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Consultant jobs at BECU - 369 jobs

  • Experienced Associate, Risk Consulting - Internal Audit and SOX

    RSM 4.4company rating

    Irvine, CA jobs

    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. As an associate in RSM's growing Process Risk and Controls Practice, you will have the opportunity to develop into a seasoned consultant through a high degree of client and financial services industry exposure, career development and mentorship opportunities, and a diverse and inclusive culture. The fast-paced and dynamic environment in which we operate will provide you with daily challenges and exciting opportunities. In the Process Risk and Controls Practice we frequently work as or alongside a client's internal audit function, the chief risk officer or risk function, Sarbanes-Oxley project team, and various other members of management tasked with managing risk. Our advisors help our clients with identifying and prioritizing risk and leveraging process and controls to reduce risk exposure. Key Responsibilities Contributions to Firm Culture Model the core RSM values of respect, integrity, teamwork, excellence and stewardship in all interactions with clients and team members Maintain a positive attitude and a strong work ethic Conduct yourself in a professional manner Work collaboratively with others and show an interest in learning from more experienced team members Develop meaningful relationships with team members Support RSM's goals around diversity and inclusion by nurturing an environment that understands individuality, promotes authenticity, and values varied perspective in arriving at solutions Client Experience Learn about various industries and clients that we serve in the middle market and leverage your understanding to become your clients' trusted advisor Interact with client process owners and external stakeholders while executing your role Demonstrate critical thinking skill in gathering and processing information about a client's business, strategy, culture, competitive positioning, and operations in order to assist with risk assessment Prepare initial drafts and follow-ups on client request lists Draft narratives or flowcharts and perform initial identification of controls Conduct tests of the operating effectiveness of clients' internal controls using test plans or work programs that have been written by senior members of the team Identify issues in the testing performed, such as deficiencies, observations, and recommendations Understand the purpose and objectives of internal/external project status updates and provide relevant inputs Proactively make oneself aware of white papers, webinars, and live events that are available to clients Talent Experience Challenge yourself to think creatively, strive for growth through development opportunities, and maximize results while working within a team environment Proactively seek out opportunities to learn from team members, build a coaching/mentoring network and take advantage of training opportunities to continually expand skills and leadership capability Maintain willingness to give and receive candid feedback in both written and verbal form. Commit to self-development in response to constructive feedback received Support recruiting efforts by understanding and promoting the RSM brand Business Development Stay current on recent events pertaining to your respective clients and related industries Participate in relevant industry associations and learning/development events to start building industry perspective and contacts Build an internal network and become aware of other services provided by the firm Position Required Qualifications Bachelor's or master's degree. Effective communication skills, both verbally and in writing Preferred Qualifications 1 year of experience working for a financial institution, consulting firm, or regulatory agency, in internal audit, model validation, or controls testing. Qualified to pursue a job relevant certification (e.g. CPA, CIA) Openness to workday flexibility, agility, remote work environment, leveraging new tools Effective time management and prioritization skills Strong analytical, attention to detail, and organizational skills 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. For those living in California or applying to a position in California, please click here for additional information. 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: $66,100 - $109,500
    $66.1k-109.5k yearly Auto-Apply 60d+ ago
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  • Experienced Associate, Business Risk Consulting - Internal Audit & SOX

    Rsm 4.4company rating

    Houston, TX jobs

    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. As an associate in RSM's growing Process Risk and Controls Practice, you will have the opportunity to develop into a seasoned consultant through a high degree of client and industry exposure, career development and mentorship opportunities, and a diverse and inclusive culture. The fast-paced and dynamic environment in which we operate will provide you with daily challenges and exciting opportunities. In the Process Risk and Controls Practice we frequently work as or alongside a client's internal audit function, the chief risk officer or risk function, Sarbanes-Oxley project team, and various other members of management tasked with managing risk. Our advisors help our clients with identifying and prioritizing risk and leveraging process and controls to reduce risk exposure. Key Responsibilities Contributions to Firm Culture Model the core RSM values of respect, integrity, teamwork, excellence and stewardship in all interactions with clients and team members Maintain a positive attitude and a strong work ethic Conduct yourself in a professional manner Work collaboratively with others and show an interest in learning from more experienced team members Develop meaningful relationships with team members Support RSM's goals around diversity and inclusion by nurturing an environment that understands individuality, promotes authenticity, and values varied perspective in arriving at solutions Client Experience Learn about the industries and clients that we serve in the middle market and leverage your understanding to become your clients' trusted advisor Interact with client process owners and external stakeholders while executing your role Demonstrate critical thinking skill in gathering and processing information about a client's business, strategy, culture, competitive positioning, and operations in order to assist with risk assessment Prepare initial drafts and follow-ups on client request lists Draft narratives or flowcharts and perform initial identification of controls Conduct tests of the operating effectiveness of clients' internal controls using test plans or work programs that have been written by senior members of the team Identify issues in the testing performed, such as deficiencies, observations, and recommendations Understand the purpose and objectives of internal/external project status updates and provide relevant inputs Proactively make oneself aware of white papers, webinars, and live events that are available to clients Talent Experience Challenge yourself to think creatively, strive for growth through development opportunities, and maximize results while working within a team environment Proactively seek out opportunities to learn from team members, build a coaching/mentoring network and take advantage of training opportunities to continually expand skills and leadership capability Maintain willingness to give and receive candid feedback in both written and verbal form. Commit to self-development in response to constructive feedback received Support recruiting efforts by understanding and promoting the RSM brand Business Development Stay current on recent events pertaining to your respective clients and related industries Participate in relevant industry associations and learning/development events to start building industry perspective and contacts Build an internal network and become aware of other services provided by the firm Position Qualifications Bachelor's or Master's Degree in Accounting or related business discipline Preferred GPA: 3.50 or higher Qualified to pursue a job relevant certification (e.g. CPA, CIA) Ability to travel to meet client needs and work collaboratively with others in-person and remotely Openness to workday flexibility, agility, remote work environment, leveraging new tools Effective communication skills, both verbally and in writing Effective time management and prioritization skills 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. For those living in California or applying to a position in California, please click here for additional information. 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: $66,100 - $109,500
    $66.1k-109.5k yearly Auto-Apply 30d ago
  • Experienced Associate, Business Risk Consulting - Internal Audit & SOX

    RSM 4.4company rating

    Houston, TX jobs

    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. As an associate in RSM's growing Process Risk and Controls Practice, you will have the opportunity to develop into a seasoned consultant through a high degree of client and industry exposure, career development and mentorship opportunities, and a diverse and inclusive culture. The fast-paced and dynamic environment in which we operate will provide you with daily challenges and exciting opportunities. In the Process Risk and Controls Practice we frequently work as or alongside a client's internal audit function, the chief risk officer or risk function, Sarbanes-Oxley project team, and various other members of management tasked with managing risk. Our advisors help our clients with identifying and prioritizing risk and leveraging process and controls to reduce risk exposure. Key Responsibilities Contributions to Firm Culture * Model the core RSM values of respect, integrity, teamwork, excellence and stewardship in all interactions with clients and team members * Maintain a positive attitude and a strong work ethic * Conduct yourself in a professional manner * Work collaboratively with others and show an interest in learning from more experienced team members * Develop meaningful relationships with team members * Support RSM's goals around diversity and inclusion by nurturing an environment that understands individuality, promotes authenticity, and values varied perspective in arriving at solutions Client Experience * Learn about the industries and clients that we serve in the middle market and leverage your understanding to become your clients' trusted advisor * Interact with client process owners and external stakeholders while executing your role * Demonstrate critical thinking skill in gathering and processing information about a client's business, strategy, culture, competitive positioning, and operations in order to assist with risk assessment * Prepare initial drafts and follow-ups on client request lists * Draft narratives or flowcharts and perform initial identification of controls * Conduct tests of the operating effectiveness of clients' internal controls using test plans or work programs that have been written by senior members of the team * Identify issues in the testing performed, such as deficiencies, observations, and recommendations * Understand the purpose and objectives of internal/external project status updates and provide relevant inputs * Proactively make oneself aware of white papers, webinars, and live events that are available to clients Talent Experience * Challenge yourself to think creatively, strive for growth through development opportunities, and maximize results while working within a team environment * Proactively seek out opportunities to learn from team members, build a coaching/mentoring network and take advantage of training opportunities to continually expand skills and leadership capability * Maintain willingness to give and receive candid feedback in both written and verbal form. Commit to self-development in response to constructive feedback received * Support recruiting efforts by understanding and promoting the RSM brand Business Development * Stay current on recent events pertaining to your respective clients and related industries * Participate in relevant industry associations and learning/development events to start building industry perspective and contacts * Build an internal network and become aware of other services provided by the firm Position Qualifications * Bachelor's or Master's Degree in Accounting or related business discipline * Preferred GPA: 3.50 or higher * Qualified to pursue a job relevant certification (e.g. CPA, CIA) * Ability to travel to meet client needs and work collaboratively with others in-person and remotely * Openness to workday flexibility, agility, remote work environment, leveraging new tools * Effective communication skills, both verbally and in writing * Effective time management and prioritization skills 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. For those living in California or applying to a position in California, please click here for additional information. 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: $66,100 - $109,500
    $66.1k-109.5k yearly Easy Apply 60d+ ago
  • Financial Planning Business Consultant

    Northwestern Mutual 4.5company rating

    Remote

    Primary Duties and Responsibilities Enhances field productivity and profitability by partnering with financial advisors to help them build and grow integrated planning practices. Provides in-depth consultation and support to advisors on financial planning, sales processes, products and implementation. Identifies and develops best practices, tools, training and resources needed to introduce successful financial planning services to the field. Leads projects to enhance centralized service models; drive adoption of Northwestern Mutual's planning and investment philosophies; and support the growth of integrated advisors in the field. Supports workflow refinement, team development and change management in alignment with Northwestern Mutual's evolving distribution strategy. Consults with advisor on financial planning, product options, suitability, and investment concepts and strategies. Analyzes clients' financial goals, current situation and portfolio. Thoroughly documents case notes and thought process for recommendations presented to advisors. Develops appropriate recommendation options to meet client needs, risk profile, time horizon and preferences. Coaches on the presentation of financial plans, investment cases and successful client presentation including handling client objections. Leads projects to enhance the program to increase alignment with planning, integrate investments and increase productivity in field offices. This includes development of tools, training and other materials needed to introduce and expand planning related services. Leads training and education through designing, planning, coordinating and presenting at on topics including program administration, financial planning, investments, technology and workflow. Analyzes workflows and business opportunities to address program implementation obstacles and define centralized planning services to enhance retention and productivity of financial representatives and field offices. Drive the achievement of the goals for the Planning and Wealth Consulting Team. Other responsibilities may be assigned as necessary. Qualifications Series 7 required. Bachelor's degree in business, finance or related field. Minimum 3-5 years of financial services experience including both brokerage and advisory investment platforms with demonstrated investment knowledge and understanding of markets, products, platforms and services. Ability to assess client financial situations and analyze portfolios to develop and implement comprehensive plans aligned with client goals. Confidence in counseling representatives on a variety of proactive approaches and solutions. Strong analytical skills, problem solving, attention to detail and accuracy. Strong consultation, organizational and communication skills including ability to establish rapport at all levels of the organization. High degree of self-motivation with leadership and initiative in sharing information, contributing towards group goals and accepting responsibility for results. Passionate about Northwestern Mutual Financial Planning process, products and services. Ability to utilize a financial planning software or previous experience using Northwestern Mutual's Financial Planning software. Empathetic - can put yourself in the shoes of an advisor and see the plan from their perspective. 3 years as a financial planner, investment sales producer, or CFP preferred. Ability to travel as needed. This position has been classified as a Registered Representative under NMIS guidelines and requires fingerprinting.Series 7 - FINRA, SIE - FINRA Compensation Range: Pay Range - Start: $76,650.00 Pay Range - End: $142,350.00 Geographic Specific Pay Structure: Structure 110: Structure 115: We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
    $76.7k-142.4k yearly Auto-Apply 34d ago
  • Experienced Associate - Financial Services Risk and Controls Consulting

    Rsm 4.4company rating

    New York, NY jobs

    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. The Position As an experienced associate in RSM's growing Risk Consulting Practice, you will have the opportunity to develop into a seasoned consultant through a high degree of client and financial services industry exposure, career development and mentorship opportunities, and a diverse and inclusive culture. The fast-paced and dynamic environment in which we operate will provide you with daily challenges and exciting opportunities. In this role, you may be asked to demonstrate a willingness and ability to: Learn about the financial services industry and clients that we serve in the middle market and leverage your understanding to become your clients' trusted advisor Interact with client process owners and external stakeholders while executing your role Demonstrate critical thinking skill in gathering and processing information about a client's business, strategy, culture, competitive positioning, and operations in order to assist with risk assessment Prepare initial drafts and follow-ups on client request lists Draft narratives or flowcharts and perform initial identification of controls Conduct tests of the operating effectiveness of clients' internal controls using test plans or work programs that have been written by senior members of the team Identify issues in the testing performed, such as deficiencies, observations, and recommendations Understand the purpose and objectives of internal/external project status updates and provide relevant inputs Proactively make oneself aware of white papers, webinars, and live events that are available to clients Position Qualifications Bachelor's or Master's Degree in Accounting or related business discipline Ability to travel to meet client needs and work collaboratively with others in-person and remotely Openness to workday flexibility, agility, remote work environment, leveraging new tools Effective communication skills, both verbally and in writing Effective time management and prioritization skills 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. For those living in California or applying to a position in California, please click here for additional information. 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: $66,100 - $109,500
    $66.1k-109.5k yearly Auto-Apply 30d ago
  • Experienced Associate - Financial Services Risk and Controls Consulting

    RSM 4.4company rating

    New York, NY jobs

    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. The Position As an experienced associate in RSM's growing Risk Consulting Practice, you will have the opportunity to develop into a seasoned consultant through a high degree of client and financial services industry exposure, career development and mentorship opportunities, and a diverse and inclusive culture. The fast-paced and dynamic environment in which we operate will provide you with daily challenges and exciting opportunities. In this role, you may be asked to demonstrate a willingness and ability to: * Learn about the financial services industry and clients that we serve in the middle market and leverage your understanding to become your clients' trusted advisor * Interact with client process owners and external stakeholders while executing your role * Demonstrate critical thinking skill in gathering and processing information about a client's business, strategy, culture, competitive positioning, and operations in order to assist with risk assessment * Prepare initial drafts and follow-ups on client request lists * Draft narratives or flowcharts and perform initial identification of controls * Conduct tests of the operating effectiveness of clients' internal controls using test plans or work programs that have been written by senior members of the team * Identify issues in the testing performed, such as deficiencies, observations, and recommendations * Understand the purpose and objectives of internal/external project status updates and provide relevant inputs * Proactively make oneself aware of white papers, webinars, and live events that are available to clients Position Qualifications * Bachelor's or Master's Degree in Accounting or related business discipline * Ability to travel to meet client needs and work collaboratively with others in-person and remotely * Openness to workday flexibility, agility, remote work environment, leveraging new tools * Effective communication skills, both verbally and in writing * Effective time management and prioritization skills 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. For those living in California or applying to a position in California, please click here for additional information. 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: $66,100 - $109,500
    $66.1k-109.5k yearly Easy Apply 60d+ ago
  • Experienced Associate - Financial Services Risk and Controls Consulting

    RSM 4.4company rating

    Salt Lake City, UT jobs

    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. The Position As an experienced associate in RSM's growing Risk Consulting Practice, you will have the opportunity to develop into a seasoned consultant through a high degree of client and financial services industry exposure, career development and mentorship opportunities, and a diverse and inclusive culture. The fast-paced and dynamic environment in which we operate will provide you with daily challenges and exciting opportunities. In this role, you may be asked to demonstrate a willingness and ability to: * Learn about the financial services industry and clients that we serve in the middle market and leverage your understanding to become your clients' trusted advisor * Interact with client process owners and external stakeholders while executing your role * Demonstrate critical thinking skill in gathering and processing information about a client's business, strategy, culture, competitive positioning, and operations in order to assist with risk assessment * Prepare initial drafts and follow-ups on client request lists * Draft narratives or flowcharts and perform initial identification of controls * Conduct tests of the operating effectiveness of clients' internal controls using test plans or work programs that have been written by senior members of the team * Identify issues in the testing performed, such as deficiencies, observations, and recommendations * Understand the purpose and objectives of internal/external project status updates and provide relevant inputs * Proactively make oneself aware of white papers, webinars, and live events that are available to clients Position Qualifications * Bachelor's or Master's Degree in Accounting or related business discipline * Ability to travel to meet client needs and work collaboratively with others in-person and remotely * Openness to workday flexibility, agility, remote work environment, leveraging new tools * Effective communication skills, both verbally and in writing * Effective time management and prioritization skills 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. For those living in California or applying to a position in California, please click here for additional information. 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: $66,100 - $109,500
    $66.1k-109.5k yearly Easy Apply 60d+ ago
  • Franchise Business Consultant

    Empower Brands 4.3company rating

    Remote

    The Franchise Business Consultant (FBC) is a strategic advisor and performance coach to franchise owners. This role emphasizes sales, marketing, and business growth while supporting strong operational execution. The FBC helps franchisees build sustainable revenue, strengthen referral relationships, elevate customer experience, and achieve measurable business outcomes that align with brand standards. Responsibilities: Sales & Marketing: Coach franchise owners in development, execution and oversight of local sales plans, including target accounts, referral strategies, and consistent sales activities. Guide franchise owners in marketing strategy, digital presence, brand consistency, community engagement, and promotional campaigns. Review and analyze sales KPIs (pipeline health, win/loss, lead sources, conversion rates) and drive action plans for improvement. Partner with the National Sales Team to align franchise efforts with system-wide initiatives, programs, and available sales tools. Support franchise owners in strengthening partnerships with carriers, contractors, and other referral sources to expand market share. Business Consulting & Coaching: Serve as the primary business advisor to a portfolio of franchise owners, providing guidance across sales, marketing, operations, customer experience, and financial performance. Conduct regular strategic meetings to review metrics, address issues, and maintain accountability. Evaluate franchise performance and create customized action plans tailored to the owner's goals, strengths, and current challenges. Build strong, trust-based relationships that support candid coaching and long-term success. Operational Excellence: Ensure franchisees consistently follow brand standards and required processes. Conduct operational assessments to identify gaps and help franchisees implement best practices in workflow, field operations, technology use, customer communication, and service delivery. Support system adoption, training initiatives, and the development of operational capabilities across the franchise network. Collaborate with the Operations and Training teams to address skill gaps and support the rollout of new systems or tools. Financial Performance: Review financial statements and key operational metrics with franchise owners to identify opportunities for improved profitability. Provide coaching on job costing, pricing strategy, and expense management. Ensure accurate system usage and reporting, supporting royalty accuracy and financial visibility. Business Growth & Development: Help franchise owners assess opportunities for expansion, additional service offerings, staffing needs, or new investments. Support franchise owners in building organizational structures that can scale as revenue growth demands. Encourage franchisees to adopt technology and tools that enhance productivity, communication, and customer satisfaction. Share system-wide best practices to elevate performance across the network. Compliance, Reporting & Communication: Maintain accurate documentation of coaching sessions, action plans, progress updates, and performance metrics. Communicate trends, risks, and opportunities within the consultant's portfolio to leadership. Ensure adherence to brand standards, policies, and contractual obligations. Qualifications: 5+ years of experience in franchise consulting, franchise operations, business consulting, or business ownership. Experience in the restoration or contents restoration space preferred. Bachelors degree in Business or a related field preferred Demonstrated ability to coach, influence, and motivate business owners toward improvement. Strong business acumen, including the ability to interpret financial statements and operational KPIs. Excellent communication, relationship-building, and problem-solving skills. Ability to manage multiple priorities and adapt coaching style to diverse business owners. Willingness to travel for onsite visits as needed. Familiarity with EOS Traction is a plus Success Traits: Sales-driven: Naturally seeks opportunities to grow revenue, build pipelines, and expand relationships. Strategic: Uses data and insight to guide business owners toward smarter decisions. Operationally savvy: Understands how systems, processes, and structure drive performance. Highly relational: Builds trust quickly and communicates with clarity and empathy. Forward-thinking: Identifies risks and opportunities early and acts proactively. Adaptable: Works effectively with different personalities, business models, and experience levels. Expectations: Complete required travel within approved budget guidelines on a per trip basis Maintain a communication log for all franchisee interactions in company software Maintain regular communication through weekly 1:1 with manager, weekly L10 meeting & use of company software for tracking KPIs, goals, headlines, action items & issues. Conduct coaching in a professional and responsive manner consistent with brand standards and Empower Core Values. Travel up to 25% of the time. Average one 3-4 day trip per month FRSTeam's mission is to exemplify heartfelt care and concern for our communities by providing innovative products and services that help support and restore the lives of those we serve. We are a close-knit community of hand-chosen professionals, committed to restoring personal property and helping families and businesses get their lives back on track after a fire or water loss. WHO WE ARE: Empower Brands was founded in 2022 as a product of the integration of Lynx Franchising and Outdoor Living Brands. Empower encompasses ten industry-leading brands across commercial and residential services: JAN-PRO, FRSTeam, Archadeck Outdoor Living, Outdoor Lighting Perspectives (OLP), Conserva Irrigation, Koala Insulation, Wallaby Windows, Superior Fence and Rail, Bumble Roofing and Canopy Lawn Care. Empower is dedicated to providing its customers with the highest quality products and services in the commercial and home services industry while simultaneously delivering its franchise owners committed personal support, tools and empowerment to pursue their own success. Empower Brands is a portfolio company of MidOcean Partners, a leading private equity firm with an excellent track record investing in successful, growth-focused franchise businesses. For more about Empower Brands, visit the company's new website at EmpowerFranchising.com. Note: This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship. Empower Brands is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Empower Brands makes hiring decisions based solely on qualifications, merit, and business needs at the time. #LI-remote
    $65k-91k yearly est. Auto-Apply 3d ago
  • Consultant - Cyberark | Remote, USA

    Optiv 4.8company rating

    Boston, MA jobs

    will be fully remote and can be hired anywhere in the continental U.S The IAM Consultant for the CyberArk COE in the IAM Services group will require a strong understanding of Identity Access Management (IAM), privileged access, and CyberArk's suite of products. IAM Consultants are skilled technical and consultative resources expected to be strong in both technical and soft skills. An IAM Consultant must be a proven self-starter with the ability to problem-solve, communicate, participate in diverse project teams from a technical perspective, and interface effectively with customers, vendor partners, and colleagues. How you'll make an impact * Perform confidently and authoritatively in the role of CyberArk Consultant on all CyberArk -related technologies from a deployment perspective. * Act as lead or supporting deployment engineer on CyberArk deployment projects. * Provide CyberArk -related troubleshooting services as part of project or post-production support activities. * Perform the following CyberArk deployment related activities on projects (including but not limited to): * Ensure requirements gathered, processes defined, and use cases documented follow out of the box configuration vs. customization as much as possible. * Participate in capacity planning and HW specification recommendation efforts. * Participate in all CyberArk deployment activities, connector configuration, custom rule development, and third party system integration. * Participate in and/or lead User Acceptance Testing and bug-related engineering efforts. * Design, implement, and educate on CyberArk processes, and least privilege. * Provide knowledge transfer and post production support activities as necessary. * Provide feedback on internal processes required to help train and mentor other CyberArk deployment engineers in the PAM COE. * Help continue to build and improve the CyberArk COE Knowledge Base. * Perform work successfully with supervisory oversight. What we're looking for * Bachelor's degree preferred with approximately 2-5 years of related work experience. * Approximately 2-5 years of technical architecture experience preferred * Expertise with one or more of our core Technologies. * Thorough understanding of large-scale environments * Knowledge of at least 2 security concepts and methods such as vulnerability assessments, data classification, privacy assessments, incident response, security policy creation, enterprise security strategies, architecture and governance. * Strong presentation and verbal communication skills * Process-oriented individual with strong attention to detail, and strong organizational skills * Excellent, detailed writing skills * Ideal candidate will remain current on all CyberArk and PAM market related trends, tools, and methodologies * Ability to obtain and evolve technical expertise, certifications and industry credentials through formal and informal training and other educational initiatives * Ability to obtain and maintain CyberArk certifications * Training/Certification: CyberArk Defender and CyberArk Sentry certification would be positive/preferred; additionally, related professional certifications such as the CISSP, CISM, and/or CISA are preferred * Proficiency in CyberArk and related technologies. Experience in system administration, scripting (JavaScript, Python), Rest API, LDAP directories, Active Directory * #LI-GN1 What you can expect from Optiv * A company committed to championing Diversity, Equality, and Inclusion through our Employee Resource Groups. * Work/life balance * Professional training resources * Creative problem-solving and the ability to tackle unique, complex projects * Volunteer Opportunities. "Optiv Chips In" encourages employees to volunteer and engage with their teams and communities. * The ability and technology necessary to productively work remotely/from home (where applicable) EEO Statement Optiv is an equal opportunity employer. All qualified applicants for employment will be considered without regard to race, color, religion, sex, gender identity or expression, sexual orientation, pregnancy, age 40 and over, marital status, genetic information, national origin, status as an individual with a disability, military or veteran status, or any other basis protected by federal, state, or local law. Optiv respects your privacy. By providing your information through this page or applying for a job at Optiv, you acknowledge that Optiv will collect, use, and process your information, which may include personal information and sensitive personal information, in connection with Optiv's selection and recruitment activities. For additional details on how Optiv uses and protects your personal information in the application process, click here to view our Applicant Privacy Notice. If you sign up to receive notifications of job postings, you may unsubscribe at any time.
    $86k-119k yearly est. Auto-Apply 21d ago
  • Retirement Plan Consultant (Defined Benefit Plans)

    Ascensus 4.3company rating

    Remote

    FuturePlan is the nation's largest third-party administrator (TPA) of retirement plans, partnering with advisors in all 50 states. FuturePlan delivers the best of both worlds: high-touch personalized service from local TPAs backed by the strength and security of a large national firm, Ascensus. Our roots go back decades, with nearly 30 outstanding legacy firms now joined together to deliver unmatched levels of service, innovation and expertise to a fast-growing client base from coast to coast. The FuturePlan team includes more than 500 credentialed plan professionals, 60 actuaries, and one of the industry's largest in-house ERISA teams. Learn more at FuturePlan.com. Section 1: Position Summary Serve as a resource to plan sponsors and financial advisors for matters related to ERISA compliance, plan design and governmental reporting. This person is the single point of contact for employer, financial profession and plan sponsor for their accounts. A Retirement Plan Consultant is able to handle client meetings both in person and via phone. This position serves as the retirement Plan expert on testing, 5500, loans and distributions. Additionally, this individual can easily grasp plan design with the ability to assist in plan operation and document updates. Section 2: Job Functions, Essential Duties and Responsibilities Provide timely, exceptional customer service, including problem solving and issue resolution with minimal inconvenience to clients Provide effective verbal and written communications in a clear, concise and informative manner Act as a mentor to Retirement Plan Coordinators, collaborating to meet or exceed defined business objectives, firm goals and client obligations, as applicable Assist clients with all initial and ongoing plan design and document needs, including promoting awareness and educating all clients in regards to their obligations with the IRS and DoL regulations. Assist clients in meeting all IRS and Department of Labor deadlines necessary for qualified retirement plan Assist clients with Service and IRS Plan terminations Maintain up-to date knowledge of present legislation and proposed legislative changes with regard to ERISA law through self-study and company-sponsored training sessions Complete/Assist with payroll processing as required by the products assigned Accountable for all aspects of valuation reports, participant statements and annual testing Review or perform, as needed, the annual testing for plans, including ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4),deductibility, and 402(g) Work with assigned coordinator(s) to provide compliant and accurate valuation reports, participant statements, trust accounting, annual testing and reporting as applicable Review distribution paperwork and coordinate processing of distributions with asset holder Review loan paperwork and coordinate processing of loans with asset holder Review or prepares Form 5500 and coordinate with plan sponsor to help ensure timely filing Assist auditors if a plan is subject to an audit Assist IRS and DOL auditors, if the plan is subject to an IRS or DOL audit Coordinate with all applicable parties, both internal and external, to ensure accurate conversion process for new clients (including but not limited to actuaries, financial advisors, attorneys) As applicable, work with assistant to coordinate and oversee activities that will ensure timely and accurate completion of book of business Assist with other tasks and projects as assigned Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. Assist with other tasks and projects as assigned Supervision N/A Section 3: Experience, Skills, Knowledge Requirements Bachelors degree preferred 3-5 or more years ERISA experience in the retirement industry Experience in analysis of financial data required Experience in Relius software desirable, but not required Strong Word, Excel, and Outlook skills Strong written and oral communication skills Strong analytic mentality associated with problem solving skills Detail oriented with the ability to prioritize and manage tasks to partner with business operations, including related ERISA compliance matters Ability to effectively plan and assign work to and oversee plan associates that are qualified to assist with plan modifications We are proud to be an Equal Opportunity Employer Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
    $71k-111k yearly est. Auto-Apply 17d ago
  • Wealth Consultant with Military Background

    Northwestern Mutual Vinings 4.5company rating

    Woodstock, GA jobs

    Job DescriptionBenefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Are you a veteran with an unwavering sense of mission? Do you excel in navigating challenges and striving for excellence both in your military service and civilian career? Northwestern Mutual Vinings is seeking to onboard a new Wealth Consultant to our team. We are a united group of determined, ambitious professionals, eager to make a difference in peoples lives as we accelerate the growth of our offices. Click the link below to hear Robert Novanty's inspiring journey from serving with the US Marines to a successful career in civilian life at Northwestern Mutual: **************************** A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Our thriving office is located at: 2859 Paces Ferry Road SE, Suite 1200 Atlanta, GA 30339 Follow this link to hear about what draws veterans to opportunities at Northwestern Mutual: ******************************************* Meet: Jordan M. Thompson, J.D., ChFC Growth & Development Director | Financial Advisor | Army Officer | Advocate for Veterans, Attorneys, Business Executives, Athletes, & More In addition to working as a Financial Advisor & Growth Development Director at Northwestern Mutual, Jordan is an Officer in the Army National Guard & Special Operations Community. He has a passion for advising veterans, athletes, business executives, attorneys & their clients; though he enjoys working with people of all backgrounds. In conjunction with knowledge gained from law school; Jordan assists many of his clients with wills, estate organization, trust establishment, personal planning, as well as closely-held business planning. When not spending time with his wonderful wife, Savannah, and their two dogs; he allocates his spare time to working with various military-related non-profits. Additionally, he is the Vice Chair for Northwestern Mutuals Military Field Advisory Committee. Position Overview: As a Wealth Consultant you will play a critical role in helping clients secure their financial futures through comprehensive insurance solutions. Your responsibilities will include: Client Assessment: Evaluate clients' financial needs and goals to recommend appropriate insurance products. Customized Solutions: Develop personalized insurance plans that align with clients' long-term financial strategies. Relationship Building: Establish and maintain strong relationships with clients, offering continuous support and advice as their needs evolve. Product Knowledge: Stay informed about the latest insurance products and industry trends to provide clients with the best options available. Compliance and Ethics: Ensure all recommendations and sales comply with company policies and regulatory requirements, maintaining the highest ethical standards. Position Requirements: Strong communication and interpersonal skills. Goal-oriented with a desire to succeed. Life insurance license and FINRA certifications (or willingness to obtain). Compensation and Benefits: Performance-based earnings and revenue ( while there is no salary, average annual earnings are between $70K-$250K; based on 2015-2025 company average for representatives in the first 3 years ) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, SIE, Series 6, Series 7, Series 63, CFP, and more NM-Funded Retirement Package and Pension Plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning Multiple methods of additional compensation, and though there is no base salary, our average first year advisors bring in over $105,000 of revenue in their first year. Investment compensation up to a 90% grid rate Uncapped insurance compensation Endless amounts of income to be made in this role if you put in the effort and follow the development plan we give you throughout training and beyond. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Jordan Thompson is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.
    $63k-93k yearly est. 7d ago
  • Wealth Consultant with Military Background

    Northwestern Mutual Vinings 4.5company rating

    Kennesaw, GA jobs

    Job DescriptionBenefits: Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Are you a veteran with an unwavering sense of mission? Do you excel in navigating challenges and striving for excellence both in your military service and civilian career? Northwestern Mutual Vinings is seeking to onboard a new Wealth Consultant to our team. We are a united group of determined, ambitious professionals, eager to make a difference in peoples lives as we accelerate the growth of our offices. Click the link below to hear Robert Novanty's inspiring journey from serving with the US Marines to a successful career in civilian life at Northwestern Mutual: **************************** A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Our thriving office is located at: 2859 Paces Ferry Road SE, Suite 1200 Atlanta, GA 30339 Follow this link to hear about what draws veterans to opportunities at Northwestern Mutual: ******************************************* Meet: Jordan M. Thompson, J.D., ChFC Growth & Development Director | Financial Advisor | Army Officer | Advocate for Veterans, Attorneys, Business Executives, Athletes, & More In addition to working as a Financial Advisor & Growth Development Director at Northwestern Mutual, Jordan is an Officer in the Army National Guard & Special Operations Community. He has a passion for advising veterans, athletes, business executives, attorneys & their clients; though he enjoys working with people of all backgrounds. In conjunction with knowledge gained from law school; Jordan assists many of his clients with wills, estate organization, trust establishment, personal planning, as well as closely-held business planning. When not spending time with his wonderful wife, Savannah, and their two dogs; he allocates his spare time to working with various military-related non-profits. Additionally, he is the Vice Chair for Northwestern Mutuals Military Field Advisory Committee. Position Overview: As a Wealth Consultant you will play a critical role in helping clients secure their financial futures through comprehensive insurance solutions. Your responsibilities will include: Client Assessment: Evaluate clients' financial needs and goals to recommend appropriate insurance products. Customized Solutions: Develop personalized insurance plans that align with clients' long-term financial strategies. Relationship Building: Establish and maintain strong relationships with clients, offering continuous support and advice as their needs evolve. Product Knowledge: Stay informed about the latest insurance products and industry trends to provide clients with the best options available. Compliance and Ethics: Ensure all recommendations and sales comply with company policies and regulatory requirements, maintaining the highest ethical standards. Position Requirements: Strong communication and interpersonal skills. Goal-oriented with a desire to succeed. Life insurance license and FINRA certifications (or willingness to obtain). Compensation and Benefits: Performance-based earnings and revenue ( while there is no salary, average annual earnings are between $70K-$250K; based on 2015-2025 company average for representatives in the first 3 years ) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, SIE, Series 6, Series 7, Series 63, CFP, and more NM-Funded Retirement Package and Pension Plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning Multiple methods of additional compensation, and though there is no base salary, our average first year advisors bring in over $105,000 of revenue in their first year. Investment compensation up to a 90% grid rate Uncapped insurance compensation Endless amounts of income to be made in this role if you put in the effort and follow the development plan we give you throughout training and beyond. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Jordan Thompson is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.
    $63k-93k yearly est. 29d ago
  • Managing Consultant, Services Business Development-Emerging Verticals

    Mastercard 4.7company rating

    Seattle, WA jobs

    **Our Purpose** _Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential._ **Title and Summary** Managing Consultant, Services Business Development-Emerging Verticals Overview Mastercard Services is our professional services and solutions arm, providing customers with value-added services to enhance business performance and consumer experiences. Our diverse Services portfolio includes payments consulting, marketing, analytics and data insights, security solutions, open banking, and more. The Services Business Development team is looking for a Managing Consultant to drive growth of our value-added services within Emerging Verticals. The ideal candidate has a proven track record of selling to senior executives, navigating matrixed organizations, and utilizing solution-based selling to drive clear value for customers. Role Deliver against sales targets for the Services portfolio of solutions across a set of existing and net-new accounts within Emerging Verticals, which may include sport, insurance, telco, fitness, education, ISVs, and other strategic verticals. Manage and expand relationships with client stakeholders, developing trust to enable intimate discussions on client goals and needs; surfacing Services revenue opportunities Translate client challenges into hypotheses and structure large/complex engagements with imperfect information; leverage deep knowledge of all Mastercard Services capabilities to structure innovative solutions and strategic bundles Lead internal partners to develop formal and informal pitch materials; ensuring succinct, persuasive content tailored to audience & seniority Deliver compelling, high-impact pitches, showcasing leadership, expertise and alignment to client needs Drive intel back into Services & broader Mastercard; supporting the feedback loop that drives Services innovation All About You Undergraduate degree required; MBA or relevant post graduate degree preferred Proven track record in managing a sales pipeline; identifying and advancing sales opportunities and exceeding targets Experience in selling or developing new and emerging verticals, with a proven ability to identify opportunities, form partnerships, and drive growth Demonstrated ability to motivate and influence stakeholders (internal & client) in large/complex environments Best-in-class narrative-development and storytelling; experience in developing compelling sales narratives and pitch materials for complex client business challenges Leadership presence & best-in-class pitch/presentation skills; establishing credibility and influencing client audiences Excellent analytical skills, including financial analysis for business casing, value quantification & pricing Demonstrated creativity, problem-solving and empathy (ability to think from the perspective of the customer) Disciplined and process-oriented; proven ability to multi-task in a fast-paced, deadline-driven environment National Salary Range (Applies Regardless of Location): $139,000-$222,000 Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly. **Corporate Security Responsibility** All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: + Abide by Mastercard's security policies and practices; + Ensure the confidentiality and integrity of the information being accessed; + Report any suspected information security violation or breach, and + Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines. In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more. Mastercard benefits for interns generally include: 56 hours of Paid Sick and Safe Time; jury duty leave; and on-site fitness facilities in some locations. **Pay Ranges** Purchase, New York: $113,000 - $186,000 USD Arlington, Virginia: $113,000 - $186,000 USD Atlanta, Georgia: $98,000 - $162,000 USD Boston, Massachusetts: $113,000 - $186,000 USD Chicago, Illinois: $98,000 - $162,000 USD San Francisco, California: $118,000 - $194,000 USD Seattle, Washington: $113,000 - $186,000 USD
    $139k-222k yearly 57d ago
  • Managing Consultant, Services - Acquiring Business Development

    Mastercard 4.7company rating

    Seattle, WA jobs

    **Our Purpose** _Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential._ **Title and Summary** Managing Consultant, Services - Acquiring Business Development Overview Mastercard Services is our professional services and solutions arm, providing customers with value-added services to enhance business performance and consumer experiences. Our diverse Services portfolio includes payments consulting, marketing, analytics and data insights, security solutions, open finance, and more. The Services Business Development team is looking for a Managing Consultant to drive growth of our value-added services within the foundational Acquiring space. The ideal candidate has a proven track record of selling to senior executives, navigating matrixed organizations, and utilizing solution-based selling to drive clear value for customers. Role Deliver against sales targets for the Services portfolio of solutions across a set of existing and net-new accounts within the Acquiring industry Manage and expand relationships with client stakeholders, developing trust to enable intimate discussions on client goals and needs; surfacing Services revenue opportunities Translate client challenges into hypotheses and structure large/complex engagements with imperfect information; leverage deep knowledge of all Mastercard Services capabilities to structure innovative solutions and strategic bundles Lead internal partners to develop formal and informal pitch materials; ensuring succinct, persuasive content tailored to audience & seniority Deliver compelling, high-impact pitches, showcasing leadership, expertise and alignment to client needs Drive intel back into Services & broader Mastercard; supporting the feedback loop that drives Services innovation All About You Undergraduate degree required; MBA or relevant post graduate degree preferred Proven track record in managing a sales pipeline; identifying and advancing sales opportunities and exceeding targets Demonstrated ability to motivate and influence stakeholders (internal & client) in large/complex environments Best-in-class narrative-development and storytelling; experience in developing compelling sales narratives and pitch materials for complex client business challenges Leadership presence & best-in-class pitch/presentation skills; establishing credibility and influencing client audiences Excellent analytical skills, including financial analysis for business casing, value quantification & pricing Demonstrated creativity, problem-solving and empathy (ability to think from the perspective of the customer) Disciplined and process-oriented; proven ability to multi-task in a fast-paced, deadline-driven environment National Salary Range (Applies Regardless of Location): $139,000-$222,000 Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly. **Corporate Security Responsibility** All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: + Abide by Mastercard's security policies and practices; + Ensure the confidentiality and integrity of the information being accessed; + Report any suspected information security violation or breach, and + Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines. In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more. Mastercard benefits for interns generally include: 56 hours of Paid Sick and Safe Time; jury duty leave; and on-site fitness facilities in some locations.
    $139k-222k yearly 57d ago
  • Managing Consultant, Services - Acquiring Business Development

    Mastercard 4.7company rating

    Seattle, WA jobs

    Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential. Title and Summary Managing Consultant, Services - Acquiring Business Development Overview Mastercard Services is our professional services and solutions arm, providing customers with value-added services to enhance business performance and consumer experiences. Our diverse Services portfolio includes payments consulting, marketing, analytics and data insights, security solutions, open finance, and more. The Services Business Development team is looking for a Managing Consultant to drive growth of our value-added services within the foundational Acquiring space. The ideal candidate has a proven track record of selling to senior executives, navigating matrixed organizations, and utilizing solution-based selling to drive clear value for customers. Role Deliver against sales targets for the Services portfolio of solutions across a set of existing and net-new accounts within the Acquiring industry Manage and expand relationships with client stakeholders, developing trust to enable intimate discussions on client goals and needs; surfacing Services revenue opportunities Translate client challenges into hypotheses and structure large/complex engagements with imperfect information; leverage deep knowledge of all Mastercard Services capabilities to structure innovative solutions and strategic bundles Lead internal partners to develop formal and informal pitch materials; ensuring succinct, persuasive content tailored to audience & seniority Deliver compelling, high-impact pitches, showcasing leadership, expertise and alignment to client needs Drive intel back into Services & broader Mastercard; supporting the feedback loop that drives Services innovation All About You Undergraduate degree required; MBA or relevant post graduate degree preferred Proven track record in managing a sales pipeline; identifying and advancing sales opportunities and exceeding targets Demonstrated ability to motivate and influence stakeholders (internal & client) in large/complex environments Best-in-class narrative-development and storytelling; experience in developing compelling sales narratives and pitch materials for complex client business challenges Leadership presence & best-in-class pitch/presentation skills; establishing credibility and influencing client audiences Excellent analytical skills, including financial analysis for business casing, value quantification & pricing Demonstrated creativity, problem-solving and empathy (ability to think from the perspective of the customer) Disciplined and process-oriented; proven ability to multi-task in a fast-paced, deadline-driven environment National Salary Range (Applies Regardless of Location): $139,000-$222,000 Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly. Corporate Security Responsibility All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: * Abide by Mastercard's security policies and practices; * Ensure the confidentiality and integrity of the information being accessed; * Report any suspected information security violation or breach, and * Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines. In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more. Mastercard benefits for interns generally include: 56 hours of Paid Sick and Safe Time; jury duty leave; and on-site fitness facilities in some locations.
    $139k-222k yearly Auto-Apply 57d ago
  • Managing Consultant, Services Business Development-Regional Segments

    Mastercard 4.7company rating

    Atlanta, GA jobs

    **Our Purpose** _Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential._ **Title and Summary** Managing Consultant, Services Business Development-Regional Segments Mastercard is a global technology company in the payments industry. Mastercard Services is a key differentiator for the company, providing cutting-edge services that help our customers achieve their objectives. Focused on big ideas which are scalable in a fast-paced business environment, we are responsible for end-to-end solutions for a diverse global customer base. Centered on data-driven technologies and innovation, our services include payments-focused consulting, loyalty and marketing programs, and data-driven analytic platforms. Mastercard Services comprises of a diverse and dynamic team of experts who enjoy working in a goal-oriented and collaborative culture. As a member of our sales team, you will be on the frontlines - building excitement and generating demand for our unique services - while partnering with solutions experts to achieve the desired end. As part of the team, you will directly contribute to our customers' success stories as well as to Mastercard's positioning as a payments services leader. We are looking for a Manager to help Mastercard reach more customers through strategic partners focusing on our payment security and Insights solutions in the North America region. We offer several solutions that help our partners grow and protect their transactions, minimize chargebacks, and leverage payments data for business and market insights. This partner ecosystem includes processors, acquirers, Fintechs, data providers, and ISVs. We also source relevant and unique solutions from vetted partner to introduce to Mastercard customers. The ideal candidate is someone who understands the payments solutions and data space very well and knows how to put together smart partnerships that can be accretive to Mastercard and our partners on the short and long terms. This position is a quota-carrying, revenue-producing role that is responsible for developing and managing channel and alliance partner relationships within the North America region. The role is responsible for executing our strategy with regional nuances for the entire partner lifecycle; new partner recruitment, partner onboarding, partner revenue activation, and partner growth. Role: - Define the desired profile of potential partners with the help of management - Research, identify, qualify and screen potential partners that align with the target partner profile - Gain qualified partners' commitment to becoming engaged and productive by formulating and conveying a compelling business proposition - Prior to finalizing contract negotiations with each partner, develop a joint business plan (including sales targets) that is aligned with the Mastercard standards and strategy - Maintain a solid pipeline of qualified prospective partners to meet established recruitment targets - Meet assigned revenue targets through sell to/sell with channel partners - Drive onboarding and activating new partners; focus on ensuring the partners' team members are enabled, equipped and motivated to sell, market, deploy and support the Mastercard offering within established timeframes - Engage Mastercard resources and stakeholders in support of partnership objectives and sales opportunities (e.g. direct sales, Product Liaisons, marketing, etc) - Manage channel pipeline and forecast reporting and track progress through the sales cycle - Drive monthly partner alignment sessions to review partners' pipelines, conduct win/loss analysis, and develop account penetration strategies to identify and build new sales opportunities - Work with high-performing and high-potential partners to develop an annual joint business plan that defines strategies and activities to meet revenue goals; review and assess plan progress in partner-facing quarterly business reviews, making changes as appropriate - Provide partner and market feedback loop to internal functions (e.g. sales, product, marketing) on tools and programs - Assist in field marketing activities (e.g. staff a trade show booth, deliver sales presentations) All about you: - Experience in the payments security and data space and familiarity with evolving customer needs and partner landscape - Experience sourcing, qualifying, screening and forming business relationships with channel partners at the CXO level - Experience managing major customer / partner relationships to make things happen, grow the pie, and maintain an excellent level of transparency, trust, and collaboration - Strong personal network within the industry - Experience developing and managing joint business planning with partners - Who you are o Strategic thinker who can quickly develop a point of view on market opportunities to focus on for each solution area and move to action o Be comfortable with a high degree of ambiguity and build-it-as-we-go mentality (if you are looking for a standard toolkit and clear direction on what to do, this job isn't for you) o Fan of working with people internally or externally. You don't shy away from approaching people you never met before to pitch what we do and you don't feel bad if you get ignored. It's part of the job. o Commercial oriented-always looking for the next mega opportunity o A great listener and collaborator who's always humble enough to keep learning from internal teams and external subject matter experts National Salary Range (Applies Regardless of Location): $139,000-$222,000 Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly. **Corporate Security Responsibility** All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: + Abide by Mastercard's security policies and practices; + Ensure the confidentiality and integrity of the information being accessed; + Report any suspected information security violation or breach, and + Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines. In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more. Mastercard benefits for interns generally include: 56 hours of Paid Sick and Safe Time; jury duty leave; and on-site fitness facilities in some locations.
    $139k-222k yearly 60d+ ago
  • Managing Consultant, Services - Acquiring Business Development

    Mastercard 4.7company rating

    Atlanta, GA jobs

    Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential. Title and Summary Managing Consultant, Services - Acquiring Business DevelopmentOverview Mastercard Services is our professional services and solutions arm, providing customers with value-added services to enhance business performance and consumer experiences. Our diverse Services portfolio includes payments consulting, marketing, analytics and data insights, security solutions, open finance, and more. The Services Business Development team is looking for a Managing Consultant to drive growth of our value-added services within the foundational Acquiring space. The ideal candidate has a proven track record of selling to senior executives, navigating matrixed organizations, and utilizing solution-based selling to drive clear value for customers. Role Deliver against sales targets for the Services portfolio of solutions across a set of existing and net-new accounts within the Acquiring industry Manage and expand relationships with client stakeholders, developing trust to enable intimate discussions on client goals and needs; surfacing Services revenue opportunities Translate client challenges into hypotheses and structure large/complex engagements with imperfect information; leverage deep knowledge of all Mastercard Services capabilities to structure innovative solutions and strategic bundles Lead internal partners to develop formal and informal pitch materials; ensuring succinct, persuasive content tailored to audience & seniority Deliver compelling, high-impact pitches, showcasing leadership, expertise and alignment to client needs Drive intel back into Services & broader Mastercard; supporting the feedback loop that drives Services innovation All About You Undergraduate degree required; MBA or relevant post graduate degree preferred Proven track record in managing a sales pipeline; identifying and advancing sales opportunities and exceeding targets Demonstrated ability to motivate and influence stakeholders (internal & client) in large/complex environments Best-in-class narrative-development and storytelling; experience in developing compelling sales narratives and pitch materials for complex client business challenges Leadership presence & best-in-class pitch/presentation skills; establishing credibility and influencing client audiences Excellent analytical skills, including financial analysis for business casing, value quantification & pricing Demonstrated creativity, problem-solving and empathy (ability to think from the perspective of the customer) Disciplined and process-oriented; proven ability to multi-task in a fast-paced, deadline-driven environment National Salary Range (Applies Regardless of Location): $139,000-$222,000Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly. Corporate Security Responsibility All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: Abide by Mastercard's security policies and practices; Ensure the confidentiality and integrity of the information being accessed; Report any suspected information security violation or breach, and Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines. In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more. Mastercard benefits for interns generally include: 56 hours of Paid Sick and Safe Time; jury duty leave; and on-site fitness facilities in some locations.
    $139k-222k yearly Auto-Apply 58d ago
  • Managing Consultant, Services Business Development-Regional Segments

    Mastercard 4.7company rating

    Atlanta, GA jobs

    Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential. Title and Summary Managing Consultant, Services Business Development-Regional Segments Mastercard is a global technology company in the payments industry. Mastercard Services is a key differentiator for the company, providing cutting-edge services that help our customers achieve their objectives. Focused on big ideas which are scalable in a fast-paced business environment, we are responsible for end-to-end solutions for a diverse global customer base. Centered on data-driven technologies and innovation, our services include payments-focused consulting, loyalty and marketing programs, and data-driven analytic platforms. Mastercard Services comprises of a diverse and dynamic team of experts who enjoy working in a goal-oriented and collaborative culture. As a member of our sales team, you will be on the frontlines - building excitement and generating demand for our unique services - while partnering with solutions experts to achieve the desired end. As part of the team, you will directly contribute to our customers' success stories as well as to Mastercard's positioning as a payments services leader. We are looking for a Manager to help Mastercard reach more customers through strategic partners focusing on our payment security and Insights solutions in the North America region. We offer several solutions that help our partners grow and protect their transactions, minimize chargebacks, and leverage payments data for business and market insights. This partner ecosystem includes processors, acquirers, Fintechs, data providers, and ISVs. We also source relevant and unique solutions from vetted partner to introduce to Mastercard customers. The ideal candidate is someone who understands the payments solutions and data space very well and knows how to put together smart partnerships that can be accretive to Mastercard and our partners on the short and long terms. This position is a quota-carrying, revenue-producing role that is responsible for developing and managing channel and alliance partner relationships within the North America region. The role is responsible for executing our strategy with regional nuances for the entire partner lifecycle; new partner recruitment, partner onboarding, partner revenue activation, and partner growth. Role: * Define the desired profile of potential partners with the help of management * Research, identify, qualify and screen potential partners that align with the target partner profile * Gain qualified partners' commitment to becoming engaged and productive by formulating and conveying a compelling business proposition * Prior to finalizing contract negotiations with each partner, develop a joint business plan (including sales targets) that is aligned with the Mastercard standards and strategy * Maintain a solid pipeline of qualified prospective partners to meet established recruitment targets * Meet assigned revenue targets through sell to/sell with channel partners * Drive onboarding and activating new partners; focus on ensuring the partners' team members are enabled, equipped and motivated to sell, market, deploy and support the Mastercard offering within established timeframes * Engage Mastercard resources and stakeholders in support of partnership objectives and sales opportunities (e.g. direct sales, Product Liaisons, marketing, etc) * Manage channel pipeline and forecast reporting and track progress through the sales cycle * Drive monthly partner alignment sessions to review partners' pipelines, conduct win/loss analysis, and develop account penetration strategies to identify and build new sales opportunities * Work with high-performing and high-potential partners to develop an annual joint business plan that defines strategies and activities to meet revenue goals; review and assess plan progress in partner-facing quarterly business reviews, making changes as appropriate * Provide partner and market feedback loop to internal functions (e.g. sales, product, marketing) on tools and programs * Assist in field marketing activities (e.g. staff a trade show booth, deliver sales presentations) All about you: * Experience in the payments security and data space and familiarity with evolving customer needs and partner landscape * Experience sourcing, qualifying, screening and forming business relationships with channel partners at the CXO level * Experience managing major customer / partner relationships to make things happen, grow the pie, and maintain an excellent level of transparency, trust, and collaboration * Strong personal network within the industry * Experience developing and managing joint business planning with partners * Who you are o Strategic thinker who can quickly develop a point of view on market opportunities to focus on for each solution area and move to action o Be comfortable with a high degree of ambiguity and build-it-as-we-go mentality (if you are looking for a standard toolkit and clear direction on what to do, this job isn't for you) o Fan of working with people internally or externally. You don't shy away from approaching people you never met before to pitch what we do and you don't feel bad if you get ignored. It's part of the job. o Commercial oriented-always looking for the next mega opportunity o A great listener and collaborator who's always humble enough to keep learning from internal teams and external subject matter experts National Salary Range (Applies Regardless of Location): $139,000-$222,000 Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly. Corporate Security Responsibility All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: * Abide by Mastercard's security policies and practices; * Ensure the confidentiality and integrity of the information being accessed; * Report any suspected information security violation or breach, and * Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines. In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more. Mastercard benefits for interns generally include: 56 hours of Paid Sick and Safe Time; jury duty leave; and on-site fitness facilities in some locations.
    $139k-222k yearly Auto-Apply 60d+ ago
  • Microsoft Alliance Consultant

    Itc Worldwide 4.7company rating

    Washington jobs

    ITC is on a mission to provide every organization relentless Technical Service and Support for Microsoft Applications. WFH or an ITC field office ITC is on a mission to provide every organization relentless Technical Service and Support for Microsoft Applications. The role About Us: ITC s seeking a dynamic and experienced Microsoft Alliance Consultant to elevate our Microsoft Sales & Support practice. Job Summary: The Microsoft Alliance Consultant will be integral in managing partnership lifecycles, overseeing Microsoft Partner Center activities, and ensuring adherence to Microsoft protocols. Your primary responsibilities will include deal registration, CPOR and PAL management, Azure Marketplace updates, and sales pipeline oversight. You will provide performance insights, develop risk mitigation strategies, and support funding initiatives. Building and maintaining strong relationships with Microsoft stakeholders and optimizing operational processes are critical to this role. Key Responsibilities: Primary Contact: Act as the main liaison for the Microsoft CSP program, ensuring all activities align with Microsoft's guidelines. Collaboration: Work closely with internal teams and Microsoft to set and achieve strategic goals, ensuring seamless execution of initiatives. Community Engagement: Participate in local events and activities to strengthen partner alliances. Operational Oversight: Manage Microsoft Partner Center operations, including timely deal uploads, CPOR, PAL, and incentive funding management. Process Improvement: Drive enhancements in project management practices to boost program efficiency and effectiveness. Marketplace Strategy: Develop and manage marketplace presence, adhering to Microsoft's program guidelines. Performance Analysis: Monitor key performance indicators for the CSP program, analyze data to spot trends, risks, and opportunities. Risk Management: Identify potential risks in Microsoft programs and implement mitigation strategies to maintain compliance and efficiency. Requirements Qualifications: Education: Bachelor's Degree is required. Experience: At least 3 years in partner management, sales, business development, or similar roles within the technology sector. Skills: Eager to learn, open to feedback, and adept at integrating new ideas. Strong team collaboration capabilities. Excellent communication skills for explaining complex concepts both verbally and in writing. Robust analytical and problem-solving skills. Proficient in Microsoft Office Suite and other relevant software tools
    $79k-99k yearly est. 60d+ ago
  • Microsoft Alliance Consultant

    Itc Worldwide 4.7company rating

    Seattle, WA jobs

    ITC is on a mission to provide every organization relentless Technical Service and Support for Microsoft Applications. WFH or an ITC field office ITC is on a mission to provide every organization relentless Technical Service and Support for Microsoft Applications. The role About Us: ITC s seeking a dynamic and experienced Microsoft Alliance Consultant to elevate our Microsoft Sales & Support practice. Job Summary: The Microsoft Alliance Consultant will be integral in managing partnership lifecycles, overseeing Microsoft Partner Center activities, and ensuring adherence to Microsoft protocols. Your primary responsibilities will include deal registration, CPOR and PAL management, Azure Marketplace updates, and sales pipeline oversight. You will provide performance insights, develop risk mitigation strategies, and support funding initiatives. Building and maintaining strong relationships with Microsoft stakeholders and optimizing operational processes are critical to this role. Key Responsibilities: Primary Contact: Act as the main liaison for the Microsoft CSP program, ensuring all activities align with Microsoft's guidelines. Collaboration: Work closely with internal teams and Microsoft to set and achieve strategic goals, ensuring seamless execution of initiatives. Community Engagement: Participate in local events and activities to strengthen partner alliances. Operational Oversight: Manage Microsoft Partner Center operations, including timely deal uploads, CPOR, PAL, and incentive funding management. Process Improvement: Drive enhancements in project management practices to boost program efficiency and effectiveness. Marketplace Strategy: Develop and manage marketplace presence, adhering to Microsoft's program guidelines. Performance Analysis: Monitor key performance indicators for the CSP program, analyze data to spot trends, risks, and opportunities. Risk Management: Identify potential risks in Microsoft programs and implement mitigation strategies to maintain compliance and efficiency. Requirements Qualifications: Education: Bachelor's Degree is required. Experience: At least 3 years in partner management, sales, business development, or similar roles within the technology sector. Skills: Eager to learn, open to feedback, and adept at integrating new ideas. Strong team collaboration capabilities. Excellent communication skills for explaining complex concepts both verbally and in writing. Robust analytical and problem-solving skills. Proficient in Microsoft Office Suite and other relevant software tools
    $79k-99k yearly est. 60d+ ago

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