and credit application performance required for assigned territory Assist with the commercialization of provider Point of Sale (POS) initiatives and products within assigned territory Partner with industry account/product representatives, key opinion leaders and technology experts to effectively drive adoption and utilization Safely and securely manage company car and digital assets (laptop, tablet, cell phone) Perform other duties, special projects, and attend industry/association trade shows as assigned Coordinate with the Enrollment team to ensure a smooth post-sale handoff and first-use activation Qualifications/Requirements: Bilingual in English & Spanish A minimum of 3 years sales experience including 1+ years of Consultative Sales experience Ability to travel daily up to 80% field with 50% overnight travel. Travel may include attendance for industry/association trade shows as needed, including weekends. Desired Characteristics: Ideal candidate will reside within the Miami, Fort Lauderdale, or West Palm Beach, Florida area. BA or BS degree or equivalent experience Advanced computer skills including Microsoft Word, Microsoft Excel, MS PowerPoint, MS Outlook Outside sales experience, Field Sales and Virtual/tele-sales experience Skilled in virtual engagement, data-driven selling - supported by CRM insights Business travel & expense budgeting knowledge Sales experience in the Wellness Healthcare Industry Solution-oriented, consultive, value-based selling experience Medical sales / marketing experience Executive sales, account management, and assigned-territory routing experience Ability to drive field-based growth with strong territory ownership Experience using a CRM tool such as Salesforce Private label credit card and marketing experience Strong finance business/industry acumen, fluency in patient financing Knowledge of customer financial drivers/needs Openness to coaching and ability to learn quickly Customer focused mind set with ability to respond quickly to customer needs Exceptional interpersonal communication skills (written, oral, non-verbal) Grade/Level: 10 The salary range for this position is 75,000.00 - 130,000.00 USD Annual and is eligible for an annual bonus based on individual and company performance. Actual compensation offered within the posted salary range will be based upon work experience, skill level or knowledge. Salaries are adjusted according to market in CA, NY Metro and Seattle. Eligibility Requirements: You must be 18 years or older You must have a high school diploma or equivalent You must be willing to take a drug test, submit to a background investigation and submit fingerprints as part of the onboarding process You must be able to satisfy the requirements of Section 19 of the Federal Deposit Insurance Act. New hires (Level 4-7) must have 9 months of continuous service with the company before they are eligible to post on other roles. Once this new hire time in position requirement is met, the associate will have a minimum 6 months' time in position before they can post for future non-exempt roles. Employees, level 8 or greater, must have at least 18 months' time in position before they can post. All internal employees must consistently meet performance expectations and have approval from your manager to post (or the approval of your manager and HR if you don't meet the time in position or performance expectations). Legal authorization to work in the U.S. is required. We will not sponsor individuals for employment visas, now or in the future, for this job opening. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. Our Commitment: When you join us, you'll be part of an inclusive culture where your individual skills, experience, and voice are not only heard - but valued. Together, we're building a future where we can all belong, connect, and turn ideals into action. More than 50% of our workforce is engaged in our Employee Resource Groups (ERGs), where community and passion intersect to offer a safe space to learn and grow. This starts when you choose to apply for a role at Synchrony. We ensure all qualified applicants will receive consideration for employment without regard to age, race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or veteran status. We're proud to have an award-winning culture for all. Reasonable Accommodation Notice: Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities. Please tell us if you require a reasonable accommodation to apply for a job or to perform your job. Examples of reasonable accommodation include making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment. If you need special accommodations, please call our Career Support Line so that we can discuss your specific situation. We can be reached at **************. Representatives are available from 8am - 5pm Monday to Friday, Central Standard Time Job Family Group: Sales
$76k-96k yearly est. 1d ago
Controller, Vice President
Salal Credit Union 4.0
Seattle, WA jobs
We're seeking a strategic, forward-thinking VicePresident - Controller to lead our accounting and finance functions and position themselves as the next Chief Financial Officer within the coming years. This is a rare opportunity for a seasoned financial leader to shape the future of a growing credit union while driving innovation and efficiency across the organization.
As Controller, you'll be the cornerstone of our financial integrity and a trusted advisor to executive leadership and the Board. You'll manage a talented team, champion process automation, and ensure our financial strategy aligns with our mission and long-term goals. This is more than a Controller role - it's a launchpad for a CFO-caliber leader.
This is a hybrid position that will report to our Northgate, Seattle Headquarters at least 2 days per week (Mondays and Wednesday). More in-office time may be necessary for certain leadership and team meetings.
Applications for this role will close on JANUARY 23, 2026
OUR TOTAL REWARDS PACKAGE
Base salary range of $152,691.39-$256,521.53 per year. The typical starting offer will fall between $165,000 - $215,000 per year, depending on experience and qualifications.
This position qualifies for our profit‑sharing bonus program with possible annual payouts totaling 0-8% of annual salary depending on company performance.
Comprehensive healthcare benefits including health, dental, and vision insurance. Our high deductible plan options include a health savings account (HSA) with annual company‑paid contributions.
Generous time off including 15 days of vacation, 12 days of sick time, and 2 floating holidays per year (eligible for use after 90 days of employment).
Paid holidays in accordance with the Federal Reserve calendar.
Tuition reimbursement.
401(k) plan with pre‑tax and post‑tax (Roth) options including company matching after 6 months of employment.
Charitable contribution matching.
Monthly transportation subsidy for employees that qualify.
And more!
Expanded details about our benefit offerings can be found at: ***********************
WHAT YOU'LL DO IN THIS ROLE
Manage and mentor the accounting and finance teams, fostering collaboration and continuous improvement.
Work closely with executive leadership and department heads to translate financial objectives into actionable priorities.
Oversee accurate GAAP‑compliant financial reporting, regulatory filings, audits, and internal controls.
Spearhead digital transformation and enterprise‑wide system updates to enhance efficiency and scalability.
Develop budgets, forecasts, and financial roadmaps that support sustainable growth and strategic initiatives.
Provide insights and recommendations to the CEO, CFO, and Board to inform critical decisions.
WHAT YOU BRING TO THE TABLE
Experience:
10+ years of progressive accounting/finance leadership.
5+ years in a senior management role (Controller or Assistant Controller).
Direct experience in banking, credit union, or financial services required.
Education & Credentials:
Bachelor's degree in Accounting or Finance.
Active CPA or CMA certification.
Skills & Attributes:
Deep knowledge of GAAP, NCUA/banking regulations, and complex financial reporting standards.
Strong executive presence with the ability to present financial strategy to senior leadership, the Board, and regulators.
Proven track record of leading and developing high‑performing teams in a collaborative, results‑driven environment.
Advanced analytical and problem‑solving skills with a focus on strategic planning and operational efficiency.
High proficiency with accounting systems, financial modeling tools, and Microsoft Excel.
Ability to interpret regulatory changes and translate them into actionable policies and strategies.
Solid understanding of advanced financial concepts, including capital ratios and risk modeling.
ABOUT SALAL CREDIT UNION
We have helped thousands of members manage their money by making bold, measured decisions to offer the right products to each person. Our mission is to break down financial barriers for the innovators in our community by offering good rates, low fees, and dedicated personal services. Beyond that, we are committed to giving 5% of our annual income to help people and causes in the communities we serve, because we know that many small actions, when added together, can make big impacts.
Helping our employees build and achieve their career goals is equally as important to us, and we are dedicated to fostering a positive work environment in which they can thrive. We strongly prioritize their growth and development as well as their impact to the community so we can be an institution that our employees are proud to be a part of.
Salal Credit Union strives to maintain a work environment free from discrimination where employees are treated with dignity and respect. Salal Credit Union does not discriminate on the basis of race, sex, gender identity, religion/creed, pregnancy, age, physical or mental disability, size or shape, marital status, national origin, genetics/genetic markers, military or veteran status, sexual orientation or any other characteristic protected by applicable laws. We adhere to these principles in all aspects of employment. We believe that by adhering to these policies we can cultivate a welcoming environment by embracing each individual's identities and abilities.
To request a reasonable accommodation in order to complete your application or if you need this job announcement in an alternative format, contact the Talent Acquisition Team at *******************. If you do not have internet access, you may visit your local public library or any WorkSource location and use their computers.
Salal Credit Union participates in E-Verify to confirm employment eligibility for all new hires in accordance with federal law.
Seattle, Washington 98115
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$165k-215k yearly 2d ago
President & CEO
Kentucky Society of Association Executives Inc. 3.5
Sacramento, CA jobs
The President & Chief Executive Officer of LeadingAge California reports to the Board of Directors and is responsible for the overall management and leadership of the organization's activities. The President & CEO works closely with the Executive Committee and the Board on the continued development and implementation of LeadingAge California's strategic vision and plan, and the policies and programs to advance the interests of its membership. The President & CEO works to help set the direction and priorities for LeadingAge California and leads the members and staff to achieve the specific goals and objectives needed to accomplish that strategy. The President & CEO is charged with listening to all facets of the membership and building consensus amongst the Board of Directors and members to help ensure all are protected and ultimately benefit from decisions on a wide variety of matters.
The President & CEO of LeadingAge California must:
Create momentum and leadership in state and national discussions on issues effecting older adults through proactive advocacy and developing strong relationships based on trust and professionalism. Become well known to key legislators and regulators in Sacramento.
Build strong external working relationships with LeadingAge national, other California associations, and resident groups in general and to get critical mass to push legislative initiatives of interest to Keep California in the forefront of anticipating changes nationally and educate members to stay ahead of trends.
Engage member communities to help build relationships and become highly knowledgeable of the strategic priorities facing distinct membership. Become personally known to the members, understand the diversity of the membership and continue to successfully balance the needs of the membership segments. Foster an environment where members effectively collaborate and all the voices of the diverse membership, small and large, are heard.
Communicate effectively and ensure members are well served, appreciate the value of, and remain active in LeadingAge California. Promote the value of LeadingAge California to members, create exclusivity in being a member, and retain members who might otherwise be tempted to join other organizations.
Lead the team and be viewed as a respected, respectful, collaborative, team leader and excellent communicator who has the ability to coach, mentor, learn from and inspire others to accomplish their goals. Build a high-performing leadership team by filling vacancies, setting expectations, holding people accountable, and making any structural changes needed to effectively manage LeadingAge California.
ESSENTIAL DUTIES
Leads strategy and develops the strategic plan for the organization and long-term program plans related to public policy, advocacy, leadership development, education, and membership needs, in collaboration with the board and planning committee.
Leads the implementation of long-term plans and programs, as approved by the Board.
Directs effective advocacy on behalf of membership with state and federal regulators and legislators.
Ensures the organization's management and professional teams are appropriately staffed, developed, and focused on LeadingAge California's priorities.
Manages the organization's financial assets in a manner which ensures the viability of LeadingAge California; compliance with laws and regulations, and consistency with the values of the organization.
Serves as primary staff for the Board of Directors and Executive Committee to ensure that they are informed and involved in decisions as appropriate.
Maintains working relationships with related organizations, agencies, and affiliates to promote the organization's initiatives.
Promotes the organization's vision, goals, policies and positions to all stakeholders.
Recruits, hires, manages, trains, motivates and retains human resources to carry out program planning and implementation in accordance with available resources and strategic planning goals, and manages staff output through effective planning, coordination and implementation of policies and procedures. Creates appropriate infrastructure and fills vacancies as needed.
Maintains a personal awareness of the diverse needs of the organization's membership.
Actively promotes and supports the organization's commitment to diversity, member board education and leadership.
REQUIRED COMPETENCIES
Strategic leadership - visionary, with the ability to analyze strategic opportunities for the organization, based on a deep understanding of both the driving forces in the older adult services field, public policy and advocacy priorities, and the capabilities of member organizations; acumen to develop strategies that meet the needs of different membership.
Entrepreneurial orientation and initiative - the capacity to recognize new opportunities for the association, re-examine traditional association offerings, and create new business models in a changing environmental landscape for associations and its members.
Collaborative orientation - the ability to distinguish when collaboration accomplishes more than one organization (or person) can accomplish alone, forge relationships across competitive partners when needed, recognize when to lead and when to follow to achieve desirable outcomes; be a consensus-builder when needed, particularly with representative organizations.
Management Skills - the ability to organize, and inspire a leadership team to deliver content and services that make members more successful than they can be on their own; create a fiscally sound administrative and programmatic structure; develop and execute operational plans; guide and support staff in meeting members' needs, be visible and supportive.
Communication and representation skills - the ability to effectively relate to a wide range of stakeholders, from high level government officials to staff of member organizations, inspire trust and confidence, and represent the entire not-for-profit field of aging. Must be extroverted, communicate effectively in a variety of settings, be comfortable with public speaking, and serve as the face of the organization.
Leadership style - the ability to flex and adapt to changing circumstances with ease and grace. A charismatic leader who is approachable, inspirational and motivational, intellectually curious, bright, inquisitive, sees the big picture and finds innovative solutions to tricky problems.
PREFERRED EDUCATION AND EXPERIENCE
Bachelor's degree in a relevant field is required; master's degree preferred.
10 years of progressively responsible leadership experience in aging, health care, policy or association. Prior experience leading an organization preferred.
Experience working in California's political environment.
Comfortable working in a very diverse setting.
Prior experience working with a board of directors.
Experience working in a non-profit setting and resonance with the mission and values of LeadingAge California.
WORKING CONDITIONS
General office working conditions. Frequent travel required.
This does not list all duties of the job. You may be asked by your supervisors or managers to perform other duties. You will be evaluated in part based on your performance of the tasks listed in this job description.
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$186k-336k yearly est. 4d ago
President & CEO - Visit Huntington Beach
Kentucky Society of Association Executives Inc. 3.5
Huntington Beach, CA jobs
Visit Huntington Beach (VHB) is the official destination marketing organization for Huntington Beach, California - Surf City USA. A 501(c) (6) private, non-profit organization, VHB's mission is to support and advocate for the economic vitality and quality of life for the Huntington Beach community through inspirational destination marketing and brand management. Its programs encompass marketing, public relations, group sales, visitor and partner services, advocacy, and tourism development.
VHB embodies a community-focused spirit of service that is proactive and strategic. The organization emphasizes teamwork, staff engagement and commitment, inclusion and belonging, professional development and accountability, community support, and sustainability. Representing the best of Huntington Beach at a professional, high-quality, laid-back luxury level, the team is dedicated to delivering the Surf City USA brand promise.
Visit Huntington Beach is seeking an accomplished, collaborative President & CEO to lead a dedicated, high-performing team with an annual budget of approximately $11M. The President & CEO will oversee the organization's operations, culture, values, and mission while serving as the strategic and visionary leader for the Board, elected officials, community partners, stakeholders, and visitors. This leader will position Surf City USA competitively in both domestic and international markets, ensuring the destination's long-term growth and sustainability.
The ideal candidate will foster a positive, inclusive, and high-performance workplace culture that empowers team members to thrive while aligning individual strengths with organizational goals. A proven advocate for destination marketing and management, the successful candidate will demonstrate a track record of positively impacting residents' wellbeing while growing tourism in a way that strengthens the community's economic vitality.
Key Qualifications:
Provide leadership to ensure the annual program of work is presented, approved, executed and accomplished while aligning with the approved budget and related expectations of various stakeholders including the VHB Board of Directors.
Represent VHB and the related visitor industry as a key voice of advocacy in the arena of public opinion, at the local, regional, state, national and international levels.
Think strategically and tactically in incredibly challenging times, using this unique skill set to inspire a culture of success, both internally and throughout the community.
Develop and maintain relationships with key stakeholders which help Surf City USA deliver on HB's destination brand promise.
Ultimately responsible for hiring, discharge, direction, review and supervision of all employees, but especially the senior leadership team.
Serves on committees and Board of Directors of related organizations.
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$171k-314k yearly est. 4d ago
Strategic CFO for Nonprofit - Finance & Operations Leader
Kentucky Society of Association Executives Inc. 3.5
Oak Brook, IL jobs
A nonprofit organization based in Oak Brook seeks an Assistant Executive Director for Finance and Administration to lead its financial operations and strategy. This role will require a strong financial leader with extensive experience in budget management, risk management, and human resource oversight. Ideal candidates will have a Bachelor's degree in finance or a related field, with an MBA or CPA being strongly preferred. The organization offers a hybrid work environment, competitive compensation, and a supportive workplace focused on member impact.
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$123k-219k yearly est. 2d ago
President & CEO
Kentucky Society of Association Executives Inc. 3.5
Massachusetts jobs
Reports To
Reports To:
Chairman of the Board of Directors
The President & CEO of the Bay County Chamber is a highly visible and strategic community leader, responsible for protecting and enhancing the business environment to benefit businesses of all sizes in Bay County. The CEO serves as the lead spokesperson of the organization and cultivates partnerships with elected officials, business leaders, military representatives, and community stakeholders.
This role oversees all aspects of Chamber operations with a focus on:
Strengthening member engagement and value
Maintaining strength and influential status through leading advocacy and public policy efforts
Driving revenue generation through membership, sponsorships, and programs
Ensuring strong organizational governance and financial sustainability
Elevating Bay County's reputation as a premier place to live, work, visit, and invest
Key ResponsibilitiesFinancial & Organizational Leadership
Provide overall leadership in budgeting, financial planning, and resource allocation to ensure the Chamber's long-term sustainability and alignment with strategic goals.
Develop and manage an annual budget of approximately $1 million, presenting regular financial reports to the Board and Finance Committee.
Oversee operations, staff development, performance management, and organizational culture to maintain a high-performing, mission-driven team.
Manage facilities, capital assets, operational systems, and maintain compliance with all applicable laws, regulations and Chamber bylaws.
Develop and implement policies and procedures that align with strategic goals and ensure organizational efficiency.
Membership Engagement & Revenue Generation
Oversee membership recruitment, retention, and engagement programs to maximize member value.
Manage and conduct periodic reviews of major revenue streams including membership dues, Vision Investor Program, events, sponsorships, and grants.
Ensure members find tangible value in Chamber programs and services through ongoing solicitation of feedback and assessment.
Provide inspiration and leadership to Chamber volunteers executing on the organization's goals and objectives.
Advocacy, Government & Military Relations
Collaborate with the VP of Strategic Partnerships to build and sustain effective relationships with local, state, and federal government, military partners and civic leaders.
Provide leadership and guide the growth and success of the Government Affairs and Military Affairs Committees.
Facilitate monthly meetings with city and county managers to strengthen communication, collaboration, and community alignment.
Serve as a thought leader and facilitate collaboration with elected officials, military representatives, and business leaders on emerging issues impacting the Bay County business community.
Champion Chamber positions to members and the public via forums, events, op-eds, and media engagements.
Community & Economic Development
Build collaborative partnerships with economic development organizations, workforce agencies, local governments, and military installations.
Support initiatives to attract, retain, and expand businesses in Bay County.
Lead projects and programs that strengthen the area's economic competitiveness, workforce pipeline, and overall quality of life.
Represent the Chamber on community boards, committees, and at public events to promote business growth and community development.
Communications & Marketing
Serve as the Chamber's primary spokesperson and oversee public relations initiatives.
Supervise the creation and placement of publications, digital platforms, Bay Biz magazine, newsletters, podcasts, and social media campaigns.
Develop and implement marketing strategies to elevate the Chamber's visibility, brand, and reputation in the community.
Optimize and leverage the Chamber's CRM system investment
Governance & Strategic Planning
Partner with the Board of Directors to develop and implement strategic plans, policies, and long-term goals.
Facilitate Board engagement, including governance support, recruitment, and succession planning.
Ensure Chamber-led board and committee meetings are well-planned, efficient and engaging for participants.
Maintain transparency, accountability, and adherence to bylaws, accreditation standards, and organizational policies.
Qualifications
Bachelor's degree strongly desired; advanced degree or MBA preferred.
Minimum of 7 years of senior leadership experience in chambers of commerce, nonprofits, economic development, or related fields.
Demonstrated success in strategic planning, membership growth, fundraising, and financial management.
Skilled in advocacy, public policy, and government relations.
Strong interpersonal, communication, and public speaking skills.
Ability to manage and inspire staff, volunteers, and community partners.
Deep understanding of economic development, small business needs, and workforce challenges.
As the face of the Chamber, must be willingness to work evenings, weekends, and travel locally/regionally as required.
Must reside in, or be willing to relocate to Bay County
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$171k-239k yearly est. 4d ago
Chief Operating Officer
Kentucky Society of Association Executives Inc. 3.5
Massachusetts jobs
Search for the Chief Operating Officer Woodwell Climate Research Center Woods Hole, Massachusetts
The Woodwell Climate Research Center (Woodwell) seeks a strategic and visionary leader to serve as its next Chief Operating Officer (COO). Woodwell is a non‑profit climate science research center internationally recognized as a leading authority in shaping climate policy and pioneering innovative research collaborations across the globe. The center is home to renowned scientific minds leading the charge for transformative research and the translation of knowledge into meaningful action. As Woodwell increases its reach and impact, the next COO will be a transformational leader, driving operational excellence across a rapidly growing organization.
Founded in 1985 by ecologist Dr. George Woodwell, the center has grown into a leading nonprofit focused on climate science and policy. Part of the Woods Hole scientific community in Massachusetts, it bridges research and actionable solutions. Over time, it expanded globally, conducting work in ecosystems like the Arctic, Amazon, and Congo Basin. Renamed in 2020 to honor its founder, Woodwell partners with over 20 countries, governments, Indigenous peoples, and local communities to advance science‑based strategies for a sustainable, equitable future.
Woodwell has been in a phase of rapid expansion in both its staff and operations to meet the increased challenges of the climate crisis. The organization is in the early phase of implementing a new scientific impact framework, including an organizational restructuring of its senior leadership team, to position the COO to lead Woodwell's strategic business decisions and manage the day‑to‑day operations of the center. The COO will ensure accountability across teams and collaborate with leadership on exploring new high‑impact opportunities. Reporting to the President & CEO, the incoming COO will be instrumental in the effort to scale operations, diversify revenue streams, and strengthen Woodwell's reputation as a leader in climate research and policy impact.
The outstanding candidate will have a proven track record in driving strategic planning and change management, translating vision to operational reality, ensuring operational excellence and oversight, and demonstrated experience in exercising financial leadership, and expanding new revenue streams. They will have excellent communication skills with the ability to build relationships with diverse stakeholders and partners, and they will bring a passion for environmental issues, and an appreciation for scientific research and mission‑driven organizations.
Woodwell Climate Research Center has retained Isaacson, Miller, a national executive search firm, to assist with this important search. Confidential applications, inquiries, and nominations should be directed to the search firm via their website or electronic submission addressed to:
Pam Pezzoli, Partner
Miguel Santiago, Senior Associate
Melissa Barravecchio, Senior Search Coordinator
Isaacson, Miller
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$142k-204k yearly est. 2d ago
Strategic COO for Climate Research & Global Impact
Kentucky Society of Association Executives Inc. 3.5
Massachusetts jobs
A leading non-profit climate science organization in Woods Hole, Massachusetts, is seeking a Chief Operating Officer to lead operational excellence and strategic planning. The ideal candidate will have a proven track record in change management and financial leadership, along with a passion for environmental issues and an appreciation for scientific research. This role will ensure accountability across teams and collaborate with leadership on transformative opportunities.
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$142k-204k yearly est. 2d ago
Branch Manager Farragut North, Washington DC, Assistant Vice President
Citigroup Inc. 4.6
Washington, DC jobs
Branch Manager SAFE Act
The Branch Manager SAFE Act is an intermediate management level position responsible for providing full leadership and direction to a team of employees in an effort to grow sales and client base in coordination with the consumer sales team. The overall objective of this role is to grow sales, build customer loyalty and recommend the development of business strategies or initiatives and may include the management of activities by external organizations, and the direct management of individuals and sales teams.
Responsibilities
Administer branch sales, service, control and management of human resources
Manage staff to ensure all employees are clear on work priorities and activities, and maintain high levels of customer service
Execute planning and budgeting activities to ensure branch annual goals are met
Conduct daily huddles and communicate company goals, business strategies, new initiatives, and expectations to all staff
Monitor performance to ensure branch metrics are met and appropriate action plans are in place to enhance customer satisfaction
Oversee branch controls and compliance, to effectively manage risk and ensure positive internal audit ratings
Identify training needs, identify career progression opportunities and partner with staff to create professional development plans as well as perform supervisory duties including performance evaluations, compensation, hiring, disciplinary actions and terminations
Lead the recruitment/selection of staff across sales and operations roles within the branch and onboarding
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.
Qualifications
5-8 years of relevant experience required
Previous experience in banking or financial industry preferred
Proven experience managing teams
Consistently demonstrates clear and concise written and verbal communication skills
Consistently demonstrates analytic skills
Education
Bachelor's Degree/University degree or equivalent experience
Job Family Group
Consumer Sales
Job Family
Branch Sales
Time Type
Full time
Primary Location
Washington District Of Columbia United States
Primary Location Full Time Salary Range
$76,480.00 - $114,720.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Anticipated Posting Close Date
Oct 24, 2025
Equal Opportunity Statement
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.
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$76.5k-114.7k yearly 2d ago
AVP/VP, Branch Manager
Cathay Bank In 4.4
Richmond, CA jobs
Posted Tuesday, September 2, 2025 at 7:00 AM
People Drive Our Success
Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities.
Responsibilities
Branch Manager is responsible for the overall success of the branch with a primary focus on retaining banking relationships and developing new business for the bank.
DIRECT REPORTS
The incumbent supervises the entire staff within the branch.
ESSENTIAL FUNCTIONS
Management of and total accountability for a branch office in meeting administrative, Compliance, operational, sales and service, and profitability objectives of the bank.
Make regular business development calls to solicit new business (loans, deposits) or improve services to clients.
Oversee and/or train/guide staff to provide clients with appropriate Bank products and services.
Ensure that staff members provide continuous quality service to clients.
Represent the bank in the community through involvement in various civic and charitable activities.
Assure compliance with the bank's policies and procedures.
Maintain non-discriminatory practices in business.
Perform miscellaneous duties as assigned.
Set annual personal performance plan/goals and weekly sales plan/goals for the branch staff.
Assess sales results of the branch.
Work with marketing dept. to develop sales programs and/or campaigns.
Hold weekly sales/service meetings for briefings and debriefings.
Motivate staff to solicit sales and give commendable service.
Supervise training of staff on product knowledge, sales and service techniques.
Provide clients with appropriate bank products and services to meet the clients' needs.
Build/enhance business relationship with clients.
Lending Responsibilities
Make business development calls to solicit loans. Maintain, promote, enhance business relationship with clients.
Administration Responsibilities
Set annual budget and business goal for the branch. Monitor monthly income and control expense of the branch. Ensure a satisfactory branch overall audit. Monitor performance of the staff that are under the manager's direct supervision. Coach and counsel them when needed. Ensure proper guidance is given to those who indirectly report to branch management. Arrange for appropriate training and cross training of staff when needed. Address and resolve human resource issues when needed. Understand personnel policies and procedures and treat staff fairly.
Operations Responsibilities
Oversee/monitor performance of operations staff to ensure all policies/procedures are compliant with bank guidelines. Ensure a satisfactory branch audit is met.
Authorities
Have designated authority to approve loans, overdrafts, checks, withdrawals, fee reversals, and other items. Sign official checks and other documents. Provide signature guaranty. Have authority to directly resolve errors and client complaints. Hire and fire staff with the concurrence of senior management and Human Resources department personnel.
Qualifications
Education:
College degree in business or finance preferred.
Experience:
At least 3-5 years banking experience to include 2 years branch management in a commercial bank preferred.
Good knowledge of commercial lending products.
Thorough knowledge of federal/state and IRS regulations.
Skills/Ability:
Leadership qualities: ability to plan, organize, motivate, supervise, and delegate.
Ability to create a team environment.
Accountable; ability to make decisions and assume responsibility for those decisions.
Strong sales and sales management ability.
Ability to exercise sound judgment.
Excellent interpersonal and verbal/written communication skills.
Interpersonal skills necessary to conduct business development calls.
Bilingual Mandarin or Cantonese preferred.
Other Details
AVP: $70K - $90K / year
VP: $85K - $108K / year
Pay determined based on job-related knowledge, skills, experience, and location.
This position may be eligible for a discretionary bonus.
Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).
Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy.
Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.
Click here to view the “Know Your Rights: Workplace Discrimination is Illegal” Poster:
Poster- English
Cathay Bank endeavors to make ****************** accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at ************** or ************************* . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
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$85k-108k yearly 5d ago
AVP Branch Manager - Lead Growth & Community Banking
Cathay Bank 4.4
San Francisco, CA jobs
A financial institution in San Francisco is seeking a Branch Manager to oversee operations and drive business growth. The ideal candidate will have 3-5 years of banking experience with a focus on branch management and strong leadership skills. Responsibilities include managing staff, ensuring compliance, and enhancing client relationships. A college degree in business or finance is preferred, along with excellent sales and interpersonal skills. Competitive salary and benefits offered.
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$93k-119k yearly est. 2d ago
AVP, Branch Manager
Cathay Bank 4.4
San Francisco, CA jobs
Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities.
Responsibilities
Branch management and accountability: Management of and total accountability for a branch office in meeting administrative, compliance, operational, sales and service, and profitability objectives of the bank.
Business development and client service: Make regular business development calls to solicit new business (loans, deposits) or improve services to clients. Oversee and/or train/guide staff to provide clients with appropriate bank products and services. Ensure staff provide continuous quality service to clients. Represent the bank in the community through involvement in various civic and charitable activities. Ensure compliance with the bank's policies and procedures. Maintain non-discriminatory practices in business. Perform miscellaneous duties as assigned.
Performance planning and sales: Set annual personal performance plan/goals and weekly sales plan/goals for the branch staff. Assess sales results of the branch. Work with marketing dept. to develop sales programs and/or campaigns. Hold weekly sales/service meetings for briefings and debriefings. Motivate staff to solicit sales and give commendable service. Supervise training of staff on product knowledge, sales and service techniques. Provide clients with appropriate bank products and services to meet the clients' needs. Build/enhance business relationships with clients.
Lending responsibilities: Make business development calls to solicit loans. Maintain, promote, enhance business relationships with clients.
Administration responsibilities: Set annual budget and business goals for the branch. Monitor monthly income and control expenses of the branch. Ensure a satisfactory branch overall audit. Monitor performance of staff under the manager's direct supervision. Coach and counsel them when needed. Ensure proper guidance is given to those who indirectly report to branch management. Arrange for appropriate training and cross training of staff when needed. Address and resolve human resource issues when needed. Understand personnel policies and procedures and treat staff fairly.
Operations responsibilities: Oversee/monitor performance of operations staff to ensure all policies/procedures are compliant with bank guidelines. Ensure a satisfactory branch audit is met.
Authorities: Have designated authority to approve loans, overdrafts, checks, withdrawals, fee reversals, and other items. Sign official checks and other documents. Provide signature guaranty. Have authority to directly resolve errors and client complaints. Hire and fire staff with the concurrence of senior management and Human Resources department personnel.
Qualifications
Education:
College degree in business or finance preferred.
Experience:
At least 3-5 years banking experience to include 2 years branch management in a commercial bank preferred.
Good knowledge of commercial lending products.
Thorough knowledge of federal/state and IRS regulations.
Skills/Ability:
Leadership qualities: ability to plan, organize, motivate, supervise, and delegate.
Ability to create a team environment.
Accountable; ability to make decisions and assume responsibility for those decisions.
Strong sales and sales management ability.
Ability to exercise sound judgment.
Excellent interpersonal and verbal/written communication skills.
Interpersonal skills necessary to conduct business development calls.
Bilingual Mandarin or Cantonese preferred.
Other Details
Salary: $80K - $100K / year. Pay determined based on job-related knowledge, skills, experience, and location.
Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It includes medical, dental, vision, life, long-term disability insurance, flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k).
Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy.
Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law.
Click here to view the “Know Your Rights: Workplace Discrimination is Illegal” Poster: Poster- English
Cathay Bank endeavors to make ****************** accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at ************** or *************************. This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
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$80k-100k yearly 2d ago
NetSuite Consulting Manager
Rsm Us LLP 4.4
San Francisco, CA jobs
NetSuite Consulting Manager page is loaded## NetSuite Consulting Managerlocations: San Diego: San Franciscotime type: Full timeposted on: Posted Todayjob requisition id: JR116718We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.## ## We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.## ## **Responsibilities:*** ## Work with functional and technical team members to design key accounting extensions or functionality to core product or industry offerings to help remove complexities and challenges that customers have* ## Create High level solution implementation design and resolve deployment challenges* ## Analyze and validate enterprise business process and drivers to determine impact on solution and architectures* ## Determine appropriate future state architectures and mechanisms optimizing existing customer solutions* ## Negotiated and white board different strategies and approach with prospects and customers* ## At times, will implement solutions for customer's hands on, but will also work with other functional and senior consultants to implement the solution* ## Maintain relationships with senior technologies in other departments/regions* ## Provide feedback on learning from involvement in project activity to further refine the target architecture Documentation on all designs and implementations should be completed according to the firm's standards* ## Manages the scope of the project and controls change management.## ## ## **Required Qualifications:*** ## 8+ years' experience in ERP application implementations, predominately with NetSuite, but can augment with systems like Oracle, SAP, and Workday* ## Strong understanding of Agile or Waterfall implementation methods* ## 5+ years deep understanding of business processes* ## Excellent Interpersonal and communication Skills* ## 5+ years' experience in accounting industry or project work that developed an understanding of accounting principles* ## Nice to have professional designation, CPIM, CIRM, CSCP or any NetSuite certifications* ## Demonstrated initiative in researching and understanding the implications of emerging technology specific skills* ## Manage and configure MultiBook for multi-currency and multi-entity reporting. Oversee tax engine setup (Legacy and SuiteTax) and ensure accurate tax configurations for non-U.S. countries, with a strong emphasis on Europe and Asia* ## Implement and maintain localization settings for international compliance Design and manage intercompany processes, including NetSuite setup and inventory movements (PO/SO)* ## Drive financial consolidation and develop custom financial reports using NetSuite reporting tools* ## Ensure familiarity with e-invoicing concepts and compliance requirements* ## Collaborate with global teams to support tax and regulatory requirements across multiple jurisdictions* ## Worked in or experience implementing in a discrete or process manufacturing environment, understanding of Inventory transaction processing and warehouse management.* ## Experience with complex system integrations* ## Intercompany transactions* ## Complex revenue Recognition rules such as ASC 606## At RSM, we offer a competitive benefits and compensation package for all our people.We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients.Learn more about our total rewards at .All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership.RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, .At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.Compensation Range: $112,100 - $225,500Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
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$112.1k-225.5k yearly 3d ago
Chief Operations & Strategy Officer
The Home of The Innocents Inc. 3.1
Louisville, KY jobs
A non-profit organization in Louisville is seeking a Chief Administrative Officer (CAO) to provide strategic leadership in IT, infrastructure, and risk management. The ideal candidate will have over 10 years of progressive leadership experience ideally in healthcare, overseeing facilities and IT systems while developing a diverse and inclusive workforce. This role emphasizes collaboration across teams and organizational risk management.
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