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Sales Manager jobs at New American Funding

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  • Sales Manager

    New American Funding 4.2company rating

    Sales manager job at New American Funding

    CD Sales Manager Location: Broadview Heights, OH (Full time on-site) Salary: $60k + bonus + full time benefits including paid holidays, paid vacation, and 401k Summary: The CD Sales Manager oversees all activities related to operations and development of company products by performing the following duties personally or through subordinate supervisors and employees. Responsibilities Review pipelines for timeliness, lock expiration, COE, loan contingency, etc. Works with processors to manage the pipeline to ensure we meet the COE date. Reviews/validates 14-day close submissions prior to submission to the underwriter for completeness. Supports Sales Team by reviewing scenarios and assisting with structuring loan files reviewing income etc. Supports Loan Consultants and production team, resolves or escalates file level issues to sales or processing managers. Communicate training needs as needed to the management team. Review Encompass report for file start date for new files not elevated to PA. Review loans that are in processing that are still floating work with the LO/SM/ to get loans reviewed for locks. Review files that are suspended by underwriting. Meet with LO to review pipeline as needed. Assist new LO's with Encompass questions and DU/LP finding. Conduct monthly meetings with Loan Consultants to review policy changes/system updates. Other duties may be assigned. Job Competencies: Demonstrate advanced product knowledge of FHA, VA, Conventional and other loan programs such as Home Equity Lines of Credit, 2nd Mortgages, Home Improvement, down payment assistance and bond programs. Demonstrate working knowledge of federal and state guidelines, rules and regulations such as RESPA, TILA, HMDA, etc. Advanced ability to analyze complex tax returns and accurately calculate income for all types of borrowers. Ability to maintain a high level of professionalism, customer service, and communication with all parties involved in the loan cycle. Proficient with Encompass, or other paperless mortgage loan origination systems. Understanding of all compliance regulations and investor guidelines. Strong PC Skills. Must be proficient in MS Windows, Excel, Outlook and Work. Intermediate Excel skills a plus. Has knowledge of commonly used terminology, concepts and practices and procedures within the mortgage industry. Ability to meet time deadlines while working under pressure. Ability to effectively handle simultaneous tasks and projects in a fast-paced environment. Able to work independently effectively and efficiently or as a member of a team. Strong business writing and math skills. Ability to effectively analyze loan account related problems and define solutions. Qualifications 2+ years' full time refinance or purchase loan origination experience. Strong desire to succeed in a sales environment and be a top producer. Ability to correctly and accurately structure and price loans. Complete knowledge of conventional and government loan programs (purchase and refinance). Current and Active NMLS license. Four or more additional state NMLS licenses preferred. Desired Education/Experience: High School Diploma or equivalent Two or more recent years' full-time loan origination experience, preferably in a call center environment Minimum of four approved state licenses through the NMLS. Work Authorization: Must be able to verify identity and employment eligibility to work in the U.S. Other Duties: This job profile is not intended to be an all-inclusive list of job duties and responsibilities, as one may perform additional related duties as assigned in order to meet the needs of the organization. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Must be able to lift up to ten pounds. Primary functions require sufficient physical ability and mobility to work in an office setting; to stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach, and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office equipment requiring repetitive hand movement and fine coordination including use of a keyboard; and to verbally communicate to exchange information. VISION: See in the normal visual range with or without correction. HEARING: Hear in the normal audio range with or without correction. [EOE/M/F/D/V. Drug-free workplace.] #LI-DS1
    $88k-136k yearly est. Auto-Apply 60d+ ago
  • Director, Innovation & AI SME, US & Americas

    CrÉDit Agricole CIB 4.9company rating

    New York, NY jobs

    This position has been established to support CA-CIB Americas in developing and driving the innovation and AI portfolio. The AI SME will be tasked with defining and executing the AI Americas strategy, which includes establishing effective governance with the AI factory team based in Paris, Headquarters. Locally, the AI SME will be responsible for fostering strong collaborations with executive leadership across the Bank to identify AI opportunities. Additionally, they will work closely with various teams to achieve business goals and enhance client experiences. The ideal candidate will drive the implementation of AI solutions, ensuring the Bank adheres to best-in-class delivery approaches for safe and scalable methods. This role requires a solid understanding of the banking sector, expertise in AI/ML technologies, and the ability to integrate AI into banking processes effectively. The candidate must also be able to influence stakeholders while prioritizing and executing strategic initiatives successfully. The AI SME will act as a leading authority on AI within CA-CIB Americas and report directly to the Americas Chief Information Officer/Head of Global IT (GIT) and functionally to the Head of the AI factory in Head office. Key Responsibilities • Serve as a key representative of the AI Factory, promoting and implementing AI solutions and culture throughout CA-CIB Americas • Cultivate strong relationships with local C-suite executives to align AI strategies with broader organizational objectives, ensuring support and advocacy for AI initiatives • Communicate local requirements and insights to the head office and the AI Factory, and generate relevant use cases • Oversee local AI governance and reporting to ensure compliance and transparency in AI usage across Americas operations • Build and manage the local portfolio of AI use cases in collaboration with business and IT teams, ensuring alignment with local needs • Manage the “New Service & Usage” process related to AI solutions in collaboration with local support functions (Risk, Compliance, Legal, IT Security…). • Develop a comprehensive training plan: identifying target audiences, training requirements, and priority areas. • Establish the practice as a thought leader in the AI space through active industry participation, publications, and advocacy for ethical AI practices. • Stay abreast of local AI market trends, including competitor activities and innovation, and provide regular insights to inform strategic decisions. Communication Key Internal Contacts Regional and local management, Central AI factory and GIT IT lines. Control functions in particular RPC, CPL, LGL and ISS, COO Office. Business lines Key External Contacts Local innovative and AI ecosystem. Education Advanced degree in AI, Data Science, Computer Science, Business, or a related field. Experience Practice Building: Proven ability to establish and scale a practice or team, including acquiring new clients and developing innovative service offerings. Strategic Leadership: Expertise in defining and executing AI strategies that deliver significant business outcomes. C-suite Engagement: Experience working with senior executives to drive alignment and communicate the value of AI initiatives. AI and Machine Learning Knowledge: Strong understanding of AI models, frameworks, and analytics, with the ability to bridge technical and business perspectives. Demonstrated ability to deliver large-scale training sessions to diverse audiences with varying levels of expertise on the subject matter Required skills Be passionate about AI & Innovation - focused on defining the broad AI strategy and how to bring to life within the Bank. Naturally curious and logically minded Ability to crisply articulate complex technical concepts to senior audiences with poise and confidence Highly self-motivated and ability to remain calm under intense pressure Team oriented Analytical and data-driven with knowledge of KPI frameworks such as OKRs or HEART to communicate measures of success. IT literate Good understanding of bank products Extensive market knowledge
    $154k-216k yearly est. 2d ago
  • Account Manager - focused on Software Sales

    RSM Solutions, Inc. 4.4company rating

    Orland Park, IL jobs

    If you have read my s before, this will be a refresher. For those of you who haven't read my s before, welcome to the party....I like to add a little humor, so you will see some comedy scattered in this . Allow me to introduce myself. My name is Tom Welke. I am Partner & VP at RSM Solutions Inc. So...guess what, this is an actual live person. So, no 'bots', just a real person. I have been recruiting talent for a while (23 years) and been in the tech sector since the 1990s. Due to all of this, I am going to be far more focused on 'fit' than anything else...a fit for you and a fit for the client. I am actually very good friends with the COO for this firm. He and I have been close personal friends for close to 15 years. The reason I mention this is that I know a little bit about these guys and what creates a good 'fit' here... So, what are those components of a good 'fit'. you might ask? Well here are a few characteristics: This is an environment where there is an expectation that you will not just do your best work...but want to do your best work. Everyone that you will interact with are also striving to do their best work as well. So, we are seeking that individual that doesn't just want a 'job' but is looking to elevate their career, learn from others, and share their knowledge. This is not a 'drama filled' environment. This role is not for that kind of person that feels like the world revolves around them. We have all meet salespeople that have a sense of 'bravado' (there is a less politically correct term for this)...this is not that kind of environment. So, I think you get what I am saying...confidence is one thing...being an (carefully placed explative) is another. This particular client manufactures MES (Manufacturing Execution System) Software that is used by firms both large and small (typically their customer base are typically firms with 500 employees or less) and are primarily focused in the Midwest in terms of its install base (these guys are based in Germany...nope it isn't SAP). This clients MIP (Manufacturing Integration Platform) and Advanced Planning and Scheduling System use AI to help complete this client's overall product portfolio. A great way to describe this firm is that they are smack dab in the middle of the "Smart Factory Revolution". With over 45 years of experience and 520 professionals across 13 locations, they empower manufacturing companies to optimize their production processes through innovative software solutions. Their software is used by over 1,100,000 people in 1,750 manufacturing companies worldwide. For this role, we are seeking a Account Exec / Account Manager that is already located in Chicago. In addition, I can only work with US Citizens or Green Card Holders for this role. If you are not located in Chicago, we would need you to be located in the midwest. This role is about 70% outside sales and 30% inside sales. This is a true 'hunter with hunger' role. There is no cap on commissions here as well. This role has uncapped commissions. If you are anything like me, my eyes get a little buggy when I see job descriptions with a zillion 'must haves', half of which don't exist. So, due to that, I am going to give you the high level bullet points. If you are interested and apply, I can share all of those bullets. However, this should give you a good idea of what we are looking for and what the responsibilities of the role are. Here are the key responsibilities: Lead Sales efforts to the mid-market manufacturing sector. Build a sales plan to provide integrated software and service solutions to meet prospect and existing customer needs as a strategic business partner. Drive all aspects of the sales cycle including, proposals, scoping, pricing and contract negotiations, etc. Develop proven metrics and reporting to drive the team to achieve success with our current and prospective customers Here is what we are seeking: Experience working for either an ERP or MES Software firm as an account executive. This ERP or MES experience is an absolute must have. If you have large scale implementation project sales experience with a Cognizant, IBM Global Services, Accenture, PWC, E&Y, etc, that would be great to see. Experience in business-to-business sales (especially in the manufacturing space), including prospecting, relationship management and closing complex deals for consulting-intense software solutions in the manufacturing industry, industrial automation, and logistics space (especially at the executive level). Strong technology skills, familiarity with value-added processes in the manufacturing industry. This should include the digitization needs of manufacturing companies and their processes.
    $70k-88k yearly est. 1d ago
  • Entry Level Sales (Remote) Position - TN statewide

    Globe Life 4.6company rating

    Knoxville, TN jobs

    We are seeking a driven and engaging individual to join our remote sales team. This role involves utilizing your charisma and communication skills to promote our products and services, building a strong rapport with clients. You will have the opportunity to work in a fun and dynamic environment with a supportive team, while helping others and enjoying uncapped earnings potential as well as career advancement based on merit rather than tenure.Responsibilities Attend product training sessions and digest product information to effectively promote product Develop and maintain an extensive knowledge of our products and services Provide exceptional customer service, managing customer expectations throughout the sales process Meet and exceed monthly sales targets and key performance indicators (KPIs) Track and record sales data and customer information accurately in CRM system Participate in team meetings to discuss progress and areas for improvement Engage with potential clients virtually through phone and zoom. Requirements No experience High school diploma or GED Background Check Authorized to work in US Minimum Age 18 Weekdays Day Evening Salary: $50,000.00-$75,000.00 per year
    $50k-75k yearly 6d ago
  • Corporate Affairs Account Manager Lead, Content Studio

    USAA 4.7company rating

    Plano, TX jobs

    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity We're building something new-and we're looking for bold, creative, and strategic talent to help shape it. USAA's Corporate Affairs team is growing as part of an exciting transformation to strengthen how we engage with our members and each other in service of our mission. Whether you're a strategic business partner or a creative storyteller, join us to forge smarter connections, deeper partnerships, and stronger outcomes. Together, we're enhancing how we serve the military community and their families-making every interaction more meaningful. As a strategic Account Manager supporting USAA - you'll lead the development and delivery of integrated communications strategies that inform, engage and inspire. With a strong understanding of the financial services landscape, your part strategist, part storyteller and part project manager - deeply attuned to the business, its people, and the channels that matter. You'll collaborate across Corporate Affairs and act as a connector-bringing strategic thinking, content savvy and rigor to every engagement. You'll bring the ability to quickly understand business goals, navigate functional priorities and translate complex strategies into clear, actionable communications. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX or Plano, TX. Relocation assistance is not available for this position. What you'll do: Provides regular counsel and insight to senior management, company leaders, subject-matter experts, and unit staff to develop highly complex effective communication strategies and tactics in support of enterprise strategic initiatives. Prioritizes highly complex communication projects and ensures they support enterprise plans for employee, member, and public initiatives. Serves as a key influencer and integrator of strategic objectives across the enterprise. Creates strategies that employ communications tactics such as press outreach, online advocacy, social networking internal and external social channels, leadership, and other internal and external communication channels, and publications. Measures the effectiveness of communications strategies to ensure objectives are met. Develops and implements highly complex communications plans in support of business objectives and collaborates with colleagues to support positive business outcomes, protect and enhance USAA's reputation, and engage the company's workforce. Develops, manages and executes effective messaging, collateral, processes and strategies in support of business initiatives, craft key messaging for use with federal and local regulators. Partners with various teams within the Marketing & Communications Organization (e.g. Social Business, Content Strategy & Development) and with key enterprise partners in the development of collateral to be used across all mediums, including print, web, email, video, and social media to help deliver the messages on the identified channels. Maintains a command of USAA strategies and possesses in-depth knowledge of financial services industry issues and trends, and actively seeking to link those issues to ongoing or emerging employee, member and/or public communications opportunities. In support of public affairs, leads and/or partners in the development and implementation of all communications to include crisis management, legislative, regulatory and litigation communications. Manages message development and builds relationships with third-party groups. Develops and manages grassroots communications with influential groups. Develops relationships with the news media to leverage USAA's reputation. In support of social media, partners with the Social Business team to plans, directs, and executes USAA's social media strategy to protect, sustain, and enhance USAA's reputation. Develops and mentors junior team members. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's Degree in Communications, Journalism, Marketing, or a related degree required OR 4 additional years of related experience beyond the minimum required may be substituted in lieu of a degree. 8 or more years of progressively responsible experience in internal and/or external communications (including employee communications), preferably within the financial services industry to include media relations experience working with media outlets at national, regional or local levels. Subject Matter Expert writing and editing skills and excellent verbal communication skills. Subject-matter-expert knowledge of the function/discipline and demonstrated application of knowledge, skills and abilities towards work products required. Subject-matter-expert level in communication industry practices and emerging trends required. Experience in translating business objectives into integrated communication strategies and tactics that drive business performance. Project management and collaboration experience including managing cross-functional projects from inception to completion. What sets you apart: Experience in Financial Service communications and/or working within an agency model in an account management or producer role Strong Project Management skills and experience in PM Tools such as Workfront and/or Asana Enjoys collaborating cross-functionally to enhance business outcomes. Experience in video, radio & photography production. Experience shaping creative communications that are pointed at solving a business challenge. US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $127,310 - $243,340. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $74k-93k yearly est. Auto-Apply 3d ago
  • Licensed P&C Insurance Professional - Sales and Service (Signing Bonus) - PHX

    USAA 4.7company rating

    Phoenix, AZ jobs

    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity It is all about learning and growing. Our Licensed Insurance Customer Service role may be a new career for you. There's a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid six-month training program includes all training materials, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our membership independently. We also pay for all licensing costs! We have new training classes starting every month. Our in-office development program provides you the training you need on USAA products and the encouragement to create a proactive and independent support style to service our membership. After six months in-office, you'll have the opportunity to work offsite 2 days a week. The actual onsite days are settled between each employee and their manager. Work schedules will vary and may include some weekends. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position. For new hires starting in September, October and November we are offering a signing bonus of $2,000. The signing bonus is paid in one installment after 45 days of employment. We are currently seeking dedicated Property & Casualty (P&C) active producer/agents with an ACTIVE P&C producer agent license to work in our Phoenix office. This schedule requires working evenings until 8:30PM Local Time to include a permanent Saturday or Sunday. This role include a shift differential of 15% for hours worked after 6:00pm Local Time and any hours worked on Saturday or Sunday. As a Licensed Insurance Customer Service Representative, you'll work within defined guidelines and framework, to provide customer service, sales, and retention activities for one or more of USAA's Property & Casualty personal line products. You will interact with our members across multiple contact channels (i.e. inbound phone calls, email, chat, social media, etc.) to provide adequate coverage and advice to help ensure members' financial security. What you'll do: Facilitate the member experience by answering phone calls, emails, and other requests from members. Apply developing knowledge of personal lines insurance to assist members with foundational to moderately complex quotes, binding new business, rating, policy, billing, payment, underwriting, contract and coverage provisions, and premium changes for insurance products and services. Also, maintain respective trailing documents for all states. Identify, assess and understand member needs and consistently provide complete and accurate advice and solutions for insurance products and services. Provide detailed issue diagnosis while minimizing transfers, escalations and call backs. Efficiently operate in a contact center environment and navigate multiple systems/programs while maintaining an engaging member interaction that occurs across multiple channels. Maintain required Property & Casualty (P&C) licenses and state registrations. Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or GED equivalent Currently ACTIVE Property and Casualty or Personal Lines license in your current state of residence/or state of hire and ability to acquire additional licenses for other states as needed 1 year of customer service experience in insurance, financial services and/or relevant direct customer service and/or sales experience Ability to prioritize and multi-task, including navigating through multiple business applications What sets you apart: US military experience through military service or a military spouse/domestic partner Prior experience in a fast-paced contact center environment Compensation range: The hiring range for this position is: $47,529 - $50,029. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $47.5k-50k yearly Auto-Apply 4d ago
  • Head of Retail & Services - Central/East Merchant Sales, ICG

    Elavon 4.7company rating

    Remote

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions, enabling the communities we support to grow and succeed in the right ways, all more confidently and more often-that's what we call the courage to thrive. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive. Try new things, learn new skills and discover what you excel at-all from Day One. As a wholly owned subsidiary of U.S. Bank, Elavon is committed to building the platforms and ecosystems that help over 1.5 million customers around the world to achieve their financial goals-no matter what they need. From transaction processing to customer service, to driving innovation and launching new products, we're building a range of tailored payment solutions powered by the latest technology. As part of our team, you can explore what motivates and energizes your career goals: partnering with our customers, our communities, and each other. Job Description Are you ready to bring a strategic vision that inspires and leads a high-performing sales team? Do you thrive on setting ambitious goals and motivating others to achieve them? Drive growth and lead a high-performing sales team in a fast-paced banking environment as Head of Retail & Services - Central/East Merchant Sales, ICG. This role focuses on setting bold goals, crafting innovative strategies, and building strong customer and industry relationships. If you're ready to shape market success and make a measurable impact, this is your opportunity. Lead and inspire a high-achieving sales team focused on delivering banking products and services within a defined region or industry segment. This role combines strategic leadership with hands-on execution to drive growth and strengthen customer relationships. Key Responsibilities Oversee and guide a team of sales professionals, ensuring alignment with revenue, volume, and market share objectives. Directly manage key client relationships and support your team in closing opportunities with customers and prospects. Set and achieve ambitious sales goals, budgets, and marketing strategies for assigned products and services. Build and maintain profitable customer relationships while identifying market trends and competitor actions to stay ahead. Develop and manage the annual budget for your area, ensuring financial targets are met. Foster partnerships with industry associations to expand influence and market presence. Train, motivate, and provide daily leadership to your team, creating an environment of growth and success. Basic Qualifications Bachelor's degree, or equivalent work experience Typically eight to 10 years of relevant experience Preferred Skills/Experience Advanced knowledge of sales and sales strategies Effective verbal and written communication skills Strong management and leadership skills Demonstrated new business development and relationship management skills Effective customer service/relations skills Thorough knowledge of banking products/services, banking operations, and current market trends Ability to make important decisions independently If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $111,605.00 - $131,300.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.
    $111.6k-131.3k yearly Auto-Apply 19d ago
  • Head of Sales & Growth

    Check 4.2company rating

    San Francisco, CA jobs

    Building at Check At Check, we make paying people simple . In doing that, we're not just building our own business- we're building payroll businesses together with every one of our partners. As the inventors of embedded payroll, we're redefining how people get paid and making it easier for payroll businesses to launch, grow, and thrive. Check out the full story | Tune in. Check is far more than just API infrastructure. We're a springboard for building and scaling payroll businesses. Our Team Payroll is broken. Come fix it alongside a team that's as passionate as you are! At Check, you'll use creative problem-solving, critical thinking, and grit to impact every business we build. We view problems to solve and jobs to be done as opportunities to contribute to the solution; we ignore conventional role boundaries in favor of the unique strengths and value each builder brings to our team and to our mission. Join us if you're ready to roll up your sleeves and redefine payroll. Let's simplify the complex, make a real impact, and create a better future for businesses of every size. The Work As Head of Sales & Growth, you will lead Check's Sales and Growth teams across the full lifecycle-driving new partner acquisition and scaling post-sales growth. You'll set the vision and drive the strategy, structure, and execution that enable Check and our partners to grow together. This is a strategic and hands-on role for a leader who pairs commercial thinking with product curiosity. You'll use partner and market insights to shape strategy, inform the roadmap, and drive meaningful growth for our partners and for Check. In this role, you will: Lead Check's Sales and Growth teams, fostering collaboration, accountability, and shared success across new partner acquisition and post-sales expansion. Serve as executive sponsor for key prospects and partners, driving engagement and alignment across the full partner lifecycle. Act as the voice of the partner in shaping Check's roadmap-advocating for partner needs, surfacing insights, and helping define the company's strategic priorities. Establish clarity and narrative around partner performance and pipeline, ensuring internal visibility into where we're winning, where we're at risk, and what actions drive faster revenue growth. Translate product improvements into compelling external messaging, strengthening how Check communicates new capabilities to both prospects and partners. Bring a CRO mindset to accelerate revenue growth, balancing strategic influence with hands-on execution. Tools for the job Many backgrounds could fit this role, but ideal candidates will have some or all of the following: 8+ years of experience in partnerships, business development, or strategic account management, ideally in fintech, SaaS, or platform infrastructure A strong track record of driving joint growth initiatives and influencing product and go-to-market strategies A background that blends strategy and execution, such as experience in management consulting, product management, or GTM strategy Experience leading and developing a high-performing team of managers and senior individual contributors across Sales and Growth Commercial instincts and comfort owning forecasts and performance metrics Strong analytical and storytelling skills that help simplify complexity for partners and internal teams Curiosity for technical products and how they create business value A collaborative, grounded leadership style that balances strategy and execution We build best when we come together on level ground. Travel and Office Policy The Check team is distributed across the US, with offices in New York City and San Francisco. While we embrace remote work, time together in person is where we do our best work. We offer ample opportunities and encourage employees to attend team off-sites, events, and hackathons a couple of times a year! We expect all employees to attend our annual 3-day company retreat in the fall. For our in-office and hybrid employees, our offices are open all week. We provide meals on Tuesdays and Thursdays, and the team hosts regular happy hours, game nights, etc. What we offer: (Variable) For full-time employees, Check offers company-sponsored medical, dental, vision, short-term/long-term disability, and basic life insurance coverage, effective on their first day of work. We also provide stock options, flexible PTO and sick leave, up to 16 weeks of fully paid parental leave for all new parents, flexible return-to-work, 9 annual holidays, a 401 (k) retirement plan, and a $100 monthly stipend for home internet and mobile phone expenses. The actual annual salary for this role is dependent on each candidate's experience, qualifications, and work location: The expected range in San Francisco, NYC, LA, and Seattle is between $200,500 and $220,550, with performance-based compensation also varying between $86,000 to $96,000. For all other locations, the expected range is between $170,500 and $187,550, with performance-based compensation also varying between $73,000 to $83,000. We accept applications on an ongoing basis with no specified deadline. Remote work at Check requires the ability to perform all responsibilities without distraction or disruption, while maintaining quality, effective communication, and productivity. Check is proud to be an Equal Opportunity employer. We do not discriminate based on race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, provided they are consistent with applicable federal, state, and local laws. Check is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. Check participates in E-Verify and will provide the federal government with Form I-9 information from all new employees to confirm that they are authorized to work in the U.S. Check does not use E-Verify to pre-screen applicants.
    $200.5k-220.6k yearly Auto-Apply 57d ago
  • Head of Sales & Growth

    Check 4.2company rating

    New York, NY jobs

    Building at Check At Check, we make paying people simple . In doing that, we're not just building our own business- we're building payroll businesses together with every one of our partners. As the inventors of embedded payroll, we're redefining how people get paid and making it easier for payroll businesses to launch, grow, and thrive. Check out the full story | Tune in. Check is far more than just API infrastructure. We're a springboard for building and scaling payroll businesses. Our Team Payroll is broken. Come fix it alongside a team that's as passionate as you are! At Check, you'll use creative problem-solving, critical thinking, and grit to impact every business we build. We view problems to solve and jobs to be done as opportunities to contribute to the solution; we ignore conventional role boundaries in favor of the unique strengths and value each builder brings to our team and to our mission. Join us if you're ready to roll up your sleeves and redefine payroll. Let's simplify the complex, make a real impact, and create a better future for businesses of every size. The Work As Head of Sales and Growth, you will lead Check's Sales and Growth teams across the full lifecycle-driving new partner acquisition and scaling post-sales growth. You'll set the vision and drive the strategy, structure, and execution that enable Check and our partners to grow together. This is a strategic and hands-on role for a leader who pairs commercial thinking with product curiosity. You'll use partner and market insights to shape strategy, inform the roadmap, and drive meaningful growth for our partners and for Check. In this role, you will: Lead Check's Sales and Growth teams, fostering collaboration, accountability, and shared success across new partner acquisition and post-sales expansion. Serve as executive sponsor for key prospects and partners, driving engagement and alignment across the full partner lifecycle. Act as the voice of the partner in shaping Check's roadmap-advocating for partner needs, surfacing insights, and helping define the company's strategic priorities. Establish clarity and narrative around partner performance and pipeline, ensuring internal visibility into where we're winning, where we're at risk, and what actions drive faster revenue growth. Translate product improvements into compelling external messaging, strengthening how Check communicates new capabilities to both prospects and partners. Bring a CRO mindset to accelerate revenue growth, balancing strategic influence with hands-on execution. Tools for the job Many backgrounds could fit this role, but ideal candidates will have some or all of the following: 8+ years of experience in partnerships, business development, or strategic account management, ideally in fintech, SaaS, or platform infrastructure A strong track record of driving joint growth initiatives and influencing product and go-to-market strategies A background that blends strategy and execution, such as experience in management consulting, product management, or GTM strategy Experience leading and developing a high-performing team of managers and senior individual contributors across Sales and Growth Commercial instincts and comfort owning forecasts and performance metrics Strong analytical and storytelling skills that help simplify complexity for partners and internal teams Curiosity for technical products and how they create business value A collaborative, grounded leadership style that balances strategy and execution We build best when we come together on level ground. Travel and Office Policy The Check team is distributed across the US, with offices in New York City and San Francisco. While we embrace remote work, time together in person is where we do our best work. We offer ample opportunities and encourage employees to attend team off-sites, events, and hackathons a couple of times a year! We expect all employees to attend our annual 3-day company retreat in the fall. For our in-office and hybrid employees, our offices are open all week. We provide meals on Tuesdays and Thursdays, and the team hosts regular happy hours, game nights, etc. What we offer: (Variable) For full-time employees, Check offers company-sponsored medical, dental, vision, short-term/long-term disability, and basic life insurance coverage, effective on their first day of work. We also provide stock options, flexible PTO and sick leave, up to 16 weeks of fully paid parental leave for all new parents, flexible return-to-work, 9 annual holidays, a 401 (k) retirement plan, and a $100 monthly stipend for home internet and mobile phone expenses. The actual annual salary for this role is dependent on each candidate's experience, qualifications, and work location: The expected range in San Francisco, NYC, LA, and Seattle is between $200,500 and $220,550, with performance-based compensation also varying between $86,000 to $96,000. For all other locations, the expected range is between $170,500 and $187,550, with performance-based compensation also varying between $73,000 to $83,000. We accept applications on an ongoing basis with no specified deadline. Remote work at Check requires the ability to perform all responsibilities without distraction or disruption, while maintaining quality, effective communication, and productivity. Check is proud to be an Equal Opportunity employer. We do not discriminate based on race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, provided they are consistent with applicable federal, state, and local laws. Check is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. Check participates in E-Verify and will provide the federal government with Form I-9 information from all new employees to confirm that they are authorized to work in the U.S. Check does not use E-Verify to pre-screen applicants.
    $200.5k-220.6k yearly Auto-Apply 57d ago
  • Head of Sales USA (Energy or Utility Exp Required) - Remote

    EVB 4.2company rating

    Remote

    Our client is world's best engineering & technology service providers. They are multi-billion-dollar technology, engineering, construction, and financial services conglomerate specializing in engineering, procurement, and construction (EPC) projects, high-tech manufacturing, digital transformation and technology services. Job Description Region: USA Work Environment: Remote USA Reporting to: Global Business Unit Head Reports: 5 to 6 Senior Sales Managers Domain Expertise : Renewable Generation, Transmission & Distribution, Energy Trading Customer Segment : Utilities / Energy Markets/Merchants / EPC-Developers / Large Energy Users Travel Requirement : Up to 60% (on business needs) Job Details: Objective: As a Head of Sales, America Products & Solutions Sales Team, you will be responsible for driving sales growth and achieving revenue targets within the United States. Key objective is to establish various management level connects (including C-level) and facilitate/accelerate their digital energy solution leadership in the following domains: Renewable energy grids and hybrid generation plant control rooms Power system transmission and distribution (PT&D) control rooms, Energy markets/transaction involving deal to trading, forecasting scheduling, metering, billing and settlements Substation automation software, Fault Analysis application and asset management solutions Enterprise utility IT-OT integration solution across grid operation, asset operation, power procurement operation and meter to bill / customer services operation Monitoring and Control of Grid interactive distributed energy resources - energy storage, electric vehicles ad demand response. You will be supported by: Significant infrastructure powered by 7*24 staffed their Network Operation Center in Fairfield, California to provide best-in-class customer support services for products as well as energy operation Their uniquely designed products & solutions ensuring the best-value delivery, always a well packaged system built upon their Spark integration platform Their approach for a dedicated vertical focusing on new emerging areas where solutions require innovation and collaborative development Their solution tailored to customer's needs by supporting fully configurable and scalable architecture for project specific implementation In this critical leadership role, you will need a deep understanding of energy consulting and the ability to bridge relationships between them and large electric utility companies, energy service/merchant companies, EPC/developer companies and large energy user companies. By leveraging your experience and expertise, you will engage with key customer executives (C-Suite level) to help shape their energy strategy, position Their solutions as strategic enablers to their goals, and drive revenue through long-term, high-value partnerships. Key Responsibilities Sales Strategy & Execution Develop and execute comprehensive sales strategy to meet year on year targets for their Software Products, Solutions and Services across Americas with main focus on USA, ensuring alignment with their business objectives. Lead the sales team with focus on large-scale, high-value opportunities with electric utility companies as well as any other customers engaging significant deals, leveraging your expertise to drive solution adoption, build trusted relationships, and influence C-suite decision-makers. Drive the sales team for sales growth by engaging with utility industry leaders and guiding them through their energy transformation journey using Their innovative solutions in protection, automation, renewables, storage, microgrids, electric vehicles, demand response and cybersecurity. Consultative Selling & Energy Strategy Function as a trusted energy consultant for large electric utility companies, providing strategic advice and recommendations on power system optimization, automation, grid resilience, and cybersecurity. Leverage your deep industry knowledge and experience to assess customer needs, identify gaps, and propose innovative solutions that solve business problems and accelerate utility modernization. Lead discussions at the C-suite level with utility executives, ensuring that Their solutions align with their long-term energy goals and vision, and guide them in implementing transformative digital solutions. Expertise in Proposal Development & Bid Management Lead the preparation and submission of complex proposals in response to RFPs, RFIs, and tenders for large-scale energy projects, ensuring all proposals are comprehensive, customer-centric, and aligned with their business objectives Collaborate with internal teams (technology development, product management, solution engineering, services, finance, legal) to ensure seamless development of proposals that reflect the right combination of build, buy, partner elements, tailored to each customer's specific needs Diligent in proposal presentations and negotiations, demonstrating how Their solutions will directly benefit the customer's business and energy infrastructure. Bridge Relationships with Customer Executives Build and cultivate long-term relationships with C-suite executives and other senior leaders within large electric utility companies, positioning yourself as a strategic advisor who understands their challenges and objectives. Leverage your established relationships and consulting expertise to navigate complex decision-making processes and advocate Their solutions as key enablers of energy transformation. Represent them as a thought leader in the energy sector, building credibility and trust among key utility stakeholders through deep, consultative engagement. Market Intelligence & Thought Leadership Stay informed about the latest developments in the energy sector, including emerging trends in smart grids, microgrids, renewables integration and cybersecurity for electric utilities Use this market intelligence to inform Their sales strategies, ensuring that solutions are aligned with the evolving needs of utilities and the broader energy transition. Represent THEM at industry events, conferences, and forums, strengthening the company's position as a leader in the energy transformation space. Customer Engagement & Success Continue engagement with the customer ensuring successful implementation, meeting customer expectations and driving business values. Act as a point of escalation for any post-sales issues, ensuring customer satisfaction and creating opportunities for upselling or cross-selling additional solutions. Work with the customer to ensure long-term value realization from Their products and services, positioning the company as a trusted partner in the customer's energy strategy. Qualifications Required Qualifications: 25+ years of experience in sales, business development, or technical sales, with at least 15 years of leadership experience within the electric utility or energy sector. Demonstrated experience in energy consulting and strategic advisory, particularly with large electric utilities, to address challenges in grid modernization, automation, and energy management. Proven track record of building and maintaining C-suite relationships within major electric utilities and other significant customers, with experience driving large, multi-million-dollar deals. Expertise in fast track sales strategy and executing complex sales cycles involving multiple stakeholders. Strong leadership, communication, and negotiation skills with the ability to influence key decision-makers, especially at the C-suite level in utility organizations. Deep technical understanding of power systems, automation, microgrids, and cybersecurity solutions in the utility sector. Excellent consultative selling and critical thinking skills, with the ability to craft customized solutions that deliver measurable business outcomes. Experience in managing multi-faceted bids and proposals, coordinating cross-functional teams to develop compelling, customer-focused solutions. Skills & Competencies: Strong leadership, communication, and negotiation skills with the ability to influence key decision-makers, especially at the C-suite level in utility organizations. Deep technical understanding of power systems, automation, microgrids, and cybersecurity solutions in the utility sector. Excellent consultative selling and critical thinking skills, with the ability to craft customized solutions that deliver measurable business outcomes. Experience in managing multi-faceted bids and proposals, coordinating cross-functional teams to develop compelling, customer-focused solutions. Additional Information Sales Incentives and Other Benefits: 401K Match up to 4% Health, Dental and Vision Insurance
    $140k-234k yearly est. 19h ago
  • Regional Fidelity Channel Manager - Tampa

    Brighton Jones 4.1company rating

    Tampa, FL jobs

    Ready to make a meaningful impact? At Brighton Jones, we're a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we've built a culture of continuous growth, collaboration, and community-recognized with 15 consecutive “Best Places to Work” awards including Inc.com's 2025 list, as well as national honors for community impact. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we're growing fast-and we're looking for driven, curious individuals to join our #OneTeam. The WAS (Wealth Advisor Solutions) program is a national referral (prospective client referral) program from Fidelity. As the Channel Manager, you will be responsible for owning all things related to WAS in your assigned territory. The Regional FCM will work with the national, regional, and local teams to maximize our WAS partnership in an assigned territory. This involves building strong relationships with Fidelity Branch Leaders and individual Financial Consultants and collaborating with local Brighton Jones client service teams to achieve our annual revenue goals. Take our Values in Action Self-Assessment to see how our values align! Key Responsibilities: Deliver measurable results by proactively identifying opportunities to meet and exceed referral revenue goals Cultivate a strong presence within your territory, building visibility, deep local insights, and trusted community relationships Develop meaningful connections with referral sources, earning trust quickly and inspiring Fidelity partners to confidently advocate for Brighton Jones Collaborate with national, regional, and local teams to design and execute thoughtful strategies that drive high-quality lead generation from Fidelity retail branches Build and nurture strategic relationships with Fidelity Branch Leaders and Financial Consultants to strengthen our partnership and expand our reach Serve as the primary point of contact for relationship development, referral introductions, and engaging branch presentations Stay attuned to local market trends, anticipating risks and opportunities that inform and enhance the effectiveness of the WAS program Manage the referral pipeline with intention, partnering closely with local client service teams to ensure a seamless and client-centered sales experience Host, network, and engage with Fidelity branch teams to deepen collaboration and foster a culture of partnership Confidently articulate the Brighton Jones service model-our philosophy, our approach, and what makes us different-in both virtual and in-person settings Provide clear, timely, and supportive communication to prospective clients throughout their decision-making journey Represent Brighton Jones with professionalism, warmth, and enthusiasm at community and industry events Lead ongoing account and relationship management to ensure long-term partnership success Consistently achieve quarterly and annual referral revenue goals Other duties may be assigned, as assigned such as: Periodically conducting research and competitive analysis to stay on top of current market changes and competitive trends Identifying possible opportunities across all other Brighton Jones services 401(K) Advisory, Tax, OpenPlan, Legal and Real Estate Helping to identify and develop additional Centers of Influence (COI) in assigned territory Travel as necessary (up to 50%+ or as needed) Your Experience: Four-year college degree required (preferably in Finance, Business or Economics) 3-5 years of experience in a channel - account management / sales related role, preferably in financial services Time and territory management skills Excellent written and verbal communication skills Strong organizational, analytical, and interpersonal skills Ability to excel in a fast-paced, team-oriented environment Proficiency in Microsoft Office applications required Knowledge of Salesforce and Fidelity Wealth Advisor Solutions a plus This role is part of an emerging market and will be considered remote until an office space is secured. Brighton Jones is a 'work-from-office' culture with a lot of flexibility. This is a full-time, and exempt position. Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future. We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community. Brighton Jones is a team founded on equity and respect, and we're on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically. To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth. Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
    $70k-100k yearly est. Auto-Apply 20d ago
  • Regional Fidelity Channel Manager - Tampa

    Brighton Jones 4.1company rating

    Florida jobs

    Job DescriptionReady to make a meaningful impact? At Brighton Jones, we're a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we've built a culture of continuous growth, collaboration, and community-recognized with 15 consecutive “Best Places to Work” awards including Inc.com's 2025 list, as well as national honors for community impact. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we're growing fast-and we're looking for driven, curious individuals to join our #OneTeam. The WAS (Wealth Advisor Solutions) program is a national referral (prospective client referral) program from Fidelity. As the Channel Manager, you will be responsible for owning all things related to WAS in your assigned territory. The Regional FCM will work with the national, regional, and local teams to maximize our WAS partnership in an assigned territory. This involves building strong relationships with Fidelity Branch Leaders and individual Financial Consultants and collaborating with local Brighton Jones client service teams to achieve our annual revenue goals. Take our Values in Action Self-Assessment to see how our values align! Key Responsibilities: Deliver measurable results by proactively identifying opportunities to meet and exceed referral revenue goals Cultivate a strong presence within your territory, building visibility, deep local insights, and trusted community relationships Develop meaningful connections with referral sources, earning trust quickly and inspiring Fidelity partners to confidently advocate for Brighton Jones Collaborate with national, regional, and local teams to design and execute thoughtful strategies that drive high-quality lead generation from Fidelity retail branches Build and nurture strategic relationships with Fidelity Branch Leaders and Financial Consultants to strengthen our partnership and expand our reach Serve as the primary point of contact for relationship development, referral introductions, and engaging branch presentations Stay attuned to local market trends, anticipating risks and opportunities that inform and enhance the effectiveness of the WAS program Manage the referral pipeline with intention, partnering closely with local client service teams to ensure a seamless and client-centered sales experience Host, network, and engage with Fidelity branch teams to deepen collaboration and foster a culture of partnership Confidently articulate the Brighton Jones service model-our philosophy, our approach, and what makes us different-in both virtual and in-person settings Provide clear, timely, and supportive communication to prospective clients throughout their decision-making journey Represent Brighton Jones with professionalism, warmth, and enthusiasm at community and industry events Lead ongoing account and relationship management to ensure long-term partnership success Consistently achieve quarterly and annual referral revenue goals Other duties may be assigned, as assigned such as: Periodically conducting research and competitive analysis to stay on top of current market changes and competitive trends Identifying possible opportunities across all other Brighton Jones services 401(K) Advisory, Tax, OpenPlan, Legal and Real Estate Helping to identify and develop additional Centers of Influence (COI) in assigned territory Travel as necessary (up to 50%+ or as needed) Your Experience: Four-year college degree required (preferably in Finance, Business or Economics) 3-5 years of experience in a channel - account management / sales related role, preferably in financial services Time and territory management skills Excellent written and verbal communication skills Strong organizational, analytical, and interpersonal skills Ability to excel in a fast-paced, team-oriented environment Proficiency in Microsoft Office applications required Knowledge of Salesforce and Fidelity Wealth Advisor Solutions a plus This role is part of an emerging market and will be considered remote until an office space is secured. Brighton Jones is a 'work-from-office' culture with a lot of flexibility. This is a full-time, and exempt position. Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future. We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community. Brighton Jones is a team founded on equity and respect, and we're on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically. To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth. Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
    $70k-99k yearly est. 20d ago
  • Head of Sales, IOT DE

    Tata Consulting Services 4.3company rating

    Edison, NJ jobs

    * The candidate will be responsible for strategizing GTM for TCS IoT/DE offerings for the net new customers from the GTU (prequalified list) and to the existing customers in North America * Identify the market potential for the new transformative digital and IoT/DE offerings and create a business case for the investments. Work with the horizontal solutions and delivery team to incubate and scale these offerings * Drive proactive deal creation by aligning to the CEO's agenda in the targeted companies working with key non-CIO stakeholders * Develop strong, long-term relationships and referrals with both business and technology senior management executives at the targeted firms * Improve the brand awareness and reputation of TCS in North America as the preferred partner for IoT/DE services * Support market research and competitive positioning analysis in partnership with the regional and industry marketing teams * The candidate will manage a team of IoT/DE BDDs responsible for building relationships with Engineering/ Manufacturing related stakeholders in the target customers * Will own new logo acquisition, TCV acquisition from the net new and existing customers, and downstream revenue realization and related governance with customers and internal service units * The candidate should have 20+ years of experience with at least 10 years in selling Engineering Services * Should have experience of selling offerings like Core Engineering (CAD, CAM, CAE), IOT, Embedded Systems, Infotainment, Mobility, MES, Asset Management, GIS, SCADA, GCC takeover, etc. * Should have experience of selling large deals - $25 Mn+ (minimum) * Should have experience of building Hi-Performance teams * Should have experience in selling to physical asset heavy industries - Manufacturing (both discrete and process), Life Sciences, Medical Devices, Telecom Devices, Hi-tech, Utilities, Oil & Gas, Metals, Mining, Construction * Experience of selling to F1000 and G2000 logos in NA market Adhere to the TCS sales, human resources, and corporate ethical policies, standards, and guidelines Open to any major city in the US Qualifications: Engineering degree - ideally Mechanical Engineering (or degrees mapping to Physical asset industries - Civil, Chemical, Petroleum, Bio Medical, Mining) Salary Range: $300,000-$350,000 a year #LI-BA1
    $300k-350k yearly 16d ago
  • Regional Fidelity Channel Manager - Dallas

    Brighton Jones 4.1company rating

    Dallas, TX jobs

    Ready to make a meaningful impact? At Brighton Jones, we're a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we've built a culture of continuous growth, collaboration, and community-recognized with 15 consecutive “Best Places to Work” awards including Inc.com's 2025 list, as well as national honors for community impact. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we're growing fast-and we're looking for driven, curious individuals to join our #OneTeam. The WAS (Wealth Advisor Solutions) program is a national referral (prospective client referral) program from Fidelity. As the Channel Manager, you will be responsible for owning all things related to WAS in your assigned territory. The Regional FCM will work with the national, regional, and local teams to maximize our WAS partnership in an assigned territory. This involves building strong relationships with Fidelity Branch Leaders and individual Financial Consultants and collaborating with local Brighton Jones client service teams to achieve our annual revenue goals. Take our Values in Action Self-Assessment to see how our values align! Key Responsibilities: Deliver measurable results by proactively identifying opportunities to meet and exceed referral revenue goals Cultivate a strong presence within your territory, building visibility, deep local insights, and trusted community relationships Develop meaningful connections with referral sources, earning trust quickly and inspiring Fidelity partners to confidently advocate for Brighton Jones Collaborate with national, regional, and local teams to design and execute thoughtful strategies that drive high-quality lead generation from Fidelity retail branches Build and nurture strategic relationships with Fidelity Branch Leaders and Financial Consultants to strengthen our partnership and expand our reach Serve as the primary point of contact for relationship development, referral introductions, and engaging branch presentations Stay attuned to local market trends, anticipating risks and opportunities that inform and enhance the effectiveness of the WAS program Manage the referral pipeline with intention, partnering closely with local client service teams to ensure a seamless and client-centered sales experience Host, network, and engage with Fidelity branch teams to deepen collaboration and foster a culture of partnership Confidently articulate the Brighton Jones service model-our philosophy, our approach, and what makes us different-in both virtual and in-person settings Provide clear, timely, and supportive communication to prospective clients throughout their decision-making journey Represent Brighton Jones with professionalism, warmth, and enthusiasm at community and industry events Lead ongoing account and relationship management to ensure long-term partnership success Consistently achieve quarterly and annual referral revenue goals Other duties may be assigned, as assigned such as: Periodically conducting research and competitive analysis to stay on top of current market changes and competitive trends Identifying possible opportunities across all other Brighton Jones services 401(K) Advisory, Tax, OpenPlan, Legal and Real Estate Helping to identify and develop additional Centers of Influence (COI) in assigned territory Travel as necessary (up to 50%+ or as needed) Your Experience: Four-year college degree required (preferably in Finance, Business or Economics) 3-5 years of experience in a channel - account management / sales related role, preferably in financial services Time and territory management skills Excellent written and verbal communication skills Strong organizational, analytical, and interpersonal skills Ability to excel in a fast-paced, team-oriented environment Proficiency in Microsoft Office applications required Knowledge of Salesforce and Fidelity Wealth Advisor Solutions a plus This role is an in-office, full-time, and exempt position. We are a work from office culture with lots of flexibility Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future. We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community. Brighton Jones is a team founded on equity and respect, and we're on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically. To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth. Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
    $81k-113k yearly est. Auto-Apply 23d ago
  • Regional Fidelity Channel Manager - Dallas

    Brighton Jones 4.1company rating

    Dallas, TX jobs

    Job DescriptionReady to make a meaningful impact? At Brighton Jones, we're a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we've built a culture of continuous growth, collaboration, and community-recognized with 15 consecutive “Best Places to Work” awards including Inc.com's 2025 list, as well as national honors for community impact. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we're growing fast-and we're looking for driven, curious individuals to join our #OneTeam. The WAS (Wealth Advisor Solutions) program is a national referral (prospective client referral) program from Fidelity. As the Channel Manager, you will be responsible for owning all things related to WAS in your assigned territory. The Regional FCM will work with the national, regional, and local teams to maximize our WAS partnership in an assigned territory. This involves building strong relationships with Fidelity Branch Leaders and individual Financial Consultants and collaborating with local Brighton Jones client service teams to achieve our annual revenue goals. Take our Values in Action Self-Assessment to see how our values align! Key Responsibilities: Deliver measurable results by proactively identifying opportunities to meet and exceed referral revenue goals Cultivate a strong presence within your territory, building visibility, deep local insights, and trusted community relationships Develop meaningful connections with referral sources, earning trust quickly and inspiring Fidelity partners to confidently advocate for Brighton Jones Collaborate with national, regional, and local teams to design and execute thoughtful strategies that drive high-quality lead generation from Fidelity retail branches Build and nurture strategic relationships with Fidelity Branch Leaders and Financial Consultants to strengthen our partnership and expand our reach Serve as the primary point of contact for relationship development, referral introductions, and engaging branch presentations Stay attuned to local market trends, anticipating risks and opportunities that inform and enhance the effectiveness of the WAS program Manage the referral pipeline with intention, partnering closely with local client service teams to ensure a seamless and client-centered sales experience Host, network, and engage with Fidelity branch teams to deepen collaboration and foster a culture of partnership Confidently articulate the Brighton Jones service model-our philosophy, our approach, and what makes us different-in both virtual and in-person settings Provide clear, timely, and supportive communication to prospective clients throughout their decision-making journey Represent Brighton Jones with professionalism, warmth, and enthusiasm at community and industry events Lead ongoing account and relationship management to ensure long-term partnership success Consistently achieve quarterly and annual referral revenue goals Other duties may be assigned, as assigned such as: Periodically conducting research and competitive analysis to stay on top of current market changes and competitive trends Identifying possible opportunities across all other Brighton Jones services 401(K) Advisory, Tax, OpenPlan, Legal and Real Estate Helping to identify and develop additional Centers of Influence (COI) in assigned territory Travel as necessary (up to 50%+ or as needed) Your Experience: Four-year college degree required (preferably in Finance, Business or Economics) 3-5 years of experience in a channel - account management / sales related role, preferably in financial services Time and territory management skills Excellent written and verbal communication skills Strong organizational, analytical, and interpersonal skills Ability to excel in a fast-paced, team-oriented environment Proficiency in Microsoft Office applications required Knowledge of Salesforce and Fidelity Wealth Advisor Solutions a plus This role is an in-office, full-time, and exempt position. We are a work from office culture with lots of flexibility Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future. We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community. Brighton Jones is a team founded on equity and respect, and we're on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically. To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth. Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
    $81k-113k yearly est. 23d ago
  • Head of Sales and Client Development - Global Family Office (GFO) - Americas

    Northern Trust 4.6company rating

    Chicago, IL jobs

    Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service. Job Title: GFO Head of Sales - Americas About Global Family Office (GFO): The Global Family & Private Investment Offices team (“GFO”) is a full service client delivery business, within the Wealth Management division, specifically dedicated to supporting ultra-high net worth individuals, families (>$200m of investable assets), their charities and foundations, along with the family offices who serve them. Role: Responsible and accountable for driving GFO sales and business development activities across the US, Canada and Latin American markets. This role will report to the Head of Global Sales for Wealth Management, and align with the President of GFO. The GFO Head of Sales (Americas) will be a member of the Wealth Management Sales Leadership Team. This is a senior leadership position for the GFO business and responsibilities will include line management of the Americas-based Wealth Strategist and Sales Associate teams, work directly with US Regional Managing Directors on developing and executing market growth plans, and establishing and monitoring sales related processes and best practices. Major Duties: Managing Americas' GFO Wealth Strategists and Sales Associates including setting performance and financial targets Contributing to GFO overall growth strategy throughout the Americas, and accountable for support all new business activities across new new, cross-sell, additions and fee restructures Working with GFO Regional Managing Directors, and MDs maximize business growth and effectiveness Leading regional Marketing & Events in collaboration with GFO Regional Managing Directors Leading coordination of Centers of Influence (COI's) strategy and relationships Supporting Product development to underpin competitiveness (eg Alternatives) in collaboration with GFO Heads of Banking, Asset Servicing, Investments, Fiduciary and Advisory. Developing and delivering reporting and other analytics with respect to pipeline forecasting / depth, sales-based activity and other metrics Experience: Growth strategy and strategic planning Client Retention and Growth Business development Leading and managing sales campaigns Product development Developing and maintaining client relationships Event planning and organization Building, managing and developing teams Minimum of 7 years of financial sales experience Management experience FINRA SIE, Series 7, 63 and 24 licenses required Salary Range: $171,700 - 300,500 USD Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component. Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at *****************. We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater.
    $171.7k-300.5k yearly Auto-Apply 30d ago
  • Head of Treasury Management Sales and Strategy

    Tristate Capital Holdings, Inc. 4.8company rating

    Pittsburgh, PA jobs

    Department: Treasury Management The Head of Treasury Management Sales and Strategy, also known as the Head of TM, is responsible for leading and directing the team to achieve business results and goals. This role involves developing and implementing comprehensive strategies to enhance the bank's treasury management services, identifying market opportunities, setting strategic goals, and ensuring alignment with the bank's overall objectives. The Head of TM also leads the adoption of new technologies and innovative solutions to improve treasury management services, including evaluating and implementing treasury management systems, and driving digital transformation initiatives. Additionally, the Head of TM is tasked with providing leadership and direction to the treasury management team, setting performance goals, providing coaching and development, and ensuring the team is aligned with the bank's strategic objectives. The role also involves ensuring compliance with internal policies and external regulations related to treasury management activities, developing and implementing compliance frameworks, conducting regular audits, and staying up-to-date with regulatory changes. Primary Functions of the Position: * Develop and implement comprehensive strategies to enhance the bank's treasury management services. This includes identifying market opportunities, setting strategic goals, and ensuring alignment with the bank's overall objectives * Lead the adoption of new technologies and innovative solutions to improve treasury management services. This includes evaluating and implementing treasury management systems, and driving digital transformation initiatives * Leads and influences team members to achieve bank / segment objectives * Monitors business results / metrics and adapts sales strategies and tactics accordingly. Develops and oversees the execution of strategic plans * Manages risk / return for new and/or existing clients. Actively identify situations that require higher and/or expanded levels of risk management * Manages effective channels of senior internal and external relationships, such as regional or industry relationships, to actively acquire new clients and/or expand existing clients and enhance client experience * Networks within the industry and may serve in a leadership role in the region, industry, or market while assisting other team members in developing their network * Coaches team to leverage reporting and sales tools (CRM) to track and monitor progress related to sales pipelines * Develops team members while monitoring progress against goals. Identifies high-potential individuals, motivates and develops staff, including acquiring and retaining top talent and managing performance-based issues * Effectively plans, organizes, directs, analyzes and evaluates staff and processes * Connects strategy to day-to-day activities and updates the team on a regular basis * Provide leadership and direction to the treasury management team. This includes setting performance goals, providing coaching and development, and ensuring the team is aligned with the bank's strategic objectives * Ensure compliance with internal policies and external regulations related to treasury management activities. This includes developing and implementing compliance frameworks, conducting regular audits, and staying up-to-date with regulatory changes Education and Experience Requirements: * Bachelor's Degree or equivalent * Minimum of 10 years combined sales and depository / treasury management experience or industry-relevant experience of 15+ years * Certified treasury Professional (CTP) preferred but not required * Proven leadership experience with a moderate to large scope of responsibility is required. Essential Skills and Abilities: * Exceptional interpersonal, communication, and presentation skills * Exceptional planning, time management, and organization skills * Demonstrated analytical and problem-solving capabilities * Demonstrated ability to work independently and build relationships * Ability to work in a high-energy, fast-paced work environment and adapt quickly to changing circumstances APPLY NOW TriState Capital Bank provides equal employment opportunity and advance in employment to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. TriState Capital Bank is an Equal Opportunity Employer.
    $154k-243k yearly est. 60d+ ago
  • Sales and Trading Production Management

    Morgan Stanley 4.6company rating

    New York, NY jobs

    As a member of the Reliability and Production Engineering team within Sales and Trading Production Management, you will be supporting critical trading applications in a fast paced, exciting, and dynamic Trading Floor environment. You will work within a team of technologists acting as the first point of contact for Compliance, Risk, High Touch Trading Desks, and Development teams. Our team is responsible for: Coordinating the preparation and trading of Initial Public Offerings (IPOs), working closely with NYSE, NASDAQ, BATS, and IEX. Investigation of user queries. E.g. order rejects, trade breaks, exchange issues. Liaising with clients, exchanges, vendors, and internal teams where appropriate. Notifying the business units of system issues or failures in a timely manner. Communicating with global counterparts when necessary. Creation of new tools and automation of processes to better support and proactively monitor our environment (Python Preferred). Liaising with users and development teams on potential improvements to our trading applications Proactive & reactive monitoring of processes, connections & trade flows. Incident and problem management adhering to ITIL framework Assisting Compliance/ Risk on regulatory inquiries and user permissions. Testing failure scenarios to identify problems and improve outage recovery procedures. Qualifications Must enjoy working within a team and have the ability to communicate well cross functionally Ability to translate business needs into technical specifications Excellent problem solving skills and passion for developing new and creative solutions to complex problems Ability to interact with Traders and the drive to learn about securities and markets Good business knowledge of Equities would include the ability to demonstrate an understanding of different instruments and how and where they trade. This would also include the ability to describe an order book and the different order types that can be used Understanding of SQL and Sybase databases. Understanding of operating systems (UNIX, PC) Understanding of real time distributed application architectures and experience with message based protocols e.g. FIX. Incident management skills - Ability to own issues from start to finish, with a commitment to determining root cause and follow ups. Proficiency in a scripting language such as Python Knowledge of Agile methodology and cycle is a plus WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $90,000 and $150,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $90k-150k yearly Auto-Apply 60d+ ago
  • Payments Sales Manager - Public Sector - Executive Director

    Jpmorganchase 4.8company rating

    Washington jobs

    Join the Public Sector Payments Sales team! As a key member of the team, you will drive new business development and manage end-to-end client relationship experiences. As a Public Sector Payments Sales Manager (PSM) within the Corporate & eCommerce Sales team, you are responsible for managing and maintaining a portfolio of public sector clients. The PSM identifies new business opportunities, proposes and delivers appropriate Treasury Services products and solutions for new/existing clients who look to the PSM to be their trusted financial services advisor. It is the goal of the PSM to deliver exceptional service while employing risk mitigation processes for both the client and the Firm. Job Responsibilities Executes the North America Public Sector strategy by identifying new business opportunities across a suite of solutions Develops and maintains an active sales pipeline and maintains an active calling plan; regularly engaging clients and prospects to communicate key Treasury Services messages to drive business results Manages customer expectations by communicating up front timelines and deliverables Serves as a trusted advisor, leveraging core knowledge to recommend and promote Treasury Services solutions to clients while working within the risk parameters that protect the firm Works with internal partners, including bankers, product, and technology partners to maintain and grow an existing portfolio; builds collaborative internal relationships to develop and foster partnerships with key stakeholders including Public Sector Leaders, Bankers, Service and Implementation partners and other internal partners Develops account plans for select clients Takes ownership of escalating Treasury Management client issues to the appropriate partner (Service, Implementation, etc.) Required qualifications, skills and capabilities: 8+ years of experience in treasury management, sales and relationship management experience Strong understanding of government processes Proficient in consultative selling and pipeline development and account planning; demonstrated ability to position and close new business Ability to recognize a client's needs and apply solution selling, which requires a deep comprehension of TS products Strong verbal and written communication skills; strong problem solving skills Understanding of Compliance, Know Your Customer and Risk Awareness This role supports US Federal government contracts that require, U.S. citizenship or lawful permanent status Preferred qualifications, skills and capabilities: Highly proficient in Microsoft Applications (PowerPoint, Excel and Word)
    $95k-131k yearly est. Auto-Apply 60d+ ago
  • Director, Head of Solution Sales, South Asia

    Standard Chartered 4.8company rating

    Indiana jobs

    Apply now Work Type: Office Working Employment Type: Permanent : * Head of Solutions Sales for India and South Asia, Markets, directly reporting into Head of Corporate Sales, India, and South Asia. The role will also have direct coverage responsibility for large International Corporates with a focus on structured solutions. * As Solution Sales Head, be responsible, directly and through the team, for driving origination of Structured Solution Sales transactions for all client segments including International Corporates, Commercial Bank, Global Subsidiaries Companies (MNCs) and Public Sector entities. * It is a multi-asset sales mandate across Rates & Currencies, Commodities, Credit Derivatives, Structured Finance and Structured Investments for India, Bangladesh and Sri Lanka. * It would entail constant engagement with clients, as a trusted partner, on bespoke financial markets solutions to enable them to manage their financial markets related risks, financing and liquidity needs better. These may include discussions around Risk management, Tactical market moves, Regulatory aspects, Economic and Macro factors, hedging solutions etc. * The role would entail direct coverage responsibility of select Large Clients in India, in addition to managing a team, with the objective of achieving Client Income targets. * Engagement with broader Corporate Sales team in South Asia and across the globe is critical for success to originate better and deliver best in class client solutions. This role also requires strong collaboration with Markets Structuring team, across the globe, as well as trading / XVA teams, to take the deals to execution. * This role shall entail engagement with Coverage bankers, Banking / Financing teams, M&A, Credit Risk, Market Risk, Legal, Compliance teams * Expert level understanding and extensive experience of Rates & Currencies derivatives. Superior understanding of corporate client's needs and application around Commodities, Credit Markets, structured financing and investments. Good understanding of concepts and application of XVA in a large global bank is a key requirement for the job. Key Responsibilities Strategy * Maintain awareness and understanding of the Group's business strategy and model appropriate to the role * Involvement with GAMS on accounts and engagement with FAMs where applicable to promote business. * Manage, maintain and improve origination across assigned existing. Business * As Solution Sales Head, be responsible, directly and through the team, for driving origination of Structured Solution Sales transactions for all client segments including International Corporates, Commercial Bank, Global Subsidiaries Companies (MNCs) and Public Sector entities. * It is a multi-asset sales mandate across Rates & Currencies, Commodities, Credit Derivatives, Structured Finance and Investments for India, Bangladesh and Sri Lanka. * It would entail constant engagement with clients, as a trusted partner, on bespoke financial markets solutions to enable them to manage their financial markets related risks, financing and liquidity needs better. These may include discussions around Risk management, Tactical market moves, Regulatory aspects, Economic and Macro factors, hedging solutions etc. * The role is likely to entail direct coverage responsibility of select Large Clients in India, in addition to managing a team, with the objective to achieving Client Income targets. * Engage with Corporate Sales team at large, is a prerequisite, in South Asia and across the globe, to leverage their existing relationships to originate and deliver structured and bespoke deals. This role also requires strong collaboration with Markets Structuring team, across the globe, as well as trading / XVA teams, to take the deals to execution. * This role shall entail engagement with Coverage bankers, Banking / Financing teams, M&A, Credit Risk, Market Risk, Legal, Compliance teams. * Awareness and understanding of the wider business, economic and market environment in which the Group operates. Processes * Ensure adherence in letter and spirit to all internal and external regulations, and established operations, credit, processes etc. * Bound by Code of Conduct of the Bank. People & Talent * Lead through example and build the appropriate culture and values. Set appropriate tone and expectations from peers and work in collaboration with risk and control partners. * Set and monitor job descriptions and objectives for direct reports and provide feedback and rewards in line with their performance against those responsibilities and objectives. Risk Management * Ensuring Here for Good approach to all internal and external activities * Ensure business is conducted in a controlled, compliant manner and within Group and Markets Code of Conduct Governance * Awareness and understanding of the regulatory framework, in which the Group operates and the regulatory requirements and expectations relevant to the role. * Responsible for delivering "effective governance" capability to challenge fellow executives effectively and willingness to work with any Regulatory & Business Conduct * Display exemplary conduct and live by the Group's Values and Code of Conduct. * Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct. * Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters. * Lead the portfolio of clients to achieve the outcomes set out in the Bank's Conduct Principles: [Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment.] * * Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters. Key stakeholders * Corporate Sales team * Structuring, Trading and XVA * CCR, Credit Risk, Market Risk * Coverage Bankers, Banking/ Financing, M&A Teams * Legal * Compliance * Operations Skills and Experience * Client Relationship Management * Markets * Industry Knowledge * Knowledge of Customers * Knowledge of Product Line * Managing Change * Planning: Tactical, Strategic Qualifications * Education MBA, Chartered Accountant, Chartered Financial Analyst * Languages English, Hindi Competencies Action Oriented Collaborates Courage Customer Focus Decision Quality Develops Talent Drives Vision & Purpose Gives Clarity & Guidance Instills Trust Manages Ambiguity Strategic Mindset Nimble Learning Technical Competencies: This is a generic competency to evaluate candidate on role-specific technical skills and requirements About Standard Chartered What we offer Apply now Information at a Glance * * * * *
    $104k-157k yearly est. 13d ago

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