Process Excellence Consultant
New York, NY Jobs
Title: Process Excellence Consultant-Black Belt
Duration: Contract
Responsibilities:
Audit the number of cases / calls as mandated by the client and track performance
Review calls/completed cases for adherence to internal/regulatory guidelines
Record feedback on Agents & his/her areas of improvements
Bring in necessary changes to the process and constant updating of core process
Attend calibrations sessions both internal and with the clients
Collaborate with supervisors to share quality performance issues and provide regular reports on overall performance and trends
Identify and support other opportunities for quality improvement across the team
Develop materials and process documentation to support training as and when required
Documenting quality issues, performance measures and quality improvements for management reviews
Create quality score cards to track performance level
Sharing feedback and briefings to associates to improve their quality
Coordinating and facilitate calibrations
Able to identify the Root cause and share observations with Operations
Should have knowledge on 7 QC tools
Must have a good knowledge on Excel
TNA/TNI/TTQ
RAG analysis and BQM to identify bottom performers and support management
Excellent oral and written communication and listening skills
Responsible for achieving individual key performance indicators whilst maintaining appropriate operational risk control and compliance in all activities.
Must possess procedure driven judgment to find the best solution to an issue.
Maintaining a positive, empathetic, and professional attitude toward customers always.
Communicating and coordinating with colleagues, as necessary
Skills:
Understanding of Quality methodologies like Six Sigma, Lean, kaizen etc.
Excellent Communication & feedback/ coaching Skills
Customer Focus: must demonstrate competency in dealing with all levels of employees /management and building strong relationships with teams and all organizational customers.
Functional/Technical Skills: must possess strong quantitative, analytical and technical aptitude skills
Drive for Results: must possess the ability to work under pressure, meet deadlines and be accountable for performance.
Time Management: must be able to multi-task, be detail oriented and demonstrate strong organizational skills.
Interpersonal Savvy: must demonstrate excellent interpersonal skills with all levels of organizational customers and team members.
Written Communication: must possess the ability to effectively, accurately and concisely convey thoughts and concepts, and provide information to all organization customers.
Problem Solving: must demonstrate the proactive ability to find and define problems, understand business impact, identify solutions and provide recommendations for corrective action.
Decision Quality: must possess the ability to work independently, establish priorities and demonstrate good judgment skills.
Learning on the Fly: must be willing and able to take the initiative for learning, increasing knowledge and improving skills in a self-directed manner to improve performance and position added-value.
Dealing with Ambiguity: ability to adapt and excel as a team player in a fast-paced and change-oriented environment.
Good Interpersonal & people management skills with good problem-solving approach
'8 to 10 Years of customer experience (non-FS) OR Fintech CX OR Intl. Banking CX
Min 7 years of experience in Banking contact center ops/ back office / voice process
Immediate Need: Sr. Oracle Health (Cerner) PowerTrials Consultant
Kansas City, MO Jobs
IMMEDIATE OPPORTUNITY: HPG is looking for seasoned Oracle Health PowerTrials Analyst/Consultant for project starting in April. This position is part-time; approximately 10-20 hours a week for 12+ months.
Are you a problem solver with a passion for streamlining healthcare systems? Do you have expertise in Oracle Health PowerTrials and love working in a collaborative environment? We are looking for Oracle Health PowerTrial Consultant to join our team and help support an automated clinical solution to our healthcare customer.
Key Responsibilities:
Provide expertise in the support of Oracle Health PowerTrials.
Collaborate with cross-functional teams to design and deploy solutions.
Operational experience of Oracle Health applications including design, build, testing and maintenance.
Ensure seamless integration with hospital workflows.
What You Bring:
Proven experience with the implementation and support of Oracle Health PowerTrials.
Strong project management and communication skills.
A commitment to improving healthcare delivery.
Willingness and ability to travel to client site; if needed, but anticipate this will be fully remote.
What We Offer:
Competitive compensation.
Opportunities for professional growth.
A chance to make a real impact in healthcare.
Ready to Make a Difference?
Apply now and help us transform healthcare through innovative technology!
Visit our website at ******************
#HealthcareIT #OracleHealth #ConsultantJobs #ImplementationSpecialist #PowerTrials#NowHiring
We are an EEOC employer.
Financial Consultant - San Francisco, CA
San Francisco, CA Jobs
Job Description:Financial Consultant
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.
The Expertise We're Looking For
Previous success in building relationships, uncovering needs and recommending solutions
FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Being coachable, collaborative, and curious are your "go to" attributes
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions, you take initiative and exceed customer expectations
Extensive knowledge of investment solutions
Our Investments in You
Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
You have a steadfast commitment to your clients while making a positive impact in the community
The base salary range for this position is $55,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
Certifications:
Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA
Category:
Sales
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Construction/Consulting Project Manager - Entry Level
Remote
We are offering a full-time staff position as a Project Manager, which will be a remote/work-from-home position. In addition to competitive salaries and discretionary performance-based bonuses, other company benefits include a group insurance policy providing health, dental, vision, life insurance and disability coverage. We also sponsor a 401k plan with employer-matching up to 4% of salary. Staff members are entitled to mileage reimbursement for work engagements. Our work environment is casual and will also include periodic travel opportunities.
Qualifications
All applicants must be eligible to work in the United States, have a valid Texas driver's license, and be fluent in verbal and written English. Candidates must have (at minimum) a Bachelor's degree in Engineering, Architecture, Construction Management, Accounting, or Business Administration. We will place additional priority on applicants with experience in the following areas: building design and construction, site surveys and inspections, building materials, appraisals, insurance, cost estimating and property management. Candidates must be proficient with Microsoft Office.
Responsibilities
Responsibilities will include involvement in all aspects of consulting services, including but not limited to the following:
Physical site inspections of various property types in locations throughout Texas, Oklahoma, Arkansas and abroad, with primary focus on the Texas market.
Inspections will consist of documenting and evaluating existing building elements including building envelope systems, mechanical systems, roadways and other site improvements, etc. Note: this position work will require occasional multi-day travel. (Training will be provided.
Detailed evaluation and report writing
Research with building and construction professionals, property managers and other client representatives
Cost estimating
Report delivery and presentations
Client correspondence
Since 1986, Association Reserves has been a professional consulting company that provides reserve studies and capital plans for association-governed communities, commercial buildings, resorts, clubs, schools, churches and more in locations throughout the United States and abroad. Our reserve studies combine principles of accounting and engineering to assist our clients with long-term budgeting and capital planning guidance, helping them make informed decisions about the care of their physical and financial assets. For more information about our company, please visit us at *********************
Internal Consultant
Downers Grove, IL Jobs
Dover is a diversified global manufacturer with annual revenue of over $8 billion. We deliver innovative equipment and components, specialty systems, consumable supplies, software and digital solutions, and support services through five operating segments: Engineered Products, Clean Energy & Fueling, Imaging & Identification, Pumps & Process Solutions and Climate & Sustainable Technologies. Dover combines global scale with operational agility to lead the markets we serve. Recognized for our entrepreneurial approach for over 60 years, our team of approximately 24,000 employees takes an ownership mindset, collaborating with customers to redefine what's possible.
Headquartered in Downers Grove, Illinois, Dover trades on the New York Stock Exchange under "DOV." Additional information is available at?dovercorporation.com.?
Role Overview:
As an Internal Consultant at Dover, you will play a crucial role in driving strategic initiatives, solving complex business challenges, and enhancing the capabilities of our workforce. This role requires a blend of business consulting expertise, coaching skills, and a passion for knowledge transfer. You will partner with internal stakeholders across our operating companies to identify opportunities for improvement, develop solutions, and implement changes that drive efficiency, productivity, and overall business performance.
Key Responsibilities:
Business Consulting: Lead and contribute to a variety of projects within Dover Corporate and multiple Operating Companies (OpCos), including areas such as Manufacturing, Supply Chain, Sales/Commercial, R&D, and M&A. Apply consulting methodologies to diagnose problems, design solutions, and drive measurable outcomes.
Project Management: Scope, manage, and execute projects from inception to completion, ensuring timely delivery of impactful outcomes. Develop project plans, manage resources, and ensure project objectives are met within established timelines.
Data Analysis & Strategic Recommendations: Collect, analyze, and interpret data from diverse sources to understand business needs and trends. Develop strategic recommendations to address business challenges and present findings to key stakeholders.
Coaching & Skills Building: Provide one-on-one coaching and group training sessions to enhance the skills and competencies of employees and consulting trainees. Design and implement programs to build internal consulting capabilities and foster a culture of continuous improvement.
Knowledge Transfer & Development: Share best practices and methodologies with internal teams to enhance organizational learning and capability development. Create training materials, conduct workshops, and mentor employees to support their professional growth.
Stakeholder Engagement: Engage with business leaders and stakeholders to understand their needs, present insights, and facilitate the implementation of solutions. Act as a trusted advisor, building strong relationships to ensure alignment and support for initiatives.
Continuous Improvement: Lead efforts to identify and implement best practices across the organization. Use feedback and performance data to refine processes, improve project selection, and enhance the overall impact of consulting and coaching interventions.
Communication: Clearly and efficiently communicate project objectives, findings, and recommendations to diverse audiences, including senior executives. Prepare and deliver presentations that convey complex information in a simple, compelling, and actionable manner.
Skills & Competencies:
Analytical & Problem-Solving Skills: Strong ability to analyze complex data, identify trends, and develop innovative solutions to business problems. Proficient in translating data insights into strategic actions.
Project Management: Expertise in managing multiple projects simultaneously, including scoping, planning, resource allocation, and risk management. Ability to lead projects through all phases, from discovery to implementation.
Coaching & Mentorship: Proven experience in coaching individuals and teams to enhance performance and develop skills. Ability to provide constructive feedback and create development plans that drive continuous improvement.
Consulting Expertise: Solid experience in management consulting, with the ability to diagnose issues, develop strategic recommendations, and drive change. Familiarity with consulting tools and methodologies.
Strategic Thinking: Ability to see the big picture, anticipate future challenges, and develop long-term strategies that align with organizational goals.
Stakeholder Management: Excellent interpersonal skills for building relationships with stakeholders across various levels and functions. Ability to influence and gain buy-in for initiatives.
Knowledge Transfer: Ability to design and deliver training sessions and workshops to share knowledge and best practices with internal teams. Experience in developing training materials and facilitating group learning.
Communication: Superior written and verbal communication skills, with the ability to convey complex ideas clearly and persuasively. Proficiency in creating engaging presentations and reports.
Business Acumen: Strong understanding of business operations and the ability to align consulting interventions with broader organizational objectives.
Qualifications:
Bachelor's degree or higher in a relevant field from an accredited university.
5+ years of experience in management consulting or a similar role with exposure to various business disciplines.
Prior experience in an external management consulting firm is strongly preferred.
Strong business acumen with the ability to analyze data and provide actionable insights.
Chicago-based role.
Ability to travel up to 25% of the time, including internationally.
Proven ability to build collaborative relationships and communicate effectively with senior leaders.
Track record of managing complex projects and delivering high-impact results in a fast-paced environment.
Salary Range:
We consider several job-related, non-discriminatory factors when determining the pay rate for a position, including, but not limited to, the position's responsibilities, a candidate's work experience, a candidate's education/training, the position's location, and the key skills needed for the position. Pay is one of the Total Rewards that we provide to compensate and recognize employees for their work.
All qualified applicants will receive consideration for employment without discrimination based on race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other factors prohibited by law.
Why Dover:
We offer a competitive salary and comprehensive benefits as part of our Total Rewards program. We value and respect diversity, and all qualified applicants will receive consideration for employment without discrimination.
Application Process:
To apply for this role, please submit your resume and a cover letter detailing your relevant experience and what excites you about the opportunity to join Dover.
Work Arrangement : Hybrid
Salary Range : $118,000.00 - $130,000.00
We consider several job-related, non-discriminatory factors when determining the pay rate for a position, including, but not limited to, the position's responsibilities, a candidate's work experience, a candidate's education/training, the position's location, and the key skills needed for the position. Pay is one of the Total Rewards that we provide to compensate and recognize employees for their work.
All qualified applicants will receive consideration for employment without discrimination on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other factors prohibited by law.
Job Function : Human Resources
#LI-LM1
Sr. Retirement Plan Consultant
San Francisco, CA Jobs
Get in on the ground floor with a fast-growing, VC-backed tech company that is redefining the traditional 401(k) Advisor Role! Leverage AI and custom payroll integrations to provide your clients with fully automatic 401(k) and scalable financial wellness without changing providers. Founded by experts who transformed the 401(k) for Fortune 500 companies, we're backed by prominent venture capital and financial technology veterans who share our vision of bringing institutional quality investments to everyday Americans.
As a Sr. Retirement Consultant, you'll turn our current clients into raving fans. You'll own the ongoing relationship with our clients and be the primary point person for all client contact. That means you'll be responsible for working with the client, the operations team, and the rest of the client services team to deliver above-and-beyond service from the moment a plan goes live on our platform. You'll also serve as the voice of the client to our product and engineering team and help drive forward new initiatives and features to improve the client experience going forward. In short, you'll be a co-creator of the client-facing side of ForUsAll. The right fit for this role is someone who is not afraid to take initiative and ownership of their work. You combine deep 401(k) knowledge with a unique ability to establish strong client relationships.
What's Expected from You
401(K) Expertise - consult with employers on 401(k) plan design
Tenacious creativity - constantly scanning to identify and lead automation/scale initiatives
Show initiative - an idea is just a thought, an idea + ownership + execution = rapid career development
Maintain the same positive attitude on Mondays that you have on Fridays. Positivity is contagious!
Listen and learn from every other contributor and department - we are a series B startup, which means you will have huge visibility into the inner workings of ForUsAll
Above all - harbor a desire to make a social impact - improving the lives of Americans from small business owners to struggling employees who simply want a more secure financial future for themselves and their families.
Qualifications Requirement
401(k)-specific experience
Series 65 license not required upon hire, but willing to get
Clear and concise verbal communication ability
Passionate about delivering an exceptional client experience
Deep desire to learn and grow as a professional
Ability to stay calm, consistent, and reliable in a high intensity environment
Benefits
Medical, Dental, and Vision (up to 100% employee coverage depending on the plan selected)
HSA and FSA offerings
401k
Generous vacation package with 11 paid holidays
Equity/options grant included in compensation package
For candidates based in the San Francisco Bay Area, this position offers a flexible hybrid work model. Applicants outside this region will have the opportunity to engage in a fully remote capacity.
ForUsAll is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal opportunity regardless of race, color, ancestry, religion, gender, gender identity, parental or pregnancy status, national origin, sexual orientation, age, citizenship, marital status, disability, or Veteran status and operate in compliance with the San Francisco Fair Chance Ordinance.
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Sr. Investment Consultant / Consultant - Public Funds (West Coast)
San Francisco, CA Jobs
Job Category: Consulting
Full-Time
CA San Francisco, CA 94111, USA
Description
Level:
Consultant: (7-10 years), Sr. Consultant: (10+ years)
Investment Director vs. Sr. Investment Director level will be determined dependent on qualifications and experience.
Location: Flexible (West Coast, preferably San Francisco but open to remote work in other areas of California. Candidates in Portland or Denver would also be considered. Please include your current address on resume.)
Job Summary:
NEPC is seeking an experienced Public Fund Consultant to join our growing practice on the West Coast. We are seeking an accomplished investment consultant with a minimum of 7 years of solid investment experience in both traditional and alternative asset classes. Experience servicing public fund relationships is required. This requires strong presentation, verbal communication and writing skills and a solid technical background. Experience servicing institutional investment relationships is required. An advanced degree and/or the CFA and/or CAIA designation are strongly preferred. In-depth knowledge of asset allocation and strong knowledge of alternative investments is required. Ability to handle multiple, unique client relationships (alone or on a team basis) is an inherent job requirement.
Job Qualifications:
Ability to develop new business relationships, present NEPC's unique market brand to prospects and bring new clients to the firm.
Ability to manage and service 7-12 complex client relationships.
Provide consulting advice on investment fund design, structure, and governance.
Meet client needs and objectives and be responsive and accessible to clients, consistent with NEPC's client-centric philosophy.
Participate in marketing and new business development opportunities on a regular basis.
Develop new leads and ask for referrals to enrich the pipeline of new business opportunities.
Back up other Sr. Consultants/Partners on complex accounts as needed.
Guide/train analysts and other associates as needed.
Assist in the preparation of “white papers” on topics of current or prospective interest to clients.
Participate in appropriate conferences and networking events becoming a known NEPC entity in the marketplace.
Maintain current knowledge of investment trends and challenges, including best practices and communicate these effectively with clients.
Partner with NEPC's team of Research professionals to stay current on market trends.
Specific Responsibilities:
Act as a lead or secondary consultant on NEPC client teams.
Strengthen NEPC's public fund brand on the West Coast by attending conferences, speaking on panels, and building a reputation as a top-tier NEPC consultant.
Provide consulting advice to clients on trends in the capital markets and NEPC's recommended actions.
Determine the appropriate asset mix and fund structure for each client.
Develop/review investment policy statements and update appropriately.
Oversee/conduct manager searches for traditional and alternative assets.
Prepare and/or review quarterly reports for client investment performance.
Educate clients as to their investments and to general topics of interest in the investment industry, especially as it relates to the specific needs of their institution.
NEPC features competitive salary, bonus, and full benefits, including health and welfare, profit sharing and 401(k) plans. In addition, we offer tuition reimbursement and financial support towards the CFA and CAIA designations. We also have a very flexible work environment with both remote and hybrid options.
Company Background:
NEPC, LLC is a full-service investment consulting firm based in Boston, Massachusetts. NEPC was founded in 1986 and now has approximately 375 employees and over 425 clients. We provide a variety of consulting services such as asset allocation, performance measurement, policy formulation, investment manager research, and discretionary portfolio management. NEPC is a strong advocate of promotion from within, so excellent potential exists for professional growth.
Our clients include defined benefit, defined contribution, endowments, foundations, trusts, public, corporate, Taft-Hartley, health & welfare, high net worth, insurance, and private plans. NEPC's mission is to help our clients build successful investment programs, using diverse and proven strategies to enhance returns while minimizing risk. We're a fun (but demanding) company with excellent working conditions, great benefits and a very supportive team-oriented environment.
NEPC is an Affirmative Action/Equal Opportunity Employer (January 2025)
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Senior Consultant, Risk & Controls
Louisville, KY Jobs
Risk & Controls Senior Consultant at Clark Schaefer Consulting
Location: Remote (primarily serving clients across Ohio, Kentucky, and Indiana, with potential national engagements)
About Us: At Clark Schaefer Consulting, a division of Clark Schaefer Hackett, we pride ourselves on delivering impeccable accounting, operational, control, and technology services to our high-profile clientele, comprised of public and private entities. We are recognized for our steadfast commitment to excellence, demonstrated by a proven track record as trusted advisors delivering transformative results.
Guided by our cornerstone values of integrity, quality, respect, and innovation, we provide consistent and superior service to our clients while also nurturing these values within our team. This role allows the flexibility of remote working, primarily serving clients across Ohio, Kentucky, and Indiana, with potential engagement on a national scale. While occasional travel might be required, it is more an exception than a norm.
Why Join Us? If you seek an enriching experience that values diversity in all its forms, encourages personal growth, in a team environment, with minimal travel, look no further.
We invite skilled professionals to join our Risk & Controls team, where you can play a vital role in delivering SOC attestation, SOX compliance, internal audit, and operational advisory services. This is an exciting opportunity for personal and professional growth, allowing you to utilize your expertise while making a meaningful difference in enhancing risk management and compliance strategies for our clients.
Responsibilities:
Engage with diverse organizations of varying sizes across multiple industries.
Plan and perform operational and compliance engagements such as SOC 1 & 2 examinations, SOX, internal audit, etc.
Document business processes within process narratives or flowcharts, identifying risks and mitigating controls.
Develop risk and control matrices and assist in the designing of test plans.
Identify control gaps and test the design and operational effectiveness of existing controls.
Formulate clear and concise conclusions on internal controls, business processes, and efficiency opportunities.
Prepare reports detailing findings and recommendations, including reviewing findings and recommendations with appropriate client personnel.
Provide oversight and training to consultants and/or interns assigned to engagements.
Commit to continual professional development and continuous growth, keeping abreast of regulations, industry, and information technology changes.
Participate in the research and development of new emerging risk engagements.
Competencies:
Exceptional problem-solving abilities, with a knack for thinking on your feet.
Strong communication skills, with an ability to explain complex concepts to non-technical stakeholders.
Team player, able to work collaboratively with diverse team members and clients.
Adaptable and flexible in the face of changing client needs or new information.
Self-driven in a remote working environment.
Education / Work Experience:
A bachelor's degree in accounting from an accredited college/university.
Minimum of 3 years of experience within a public accounting firm or industry environment performing internal audit, consulting, or risk services.
Demonstrable knowledge of internal control frameworks, professional standards, and regulations.
Highly Desirable Certifications:
CPA, CIA, and/or CISA, or strong desire to obtain one of these certifications.
Travel:
Minimal, if any.
Why Us? The Clark Schaefer Hackett community includes trusted advisors with Clark Schaefer Hackett, Clark Schaefer Consulting, and Strategic HR. This elite community leverages strategic skills, financial and operational leadership, proven business acumen, and technological advances to successfully provide customized solutions for every client and every engagement.
Clark Schaefer Hackett is committed to providing equal opportunity to all classes protected by federal, state, and local law. Employment-related decisions are made without regard to race, religion, color, national origin, sex, disability, age, military status, veteran status, sexual orientation, gender identity, genetic information, or any other legally protected status. Equal employment opportunity includes, but is not limited to, recruitment, hiring, placement, compensation, training, promotion, transfer, demotion, and termination.
Benefits Consultant
San Diego, CA Jobs
Everything we do at BBSI is in support of business owners. We eliminate organizational complexity and bring predictability to the management of their business. We offer outsourced benefits, HR, risk management, payroll administration, and recruiting to small-and medium-sized businesses. We combine expert knowledge with industry-leading solutions allowing business owners to focus on their core business while building stronger companies.
We facilitate conversations around a broad range of organizational areas that allow business owners to run their companies more effectively, including leveraging their benefit offering to attract and retain top talent and to increase productivity. With 63 branches across the country, we offer our clients a high-touch, relationship-based experience. We stand shoulder-to-shoulder with them and enable them to view their businesses-and their roles as owners-differently. Every business owner is on a journey. BBSI is with them every step of the way.
BBSI (Nasdaq) is experiencing a steady rate of growth and is looking for key employees to complement our existing teams. The Employee Benefits Consultant role provides guidance and support to our business-owner clients and our internal team of experts and represents our master benefits program, BBSI Benefits. This person must demonstrate strong business acumen and possess an entrepreneurial spirit with a genuine desire to proactively and consistently deliver results for our clients and internal teams.
The BBSI Employee Benefits Consultant works with their branch, clients, and their broker (when applicable) to create a tailored benefits package that will meet the needs of our clients and their employees. The BBSI Employee Benefits Consultant works with a number of multi-million-dollar business units that consult on a broad range of organizational issues.
The ideal candidate will be able to balance the account management and service element of the role with the responsibility to bring on new BBSI Benefits Clients and their employees (worksite employees).
The objective of the Employee Benefit Consultant is to partner with branches, internal underwriting, and the corporate operations team to:
growth of the master benefits program (Health, Dental, Vision, Ancillary, etc.)
and recommend client companies' benefits offerings based on client objectives, providing clients with strategic guidance and decision-making support.
client employees (worksite employees) on the value of their benefits and simplifying industry concepts during open enrollment meetings, maximizing employee engagement and plan participation.
field driven new business development, identifying opportunities and client/RP fit.
as a subject matter expert in the area of employee benefits, providing strategic guidance, training, and support to:
and peers - training and mentorship contributing to the professional growth of the team.
clients and their employees (worksite employees).
clients.
the client and worksite employee experience with BBSI and the Benefits Program throughout the client's lifecycle by professionally and effectively managing client relationships to include:
onboarding - implementation of benefit plans, ensuring compliance.
to reach out to clients proactively throughout the year, and work together to provide prompt and thorough resolution of escalated matters.
renewal, client retention.
This position is a
full time, exempt position
that reports to the Benefits Consultant Manager and works in partnership with other positions within the business units, branches, and corporate office.
REQUIREMENTS:
8+ years hands-on employee benefits experience at a benefits brokerage or general agency; Account Management and/or Benefits Administration experience a plus.Prior PEO experience a plus.
Thorough understanding of employee benefits principles and practices, including laws and regulations at the state and federal level, product and market-specific familiarity, industry trends, and underwriting concepts. This includes self-directed development and maintenance of knowledge.
Ability to develop and maintain deep knowledge of master plan contracts, carrier partnerships, competitors, plan limitations and exclusions, internal processes, underwriting requirements, and compliance considerations.
Ability to understand audience and modify communication clearly in verbal and written formats with all levels and industry types to tailor complex concepts to the audience in a way that they can understand.
Excellent facilitation skills including conducting meetings for desired impact. Demonstrated ability to write, develop, and deliver successful presentations and facilitate trainings to individuals and groups at all levels of the organization.
Ability to develop and maintain relationships with branch leaders, business unit team members, referral sources, and operations support employees.
Demonstrated ability to manage a portfolio of accounts while maintaining strong client relationships to become a trusted advisor to business owners while building confidence in BBSI, our benefits program and the service team.
Demonstrated ability to prioritize in a fast-paced, high-volume environment with a willingness to enthusiastically “roll up sleeves” and perform administrative work as needed.
Extensive Microsoft Office experience, especially Microsoft Excel and PowerPoint, experience using CRM software.
Availability to travel up to 25% during peak periods, including possible overnight stays.
Current Life and Health Insurance Producer's License.
For individuals with these requirements, this position offers:
that you are working for a results-oriented and growing national publicly traded company.
to work as part of a team of experts to impact the success and growth of client companies, the benefits program, and the organization.
working with clients in a variety of industries.
Salary and Other Compensation:
The starting salary range for this position is $90,000.00-130,000.00 annually. Factors which may affect starting pay within this range may include geography, skills, education, experience, certifications, and other qualifications of the candidate.
This position is also eligible for incentive pay in accordance with the terms of the Company's plan.
Benefits: The Company offers the following benefits for this position, subject to applicable eligibility requirements: medical insurance, health savings account, flexible savings account, dental insurance, vision insurance, 401(k) retirement plan, accidental death and dismemberment, life insurance, voluntary life insurance, voluntary disability insurance, voluntary accident, voluntary critical care, voluntary hospital indemnity, legal, identity and fraud protection, commuter benefits, pet insurance, employee stock purchase program, and an employee assistance program.
Paid Time Off: 40 hours of paid sick leave annually (additional sick/front loading/accrual, if any, based on state or regional requirements); vacation accrues up to 80 hours in the first year, up to 120 hours in years 2-4, and up to 160 hours in the fifth year; 6 paid holidays annually, 4 paid volunteer days annually.
Diversity and Inclusion are critical parts of our corporate culture. BBSI strives to create a workplace where everyone feels included and empowered to bring their full, authentic selves to work, and is treated fairly. BBSI is an equal opportunity employer and makes employment decisions on the basis of merit.
Chamonix Infra Analyst
New York, NY Jobs
Chamonix Partners Capital Management LLC (“Chamonix” or the “Company”), an investment adviser registered with the U.S. Securities and Exchange Commission, is a wholly-owned direct subsidiary of Natixis North America LLC (“NNA”). Chamonix is seeking a Vice President-level analyst with specific expertise in infrastructure and project finance debt (“Infra Analyst”) to join its growing asset management team, focusing on various new strategies linked to real asset private debt. These strategies include expanding its existing separate account-based co-lending platform and its recently developed infrastructure CLO issuance platform. He/she/they will be the firm's first credit analyst hire and is expected to contribute to the establishment of a growing team of private credit experts.
Responsibilities:
Assist with the sourcing and screening of loan opportunities through existing origination channels.
Conduct initial due diligence and, if a loan opportunity progresses, perform comprehensive credit analysis.
Author written products (credit memos) for the Portfolio Management Team, Chief Investment Officer (CIO), and Investment Committee.
Assist with ongoing loan monitoring and management, focusing on the credit aspects of the loans.
Learn and utilize the Company's core portfolio management and credit risk management systems.
Collaborate with various credit and risk-focused teams at the originating bank, within Chamonix (including the CIO and Chief Risk Officer (CRO)), and externally (such as rating agencies).
Assist with related tasks pertinent to client mandates, including transaction structuring and analysis.
Perform any other duties or responsibilities as assigned or delegated by the Company's CIO or executive leadership team.
Qualifications
Bachelor's degree in a relevant field.
A minimum of 5 years of experience in infrastructure and project finance debt, with a preferred focus on the evaluation of origination or investment opportunities in this space.
Solid quantitative and analytical skills, with the ability to think quickly and make sound decisions in high-stress situations; a passion for financial markets and a fast-paced environment is essential.
Effective verbal and written communication skills; the ability to convey thoughts clearly and succinctly, and to communicate complex information in a clear and organized manner.
Strong experience with MS Excel, along with working proficiency in PowerPoint and Word.
If you are looking to be part of a dynamic team and contribute to the growth of innovative asset management strategies, we encourage you to apply.
Natixis is an equal opportunity employer, committed to a workplace free of discrimination. Natixis will not tolerate any form of discrimination based on age, color, mental or physical handicap or disability, pregnancy, marital status, sexual orientation, national origin, alienage, ancestry or citizenship status, race, religion, sex (including sex stereotyping, gender identity, gender expression or transgender status), veteran status, creed, genetic information or carrier status, or any other protected characteristic as established by law.
Respect for all means that we deal with each person as an individual and not as a member of any group. All qualified applicants will receive consideration for employment. Management is expected to provide leadership in supporting the firms EEO program by taking steps to promote EEO in all facets of employment including recruitment, hiring, retention, promotion, performance assessment, and career-development opportunities.
The salary range for this position will be between $175,000 - $225,000. Natixis is required by law to include a reasonable estimate of the compensation range for this role. Actual base salary will vary and will be based on several factors including, but not limited to, relevant experience, education, skills set, applicable licensure and certifications, and other business and organizational needs. Base salary is only one component of our total rewards package. Natixis also offers a generous benefits package, and you may be eligible for a discretionary incentive award depending on company and individual performance.
Sr Principal, Solutions Consultant - 3rd Party Resiliency
Chicago, IL Jobs
About Northern Trust:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
NT is seeking an experienced Sr Principal Solutions Consultant - 3rd Party Resiliency. The Sr Principal Solutions Consultant - 3rd Party Resiliency is responsible for designing, implementing, and managing solutions that assess and enhance the resilience of third-party vendors, partners, and suppliers. The role ensures that third-party ecosystems align with the organization's business continuity, risk management, and regulatory compliance objectives. This individual will work closely with internal stakeholders, third-party providers, and technology teams to develop scalable frameworks for third-party resiliency and risk oversight.
This role will be responsible for a number of key functions that both support and drive improvements to the 3rd party resiliency of Northern Trust's IT Landscape.
What you will do:
Resiliency Solution Design
Develop and implement third-party resiliency frameworks, incorporating business continuity, disaster recovery, and incident response planning.
Assess and design the Lifecycle Management process to improve the resiliency of third-party providers.
Collaborate with cross-functional teams to support overall business strategies and to ensure alignment with organizational goals and industry standards.
Third-Party Risk Assessment
Conduct comprehensive resiliency assessments of third-party vendors and partners, focusing on operational, technical, and strategic risks.
Evaluate third-party disaster recovery and business continuity plans to ensure they meet the organization's resiliency standards.
Identify issues, risks and control gaps and take appropriate actions to mitigate.
Resiliency Oversight
Build and maintain third-party monitoring solutions, enabling ongoing evaluation of vendor performance and resiliency metrics.
Create frameworks for periodic testing, such as tabletop exercises, failover simulations, and crisis management drills involving third parties.
Stakeholder Collaboration
Partner with procurement, vendor management, and legal teams to include resiliency requirements in contracts and SLAs.
Work closely with IT, compliance, and cybersecurity teams to address third-party risks holistically.
Develop strong working relationships with stakeholders across all business units and control functions.
Communicate the strategy and ensure it aligns and meets the overall business strategy.
Regulatory Compliance
Ensure third-party resiliency practices comply with relevant laws, regulations, and industry standards (e.g., NIST, ISO 22301, ISO 27001, GDPR).
Prepare documentation for audits and regulatory reviews related to third-party resiliency.
Continuous Improvement
Stay updated on emerging risks, technologies, and best practices in third-party risk and resiliency.
Recommend and implement enhancements to improve third-party resilience capabilities.
You possess:
Education:
Bachelor's degree in Information Technology, Risk Management, Business Administration, or a related field (Master's degree preferred).
Experience:
10+ years of experience in business continuity, disaster recovery, or third-party risk management.
10+ years in systems engineering with a focus on reliability, systems operations, and software engineering.
Strong background in resiliency frameworks and risk assessment methodologies.
Experience working with third-party risk management platforms (e.g., Fusion Risk Management, RSA Archer, ServiceNow GRC).
5+ years as a Team lead or a hands-on Technical Manager role that can engage and deliver projects to completion.
Experience with both on-prem and cloud solutions.
Excellent problem-solving skills and ability to handle complex technical challenges.
Strong dedication to customer needs, with excellent communication and the ability to build lasting relationships, alongside the capability to articulate complex reliability strategies in a clear and impactful manner.
Proven experience in leading and mentoring technical teams.
Practical experience operating in an Agile development environment.
Preferred Skills and Certifications:
Certifications such as CBCP, MBCI, CRISC, or CISA are strongly preferred.
Expertise in industry standards and frameworks (e.g., ISO 22301, NIST CSF, FAIR).
Strong analytical, communication, and stakeholder management skills.
Familiarity with cloud-based architectures and SaaS solutions is a plus.
Key Competencies:
Strategic thinking with a focus on resilience in a multi-vendor ecosystem.
Ability to translate complex resiliency requirements into actionable solutions.
Strong interpersonal skills to engage and influence internal and external stakeholders.
Salary Range:
$164,600 - 288,000 USD
Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.
Working with Us:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today.
#J-18808-Ljbffr
Personal Loan Consultant
Rochester, NY Jobs
At OneMain, Consumer Loan Sales Specialists empower customers - listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. Consumer Loan Sales Specialist will learn the lending and servicing business at OneMain allowing them to grow their career.
Target base salary range is $17.00-$20.00, which is based on various factors including skills and work experience. In addition to base salary, this role is eligible for a competitive additional compensation program that is based on individual and company performance.
In the Role
Deliver results related to individual and branch sales goals as well as customer expectations
Develop new relationships - and maintain existing relationships - working with customers throughout the loan process and loan life cycle
Present financial solutions, based on customer needs, that meet their goals
Present customers with optional insurance products
Educate customers on the terms and conditions of their loan to ensure a clear understanding
Learn how to utilize credit underwriting techniques and sales tools
Manage the life cycle of the loan, including collections activities, complying with all laws and regulations
Requirements:
HS Diploma/GED
Preferred:
Sales, Collections or Customer Service experience
Location: On site
The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.
Who we Are
A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include:
Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances
Up to 4% matching 401(k)
Employee Stock Purchase Plan (10% share discount)
Tuition reimbursement
Paid time off (15 days vacation per year, plus 2 personal days, prorated based on start date)
Paid sick leave as determined by state or local ordinance, prorated based on start date
Paid holidays (7 days per year, based on start date)
Paid volunteer time (3 days per year, prorated based on start date)
OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.
In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online.
At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain.
Key Word Tags
Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
Consulting Analyst - Retirement Plans
Chicago, IL Jobs
Fiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan sponsors, endowments and foundations, private clients, and financial institutions. We operate with over 200 professionals nationwide, supporting our distinct purpose of helping clients prosper.
The Consulting Analyst is responsible for working closely with Investment Consultants. The Consulting Analyst contributes directly to a superior client experience through thoughtful and accurate analysis of the firm's Defined Contribution client portfolios, aligning with our mission of helping clients prosper. The target time to start for this role is Summer 2025.
Responsibilities:
Proactively lead portfolio evaluation/diagnostic review effort for new clients, cross-collaborating with multiple teams at the firm
Evaluate and construct investment policy statements consistent with clients' investment objectives, risk tolerance, and investment restrictions
Analyze asset allocation structure of client portfolios, including modeling and portfolio optimization analysis
Collaborate with Investment Research in developing solutions for client portfolios
Develop fiduciary governance materials in preparation for quarterly reporting
Analyze and create customized components for client reports and supplemental meeting materials as needed
Analyze and create plans for implementing investment decisions, portfolio reallocations, and rebalancing, and monitor and respond to ongoing recurrent needs of clients
Collaborate with Performance Analytics and Client Services in developing optimal reporting solutions for clients
Issue and evaluate vendor Request for Information (RFIs) or Request for Proposals (RFPs) and prepare related analysis and deliverables
Respond to periodic audit requests for investment-related data and analysis
Conduct special ad-hoc analyses and projects as needed to support Investment Consultants
Interact with and proactively communicate with Investment Consultants on all client matters and related projects
Attend and present at client meetings in a supporting role on occasion
Respond to all meeting follow-up and action items in a timely and effective manner
Maintain accurate client account and investment records in the CRM
Respond to client and vendor requests in a timely and effective manner
Required Education, Professional & Technical Experience
Bachelor's Degree required with a preferred concentration in Economics or Finance
Entry-level experience welcome
Proficiency in Microsoft Suite
Previous experience with CRM, custody portals, and asset allocation modeling software is a plus
CFA candidate is a plus
Knowledge of capital markets, including domestic and foreign equity, fixed income, and alternative investments
Intellectual curiosity about investments, asset allocation, and portfolio structure
Fundamental knowledge of retirement plan (Defined Benefit and Defined Contribution) and nonprofit client marketplaces
Ability to multi-task and prioritize under tight deadlines
Driven professional with a positive attitude and adaptable
Proven ability to work independently and engage within a team structure
Essential Traits
Thoughtful ability to establish rapport and build relationships.
Exceptional communication in a public setting with notable writing and presentation skills.
Adaptability when priorities shift and able to work independently.
Sound judgment and problem-solving skills.
Innovative, curious, and enthusiastic.
Detail-oriented with a high level of accuracy and organization.
Ability to cultivate and develop inclusive and equitable working relationships to support a sense of belonging.
Passionate about working in an organization that values and promotes diversity, equity, inclusion, and anti-racism.
Work Environment & Travel Requirements
This role may travel up to 10% of the time for training and or business/events.
This role offers a hybrid work model with three days in one of our professional office environments and two days remotely.
Physical Job Expectations
The physical job expectations described here are representative of those that must be met by an associate to successfully perform the essential functions of this job:
Must be able to remain in a stationary position for up to 8 hours.
Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information.
The person in this position may at times need to move throughout the building to access different areas.
Ability to move equipment weighing up to 25 pounds.
Reasonable accommodations may be made to enable individuals with disabilities to perform their primary responsibilities.
What We Offer (Summary Highlights)
A workplace that welcomes authenticity and practices acceptance for what makes each of us different. We are committed to educating our team, growing as a firm, and taking intentional actions related to diversity, equity, belonging and inclusion. We strive to be active participants of change in and outside our industry.
The base salary range for this position is $65,000-$85,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
Paid Time Off
Generous PTO with optional rollover
Personal/Sick Time
10 Holidays with additional half days off for specific holidays throughout the year
Summer Perks
Bereavement Time -inclusive time off for a loved one, unborn child, or pet.
Employer Paid Parental, Personal and Family leaves.
Professional Development Day for eligible exams
Work Life Convenience Benefits
Exclusive Wellness Benefit Programs from VirginPulse, Care.com, Torchlight, Real Appeal, Peloton and more
KindBody - Family & Fertility Assistance
Wellness Reimbursement Program
Professional Development Designation reimbursement
Employee Referral Program
Employee Resource Groups, Mentorship Program & New Hire Cohort
401K Plan with company match
Cell Phone Reimbursement Program
Fiducient Advisors is a CFA Institute DEI Signatory. As a signatory, we commit to six Code Principals that seek to drive DEI progress in a meaningful way that can be measured. The six principles focus on pipeline, talent acquisition, promotion and retention, leadership, influence, and measurement.
Fiducient Advisors is an Equal Opportunity Employer that provides equal opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, genetic predisposition or carrier status, or any other characteristic protected by federal, state, or local law. The company is committed to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment. It is expected that all employees are aware of this policy and that they create an environment that is sensitive and respectful to all individuals.
We are committed to upholding a workplace that welcomes authenticity and practices acceptance for what makes each of us different. We are committed to educating our team, growing as a firm, and taking intentional actions related to diversity, equity, equality, belonging and inclusion. We strive to be active participants of change in and outside our industry.
Personal Loan Consultant
Huntingdon, PA Jobs
At OneMain, Consumer Loan Sales Specialists empower customers - listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. Consumer Loan Sales Specialist will learn the lending and servicing business at OneMain allowing them to grow their career.
In the Role
Deliver results related to individual and branch sales goals as well as customer expectations
Develop new relationships - and maintain existing relationships - working with customers throughout the loan process and loan life cycle
Present financial solutions, based on customer needs, that meet their goals
Present customers with optional insurance products
Educate customers on the terms and conditions of their loan to ensure a clear understanding
Learn how to utilize credit underwriting techniques and sales tools
Manage the life cycle of the loan, including collections activities, complying with all laws and regulations
Requirements:
HS Diploma/GED
Preferred:
Sales, Collections or Customer Service experience
Location: On site
The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.
Who we Are
A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include:
Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances
Up to 4% matching 401(k)
Employee Stock Purchase Plan (10% share discount)
Tuition reimbursement
Paid time off (15 days vacation per year, plus 2 personal days, prorated based on start date)
Paid sick leave as determined by state or local ordinance, prorated based on start date
Paid holidays (7 days per year, based on start date)
Paid volunteer time (3 days per year, prorated based on start date)
OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.
In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online.
At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain.
Key Word Tags
Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
Personal Loan Consultant
Lenoir, NC Jobs
At OneMain, Consumer Loan Sales Specialists empower customers - listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. Consumer Loan Sales Specialist will learn the lending and servicing business at OneMain allowing them to grow their career.
In the Role
Deliver results related to individual and branch sales goals as well as customer expectations
Develop new relationships - and maintain existing relationships - working with customers throughout the loan process and loan life cycle
Present financial solutions, based on customer needs, that meet their goals
Present customers with optional insurance products
Educate customers on the terms and conditions of their loan to ensure a clear understanding
Learn how to utilize credit underwriting techniques and sales tools
Manage the life cycle of the loan, including collections activities, complying with all laws and regulations
Requirements:
HS Diploma/GED
Preferred:
Sales, Collections or Customer Service experience
Bilingual - Spanish
Location: On site
The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.
Who we Are
A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include:
Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances
Up to 4% matching 401(k)
Employee Stock Purchase Plan (10% share discount)
Tuition reimbursement
Paid time off (15 days vacation per year, plus 2 personal days, prorated based on start date)
Paid sick leave as determined by state or local ordinance, prorated based on start date
Paid holidays (7 days per year, based on start date)
Paid volunteer time (3 days per year, prorated based on start date)
OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.
In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online.
At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain.
Key Word Tags
Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
Personal Loan Consultant
Johnson City, NY Jobs
At OneMain, Consumer Loan Sales Specialists empower customers - listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. Consumer Loan Sales Specialist will learn the lending and servicing business at OneMain allowing them to grow their career.
In the Role
Deliver results related to individual and branch sales goals as well as customer expectations
Develop new relationships - and maintain existing relationships - working with customers throughout the loan process and loan life cycle
Present financial solutions, based on customer needs, that meet their goals
Present customers with optional insurance products
Educate customers on the terms and conditions of their loan to ensure a clear understanding
Learn how to utilize credit underwriting techniques and sales tools
Manage the life cycle of the loan, including collections activities, complying with all laws and regulations
Requirements:
HS Diploma/GED
Preferred:
Sales, Collections or Customer Service experience
Bilingual - Spanish
Location: On site
The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.
Who we Are
A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include:
Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances
Up to 4% matching 401(k)
Employee Stock Purchase Plan (10% share discount)
Tuition reimbursement
Paid time off (15 days vacation per year, plus 2 personal days, prorated based on start date)
Paid sick leave as determined by state or local ordinance, prorated based on start date
Paid holidays (7 days per year, based on start date)
Paid volunteer time (3 days per year, prorated based on start date)
Target base salary range is $17.00-$20.00, which is based on various factors including skills and work experience. In addition to base salary, this role is eligible for a competitive additional compensation program that is based on individual and company performance.
OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.
In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online.
At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain.
Key Word Tags
Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
Divisional Managed Investment Consultant
San Francisco, CA Jobs
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
The Divisional Managed Investment Consultant provides advice and guidance to Financial Advisors, Client Associates, and Advisory Leadership to help identify appropriate and suitable IAP (platforms/strategies) for the Firm's clients.
Advice and guidance are informed by our Chief Investment Office around portfolio construction, investment/manager selection, asset allocation, and best practices for integrating our managed asset platform into various financial advisor business models.
Job Responsibilities:
Advice and guidance is informed by our Chief Investment Office that revolves around portfolio construction, investment/manager selection, asset allocation and best practices for creating a practices centered on investment advisory business.
The Divisional Managed Investment Consultant is focused on supporting the advisors in their respective divisions to drive sales growth through in-person meetings, virtual and phone interactions. They should think independently, develop and execute strategies to achieve their growth goals for their respective territories.
The Divisional Managed Investment Consultant shall partner with their coverage team potentially consisting of their Divisional Managed Investment Consultant Analyst and other specialists with the Investment Solutions Group to collaborate and bring holistic advice and guidance to their advisors.
Qualifications:
10+ years experience in financial services industry
10 years sales experience
Knowledge of professionally managed investment products and/or investment advisory business preferred
Deep subject matter expertise on the Firm's high-conviction investment offerings, including our Firm Discretionary solutions preferred
Ability to work under pressure, meet deadlines and meet clearly defined measurements
Strong communication, interaction and presentation skills required
Self-motivated, adaptive, positive attitude and high energy are a must
Must display a passion for achieving aggressive goals in innovative and highly professional way
Bachelor's degree or equivalent experience
Series 7 and 63/65 or 66 preferred at time of hire, or must be able to obtain within 120 days of start date.
Skills:
Executive Presence
Portfolio Analysis
Portfolio Management
Research Analysis
Wealth Planning
Active Listening
Adaptability
Product Marketing and Branding
Sales Strategy
Trading and Investment Analysis
Coaching
Collaboration
Customer and Client Focus
Influence
Process Simplification
Shift:
1st shift (United States of America)
Hours Per Week:
40
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Managing Consultant, Services - Acquiring Business Development (Open to Remote US)
Austin, TX Jobs
**Our Purpose** _Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build_ _a sustainable economy_ _where everyone can prosper. We support a wide range of digital payments choices, making_ _transactions secure,_ _simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential._
**Title and Summary**
Managing Consultant, Services - Acquiring Business Development (Open to Remote US)
Overview
Mastercard Services is our professional services and solutions arm, providing customers with value-added services to enhance business performance and consumer experiences. Our diverse Services portfolio includes payments consulting, marketing, analytics and data insights, security solutions, open banking, and more.
The Services Business Development team is looking for a Managing Consultant to drive growth of our value-added services within the foundational Acquiring space. The ideal candidate has a proven track record of selling to senior executives, navigating matrixed organizations, and utilizing solution-based selling to drive clear value for customers.
Role
Deliver against sales targets for the Services portfolio of solutions across a set of existing and net-new accounts within the Acquiring industry
Manage and expand relationships with client stakeholders, developing trust to enable intimate discussions on client goals and needs; surfacing Services revenue opportunities
Translate client challenges into hypotheses and structure large/complex engagements with imperfect information; leverage deep knowledge of all Mastercard Services capabilities to structure innovative solutions and strategic bundles
Lead internal partners to develop formal and informal pitch materials; ensuring succinct, persuasive content tailored to audience & seniority
Deliver compelling, high-impact pitches, showcasing leadership, expertise and alignment to client needs
Drive intel back into Services & broader Mastercard; supporting the feedback loop that drives Services innovation
All About You
Undergraduate degree required; MBA or relevant post graduate degree preferred
Proven track record in managing a sales pipeline; identifying and advancing sales opportunities and exceeding targets
Demonstrated ability to motivate and influence stakeholders (internal & client) in large/complex environments
Best-in-class narrative-development and storytelling; experience in developing compelling sales narratives and pitch materials for complex client business challenges
Leadership presence & best-in-class pitch/presentation skills; establishing credibility and influencing client audiences
Excellent analytical skills, including financial analysis for business casing, value quantification & pricing
Demonstrated creativity, problem-solving and empathy (ability to think from the perspective of the customer)
Disciplined and process-oriented; proven ability to multi-task in a fast-paced, deadline-driven environment
Salary Range for Purchase, NY: $132,000-$206,000
Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly.
**Corporate Security Responsibility**
All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must:
+ Abide by Mastercard's security policies and practices;
+ Ensure the confidentiality and integrity of the information being accessed;
+ Report any suspected information security violation or breach, and
+ Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines.
In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary based on location, experience and other qualifications for the role and may be eligible for an annual bonus or commissions depending on the role. 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 new parent leave, up to 20 paid days bereavement leave), 10 annual paid sick days, 10 or more annual paid vacation days based on level, 5 personal days, 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, gender-inclusive benefits and many more.
**Job Posting Window**
Posting windows may change based on the volume of applications received and business necessity. Candidates are encouraged to apply expeditiously.
Managing Consultant, Services Business Development - Fintechs and Digital Merchants
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
Managing Consultant, Services Business Development - Fintechs and Digital Merchants
Overview:
Mastercard Services provides cutting edge services in the areas of Business & Market Intelligence, Customer Acquisition and Engagement, Security Solutions, and Open Banking. Focused on thinking big and scaling fast, our Digital Partner & Fintech sales team is responsible for end-to-end solutions for a diverse customer base including large tech companies, ecommerce, media, fintechs, bin sponsors, processors & program managers
As a member of our Business Development team, you will be at the frontline of generating excitement and demand for our unique solutions. We value individuals who possess consultative sales experience, exceptional analytical and problem-solving skills, comfort navigating complex sales processes, and the ability to form and manage successful lasting client relationships.
The Role
As Managing Consultant - Fintechs, you will be instrumental in driving the growth with our fintech partners. You will be responsible for managing a portfolio of strategic clients building on existing relationships and initiating new ones to generate and qualify opportunities and promote Mastercard Services solutions to drive sales.
To be successful the ideal candidate will:
Cultivate strong working relationships with clients, ensuring effective collaboration and engagement while driving revenue growth and expanded buying centers.
Demonstrate strong networking skills and a high degree of confidence initiating contact with new prospects to generate and qualify leads.
Have a customer first attitude, capable of uncovering customer needs beyond their explicit requests and crafting innovative customer strategies.
Take ownership of the sales process, from prospecting to executing commercial contracts, ensuring seamless and efficient sales cycles while driving urgency with clients.
Be responsible for achieving sales targets, revenue goals, and sales projections, consistently delivering outstanding personal performance.
Lead both formal and informal pitches, from storyboarding to face-to-face presentations, delivering concise and persuasive materials tailored to the specific needs and level of the audience.
Collaborate with stakeholders to define and refine engagement scope, ensuring alignment with business objectives and client requirements.
Support project / customer success teams in problem-solving efforts and structuring project workplans.
Create and deliver compelling and concise presentations that effectively communicate key insights and recommendations.
Coach and provide valuable feedback to team members, fostering their professional growth.
Proactively seek new knowledge and skills, contributing to the development of intellectual capital within our organization.
All About You
Significant B2B sales experience, preferably software as a service (SaaS), data & analytics, and/or cybersecurity solutions.
Proven ability to meet/exceed sales targets and quotas
Strong analytical and problem-solving skills, enabling you to tackle complex challenges and gain credibility with account teams.
Strong communication and persuasion skills, both written and oral.
Exceptional relationship management skills, fostering long-term partnerships with clients.
You are a strong networker across relevant stakeholder base with the ability to listen, build common ground and influence to effectively advance business opportunities and generate revenues
You have a strong commercial drive with the ability to monetize senior client relationships based on empathy, thought leadership, knowledge of product impact, and subject matter expertise
Must have the ability to own and drive end-to-end sales including prospecting, scoping/pricing, business case development, contract development, client negotiation, gaining legal approval, sign contracts, and project kickoff.
Experience managing projects and / or teams, showcasing your leadership abilities.
Knowledge of consumer and commercial payments market is a plus
High level of energy, drive, enthusiasm, initiative, and commitment.
Outstanding multitasking abilities in a fast-paced, deadline-driven environment.
Purchase Salary Range: $132,000-$206,000
#servicesbd
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 based on location, experience and other qualifications for the role and may be eligible for an annual bonus or commissions depending on the role. 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 new parent leave, up to 20 paid days bereavement leave), 10 annual paid sick days, 10 or more annual paid vacation days based on level, 5 personal days, 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, gender-inclusive benefits and many more.
Managing Consultant, Services Business Development - Restaurants
Chicago, IL Jobs
Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential.
Title and Summary
Managing Consultant, Services Business Development - Restaurants
Be part of a team that brings the best of Mastercard to our customers.
The Services team and solutions fuel growth for partners globally by providing cutting edge services in the areas of Customer Acquisition and Engagement, Security Solutions, Business and Market Insights, and Open Banking. Focused on thinking big and scaling fast, our agile sales team is responsible for end-to-end solutions for a diverse global customer base including retailers, airlines, hotels, tourism agencies, public sector entities, restaurants, consumer goods and telecom companies.
As a member of our Business Development team, you will be at the frontline of generating excitement and demand for our unique solutions. We value individuals who possess consultative sales management experience, exceptional analytical and problem-solving skills, comfort in navigating complex sales processes (including responses to RFPs) and the ability to form and manage successful lasting client relationships.
Position Responsibilities
Cultivate strong working relationships with both internal and external clients, ensuring effective collaboration and engagement
Identify and capture clients' underlying business needs, going beyond their explicit requests, and pinpointing the most critical aspects of the problems to be solved
Lead both formal and informal pitches, from storyboarding to face-to-face presentations, delivering concise and persuasive materials tailored to the specific needs and level of the audience
Leverage industry relationships and experience to discover new business development opportunities
Manage a pipeline of proposals, guiding them from the initial lead stages to final signature, and driving urgency with clients to move proposals forward
Consistently meet and exceed targets, driving the success of our business
Collaborate with stakeholders to define and refine project scope, ensuring alignment with business objectives and client requirements
Employ innovative approaches to identify new opportunities and drive business growth within the project scope
Coach and provide valuable feedback to team members, fostering their professional growth
Formulate, articulate, and prioritize project activities, ensuring clarity and alignment
Support the project team in problem-solving efforts and structuring the project work plan
Create and deliver compelling and concise presentations that effectively communicate key insights and recommendations
Oversee the accuracy, quality, and timeliness of analyses conducted within the project
Develop well-founded conclusions and recommendations based on thorough analysis
Proactively seek new knowledge and skills, contributing to the development of intellectual capital within our organization
Experience And Qualifications
Bachelor degree in Business Administration (BBA), Commerce (B.Com), Economics, Finance, Marketing, Management, Systems Engineering or related field. An MBA or relevant post-graduate degree is preferred
Strong commercial, business development-oriented, or sales experience, with a proven track record of success
Experience selling to and managing commercial relationships within Restaurants
Ability to work both independently and collaboratively within a team, effectively influencing and building consensus
Outstanding multitasking abilities in a fast-paced, deadline-driven environment
Strong analytical and problem-solving skills, enabling you to tackle complex challenges
Excellent verbal and written communication skills, conveying information clearly and persuasively
Experience managing projects and teams, showcasing your leadership abilities
Exceptional relationship management skills, fostering long-term partnerships with clients
Technical fluency, comfortably navigating technology solutions and confidently discussing industry trends
Purchase, New York Salary Range: $132,00-$206,000
#servicesbd
Mastercard is an 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. 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 based on location, experience and other qualifications for the role and may be eligible for an annual bonus or commissions depending on the role. 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 new parent leave, up to 20 paid days bereavement leave), 10 annual paid sick days, 10 or more annual paid vacation days based on level, 5 personal days, 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, gender-inclusive benefits and many more.