About the Company
Callan Associates is one of the nation's leading Boutique Retained Senior Executive Search Consulting Firms. Founded in 1982 with a mission to deliver high-quality, personalized executive recruiting services, Callan Associates has established itself as a trusted partner to a select group of corporate clients. Based in Oakbrook, IL, the firm adeptly serves globally diversified, large public companies and privately held entities, including Private Equity firms. The array of services offered includes Senior Level Searches, Board of Directors Services, and Executive Assessments, encompassing CEO Succession planning and strategic mapping.
About the Role
Callan Associates seeks an experienced, dynamic, and impactful professional to fill the Executive Assistant role. This role can be either full or part time. This pivotal position is designed to assist the Managing Partners in a variety of capacities:
Managing their schedules
Coordinating client and candidate activities
Preparing reports and documentation
Data entry for candidate information into our tracking system
Handling communication from both internal and external sources
Executing multiple complex and diverse special projects as directed
Closing searches
Light Office Management activities
Responsibilities
The Executive Assistant will provide comprehensive administrative support to the partners, ensuring smooth and efficient operations. Key responsibilities include:
Client Correspondence and Communication: Facilitate effective communication between clients and the firm, managing emails, phone calls, and written correspondence with professionalism.
Candidate and Client Schedule Coordination: Organize and manage schedules for candidates and clients, ensuring all meetings and appointments are synchronized and conflicts are avoided.
Document and Report Preparation: Prepare and edit documents, reports, and presentations, ensuring accuracy and adherence to the firm's standards.
Travel Planning and Support: Arrange travel plans, including booking flights, accommodations, and transportation, and providing travel itineraries and support as needed.
Execution of Search-Related Activities: Assist with activities related to search assignments, including conducting research, preparing materials, and coordinating with relevant parties.
Schedule Management Using Integrated Outlook Calendars: Maintain and manage integrated Outlook calendars for partners, ensuring optimal time management and appointment scheduling.
Maintaining Content Within Support Systems: Update and manage content within support systems such as SharePoint and tracking databases, ensuring information is current and accessible.
Client and Candidate Research: Conduct research on clients and candidates, gathering and analyzing information to support decision-making and strategy.
Qualifications
The ideal candidate for the Executive Assistant position will be resourceful, action-oriented, and thrive in a small team environment. To be successful in this role, the candidate should possess the following qualifications:
Experience: A minimum of eight years of experience as an Executive Assistant, including support of C-Suite executives. Experience in Professional Services firms is highly desired.
Communication Skills: Strong communicator with the ability to create reports and write business correspondence. Clear and concise communication via email, memoranda, phone calls, and face-to-face interactions is essential.
Proactivity and Problem-Solving: Ability to anticipate needs, solve problems independently, and think strategically. The candidate should be able to resolve conflicts respectfully and thoughtfully.
Work Habits: Efficient work habits with the ability to be self-directed, proactive, and manage multiple, changing tasks throughout the day.
Ownership and Responsibility: Ability to take ownership by actively managing and prioritizing tasks, ensuring timely and accurate completion.
Interpersonal Skills: A team player with strong interpersonal skills, capable of interacting effectively with staff, partners, and clients in a timely manner.
Organization and Detail Orientation: Superior follow-up skills, incredibly well-organized, and detail-oriented.
Technical Proficiency: Proficient with MS Office Suite, particularly Outlook, Word, Excel, and PowerPoint. Strong internet research experience and aptitude with current technology and apps.
Adaptability: Ability to learn new skills and adapt to new projects as the firm continues to grow.
$56k-85k yearly est. 2d ago
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Sales and Service Expert
24 Hour Fitness Worldwide, Inc. 4.7
Houston, TX jobs
FULL-TIME Part-time
The Sales and Service Expert (SSE) delivers an outstanding and well-rounded sales and service experience to all guests and members through a compelling approach of offering membership, fitness and retail products and services. The SSE builds relationships and translates the value of 24 Hour Fitness product and service offerings, and has a strong focus on behaviors that drive member acquisition and retention. The SSE delivers successful guest and member engagement, and attainment of sales revenue goals.
ESSENTIAL DUTIES & RESPONSIBILTIES
Guest Experience and New Member On-boarding
Executes the CARE sales model with each guest and passionately relate how 24 Hour Fitness's products/services will satisfy their fitness needs.
Tours potential members through the club and describes the facility, equipment, services and amenities that directly tie back to their individual fitness needs and goals. Ensures all guests are registered through the digital kiosk.
Communicates membership and fitness offers in a clear and concise manner using Company provided presentation tools.
Effectively and professionally enrolls guests using Company sales techniques and protocol.
Adheres to specific Membership Agreement Procedures (MAP) when enrolling members and guests.
On-boards new members successfully and assist with all member retention activities in order to drive club profitability.
Consistently achieves or exceed personal and team sales goals.
Prospecting and Lead Generation
Obtains leads externally from within the community using company provided tools/programs. (i.e. Community outreach/Local Promotions, Corporate Sales on-sites).
Generates leads/new business internally through member promotions, referrals, the dissemination of guest passes, and contacting leads generated via phone.
Responsible for effectively setting appointments for all leads and potential new business opportunities.
Communicates and promotes local and global marketing campaigns to leads and members.
Manages and follows up on leads/new business by using a Lead Management System.
Executes daily planner to track and plan for successful lead management and selling activities.
Consistently achieve or exceed personal productivity goals.
Member Experience
Partners with Sales and Service Manager (SSM) to provide a best-in-class, member-centric experience that strengthens member relationships and builds member retention.
Ensures members receive a friendly greeting/check-in and prompt attention to their needs.
Engages members with various fitness offerings including personal training, group exercise classes and 24GO digital content.
Maintains name relationships with members and serving as a resource for their questions or concerns, and putting them in touch with the right 24 Hour Fitness resources as appropriate.
Provides a clean, friendly, well-maintained club to members and guests and
Helps new members become comfortable in the club.
VARIABLE COMPENSATION:
Team Members in this role are eligible to participate in 24 Hour Fitness's Fitness Sales and Membership Sales Commission Plans. These plans reward exceptional service, incentivize success, and empower earning potential by aligning pay with your contributions.
ORGANIZATION RELATIONSHIPS
Reports to the Sales and Service Manager. Communicates and interacts with club members, prospective members and outside/third party vendors. This position does not have any direct reports.
REQUIRED QUALIFICATIONS
Knowledge, Skills & Abilities
In-depth knowledge and experience with sales practices and techniques.
General understanding of Fitness Industry.
Ability to work with computers.
Strong interpersonal communication skills.
Strong customer service skills.
Independent, self-starter with strong organizational skills.
Ability to work as part of a team.
Ability to operate Point of Sale (POS) System.
Knowledge of Membership System software preferred.
Minimum Educational Level/Certifications
High School Diploma or GED.
Cardiopulmonary Resuscitation (CPR) and Automated External Defibrillator (AED) certification from approved organization is required (within 60 days of employment).
Bachelor's degree preferred.
Work Experience and Qualifications
* Prior experience in fitness or retail industry preferred.
* 1-2 years of experience in service sales preferred.
Physical Demands/ Environmental Conditions
Ability to work in club office; move about club floors and rooms
Occasionally required to demonstrate or explain proper physical fitness activities, techniques and procedures
Ability to communicate telephonically with members
Ability to access and operate company computer systems including: document preparation, data entry, read and interpret general and financial reports from a computer data base or email system
While performing the duties of this job, the team member will be regularly exposed to moving mechanical parts
Ability to work a varied schedule to support the needs of the business, including frequent extended workdays, weekends, and holidays may be required
Able to work in a loud environment
Travel Requirement
* Minimum travel may be required for training purpose and lead generation.
Disclaimers
DISCLAIMER: The above statements are intended to describe the general nature and level of work being performed by incumbents assigned to this job. This is not intended to be an exhaustive list of all the responsibilities, duties and skills required. The incumbent may be expected to perform other duties as assigned. This job may be reviewed as duties and responsibilities change with business necessity.
COMPLIANCE & INTEGRITY: Consistently supports compliance and Workplace Conduct by maintaining the privacy and confidentiality of information, protecting the assets of the organization, acting with ethics and integrity, reporting non-compliance, and adhering to applicable federal, state and local laws and regulations, accreditation and licensure requirements (if applicable), and 24 Hour Fitness' policies and procedures.
All Directors, Managers and Supervisors are accountable for communication, implementation, enforcement, monitoring and oversight of compliance policies and practices in their departments.
SERVICE & QUALITY: In addition to defined technical requirements, accountable for consistently demonstrating service behaviors and principles defined by 24 Hour Fitness as well as specific departmental/organizational initiatives. Also accountable for consistently demonstrating the knowledge, skills, abilities, and behaviors necessary to provide superior and culturally sensitive service to member and team members, contracted providers and vendors.
WORKPLACE SAFETY: In addition to defined working conditions and physical requirements, employees are accountable for working safely; following established policies & procedures; and reporting all injuries and hazards to their supervisor immediately.
Supervisors and Managers are accountable for ensuring the safety performance of employees; applying consistent practices in compliance with federal, state and local regulations; providing guidance to maintain a safe and healthy work environment.
FUNCTIONAL GROUP Sales
$113k-140k yearly est. 3d ago
Vice President, Real Estate, Investment Banking
BMO 4.7
Chicago, IL jobs
Provides a combination of deep industry sector expertise, innovative thinking in a team-based approach and world class execution across a full suite of products to clients through an integrated Capital Markets platform using a sector ecosystem approach. Collaborates to generate creative, client-focused solutions to prospective and current clients.
Responsibilities
Operates as key member of the deal team with efforts to maximize sector penetration and returns.
Institutes cross-selling initiatives to increase ranking with client.
Creates pitch books for clients with respect to financial solutions and participate in their presentation to clients.
Monitors client, client industry, and regulatory agencies for potential changes that may affect client portfolio and business needs.
Initiates contact with partners for new client sales.
Directly manages a diverse portfolio of private and middle market companies with progression toward increasing client responsibility.
Reviews and continually monitors performance of existing accounts and client relationships.
Conducts due diligence (e.g. client visits, analyzing business models, and comprehensively reviewing industry trends and related regulations).
Understands client needs and provides relevant ideas and opinions to generate recommendations.
Collaborates with sector coverage partners for clients and prospects to identify / deliver creative, timely solutions.
Provides deal expertise and prepares/oversees delivery of creative and timely “pitches”.
Supports credit concurrence/pricing efforts as a client advocate.
Maintains key ongoing coverage contact with clients and sector managers.
Builds positive client relations through deep/comprehensive understanding of client needs and alignment of our products/services.
Identifies and leverages key decision makers and influencers in client / internal organizations.
Acts as a positive change agent to drive improved efficiency and effectiveness.
Maintains awareness of all firm products and services offered and facilitates means of receiving continuous updates.
Assists in the development of strategic plans.
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
Works with specialists as needed to support successful deal completion.
Ensures alignment between stakeholders.
Creates financial models to analyze client portfolios and anticipate client needs.
Uses financial analysis to proactively identify opportunities to cross-sell.
Generates updated financial models/ analyses as dictated by business needs and industry requirements.
Analyzes/ assesses industry compilations.
Applies appropriate technical concepts and completes / leads consistent and reliable technical and financial reports / analyses to support client deliverables.
Understands the complexity of transactions and related risks (credit, market, operational, legal/compliance, etc.).
Balances the Bank's risk appetite with client needs when making recommendations / proposals.
Identifies opportunities to find more cost-effective ways to impact the bottom line and drive profitability.
Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
Reviews and guides work of Analysts and Associates to deliver business results.
Delivers financial modeling to support strategic recommendations to clients.
Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.
Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
Provides specialized consulting, analytical and technical support.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works independently and regularly handles non-routine situations.
Broader work or accountabilities may be assigned as needed.
Qualifications
Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
An undergraduate degree. Focal areas of finance, economics, or accounting preferred with high academic achievement.
MBA, CFA or equivalent experience in financial services, accounting, or legal fields.
Minimum of 6 years of relevant experience in investment banking, negotiating and structuring financial transactions. This should include some experience in a corporate lending environment developing business.
Relevant business services sector experience is highly desired.
Good knowledge of the organizational portfolio management policies and objectives.
Displays advanced deal execution and/or project management skills - ability to manage more than one client / major initiative.
Demonstrates strong market knowledge to enable the comprehensive servicing of clients and the effective development of new solutions.
Expertise in financial computer applications and database management tools.
Deep knowledge and technical proficiency gained through extensive education and business experience.
Verbal & written communication skills - In-depth.
Collaboration & team skills - In-depth.
Analytical and problem solving skills - In-depth.
Influence skills - In-depth.
Data driven decision making - In-depth.
Salary: $260,000
Salary
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at **************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
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$260k yearly 4d ago
Office Assistant
Acquisition Group 3.8
Santa Ana, CA jobs
Office Assistant / Errand Runner Job Description
Job Brief:
An Office Assistant/ Errand Runner is responsible for performing a range of clerical and administrative tasks to support daily operations in an office setting. An Office Assistant is responsible for keeping the office supplied and organized, and assisting managers with their daily tasks, as assigned. To fulfill these duties, this assistant will need to frequently run errands. The ideal candidate will be hard-working, professional, able to undertake a variety of office support tasks, and work diligently under pressure. Training for office tasks will be provided. Currently looking for an employee with daytime and some weekend availability.
Responsibilities:
Running Errands, such as bank deposits, shopping - ranging from groceries to electronic supplies -, picking up and dropping off documents and supplies for company executives. May occasionally drive executives to airports or meetings.
General office duties, such as answering and managing phone calls, copying, scanning, and filing.
Opening and closing procedures for the office, such as filling paper in the printer and fax machines, minor cleaning, refilling supplies for office staff (i.e. staplers, pens, highlighters), watering plants, putting away dishes, etc.
Internet research for purchasing office supplies.
Monitor level of supplies and handle shortages.
Perform receptionist duties when needed.
Maintaining confidentiality in all aspects of company information.
Other duties as required.
Requirements and skills
Good work ethic
Valid driver's license
Working knowledge of office equipment
Excellent organizational and time management skills
The abilities to anticipate needs, to be resourceful, and to be responsive are important
Dependable, dedicated, resourceful
Ability to work independently
Familiarity with office gadgets and applications (e.g. Windows, MS Office, scanners, copy machines, etc. . . .)
Education:
Currently attending a college/university
Job Types: Part-time
Salary: $17.00 - $17.50 per hour
Benefits:
Health insurance
Paid time off
Professional development assistance
Schedule:
4 hour shift
8 hour shift
Weekend availability
Ability to commute:
Santa Ana, CA 92707
$17-17.5 hourly 3d ago
Distinguished AI Engineer
Capital One 4.7
San Jose, CA jobs
* You love to build systems, take pride in the quality of your work, and also share our passion to do the right thing. You want to work on problems that will help change banking for good.* Passion for staying abreast of the latest research, and an ability to intuitively understand scientific publications and judiciously apply novel techniques in production.* You adapt quickly and thrive on bringing clarity to big, undefined problems. You love asking questions and digging deep to uncover the root of problems and can articulate your findings concisely with clarity. You have the courage to share new ideas even when they are unproven.* You are deeply Technical. You possess a strong foundation in engineering and mathematics, and your expertise in hardware, software, and AI enable you to see and exploit optimization opportunities that others miss.* You are a resilient trail blazer who can forge new paths to achieve business goals when the route is unknown.* Bachelor's degree in Computer Science, AI, Electrical Engineering, Computer Engineering, or related fields plus at least 8 years of experience developing AI and ML algorithms or technologies, or a Master's degree in Computer Science, AI, Electrical Engineering, Computer Engineering, or related fields plus at least 6 years of experience developing AI and ML algorithms or technologies* At least 8 years of experience programming with Python, Go, Scala, or Java* 8 years of experience deploying scalable and responsible AI solutions on cloud platforms (e.g. AWS, Google Cloud, Azure, or equivalent private cloud)* Experience architecting, designing, developing, integrating, delivering, and supporting complex AI systems* Demonstrated ability to lead and mentor multiple engineering teams and influence cross-functional stakeholders up to the VP level* Experience developing AI and ML algorithms or technologies (e.g. LLM Inference, Similarity Search and VectorDBs, Guardrails, Memory) using Python, C++, C#, Java, or Golang* Experience developing and applying state-of-the-art techniques for optimizing training and inference software to improve hardware utilization, latency, throughput, and cost* Passion for staying abreast of the latest AI research and AI systems, and judiciously apply novel techniques in production* Excellent communication and presentation skills, with the ability to articulate complex AI concepts to peers Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
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$102k-135k yearly est. 3d ago
Sr. Distinguished Engineer - Fraud Technology
Capital One 4.7
San Francisco, CA jobs
As a Sr. Distinguished Engineer at Capital One, you will be a part of a community of technical experts working to define the future of banking in the cloud.You will work alongside our talented team of developers, machine learning experts, product managers and people leaders. Our Distinguished Engineers are leading experts in their domains, helping devise practical and reusable solutions to complex problems. You will drive innovation at multiple levels, helping optimize business outcomes while driving towards strong technology solutions.At Capital One, we believe diversity of thought strengthens our ability to influence, collaborate and provide the most innovative solutions across organizational boundaries. You will promote a culture of engineering excellence, and strike the right balance between lending expertise and providing an inclusive environment where the ideas of others can be heard and championed. You will lead the way in creating next-generation talent for Capital One Tech, mentoring internal talent and actively recruiting to keep building our community.Distinguished Engineers are expected to lead through technical contribution. You will operate as a trusted advisor for our key technologies, platforms and capability domains, creating clear and concise communications, code samples, blog posts and other material to share knowledge both inside and outside the organization. You will specialize in a particular subject area, but your input and impact will be sought and expected throughout the organization.**About the Team:**When a customer's credit card or personal information is stolen, it is a defining and increasingly frequent moment in our customers' financial lives. According to Experian, in 2017 alone 14 million credit card numbers and 158 million social security numbers were exposed. Increasingly, this type of activity is carried out by sophisticated international criminal organizations, who are constantly innovating and using the latest technologies to commit these crimes.In the Fraud domain, we dream of building more intuitive, elegant products and experiences, leveraging AI & Gen AI, that change and have a positive impact on our customers' lives. We are looking for a Senior Distinguished Engineer to define, architect and drive the implementation of Fraud Products & Platforms powering dynamic, personalized experiences for customers and agents If you are ready to provide thought leadership and build engineering excellence across Capital One's engineering teams, come join us in our mission to change banking for good.**Key responsibilities:*** Articulate and evangelize a bold technical vision for your domain* Decompose complex problems into practical and operational solutions* Ensure the quality of technical design and implementation* Serve as an authoritative expert on non-functional system characteristics, such as performance, scalability and operability* Continue learning and injecting advanced technical knowledge into our community* Handle several projects simultaneously, balancing your time to maximize impact* Act as a role model and mentor within the tech community, helping to coach and strengthen the technical expertise and know-how of our engineering and product community**What you'll do:*** Define and drive technical strategy and roadmap for our systems and platforms that power Fraud defenses and Fraud & Disputes claims processing* Partner cross-functionally with client, cloud infrastructure, and machine learning platform teams to align on and co-develop technical solutions.* Architect and build highly secure & scalable systems that enable server-driven product experiences across devices, with exceptional reliability and availability.* Design high-throughput, low-latency services capable of handling millions of concurrent requests.* Design and implement API & federated BFF (Back-end for Front end) strategy for efficient data access (fetching, caching, request coalescing, etc.) between backend services and clients, with democratized data schema contribution.* Architect enhanced Observability and Monitoring frameworks to enable rapid issue detection, debugging and resolution, across the entire product system stack.* Provide organizational technical leadership to influence architecture, engineering standards, cross-team strategies, mentoring engineers and driving organization wide platform innovation.* Leverage proven leadership in driving platform strategy, fostering cross-functional collaboration, and influencing technical direction across the company## **Basic Qualifications*** Bachelor's Degree* At least 9 years of experience in software engineering* At least 9 years of experience designing distributed systems, backend architecture, and API platforms* At least 5 years of experience with public cloud technologies## **Preferred Qualifications:*** Master's Degree in Computer Science or a related field* 10+ years of professional experience coding in commonly used languages like Java, Python, Go, JavaScript, TypeScript, Swift,* 7+ years of experience in event-driven systems and architecting scalable, fault-tolerant, highly-available services* 7+ years of experience in building high-performance API platforms and federated BFF architectures (GraphQL, REST, API gateways, gRPC, caching, and streaming).* 7+ years of experience with cloud-native engineering (AWS, Azure, or GCP), containerization (Docker, Kubernetes) and automated deployment Capital One will consider sponsoring a new qualified applicant for employment authorization for this position.Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
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$113k-155k yearly est. 4d ago
Senior Manager, Business Strategy & Finance - US P&BB
BMO 4.7
Chicago, IL jobs
Provides subject matter expertise in the design, development, management and implementation of assigned projects from business case development through execution. Works across BMO to deliver specific project/program business results in alignment with overall group goals.
Provides strategic input into business decisions as a trusted advisor.
Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
Acts as a subject matter expert on relevant regulations and policies.
Develops the business case by identifying needs, analysing potential options and assessing expected return on investment.
Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.
Leads the execution of strategic initiatives; assesses and adapts as needed to ensure quality of execution.
Keeps stakeholders informed of messages, recommendations, decisions, process and progress.
Leads implementation of strategic initiatives within group and across BMO by partnering with various internal & external stakeholders as required; complexity of initiatives may vary and usually involve multiple stakeholders across the enterprise.
Defines business requirements for analytics & reporting to ensure data insights inform business decision making.
Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour.
Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.
Leads change management activities, ensuring cross business/group coordination and logistical support for the implementation of change.
Acts as a relationship manager on assigned projects/programs and ensures alignment to overall enterprise and group goals.
Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
Participates in project/program design and provides advice & subject matter expertise to achieve required business results.
Conducts analysis required to inform strategic recommendations and considers the “big picture” when assessing whether or not a course of action is advisable in terms of the group and enterprise goals.
Collaborates with internal & external stakeholders to provide business context in the design, develop and implementation of programs & solutions.
May network with industry contacts to gather and identify competitive insights and best practices.
Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
Monitors and tracks performance, and addresses any issues.
Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
Identifies enablers and key issues prior to and during implementation, raises issues with stakeholders and offers solutions to resolve issues or risks that jeopardize delivery.
Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
Implements changes in response to shifting trends.
Broader work or accountabilities may be assigned as needed.
Qualifications
Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
Proven experience in strategic financial modeling, ideally gained through roles in consulting, investment banking, or similar analytical environments
Seasoned professional with a combination of education, experience and industry knowledge.
Verbal & written communication skills - In-depth / Expert.
Analytical and problem solving skills - In-depth / Expert.
Influence skills - In-depth / Expert.
Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.
Able to manage ambiguity.
Data driven decision making - In-depth / Expert.
Salary:
$102,000.00 - $190,000.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at **************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e‑mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
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$102k-190k yearly 3d ago
Distinguished Engineer, Cyber Architecture
Capital One 4.7
San Francisco, CA jobs
* Articulate and evangelize a bold technical vision for your domain* Decompose complex problems into practical and operational solutions* Ensure the quality of technical design and implementation* Serve as an authoritative expert on non-functional system characteristics, such as performance, scalability and operability* Continue learning and injecting advanced technical knowledge into our community* Handle several projects simultaneously, balancing your time to maximize impact* Act as a role model and mentor within the tech community, helping to coach and strengthen the technical expertise and know-how of our engineering and product community* Define and drive the technical roadmap for our Endpoint Security, Data Loss Prevention (DLP), and Cryptography Services.* Build capabilities to automate manual workflows within these programs to reduce toil and drive operational excellence and platform stability.* Identify opportunities to develop custom software to build innovative cybersecurity solutions.* Engage with the broader enterprise Distinguished Engineer community to ensure that security tooling is deeply integrated into the software development process.* Create frameworks to continually evaluate and elevate our engineering maturity, and support growth and development of junior talent through formal and informal mentorship.* Bachelor's Degree* At least 7 years of experience in software engineering and solution architecture* At least 3 year experience with cloud computing (AWS, Microsoft Azure, Google Cloud)* Master's Degree in Computer Science or a related field* 10+ years of experience in software engineering and solution architecture.* 10+ years of professional experience in the full lifecycle of system development, from conception through architecture, implementation, testing, deployment and production support* 3+ years of experience in cybersecurity* 3+ years of experience in AWS cloud security services* 3+ years of experience with financial service compliance regulations* CISSP or SANS certifications* 3+ years of experience designing and implementing enterprise grade security solutions based on open source projects* 3+ years of experience designing fully automated security solutions within a fully DevOps enterprise Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
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$120k-162k yearly est. 1d ago
Director, Technical Program Management
Capital One 4.7
Chicago, IL jobs
* Strong technical backgrounds (ideally building highly scalable platforms, products, or services) with the ability to proactively identify and mitigate technical risks throughout delivery life-cycle* Exceptional communication and collaboration skills* Excellent problem solving and influencing skills* A quantitative approach to problem solving and a collaborative implementer to holistic solutions; a systems thinker* Experience as a TPM leader to grow and develop a team of TPMs, while also building the foundations for the TPM practice* Ability to simplify the technically complex and drive well-educated decisions across product, engineering, design, and data science representatives* Deep focus on execution, follow-through, accountability, and results* Exceptional cross-team collaboration; able to work across different functions, organizations, and reporting boundaries to get the job done.* Highly tuned emotional intelligence, good listener, and deep seated empathy for teams and partners* At least 7 years of experience in technical program management* Bachelor's degree* 7+ years of experience designing and building data-intensive solutions using distributed computing* 3+ years of experience in building distributed systems & highly available services using cloud computing services / architecture - preferably using AWS* 3+ years of experience with Agile delivery* Experience in building systems & solutions within a highly regulated environment* MBA or Master's Degree in a related technical field Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
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$111k-137k yearly est. 4d ago
Entry Level - Associate Member Relationship Specialist (Part Time Teller 1 - Rancho Cucamonga)
Arrowhead Credit Union 3.6
Rancho Cucamonga, CA jobs
Personally, provides exceptional member service; uses Service Standards in every work-related interaction. Actively participates in meeting the goals of the department and the Credit Union. Provides excellent service by using a positive and professio Relationship Specialist, Teller, Associate, Part Time, Relationship, Entry Level, Banking, Business Services
$35k-47k yearly est. 7d ago
Manager/Managing Consultant, Business Development-Restaurants
Mastercard 4.7
San Francisco, CA jobs
Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential.
Title and Summary
Manager/Managing Consultant, Business Development-Restaurants
Overview
Mastercard Services is our professional services and solutions arm, providing customers with value-added services to enhance business performance and consumer experiences. Our diverse Services portfolio includes payments consulting, marketing, analytics and data insights, security solutions, open finance, and more.
The Services Business Development team is looking for a Managing Consultant to drive growth of our value-added services within the Restaurant segment. The ideal candidate has a proven track record of selling to senior executives, navigating matrixed organizations, and utilizing solution-based selling to drive clear value for customers.
Role
* Responsible for business development and ongoing account ownership Services within the Restaurants vertical with direct revenue, account ownership and sales responsibilities
* Will serve as the face of Mastercard Services to senior level client stakeholders, including c-suite
* Responsible for driving coordination within Demand Generation, Marketing, Solutions, and Product teams across Services business lines and value propositions, focused on the restaurant client vertical in the US
* Responsible for setting the commercial agenda for assigned territory
* Will partner with Retail, Drug & Grocery, Restaurant, and Travel & Hospitality segment leads of Mastercard US Market Development to develop a plan to support their strategic imperatives and revenue objectives
* Will collaborate closely with delivery teams to optimize go to market efforts and to ensure best-in-class value delivery
All About You
* Strong commercial drive with ability to build and monetize senior client relationships based on empathy, thought leadership, knowledge of product impact, and subject matter expertise
* Proven track record of meeting or exceeding sales quota
* Ability to own and drive end to end sales from initial prospecting through signed contract
* Collaborative attitude with an understanding of how to win as a team
* Preferred consulting, software platform, and / or data driven solution selling background in addition to existing contacts in the Restaurant vertical
* Strong networker across relevant stakeholder base with the ability to listen, build common ground and influence in order to effectively advance business opportunities and generate revenues
* Top-level sales skills (internally and externally) combined with strong negotiation capabilities required for large deals
Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly.
Corporate Security Responsibility
All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must:
* Abide by Mastercard's security policies and practices;
* Ensure the confidentiality and integrity of the information being accessed;
* Report any suspected information security violation or breach, and
* Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines.
In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more. Mastercard benefits for interns generally include: 56 hours of Paid Sick and Safe Time; jury duty leave; and on-site fitness facilities in some locations.
Job Posting Window
Posting windows may change based on the volume of applications received and business necessity. Candidates are encouraged to apply expeditiously.
$115k-144k yearly est. Auto-Apply 5d ago
Sales Administrative Assistant
State Street Jewelers 4.1
Geneva, IL jobs
State Street Jewelers has been the Fox Valley's premier jeweler for over 40 years, located in the heart of downtown Geneva at the corner of State Street and Third. Offering a luxurious shopping experience, the store features renowned brands such as Hearts on Fire, Simon G., Baume & Mercier, and Shinola. With a team of jewelry professionals boasting over 25 years of experience on average, State Street Jewelers prides itself on delivering exceptional customer service. Customers can expect expert assistance paired with a welcoming atmosphere.
Role Description
This is a part time, on-site role for a Sales Administrative Assistant based in Geneva, IL. The Sales Administrative Assistant will provide administrative support, assist with customer service tasks, process data entry, and support the sales team. Responsibilities include managing schedules, updating records, maintaining the organization of sales materials, and responding to client inquiries. The role requires excellent organization and a customer-focused mindset.
Qualifications
Proven experience in Administrative Assistance and Data Entry, with attention to detail and organizational skills
Strong Customer Service skills with a friendly and professional demeanor
Effective Communication and interpersonal skills for engaging with clients and team members
Basic understanding of Sales processes and ability to assist the sales team effectively
Proficiency in office software tools and the ability to handle multiple tasks efficiently
High school diploma or equivalent required; additional education or certifications in administration, business, or related fields are a plus
Experience in the luxury retail or jewelry industry is an advantage
$36k-44k yearly est. 23h ago
Senior Manager, U.S. Marketing Strategy & Operations
BMO Financial Group 4.7
Chicago, IL jobs
You're a dynamic, capable, experienced storyteller and strategic thinker with a strong appreciation for branding and marketing-even if you don't think of yourself as a "marketer" today. You're fascinated by consumer behavior. You know how to visualize data to tell compelling stories. You're a pro at turning out a persuasive, data-driven executive-ready presentation that changes minds and wins support. You can (and sometimes will) turn that presentation around in 24 hours, because you've done it dozens-even hundreds-of times before in at a consulting firm or similar organization. You're adept at bringing together multiple ideas and data points and synthesizing them into a unified point of view-even when there is ambiguity. In fact, other people come to you for advice and guidance on their own decks and leadership presentations because yours are just so good!
But most importantly: you want to be part of a culture of ideas, fun, and learning with smart, hilarious people who do some of the most exciting, successful work in banking and marketing.
As a part of the U.S. Banking marketing team that supports our personal, commercial, and wealth businesses, the role will collaborate with the US marketing leadership team to develop and articulate the group's strategic plan and associated initiatives. This includes gathering, interpreting and reporting information that helps stakeholders understand the role of the work we do and the results we generate on behalf of the bank. You'll work with the team to interpret campaign performance, and provide planning, support and recommendations to improve operational effectiveness and track our achievements. Finally, you'll serve as strategic counsel to the U.S. chief marketing officer, generating effective, consistent communications for the CMO and for the leadership team.
**Must-haves:**
+ Highly effective interpersonal skills to develop strong relationships
+ Strong written and oral presentation skills and presence-with strong technical ability with PowerPoint, Excel and Word with exceptional data visualization skills.
+ Comfortable with being uncomfortable and can effectively manage ambiguity, creating structure and defining opportunities
+ Highly effective at working in a fast-paced environment and ability to manage multiple deadlines and priorities
+ Ability to think strategically while working tactically
+ Well-developed project & time management skills
+ Razor sharp analytical and problem-solving skills
**Strategy**
+ Be a strategic expert and consult on initiatives that improve performance of marketing initiatives
+ Communicate key insights and relevant facts effectively to different audiences, including crafting comprehensive and compelling narratives and proposals with a keen eye for strategic positioning.
+ Lead and proactively participate in strategic brainstorming discussions with the goal of not just developing recommendations, but to build a strategic framework that will result in decision making.
+ Ability to facilitate ideation sessions and continuously inspire new ways of thinking
+ Develop PowerPoint presentations that influence and build comprehensive business cases that help secure alignment and move initiatives forward
+ Support the annual marketing planning process for the US PCW marketing team, coordinating closely with the Enterprise/Integrated Marketing Planning team
+ Continuously improve marketing team operations through thought leadership and best practice implementation
**Execution**
+ Lead implementation of the strategy and roadmap by deploying change management skills to ensure alignment and engagement of partners to achieve objectives
+ Report results and outcomes of the strategy to marketing leadership team
+ Maintain business management and operational processes including but not limited to planning, performance tracking, technology funding, townhall preparations, team off-site preparations, integrated marketing council preparations and other necessary requests from marketing leadership team
+ Support CMO by working with Marketing leaders and business partners to plan the presentations, content, speakers and topics for key internal (e.g. executive meetings, committee meetings) and external communications (e.g. industry conferences)
+ Support CMO's senior leadership team in day to day stakeholder management and with strategic executive level communications and presentations to drive thought leadership and progress on our team's mandate and objectives
**Marketing Intelligence and Analytics**
+ Monitor best practices and competitor activities, both locally and globally as well as across industries, to understand trends, forecast developments, and identify potential solutions for growth and innovation
**Qualifications**
+ Typically 7+ years of relevant experience
+ Undergraduate degree; MBA an asset.
+ Solid knowledge of banking industry.
+ Extensive knowledge of strategic planning and execution.
+ Experience in marketing, public relations or advertising
**Salary:**
$102,000.00 - $190,000.00
**Pay Type:**
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
**About Us**
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at **************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
* New business development and ongoing relationship management in the broader consumer finance industry* Work with leadership team to assist in the development of opportunity set and potential growth areas* Nurture and expand strong internal/external relationships, both new and existing* Work both independently and with small team to advise companies on best options for their needs, including lending, capital markets and other services* Autonomously manage deal execution with limited oversight: origination, structuring, cash flow modeling, diligence, negotiation of terms, approval, and legal documentation* Lead due diligence processes; evaluate industry research to draw relevant conclusions on material strengths, risks, and mitigants* Assist less experienced team members in financial statement analysis, cash flow analysis, and overall deal structuring* Prepare and review financial models independently* Assist partners in Underwriting to review credit approval documents; may review work of less experienced members of the team* Autonomously prepare term sheets in consultation with broader deal team, including partners in Underwriting, Legal and Credit* Lead the review and negotiation of legal documents subject matter expertise to provide rationale and drive outcomes, both internally and externally* Drive overall deal process and lead communication with internal and external constituents; constructively improve deal process* Prepare and review pricing models independently; understand drivers for pricing model outputs and consider areas for increasing returns* Bachelor's Degree or Military Experience* At least 5 years of experience in Relationship Management* At least 7 years of experience working with Lender Finance* At least 7 years of experience working with Financial Institutions* Master's Degree and/or CFA* At least 10 years of experience in Capital Markets and Asset Backed Securitization (ABS)* Completion of a formal credit training program* FINRA Licenses series 7, 63, 69Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
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$27k-35k yearly est. 2d ago
Supervisor, Customer Retention (Remote)
Globe Life Inc. 4.6
McKinney, TX jobs
Primary Duties & Responsibilities At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.
Role Overview:
Could you be our next Customer Retention Supervisor - Back Office? Globe Life is looking for a Customer Retention Supervisor - Back Office to join the team!
In this role, you will be responsible for managing reinstatement processes and contact center transactions for various Globe Life Brands. The Customer Retention Supervisor - Back Office will assist with overseeing, tracking, and processing agent conversations for the Customer Retention Department. This position will also oversee waiver of premium and payment processing functions performed from call center retention efforts.
This is a remote/work-from-home position.
What You Will Do:
* Routinely monitor and assign tasks received in Back Office.
* Monitor KPI targets for processing within an acceptable time and accuracy expectation.
* Ensure audit targets are met and quality feedback is provided.
* Assisting Agents with escalation and reinstatement questions.
* Partner with the field to ensure all questions and concerns are handled timely.
* Complete reporting for all Reinstatement Initiatives.
* Provide Management with status updates or trends.
* Assisting in all positions as needed.
* Review and approve refunds processed by Reinstatement Clerks.
* Manage a team of clerks with varying skill level.
* Review/approve/edit timesheets through Kronos.
* Oversee the overall work product of the group to ensure accuracy.
* Hire new staff as necessary.
* Facilitate corrective actions and employee improvement plans as necessary.
* Responsible for ensuring department goals are met.
What You Can Bring:
* High School Equivalent.
* Associate degree and/or equivalent work experience.
* 3 years of previous supervisory experience required.
* Insurance experience preferred.
* Ability to work independently and meet deadlines.
* Ability to manage remote employees.
* Requires leadership and people skills.
* Strong organizational and time management skills.
* Ability to handle multiple projects at once.
* Organizational skills and attention to detail.
* Excellent verbal communication skills and ability to interact professionally with a diverse group.
* Excellent MS Office skills required (Word, Excel, and Access a plus).
* Ability to run basic SQL queries.
Applicable To All Employees of Globe Life Family of Companies:
* Reliable and predictable attendance of your assigned shift.
* Ability to work full time and/or part time based on the position specifications.
How Globe Life Will Support You:
Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life:
* Competitive compensation designed to reflect your expertise and contribution.
* Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
* Robust life insurance benefits and retirement plans, including company-matched 401k and pension plan.
* Paid holidays and time off to support a healthy work-life balance.
* Parental leave to help our employees welcome their new additions.
* Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
* Company-paid counseling for assistance with mental health, stress management, and work-life balance.
* Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
* Discounted Texas Rangers tickets for a proud visit to Globe Life Field.
Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.
Location: McKinney, TX
$33k-37k yearly est. 15d ago
Business Banking Relationship Manager
BMO Financial Group 4.7
El Cajon, CA jobs
Come join a culture that is about so much more than the bottom line. Be a part of a team that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. At BMO, you will enjoy work that makes a difference; help us live our Purpose: **To Boldly Grow the Good in Business and Life.**
Our Business Banking Relationship Manager cultivates, builds, and manages relationships with a portfolio of small business clients to build a pipeline of new business and increase BMO's market share. Applies professional consultative sales and business development practices and techniques for an assigned jurisdiction/portfolio. Actively identifies opportunities and refers to BMO colleagues as appropriate.
+ Proactively develops and executes sales strategies to attract new business clients and expand existing relationships.
+ Develops internal and external networks and referral sources to ensure ongoing growth of BMO's business.
+ Generates appointments and opportunities to grow business results through targeted sales efforts.
+ Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.
+ Identifies prospective customers and cross-sells additional products and services to meet their needs.
+ Develops client rapport and instils confidence to develop credibility and earn their trust as relationship manager.
+ Understands the local market and proactively develops relationships with centres of influence.
+ Delivers exceptional customer service and builds trust by providing expertise, responsive service, and support.
+ Develops and maintains long-term profitable relationships and expands wallet share within the assigned portfolio.
+ Answers inquiries and provides accurate information about business banking products and services.
+ Understands customer needs and offers financial solutions that meet customer goals.
+ Resolves or escalates issues.
+ Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
+ Provides advice and guidance to assigned business/group on implementation of solutions.
+ Develops, maintains, and executes a business plan, including relationship management strategies, to achieve customer retention objectives.
+ Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
+ Monitors and tracks performance, and addresses any issues.
+ Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
+ Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.
+ Provides input into the planning and implementation of operational programs.
+ Executes work to deliver timely, accurate, and efficient service.
+ Supports the development and promotion of a business/group program.
+ Follows security and safeguarding procedures and applies due diligence in accordance with Bank's policies and ethical standards for the prevention of loss due to fraud, robbery, counterfeiting, money laundering, or defalcation.
+ Maintains the confidentiality of customer and Bank information in compliance with Bank policies and procedures.
+ Identifies risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity.
+ Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
+ Exercises judgment to identify, diagnose, and solve problems within given rules.
+ Works independently on a range of complex tasks, which may include unique situations.
+ Broader work or accountabilities may be assigned as needed.
**Qualifications:**
+ Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
+ Strong financial analysis skills, with a demonstrated ability to interpret financial statements, assess creditworthiness, and provide actionable insights to drive business growth and mitigate risk.
+ Strong knowledge of business banking products, lending processes and loan documentation, and supporting policies, procedures, and technologies.
+ Strong experience with customer sales and service.
+ Technical proficiency gained through education and/or business experience.
+ Verbal & written communication skills - In-depth.
+ Collaboration & team skills - In-depth.
+ Analytical and problem solving skills - In-depth.
+ Influence skills - In-depth.
+ Data driven decision making - In-depth.
**Salary:**
$57,500.00 - $106,500.00
**Pay Type:**
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
**About Us**
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at **************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$57.5k-106.5k yearly 4d ago
Sales and Service Associate
24 Hour Fitness Worldwide, Inc. 4.7
Mission Viejo, CA jobs
FULL-TIME Part-time
Who we are
At 24 Hour Fitness, we are dedicated to our mission of creating a healthier, happier world. We are passionate about providing a fitness community that is accessible, affordable, and welcoming to everyone. We're on the hunt for team members who are committed to being the best part of each other's day and who have a genuine desire to help our members achieve results they can feel proud of.
You're excited about this role because you will:
* Share your passion for fitness by helping new members get started on their fitness journey.
* Apply your ability to make genuine connections with people, seek to understand their unique needs, and prescribe the perfect solution.
You'll spend your days:
Developing first-name relationships with members, answering questions, resolving concerns, and putting both members and guests in touch with the appropriate resources. You help keep our gym clean, well-maintained, and safe for members and guests.
Delivering an outstanding and well-rounded sales and service experience to all guests and members by ensuring a welcoming, informative, and inclusive experience when they visit - you help inspire them to take the right next steps in pursuing their fitness goals within our community.
Supporting an exceptional new member onboarding experience that helps members get connected to our fitness offerings. You are the first face they see when they walk in, so your friendly greeting/check-in and prompt attention to their needs have a meaningful impact on their sense of belonging.
We're excited about you because you:
Are authentic, sincere and open-minded; you show up as who you are; you are self-motivated, passionate about helping others, eager to learn, and have a genuine interest in helping others.
Strive to excel, exceed goals, have a can-do attitude and embraces failure as an opportunity to grow and learn.
Love to achieve or exceed your goals, and you have a genuine service mentality. You have 1+ years of retail or fitness sales experience. Note: CPR and AED certification required within 60 days of employment.
VARIABLE COMPENSATION:
Team Members in this role are eligible to participate in 24 Hour Fitness's Fitness Sales and Membership Sales Commission Plans. These plans reward exceptional service, incentivize success, and empower earning potential by aligning pay with your contributions.
Availability
* Full-time, with flexible availability across weekdays, weekends, and holidays to best serve our member community
Travel Requirement
* Minimum travel may be required for training purpose and lead generation.
DISCLAIMER : This job description is intended to describe the general job functions and requirements for this position. This is not intended to be an exhaustive list of all the qualifications, responsibilities, duties, and skills required. 24 Hour Fitness reserves the right to modify, add, or remove duties as necessary.
Benefits Summary
24 Hour Fitness offers benefit programs designed to meet the diverse needs of all team members, including health coverage, as well as Company paid benefits that are automatically provided at no cost, such as group life and accident insurance. There are eligibility requirements for each plan based on your position, hire and/or service date and your average hours worked. Benefit eligible team members may also accrue vacation hours. All 24 Hour Team members, and their eligible dependents, receive a complimentary membership.
Compensation Summary
All Employees: Free Club Membership, Employee Assistance Program (EAP), Basic Group Live and AD&D Insurance ($10,000), and 401k Savings and Investment Plan.
Average of 30 hours or more per week: Medical/Dental/Vision Benefits, Paid Time Off, and Sickness Benefits (in addition to the above).
Actual offer may vary from posted hiring range based on location, work experience, and/or education.
Pay Range: $16.90 - $16.90
FUNCTIONAL GROUP Service
$16.9-16.9 hourly 7d ago
Private Event Sales Manager
Groundfloor 2.9
Los Angeles, CA jobs
Groundfloor is a member-led neighborhood space designed for people who want a dependable place to work alongside others, without forced networking or constant programming. Our spaces are calm, well-run, and flexible - which also makes them a strong fit for the right kinds of private rentals and events.
Overview
We're looking for a self-directed Private Events Sales Manager to own and grow private event and rental bookings for our Echo Park, Los Angeles location. This is a commission-based, part-time role built for someone who values autonomy, flexibility, and meaningful upside.
You will run this channel as your own business within Groundfloor. You'll own the full sales cycle, from lead generation through closing and coordination, with clear ownership over performance and results.
What You'll Do
Private Events & Rentals
Own and grow private event and rental revenue for the LA location
Proactively source leads through outreach, partnerships, referrals, and creative prospecting
Manage the full booking process from first inquiry through signed agreement
Qualify clients and clearly communicate space constraints and expectations
Maintain a simple pipeline and forecast bookings
Coordinate with the Groundfloor team to ensure smooth execution of rentals
Be on-site for select private rentals to support setup, hosting, and handoff
Who This Is For
Experience in event sales, venue rentals, hospitality, or a related field
Entrepreneurial mindset and comfort owning revenue outcomes
Highly self-directed with strong follow-through
Confident representing the brand in person and setting boundaries with clients
Motivated by commission, independence, and performance-based growth
Compensation
This is a performance-based, commission-only role with uncapped upside. Your earnings scale directly with the revenue you generate.
Private Events
30% commission on all private event and rental bookings you close
Example:
$10,000 in bookings = $3,000 commission
$20,000 in bookings = $6,000 commission
$30,000 in bookings = $9,000 commission
Our target is $30K+ in monthly private event bookings, which represents approximately $9,000/month in commission from events alone.
Schedule & Structure
Part-time, commission-based
Flexible, self-directed hours
On-site for private rentals as needed
Fully remote outside of on-site responsibilities
Los Angeles-based
Perks
Free Groundfloor membership
Full ownership over a revenue channel
Flexible schedule with real autonomy
High-upside commission structure
Opportunity to help shape how private events scale across future Groundfloor locations
$30k yearly 2d ago
Manager/Managing Consultant, Business Development-Restaurants
Mastercard 4.7
San Francisco, CA jobs
**Our Purpose** _Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build_ _a sustainable economy_ _where everyone can prosper. We support a wide range of digital payments choices, making_ _transactions secure,_ _simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential._
**Title and Summary**
Manager/Managing Consultant, Business Development-Restaurants
Overview
Mastercard Services is our professional services and solutions arm, providing customers with value-added services to enhance business performance and consumer experiences. Our diverse Services portfolio includes payments consulting, marketing, analytics and data insights, security solutions, open finance, and more.
The Services Business Development team is looking for a Managing Consultant to drive growth of our value-added services within the Restaurant segment. The ideal candidate has a proven track record of selling to senior executives, navigating matrixed organizations, and utilizing solution-based selling to drive clear value for customers.
Role
- Responsible for business development and ongoing account ownership Services within the Restaurants vertical with direct revenue, account ownership and sales responsibilities
- Will serve as the face of Mastercard Services to senior level client stakeholders, including c-suite
- Responsible for driving coordination within Demand Generation, Marketing, Solutions, and Product teams across Services business lines and value propositions, focused on the restaurant client vertical in the US
- Responsible for setting the commercial agenda for assigned territory
- Will partner with Retail, Drug & Grocery, Restaurant, and Travel & Hospitality segment leads of Mastercard US Market Development to develop a plan to support their strategic imperatives and revenue objectives
- Will collaborate closely with delivery teams to optimize go to market efforts and to ensure best-in-class value delivery
All About You
- Strong commercial drive with ability to build and monetize senior client relationships based on empathy, thought leadership, knowledge of product impact, and subject matter expertise
- Proven track record of meeting or exceeding sales quota
- Ability to own and drive end to end sales from initial prospecting through signed contract
- Collaborative attitude with an understanding of how to win as a team
- Preferred consulting, software platform, and / or data driven solution selling background in addition to existing contacts in the Restaurant vertical
- Strong networker across relevant stakeholder base with the ability to listen, build common ground and influence in order to effectively advance business opportunities and generate revenues
- Top-level sales skills (internally and externally) combined with strong negotiation capabilities required for large deals
Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly.
**Corporate Security Responsibility**
All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must:
+ Abide by Mastercard's security policies and practices;
+ Ensure the confidentiality and integrity of the information being accessed;
+ Report any suspected information security violation or breach, and
+ Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines.
In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more. Mastercard benefits for interns generally include: 56 hours of Paid Sick and Safe Time; jury duty leave; and on-site fitness facilities in some locations.
**Job Posting Window**
Posting windows may change based on the volume of applications received and business necessity. Candidates are encouraged to apply expeditiously.
$115k-144k yearly est. 5d ago
Associate Engineering Project Manager
Mkm & Associates 4.5
Rohnert Park, CA jobs
Benefits:
401(k)
Company parties
Dental insurance
Flexible schedule
Health insurance
Paid time off
Training & development
Vision insurance
Company Overview:MKM & Associates is a Structural Engineering firm located in the heart of the wine country. We have been in business for over 42 years with work encompassing civic, commercial, educational, healthcare, historic, hospitality, residential, and winery/brewery markets. We offer full-service structural design, drafting, documentation, and As-Built plan development. We believe in the collaboration with the Architect, sub-consultants and Contractor to ensure that our clients receive the highest level of service. MKM & Associates has a well-earned reputation for structural engineering excellence. Our professional staff members bring extensive and varied education, engineering experience, and construction backgrounds to each project. This diversity allows MKM to deliver a service that incorporates state-of-the-art practices and designs that meet or exceed our clients' expectations. Visit our website at ********************** We are currently seeking an Associate Engineering Project Manager to lead and contribute to a diverse portfolio of structural projects. The Associate Project Manager position requires leadership and communication skills. In addition, Associate Project Managers need to have varied structural design experience and comprehension, have the ability to monitor project progress, and develop project schedules and proposals. You will be involved in production and coordination of multiple projects concurrently with the responsibility of coordination and reviewing the details of their projects while developing the engineering design and organizing the drafting staff. General Job Duties and Requirements (including but not limited to):· PE (Professional Engineer) Licensed in state of California (minimum)· Create project schedules and communicate deadlines.· Create proposals and budgets.· Verify project budgets and modify as needed.· Participate in monthly invoicing, including worksheet review and invoice preparation for current client's base.· Manage projects through all phases.· Develop and maintain client relationships and maintain a client base of 5+ clients.· Attend and participate in weekly Manager's meetings.· Maintain job scheduling sheets and employee schedules.· Develop and maintain a professional relationships with staff.· Support and/or participate in annual reviews.· Coordinate with field personnel regarding any of your projects that are scheduled for observations/inspections.· Maintain up to date records in job folders (Including but not limited to, design documents, proposal/contracts, extra service documents and relevant correspondence. Additional Job Duties and Requirements:· Provide structural design for projects under other project managers and Principals.· Involvement with 2+ community organizations. · Participate in one of MKM's Committee's. Soft and Personal Skills Required:· Strong communication and interpersonal skills· Foster Excellent client relations that is service oriented· Proven leadership and teamwork abilities· High level of professionalism, empathy, and respect· Organizational and time-management skills· Commitment to collaboration and maintaining a positive team environment Physical Demands:The position may require the employee to perform the following physical activities:· Sitting or standing for extended periods.· Using a computer for extended periods.· Lifting and carrying up to 25 pounds.· Using manual dexterity to operate office equipment and handle paperwork. Reasonable accommodation will be provided for individuals with disabilities in accordance with ADA requirements. Additional Information:This position is 100% onsite at our MKM & Associates office in Rohnert Park, CA. 5 days/week, 8-hour shifts. (Flexible schedules can be accommodated) What We Offer:· Competitive salary: $80,000-$100,000/year· Discretionary Performance Bonus's· 401(k) with employee savings plan· Health savings (HSA) & flexible spending (FSA) accounts· Medical insurance· Dental and vision insurance offered; premiums are employee-paid.· Health savings & flexible spending accounts· Paid personal time off for full-time employees and sick leave for part-time employees How to Apply:Please email your cover letter, resume, and salary requirements to **********************. Use “Associate Engineering Project Manager” in the subject line. No phone calls please.
Applicants must be currently authorized to work in the United States on a full-time basis. MKM & Associates does not offer visa sponsorship at this time. MKM & Associates is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Reasonable accommodation will be made in accordance with ADA guidelines.
Employment at MKM is at-will, meaning either the employee or MKM may terminate the employment relationship at any time, with or without notice or cause, in accordance with California law. Compensation: $80,000.00 - $100,000.00 per year
More than a structural engineering firm. At MKM, we are fueled by the collective talents of our 45-person strong team, who embody a relentless commitment to seamlessly integrate structural design and construction services. Our unwavering dedication to excellence is demonstrated by our numerous project awards and LEED certifications, which exemplify our sustainable approach to design. Furthermore, with licensing spanning over 15 states, we possess the capacity and regulatory compliance to operate nationwide.
Over the years, our firm has amassed a wealth of experience in catering to diverse market sectors. This invaluable knowledge enables us to deliver innovative solutions that not only meet but exceed the expectations of our esteemed clientele. Our utmost priority is to provide you with results that are both progressive and invaluable, all while adhering to the highest professional standards.