Director of strategy jobs in Palm Beach Gardens, FL

The Director, Platform Development and Growth Strategy will play a critical leadership role in driving the company's strategic growth initiatives through fast adoption of technology and data analytics, with a focus on the customer experience for both Homeowners as well as our B2B clients. This individual will be responsible for analyzing the competitive landscape, identifying market opportunities, and understanding current and emerging technologies with the potential to drive transformative change in our customers' experience. By supporting the alignment of the Company's growth plan with client and borrower needs, this leader will directly contribute to revenue growth, operational efficiency, and long-term value creation. Job Functions and Responsibilities: Strategic Leadership Develop and execute strategies to deepen client relationships, expand share of wallet, and enhance borrower lifecycle management. Translate high-level vision into actionable plans, ensuring alignment across departments and functions. Cross Functional Collaboration Lead enterprise-wide initiatives aimed at accelerating market share growth, enhancing customer retention, and driving recapture strategies. Forge strategic partnerships with Onity stakeholders, including the internal Digital Transformation team and external vendors to evaluate, pilot, and deploy innovative lending products and services. Partner with business areas such as IT, Servicing and Originations to integrate Growth strategies into day to day execution. Act as a liaison between departments to ensure alignment, resolve conflicts and remove barriers to execution. Champion a unified customer experience across Originations and Servicing platforms, ensuring brand consistency and operational excellence. Oversight & Execution Oversee the implementation of strategic growth initiatives, ensuring timely delivery with impactful, measurable outcomes. Identify and mitigate risks that could impact strategic execution. Design and implement customer experience innovations that deliver measurable business value and reinforce the company's brand promise. Partner with operating leaders to identify pilot opportunities to validate concept and enable adoption Market & Client Insight Leverage analytics and predictive modeling to uncover customer insights/behaviors and shape data-driven, multi-channel growth strategies. Establish and lead “Customer for Life” initiatives, benchmarking against industry leaders to ensure competitive differentiation and long-term loyalty. Partner with leadership to identify current and emerging innovation trends with the potential to drive “big change” in our process performance and customer experience. Qualifications: To perform this job successfully, an individual must have the following education and/or experience: Bachelor's degree in Business, Finance, Economics, or a related field (MBA preferred). Minimum 10 years of experience in developing product and business strategy in the residential lending segment, or more broadly financial services. Deep knowledge of all lending channels (Consumer Direct, Wholesale, Correspondent), agency and non-agency products and guidelines as well as lending and servicing technologies and services. Demonstrated experience in competitive benchmarking, data analysis, customer experience design, and growth planning. Proven track record in leading initiatives that deliver tangible business results (e.g., revenue, cost efficiency, client acquisition). Strong analytical and strategic thinking skills, with the ability to synthesize complex data into actionable insights. Excellent communication and stakeholder management skills, with experience influencing at the executive level. Experience managing vendor or third-party relationships to deliver technology and service enhancements. Proven ability to manage multiple, competing priorities simultaneously and ability to work in a fast-paced environment where continuous innovation is desired. History of teamwork and willingness to roll up one's sleeves to get the job done. Training / Licensing Requirements: Must pass the Company's Background Screening process prior to beginning employment. Additionally, as a condition of employment, you may be required to pass client-specific background check requirements or Federal/State licensing requirements, if applicable. The salary range for this position is expected to be $145,000 - $165,000 per year, depending on geographic location, experience, and other qualifications of the successful candidate. This position is also eligible for annual bonus based on performance and subject to the terms of the Company's applicable plans. #PHH

The Director, Platform Development and Growth Strategy will play a critical leadership role in driving the company's strategic growth initiatives through fast adoption of technology and data analytics, with a focus on the customer experience for both Homeowners as well as our B2B clients. This individual will be responsible for analyzing the competitive landscape, identifying market opportunities, and understanding current and emerging technologies with the potential to drive transformative change in our customers' experience. By supporting the alignment of the Company's growth plan with client and borrower needs, this leader will directly contribute to revenue growth, operational efficiency, and long-term value creation. Job Functions and Responsibilities: Strategic Leadership Develop and execute strategies to deepen client relationships, expand share of wallet, and enhance borrower lifecycle management. Translate high-level vision into actionable plans, ensuring alignment across departments and functions. Cross Functional Collaboration Lead enterprise-wide initiatives aimed at accelerating market share growth, enhancing customer retention, and driving recapture strategies. Forge strategic partnerships with Onity stakeholders, including the internal Digital Transformation team and external vendors to evaluate, pilot, and deploy innovative lending products and services. Partner with business areas such as IT, Servicing and Originations to integrate Growth strategies into day to day execution. Act as a liaison between departments to ensure alignment, resolve conflicts and remove barriers to execution. Champion a unified customer experience across Originations and Servicing platforms, ensuring brand consistency and operational excellence. Oversight & Execution Oversee the implementation of strategic growth initiatives, ensuring timely delivery with impactful, measurable outcomes. Identify and mitigate risks that could impact strategic execution. Design and implement customer experience innovations that deliver measurable business value and reinforce the company's brand promise. Partner with operating leaders to identify pilot opportunities to validate concept and enable adoption Market & Client Insight Leverage analytics and predictive modeling to uncover customer insights/behaviors and shape data-driven, multi-channel growth strategies. Establish and lead “Customer for Life” initiatives, benchmarking against industry leaders to ensure competitive differentiation and long-term loyalty. Partner with leadership to identify current and emerging innovation trends with the potential to drive “big change” in our process performance and customer experience. Qualifications: To perform this job successfully, an individual must have the following education and/or experience: Bachelor's degree in Business, Finance, Economics, or a related field (MBA preferred). Minimum 10 years of experience in developing product and business strategy in the residential lending segment, or more broadly financial services. Deep knowledge of all lending channels (Consumer Direct, Wholesale, Correspondent), agency and non-agency products and guidelines as well as lending and servicing technologies and services. Demonstrated experience in competitive benchmarking, data analysis, customer experience design, and growth planning. Proven track record in leading initiatives that deliver tangible business results (e.g., revenue, cost efficiency, client acquisition). Strong analytical and strategic thinking skills, with the ability to synthesize complex data into actionable insights. Excellent communication and stakeholder management skills, with experience influencing at the executive level. Experience managing vendor or third-party relationships to deliver technology and service enhancements. Proven ability to manage multiple, competing priorities simultaneously and ability to work in a fast-paced environment where continuous innovation is desired. History of teamwork and willingness to roll up one's sleeves to get the job done. Training / Licensing Requirements: Must pass the Company's Background Screening process prior to beginning employment. Additionally, as a condition of employment, you may be required to pass client-specific background check requirements or Federal/State licensing requirements, if applicable. The salary range for this position is expected to be $145,000 - $165,000 per year, depending on geographic location, experience, and other qualifications of the successful candidate. This position is also eligible for annual bonus based on performance and subject to the terms of the Company's applicable plans. #PHH

Job Description ShipMonk isn't just a 3PL; we're a growth partner for merchants. We provide cutting-edge technology and a network of owned and operated fulfillment centers that empower high-growth ecommerce and DTC brands to stress less and grow more. With over 2,500 employees across five countries, we're on a mission to revolutionize fulfillment by providing everything from the fastest click-to-delivery and real-time inventory to custom solutions-all with a merchant-first mindset. Why ShipMonk? We believe in building for the long term, and our success is powered by five key differentiators that help us become true partners to our merchants. ● Global Fulfillment Network: Our 12+ owned and operated fulfillment centers span the US, Canada, Mexico, the U.K., and Mainland Europe. We never outsource, ensuring quality and consistency. ● Proprietary Technology: We've eliminated the need for tribal knowledge with our AI-powered platform. It provides a real-time, unified view of inventory and orders, giving our merchants the control and visibility they need to succeed. ● Unrivaled Support: We provide hands-on, "mom and pop" support with a global reach. Our dedicated teams are on-site at every fulfillment center, ready to jump into action. ● Transparent Pricing: We believe in honest, long-term partnerships. Our all- inclusive pricing means predictable costs, with no hidden fees or surprises. ● Committed to the Future: We invest over $10 million annually in research and development to ensure our technology and services continually evolve, helping merchants plant roots with a partner who is here to stay. Our Core Values Our values are the heart of our culture. We're looking for individuals who embody these principles every day. ● Merchant-first: We handle the logistics so our merchants can focus on what they do best-growing their business.● Own it: We take ownership of our work, our mistakes, and our successes. ● People make ShipMonk: We believe in our team and invest in our people. ● Change the score: We challenge the status quo, constantly innovating and improving. ● Get sh*t done: We're a fast-paced, high-growth company that values action and results. Role Summary The Director of Strategy & Operations is a force-multiplier for ShipMonk's executive team. You'll translate company strategy into clear roadmaps, orchestrate cross-functional execution (Ops, Product/Engineering, Finance, Sales, CX), and drive continuous improvement across the business. This role blends strategic planning, program leadership, analytics, and hands-on operational excellence. What You'll Do Strategic Planning & OKRs Lead annual/quarterly planning cycles, define company and departmental OKRs, and run the operating cadence (QBRs, MBRs, weekly exec reviews). Program & Portfolio Management Stand up and run mission-critical, cross-functional initiatives (e.g., new site launches, network optimization, SLAs, cost-to-serve programs, new product rollouts). Build program KPIs and governance to ensure on-time, on-budget delivery. BizOps Excellence Partner with departmental resources to stand up and iterate on internal BizOps processes (Product GTM, Support Flow, At-Risk Management, etc), ensuring proper governance structure, process, and tooling to streamline Data & Insights Partner with Data/Analytics to design executive and departmental dashboards that provide actionable insights Drive root-cause analysis and corrective action for service exceptions, such as merchant complaints or missed performance metrics Customer & Commercial Support Directly support merchants as needed, leaning in as a subject matter expert on ShipMonk strategy and continuous improvement for customer QBRs or sales prospects Org Enablement Design an effective organizational structure that streamlines strategy into program and project execution Scale a small existing team by continuing to prove outsized value What You'll Bring 7+ years in strategy/ops roles within 3PL, e-commerce fulfillment, logistics, operations, or top-tier consulting with deep operator exposure. Demonstrated success leading cross-functional programs from 0→1 and 1→n in a fast-scaling environment. Advanced analytical ability (Excel/Sheets, SQL or BI familiarity), and comfort working with imperfect data to make decisions. Executive communication: clear narratives, structured problem solving, and stakeholder management from floor to boardroom. People leadership: hiring, coaching, and developing talent. ShipMonk is an equal opportunity employer. We value diversity and do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Lead High-Impact Engagement at Vacatia: Become Our Director of Engagement Strategy At Vacatia, we're reimagining the vacation ownership and resort experience. Our mission is to deliver unforgettable vacations through hospitality excellence, innovative technology, and a customer-first culture. The Director of Engagement Strategy is a specialized task force that tackles complex challenges and accelerates strategic priorities. As Director of Engagement Strategy, you'll lead this high-visibility team to strengthen loyalty, elevate customer, guest, and owner relationships, and drive results across the Vacatia ecosystem. Why You'll Love Working at Vacatia Impact at Scale - Shape engagement strategies that directly impact thousands of owners, guests, and partners. Fast-Moving & Strategic - Join a SWAT-style team that thrives on speed, precision, and problem-solving. Cross-Functional Exposure - Partner with senior leaders across Sales, Operations, Legal, Marketing, and Finance. Culture of Innovation - Be part of a company that encourages testing new ideas and scaling what works. Growth & Visibility - Work in a role that is high-profile, executive-facing, and career-accelerating. Your Impact In this role, you will: Lead Vacatia's SWAT Team, deploying quickly on high-priority initiatives that require innovation and rapid execution. Design and deliver engagement strategies that build loyalty, reduce attrition, and strengthen the Vacatia brand. Partner with leaders across Sales, Member Services, Resort Operations, and Responsible Exit to align engagement at every customer touchpoint. Leverage data and customer insights to identify opportunities, measure impact, and continuously refine strategy. Create playbooks, frameworks, and best practices that can be scaled company-wide. Influence and present directly to the executive team on outcomes, insights, and next steps. What You Bring Bachelor's degree in Business, Strategy, Marketing, or related field; MBA preferred. 10+ years of experience in customer engagement, strategy, or transformation (hospitality or travel industry strongly preferred). Proven success leading cross-functional teams to deliver measurable results. Strong analytical and strategic thinking with the ability to move quickly from idea to execution. Exceptional communication, influence, and executive presentation skills. Partner with Responsible Exit, Sales, Member Services, Concierge and Resort Operations to ensure engagement strategies complement every stage of the customer journey. A mindset built on agility, resilience, and innovation-ready to lead in fast-paced, high-stakes situation. Join Us at Vacatia If you're energized by solving tough challenges, driving engagement at scale, and leading a fast-moving team with direct executive visibility, this is your chance. Join Vacatia and help shape the future of vacation ownership. Apply now to lead Vacatia's Engagement Strategy SWAT Team and make an impact that lasts.

WHY YOU'LL DIG YOUR GIG In short, our purpose at TEAM is to blow people's minds and steal their hearts with incredible brand experiences. We want you to help us help our brands do amazing, unprecedented, wildly creative things, creating moments that people never forget and that people will want to share with others. To make all that great work happen takes a lot of coordination and organization behind the scenes. WHO WE ARE TEAM is an award-winning experiential marketing agency that develops and executes creative marketing campaigns rooted in strategy, insights, and decades of learning. We partner with the best brands and people to deliver experiences that create inspiration at the point of engagement. Our roster of talent is essential to executing quality campaigns which live up to our high standards. Visit us online on our website, Facebook, Instagram, or Twitter. THE TEAM DIFFERENCE People may forget your witty hashtag and your latest campaign tagline, but they will never forget how you made them feel. That's because what a brand does is much more important that what is says. Actions speak louder than advertising and marketing. Experiences are what create real connections that lead to brand love and that's what we do at TEAM. We're a fun, collaborative, hard working group with a great office environment who takes care of our employees, to ensure that both in work and in life you experience something greater. WHAT YOU WILL DO You help sharpen how the agency identifies, evaluates, and pursues growth. You turn market intelligence into a strategic direction. You guide category focus, competitive positioning, and outbound strategy. You influence how the agency shows up in pitches, RFPs, and organic opportunities. You operate as a strategic partner to the EVP of Client Development and senior leadership. You support the growth goals of TEAM and, as capacity allows, broader Constellation and Arsenal initiatives. You do not own revenue; you shape the upstream strategy that fuels it. Key ResponsibilitiesMarket Intelligence and Insight Development • Build a comprehensive view of key categories using competitive audits, brand mapping, and trend analysis. • Track shifts across experiential, partnership, influencer, and digital channels to recommend where the agency should focus. • Develop quarterly reports and category deep dives that guide prioritization and targeting. • Translate audience and industry data into clear insights that strengthen TEAM's POV.Strategic Growth and Advisory Support • Partner with the EVP of Client Development on growth strategy, pipeline planning, and category prioritization. • Shape how TEAM positions itself with prospective clients using insight-driven narratives. • Assess white space categories and emerging opportunities aligned with TEAM's strengths. • Help evaluate inbound opportunities and qualify which ones warrant investment. • Provide competitive intelligence that informs pitch strategy and differentiation.Pipeline and Opportunity Enhancement • Support pipeline assessment and trend analysis to improve forecasting and category focus. • Develop frameworks for how opportunities are evaluated and socialized internally. • Recommend strategic actions based on market conditions, client movement, and competitive shifts.Pitch and RFP Support • Build pitch decks, strategic POVs, and case-driven stories. • Support RFP responses by providing category context, insights, and competitive framing. • Develop a reference library of best-in-class work, trends, category intelligence, and case studies for outbound efforts.Cross-Functional Collaboration • Work with Client Services, Strategy, Creative, Operations, Finance, and Account teams to gather inputs for growth planning. • Ensure pitches are strategically sound and operationally feasible. • Support senior leadership in setting, refining, and tracking growth targets, KPIs, and funnel health.Operational Excellence • Improve dashboards, reporting tools, and templates that support pipeline visibility. • Strengthen how insights are shared with leadership and embedded into decision making. • Increase the sophistication of how the agency evaluates categories and opportunities. WAYS TO STAND OUT FROM THE CROWD • 8+ years of experience in marketing, consulting, strategy, or within an agency environment. • Strong analytical capability and comfort with data, research tools, and market intelligence. • Ability to turn insights into frameworks, action plans, and compelling narratives. • Experience supporting pitches, RFPs, or strategic storytelling for clients. • Skilled at working cross-functionally and influencing without authority. • Excellent communication skills and a sharp strategic POV. • Comfortable working in fast-moving environments with shifting priorities. EQUAL OPPORTUNITY TEAM is committed to building diverse teams and we are proud to be an equal opportunity employer. All applicants will receive consideration without regard to race, color, ancestry, sex, religion, gender, gender identity or expression, sexual orientation, marital status, national origin, citizenship, genetics, disability, age, veteran status or other characteristics. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. To request reasonable accommodation, contact ****************************

Our Opportunity: At Chewy we aim to become the most trusted and convenient online destination for pet parents and our partners - vets and service providers - alike. Our success is measured by the happiness of the people and pets we serve, not simply by the amount of pet supplies we deliver. That's why we continue to think of outside-the-Chewy-box ways to delight, surprise, and thank our loyal pet lovers. Customer service is not only the key to success in our mission, but also our competitive advantage. To maintain this advantage, we are looking to hire an analytical & customer obsessed Director, Data Engineering, AI/ML & Analytics (Customer Care). The leader in this role will be responsible for building a world class Data & Analytics function for Chewy Customer Service (CS). Chewy Customer Care is undergoing a transformation fueled by AI, ML, and large-scale intelligence platforms. We are seeking a Director to lead the strategy and execution of data engineering, AI/ML, and analytics capabilities that power customer experience at scale. The leader must have a sufficient technical background to understand the technologies and technical issues involved with the product, to be able to anticipate and identify critical technical obstacles, and to make accurate technology decisions. This leader will own the vision, strategy, and execution of the AI/ML and intelligence foundation for Chewy Customer Care-building the tools and underlying infrastructure that transform millions of customer interactions into actionable insight. They will architect and scale an AI-powered conversation-intelligence platform that listens across calls, chats, emails, reviews, and comments, and turns unstructured text into high-fidelity signals such as reasons/intents, defects, entities, sentiment, summaries, and agent-quality markers. Through advanced LLMs, governed taxonomies, and evidence-backed outputs, this leader will turn what customers tell us every day into a shared source of truth that powers operational excellence, proactive detection, and real-time decision-making. Their work will enable every team at Chewy to anticipate issues, improve experiences, and deliver care with consistency and heart-at a scale we could never reach one conversation at a time. The Director, Data Engineering, AI/ML & Analytics (Customer Care) must be able to manage project schedules and task details and utilize project management tools such as reports, tracking charts etc. The role comes with significant autonomy, independence and visibility to C level leadership. It is a senior role, requiring ability to write papers for C Level review and drive CS strategy. What you'll do: Provide strong leadership and vision for how to drive a Data and Analytics team to create changes in business partnerships, analytics, and metrics/reporting Lead the development of an AI-powered intelligence platform that listens to millions of customer interactions (contacts, comments, reviews) and transforms unstructured text and transcripts into clear, ready-to-use business signals. Partner with engineering, product, and operations to embed ML-driven intelligence directly into frontline tools, workflows, and decision-making systems. Build intelligence from raw customer interactions by applying LLMs, NLP, and ML pipelines to generate high-fidelity “conversation intelligence” - including reasons/intents, defects, entities, sentiment, summaries, and agent-quality markers. End to end ownership of the data engineering and business intelligence team, including gathering inputs from leadership and partner teams, roadmap planning and prioritization, promoting best practices, and mentoring and developing your team Leading analytics for cross-functional projects across multiple geographies working with senior business leaders on major initiatives Drive development of tools, reporting improvement and automation worldwide, and create new innovative and insightful reports in a timely manner Implement best practices around data extraction, collection, transformation and processing Identify key resources and provide the direction required for meeting project objectives Ensure appropriate management, operations & technology involvement throughout project lifecycles Possess the ability to lead and motivate people and encourage teamwork, an ability to communicate effectively with senior management, and a clear vision of what determines a successful solution for the customer and for the company Design best practices for big data processing, data modeling, and warehouse development for Chewy's Customer Service business What you'll need: 10+ years of experience in Data Engineering and Analytics field including 5+ years of successful business intelligence or analytics team management experience, including hiring, employee development, performance management, and delivering results. Bachelor's degree in mathematics, statistics, computer science, engineering, economics or related field Experience deploying ML models (LLMs, NLP, classification, text analytics) into production environments. Experience building cloud based ML stacks, governed taxonomies and implementing model evaluation, observability, and monitoring frameworks Experience with big data architectures and data modeling to efficiently process large volumes of data Excellent knowledge of data warehouse, Data lake principles and reporting. Expert in data engineering, building data warehouse, data mart and data pipelines Experience gathering business requirements, using industry standard business intelligence tools to extract data, formulate metrics, and build reports Understand end to end data management interactions and dependencies across complex data pipelines and data transformation and how they impact business decisions Experience using SQL, advance SQL, ETL, and big data technologies in a business environment with large-scale, complex datasets Proven track record of successful communication of analytical outcomes through written communication, including an ability to effectively communicate with both business and technical teams Experience with various tools and technologies like Redshift, S3, ADP, Glue, EC2, Python, Oracle, Spectrum, Athena, OBIEE, Tableau etc. in building Data and Analytics platforms. Experience with implementing data governance/management best practices Experience in driving change/transformation through a larger operations focused organization Bonus: Received a Master's degree Experience in setting up data organizations. Experience with statistics or Machine Learning methodologies a plus. Why Chewy Customer Service? It's not just about us. It is also about what you get. That's why in Chewy Customer Service, you are empowered to become your best. YOU BELONG: Chewy is a place where you can be your authentic self. Our pet parents and partners are from everywhere--different places and different walks of life. It is what makes them unique. Likewise, Chewtopians are empowered to bring their perspectives to deliver on our mission! YOU CAN GROW: Our culture is for those who thrive on delivering results and becoming your best - no matter your role or location. YOU CAN MAKE A DIFFERENCE: You are encouraged to be curious, ask questions, bring ideas forward, and act like an owner in everything that you do. YOU WILL GET SUPPORT: When you join Chewy Customer Service, you will have ongoing training and development, resources, and opportunities to become your best. YOU WILL GET REWARDED: Chewy has you covered when it comes to competitive wages, medical & dental insurance, 401k, and happy hour. Of course, the biggest perk is the ability to work together with other smart, driven, and passionate Chewtopians who are making an impact each day. Chewy is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, ancestry, national origin, gender, citizenship, marital status, religion, age, disability, gender identity, results of genetic testing, veteran status, as well as any other legally-protected characteristic. If you have a disability under the Americans with Disabilities Act or similar law, and you need an accommodation during the application process or to perform these job requirements, or if you need a religious accommodation, please contact **************. To access Chewy's Customer Privacy Policy, please click here. To access Chewy's California CPRA Job Applicant Privacy Policy, please click here.

Opportunity SMArtX Advisory Solutions, a rapidly growing financial services technology company based in West Palm Beach, Florida, is seeking a leader with the drive and expertise to advance SMArtX's strategic relationship management, engagement, and adoption goals across our client channels-including Enterprise and Independent RIA firms, FinTech companies, Asset Managers, TAMPs, and Custodians. The team's objective is to help customers solve key challenges, scale their businesses, and maximize the value of SMArtX solutions. As part of the Client Success team, you'll be tech-savvy and knowledgeable about Managed Accounts, TAMPs, UMAs, and the broader FinTech ecosystem. Passion for our platform's capabilities-and for driving client outcomes-is essential. In this role, you will manage critical relationships and coordinate efforts across SMArtX and third-party partners. The ideal candidate can navigate large, complex organizations, build trusted executive relationships, and drive platform adoption and usage. Position Requirements Demonstrated ability to identify, develop, and proactively pursue opportunities within strategic and enterprise client accounts. Strong ability to quickly assess client and prospect needs and map them to SMArtX's value proposition, platform capabilities, and workflow solutions. Proven success managing complex client relationships and influencing stakeholders at all levels, including executives and decision-makers. Experience developing strategic account plans, including account mapping, goal setting, and multi-year growth strategies. Familiarity with client health metrics, KPI tracking, and data-driven approaches to monitoring risk, adoption, engagement, and satisfaction. Ability to lead business reviews, present insights, and translate client goals into measurable success outcomes. Strong organizational skills and attention to detail, with the ability to manage timelines, cross-functional deliverables, and competing priorities. Excellent communication skills-written, verbal, and presentation-with the ability to convey complex concepts clearly and persuasively. Ability to manage multiple requests and time demands while achieving performance and growth goals across an assigned book of strategic accounts. A strong sense of urgency and ownership; proactively brings forward ideas, identifies areas for improvement, and executes with discipline. Team-oriented mindset with a commitment to shared goals and cross-functional success. High degree of drive, resilience, and strategic thinking; ability to operate effectively in a fast-paced, evolving environment. Bachelor's degree required. Proficiency communicating the value of Unified Managed Accounts (UMAs), Managed Portfolio Solutions, Asset Management Solutions, and TAMP solutions used by RIAs. 10+ years of experience in financial services or FinTech with a focus on relationship management, strategic accounts, or client success. Responsibilities Cultivate and maintain strong, long-term relationships across strategic and enterprise accounts. Become a subject matter expert on SMArtX's platform, capabilities, and workflows; serve as a trusted advisor to clients. Lead executive-level interactions, presentations, and business reviews with decision-makers and key stakeholders. Develop, execute, and maintain strategic account plans, including account mapping, opportunity identification, and long-term partnership strategies. Oversee client health metrics, proactively monitoring adoption, engagement, risk indicators, and client satisfaction. Define, track, and report KPIs and shared client-success goals aligned with retention, expansion, and platform utilization. Guide clients on best practices and optimize their use of SMArtX's platform and workflows. Collaborate cross-functionally on contract terms, business agreements, and renewal/expansion opportunities. Educate clients on new and upcoming capabilities, product enhancements, and workflow optimizations. Deliver platform and technology demonstrations tailored to client needs and strategic objectives. Report on pipeline, account health, and client activity using CRM tools; maintain accurate documentation and executive visibility. Partner with Product, Operations, and Service teams to escalate and resolve issues, driving continuous improvement. Travel up to 10-20% as needed. About SMArtX Advisory Solutions Founded in 2018, SMArtX Advisory Solutions is a rapidly growing financial technology firm creating breakthrough innovations in the wealth management industry. We offer a professional yet relaxed work environment where dynamic individuals thrive. Submit your resume today to join our team.

Job Description Vice President, Strategy & Growth- Financial Channel About Cinch Home Services Cinch Home Services (CHS) is a leading provider of home protection and maintenance plans, simplifying homeownership for millions of customers across the U.S. Headquartered in Boca Raton, FL, Cinch has proudly delivered trusted, affordable, and hassle-free home solutions since 1978. With a growing portfolio of products, Cinch partners with national brands such as Progressive Insurance, RE/MAX, Berkshire Hathaway HomeServices, TXU Energy, and Freedom Mortgage to reach homeowners nationwide. Why Join Cinch? This is a unique opportunity to lead Cinch's national growth strategy in one of the company's most critical expansion channels. You'll play a key role in shaping new partnerships, driving revenue diversification, and positioning Cinch as the trusted home services provider of choice across the financial industry. Position Overview The Vice President, Strategy & Growth- Financial Channel, will serve as Cinch's top sales executive within the financial services sector, reporting to the Chief Commercial Officer is responsible for leading business growth, partnership expansion, and national account management with banks, mortgage lenders, credit unions, and fintech partners. This high-impact role requires a hands-on, entrepreneurial leader who is scrappy, resourceful, and thrives in fast-paced, growth-oriented environments. The ideal candidate brings experience working in start-up or emerging organizations, where adaptability, creativity, and execution are key to success. In this role he/she will develop and execute a channel strategy that strengthens Cinch's presence in the financial marketplace, expanding partnerships beyond Freedom Mortgage and building new long-term alliances that integrate Cinch's protection plans into financial products, customer programs, and post-close experiences. Key Responsibilities • Strategic Sales Leadership • Lead the overall sales strategy and execution plan for the financial channel, focusing on new partner acquisition, revenue growth, and retention. • Develop and manage a high-performing team of business development and account executives. • Collaborate cross-functionally with Marketing, Product, and Operations to deliver seamless partner experiences and co-branded programs. • Provide market insights and competitive intelligence to influence Cinch's broader go-to-market strategy. • Business Development & Partnership Expansion • Identify and secure partnerships with major financial institutions, mortgage originators, servicers, credit unions, and fintech platforms. • Grow Cinch's portfolio beyond existing partners (e.g., Freedom Mortgage) to create a diversified network of national and regional financial organizations. • Negotiate and execute partnership agreements, ensuring alignment on value creation, performance goals, and customer satisfaction. • Represent Cinch at key financial and mortgage industry events (e.g., MBA Annual, Lenders One, Digital Mortgage, HousingWire). • Relationship Management & Channel Growth • Strengthen and expand existing relationships to increase program activation and profitability. • Collaborate with internal teams to design customized offerings and incentive programs tailored to financial partners. • Ensure timely and effective transition of new partnerships to account management and implementation teams. • Operational Excellence & Reporting • Maintain CRM systems and ensure accurate pipeline tracking, forecasting, and reporting. • Establish KPIs and performance metrics to monitor growth and guide strategic decisions. • Work closely with finance and analytics teams to evaluate ROI, optimize pricing models, and support annual planning. • Perform other duties as assigned. Qualifications • Bachelor's degree required; MBA preferred. • 10+ years of progressive leadership experience in financial services, mortgage, or partnership-driven B2B sales. • Proven success in building, negotiating, and managing large-scale partnerships within the mortgage, lending, or fintech industries. • Deep understanding of mortgage origination, servicing, and financial institution dynamics. • Strong financial and analytical acumen, with experience owning P&L or revenue accountability. • Demonstrated success operating in dynamic, fast-scaling, or start-up environments with limited resources and high accountability. • Scrappy, resilient, and growth-minded leader with a track record of building programs, teams, or partnerships from the ground up. • Exceptional communication, presentation, and relationship-building skills with C-suite executives. • Service contract, insurance, or home warranty industry experience preferred. • Willingness to travel up to 50%.

Job Description Why Join Cinch? This is a rare opportunity to lead a national sales organization in a trusted, industry-leading company that's growing its impact across the real estate channel. You'll play a critical role in shaping Cinch's next phase of expansion, innovation, and partnership success. Position Overview The Vice President, Strategy & Growth - Real Estate Channel is a high-impact executive leadership role who will report to the Chief Commercial Officer and will be responsible for driving national growth across Cinch's long-established real estate vertical. This individual will oversee channel strategy, planning, budgeting, analytics, and innovation to accelerate growth and maximize results. This role is ideal for a hands-on, growth-oriented leader who thrives in dynamic, evolving environments and enjoys building scalable systems, teams, and partnerships from the ground up. As the face of Cinch in the real estate industry, the VP will combine deep industry expertise with strategic leadership to strengthen Cinch's position as the premier home warranty provider in the real estate channel. Key Responsibilities Channel Strategy & Leadership Develop and execute the strategic plan for Cinch's real estate channel, including growth objectives, budget management, and performance metrics. Direct the Real Estate Sales team to translate strategy into actionable sales initiatives to achieve aggressive growth targets and measurable results. Define market segmentation, competitive positioning, and channel differentiation strategies to strengthen Cinch's market leadership. Build and execute the national sales strategy, including market segmentation, territory planning, and performance management. Coach leaders and their teams on consultative selling, relationship management, and territory optimization. Business Performance & Analytics Own the P&L for the real estate channel, ensuring profitable growth and efficient use of resources. Establish robust reporting, forecasting, and performance tracking frameworks to deliver data-driven insights and recommendations. Identify growth opportunities through analysis of channel performance, customer behavior, and market trends. Build dashboards and KPIs to monitor progress toward goals and support executive decision-making. Leverage data-driven insights to monitor performance, adjust tactics, and deliver P&L results. Oversee sales operations including goal setting, pipeline management, forecasting, and budgeting. Digital Growth & Innovation Lead the strategy for digital transformation within the real estate channel, leveraging technology, automation, and data to enhance partner engagement and sales efficiency. Collaborate with internal teams to design scalable digital marketing and enablement programs that drive partner self-service, lead conversion, and retention. Identify and evaluate new digital tools, platforms, and integrations that expand reach and streamline the partner and agent experience. Support continued innovation in digital tools and Salesforce utilization to enhance productivity and visibility across the team. Additional Responsibilities Partner with the Chief Commercial Officer and cross-functional leaders to align sales goals with company objectives and the broader go-to-market strategy. Expand Cinch's presence by developing strategic relationships with large and mid-sized real estate brokerages, title companies, and technology partners. Strengthen existing partnerships to drive retention, growth, and new product adoption. Team Development & Coaching Recruit, mentor, and retain top sales talent across multiple regions. Foster a culture of accountability, collaboration, and performance excellence. Operational Excellence

Are you interested in driving the sales, adoption and use of cutting edge, innovative products and analytical instruments? Do you thrive on defining market strategies, product positioning, training teams on new products and spending time in the field meeting with customers and key decision makers? Is a role working with R&D on new product development a dream come true for you? If you answered yes, yes, yes, then we'd love to discuss our Director, Product Management & Analytical Instrumentation Product Lines

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************

You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you'll have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs. You've successfully collaborated with colleagues and worked as part of a team to achieve business results. As a Private Client Banker, you are the main point of contact for a select group of Chase's affluent clients, as well as other customers in the Branch. You'll manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You'll help acquire new clients by actively soliciting referrals and developing internal and external sources. Job Responsibilities Share the value of Chase Private Client with clients that may be eligible Actively manage their banking relationship through an advice-based approach, ensuring each client receives the best products, services for their needs Partner with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers), to connect customers to experts who can help them with specialized financial needs Make lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/7 days a week Adhere to policies, procedures and regulatory banking requirements Required Qualifications, Capabilities and Skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships Minimum of one year Branch Banking Banker, or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating and maintaining customer relationship, and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED or foreign equivalent required Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred Qualifications, Capabilities and Skills Excellent communication skills College degree or military equivalent strongly preferred Experience cultivating relationships with affluent clients is strongly preferred Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. How will you make an impact in this role? This Senior Manager role sits within the Global Customer Experience organization and will be a critical part of the Enterprise Engagement team, leading and implementing global strategic initiatives that support the TLS Future is Now 2.0 transformation agenda. These initiatives require not only cross-functional coordination and collaboration across TLS, but also the Enterprise, supporting both the strategic direction of the initiative as well as its planning and execution. We are looking for a highly skilled technical Program Management Office Manager. The ideal candidate will have experience working in e-commerce environments and be comfortable managing complex, technical projects with multiple stakeholder Responsibilities Program Management: * Support the stand-up of the PMO framework, including defining and engaging appropriate workstreams and owners to deliver on the strategy * Ensure clear definition of roles, responsibility & accountability as it relates to the program framework and milestones * Partner with workstream owners to manage and drive the workstreams forward to deliver on project milestones and to drive speed in decision-making, prioritization and escalations * Proactively identify, raise and solve roadblocks to keep projects on track * Provide day-to-day program management structure and support, including milestone tracking, RAID updates, status reports, scorecard tracking and ensuring the proper meeting cadence is in place to support communication across teams and to leadership * Coordinate with market resources for operational readiness and change management of initiative launches * Regularly interact with senior executives on program status, issues and to facilitate decision making Industry & technical: * Possess a detailed understanding of web and mobile application architecture, including APIs, databases and cloud infrastructure * Provide guidance on best practice on how to manage new technical portfolio management to implementation. * Configure and manage Airtable databases, automations and integrations for project tracking and reporting * Develop structured workflows using Airtable to support cross-functional teams Minimum Qualifications: * Strong Program & Project Management - Proven experience with governance, planning, risk management, and delivery across complex initiatives. * Strong capability to translate complex technical topics into actionable program direction for both senior stakeholders and cross-functional delivery teams. * Able to interpret data, identify issues early, structure ambiguous problems, and drive informed decisions * Skilled at prioritizing, managing multiple workstreams, tracking details, and ensuring progress despite roadblocks. * Experience managing cross-market regulatory and operational requirements Preferred Qualifications * Familiarity with digital UI/UX change management * Ability to manage and coordinate technical dependencies across Central and Local teams, ensuring alignment on architecture, funding, and delivery timelines. * Experience contributing to risk assessments and mitigation plans * Strong understanding of global platform migrations, including how multiple markets integrate into a single global web * Experience with platform ecosystems, including how digital experiences interface with mid and back office workflows Salary Range: $103,750.00 to $174,750.00 annually + bonus + benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: * Competitive base salaries * Bonus incentives * 6% Company Match on retirement savings plan * Free financial coaching and financial well-being support * Comprehensive medical, dental, vision, life insurance, and disability benefits * Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need * 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy * Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) * Free and confidential counseling support through our Healthy Minds program * Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the "Know Your Rights" poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.

About GoodLeap:GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America. The Strategy Execution Director is responsible for driving execution, identifying risks and opportunities, ensuring strategic priorities are met. This role acts as a force multiplier, optimizing operations, improving cross-functional coordination, and taking initiative to solve challenges before they arise. The Strategy Execution Director plays a key role in shaping the future of the consumer finance business, ensuring scalable growth, operational excellence, and a competitive market position.Essential Job Duties and Responsibilities: Strategic Advisor: Act as a trusted advisor and right-hand partner to the Head of Business Solutions, helping to define and execute business strategy. Work with Head of Business Solutions to manage the strategic planning process and monitor performance against the plan on an ongoing basis. Serve as a decision-making proxy for the Head of Business Solutions when needed. Risk Strategist: Identify key business risks and opportunities within the business, proactively driving initiatives to mitigate risks and capitalize on growth. Lead execution of strategic initiatives, ensuring alignment with revenue, product strategy, and growth. Portfolio Manager: Run the portfolio of strategic initiatives end-to-end charters, timelines, RAID logs, stakeholder cadence, and executive readouts. Unblock execution across Product, Credit/Risk, Capital Markets, Operations, Sales/BD, Customer Success, Marketing, Legal/Compliance, and Servicing. Drive new product commercialization for loans, leases, and PPAs. Business Analyst: Use data-driven methodologies to continuously assess the business and identify inefficiencies and process improvements and implement solutions. Provide data-driven insights and recommendations to support leadership decision-making and revenue growth. Process Optimizer: Implement best practices for process optimization, risk management, and decision-making. Required Skills, Knowledge and Abilities: 10+ years of relevant experience in fintech strategy/operations, PMO, product, consulting or a related role Minimum bachelor's degree in finance or related field Proven leadership running multi-workstream programs with exec-level visibility and cross-functional stakeholders. Strong grasp of financial products, credit/risk, capital markets/funding mechanics, and portfolio performance drivers. Analytical fluency (Excel/Sheets; bonus: SQL, Looker/Tableau/Power BI); builds metrics that drive decisions. Strong ability to anticipate challenges, identify solutions, and implement change. Exceptional problem-solving, execution, and leadership skills with a bias for action. Outstanding communication and relationship-building abilities across internal teams and external partners. Compensation: $200,000 - $240,000 annually Additional Information Regarding Job Duties and s: Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law. If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today!

Why Join Cinch? This is a rare opportunity to lead a national sales organization in a trusted, industry-leading company that's growing its impact across the real estate channel. You'll play a critical role in shaping Cinch's next phase of expansion, innovation, and partnership success. Position Overview The Vice President, Strategy & Growth - Real Estate Channel is a high-impact executive leadership role who will report to the Chief Commercial Officer and will be responsible for driving national growth across Cinch's long-established real estate vertical. This individual will oversee channel strategy, planning, budgeting, analytics, and innovation to accelerate growth and maximize results. This role is ideal for a hands-on, growth-oriented leader who thrives in dynamic, evolving environments and enjoys building scalable systems, teams, and partnerships from the ground up. As the face of Cinch in the real estate industry, the VP will combine deep industry expertise with strategic leadership to strengthen Cinch's position as the premier home warranty provider in the real estate channel. Key Responsibilities Channel Strategy & Leadership * Develop and execute the strategic plan for Cinch's real estate channel, including growth objectives, budget management, and performance metrics. * Direct the Real Estate Sales team to translate strategy into actionable sales initiatives to achieve aggressive growth targets and measurable results. * Define market segmentation, competitive positioning, and channel differentiation strategies to strengthen Cinch's market leadership. * Build and execute the national sales strategy, including market segmentation, territory planning, and performance management. * Coach leaders and their teams on consultative selling, relationship management, and territory optimization. Business Performance & Analytics * Own the P&L for the real estate channel, ensuring profitable growth and efficient use of resources. * Establish robust reporting, forecasting, and performance tracking frameworks to deliver data-driven insights and recommendations. * Identify growth opportunities through analysis of channel performance, customer behavior, and market trends. * Build dashboards and KPIs to monitor progress toward goals and support executive decision-making. * Leverage data-driven insights to monitor performance, adjust tactics, and deliver P&L results. * Oversee sales operations including goal setting, pipeline management, forecasting, and budgeting. Digital Growth & Innovation * Lead the strategy for digital transformation within the real estate channel, leveraging technology, automation, and data to enhance partner engagement and sales efficiency. * Collaborate with internal teams to design scalable digital marketing and enablement programs that drive partner self-service, lead conversion, and retention. * Identify and evaluate new digital tools, platforms, and integrations that expand reach and streamline the partner and agent experience. * Support continued innovation in digital tools and Salesforce utilization to enhance productivity and visibility across the team. Additional Responsibilities * Partner with the Chief Commercial Officer and cross-functional leaders to align sales goals with company objectives and the broader go-to-market strategy. * Expand Cinch's presence by developing strategic relationships with large and mid-sized real estate brokerages, title companies, and technology partners. * Strengthen existing partnerships to drive retention, growth, and new product adoption. * Team Development & Coaching * Recruit, mentor, and retain top sales talent across multiple regions. * Foster a culture of accountability, collaboration, and performance excellence. * Operational Excellence

Are you interested in driving the sales, adoption and use of cutting edge, innovative products and analytical instruments? Do you thrive on defining market strategies, product positioning, training teams on new products and spending time in the field meeting with customers and key decision makers? Is a role working with R&D on new product development a dream come true for you? If you answered yes, yes, yes, then we'd love to discuss our Director, Product Management & Analytical Instrumentation Product Lines A Snapshot of What You'll Do: The Director, Product Management & Analytical Instrumentation Product Lines is responsible for the economic success of Anton Paar QuantaTec's products and product related activities. The Director, Product Lines is a central role in the company and is responsible for: Leading and empowering the Product Management, Customer Support, and Product Competence functions to achieve sales goals, customer satisfaction and retention Responsibility for managing the budget, price, quality and cost of the products to maximize our market share and profitability The Impact You'll Make: The Director, Product Management & Analytical Instrumentation Product Lines has excellent leadership skills, product knowledge, understanding of customer requirements and market dynamics and engages with inter-company leaders to drive successful initiatives. Leading the strategic planning and definition of the product portfolio roadmap Providing input and translating market feedback to engineer requirements for new product development and improvements for existing products Analyzing market trends and competition to identify opportunities that will drive future sales growth Participating in development projects to ensure that the new products meet the requirements of the market Analyzing the market and competition to identify possible M&A targets Interfacing with end customers and the global sales organization Responsible for sales of the full suite of the Anton Paar QuantaTec product portfolio Proposing and monitoring the sales budget and initiating strategies and measures in coordination with the global sales organizations to increase sales Plan, monitor and oversee the execution of product launches to ensure success of new product introductions Formulate overall marketing plan for Anton Paar QuantaTec's products in alignment with corporate Marketing and Communications department Providing leadership and direction to all of the customer facing departments to ensure excellent technical and application support to customers Defining and developing strategic partnerships and collaborations with end customers and technology partners Supporting company leadership in driving the strategic direction Defining prices for products, accessories, and services (annually and on special request) The position essentially requires up to 25% overnight travel domestically and internationally All other duties as assigned Education and Experience You'll Need: The Director, Product Management & Analytical Instrumentation Product Lines requires a combination of technical education, product management, business understanding and good communication skills. This role requires the following: 10+ years of experience in international product management or sales of analytical instrumentation 3 - 5+ years of experience managing a team Analytical and structured work experience with a high level of initiative Exposure to business management concepts Strong sales acumen, presentation and communication skills Demonstrated ability to handle multiple tasks in a fast-paced environment Preferred skills include: Ph.D. in Science, Engineering or a related field Masters in Business Administration or Master's Degree in the field of Material Sciences, Chemistry, Physics or related field Multi-lingual Skills & Competencies We Look For: The Director, Product Management & Analytical Instrumentation Product Lines will possess strong product knowledge, industry knowledge, technical expertise and soft skills to engage with internal stakeholders and customers, including: Collaboration: Works well with others on internal and external teams by using effective interpersonal skills Communication: Provides clear instruction to employees, clearly explains how product or process works, and is available to answer any questions that may arise Critical Thinking: Performs analysis to determine and assess the needs of the department and then create a plan to meet the requirements Customer Focus: Ability to meet or exceed customer service needs and expectations and provide excellent service in a direct or indirect manner Innovation: Creates new and better ways for the organization to be successful while adapting to change and engaging in continuous learning to promote the growth of the individual and the organization Integrity: Behaves honorably even when no one is watching and follows moral and ethical principles in all areas of work including decision making, interacting with colleagues, and servicing customers Leadership: Demonstrates the ability to manage, lead and enable others in order to navigate departmental or organizational change Problem Solving: Ability to effectively identify challenging or complex issues, evaluate options, and resolve in the best interest of the organization Strategic Thinking: Develops a broad, big-picture view of the organization and its mission by analyzing competitive advantage and threats, industry trends, emerging technology, market opportunities and stakeholder focus Technical Expertise: Demonstrates depth of knowledge and skills, and develops solutions to highly complex problems by applying technical acumen Who we are: Anton Paar's high-precision instruments help our customers develop every-day products from your shampoo to your shoes, your lunch and favorite beverages, your computer and medication, jet engines, batteries and the pavement on which you commute every day. We help Fortune 500 companies of almost every industry sector, start-ups, and leading universities conduct their research and quality control. Owned by the charitable Santner Foundation, our investment into R&D is unmatched and leads to industry-leading products. We maintain fiscal stability and independence so we can handle today's and tomorrow's challenges, and aim to provide meaningful, long-term workplaces for all employees. Anton Paar is headquartered in Graz, Austria, and operates worldwide. What We Do: Anton Paar QuantaTec manufactures instruments for characterization of powders and porous materials using techniques like physisorption, chemisorption, gas pycnometry, mercury intrusion porosimetry, capillary flow porometry amongst others. Supervision Exercised This role directs several departments, oversees multiple projects, engages cross-functional teams and supports the executive leadership. Physical Requirements & Working Conditions While performing the duties of this position, the employee is regularly required to sit, stand, walk, observe, communicate and handle items such as computers, machinery and other equipment. The employee must occasionally lift and/or move up to 20 pounds. Position requires the ability to obtain a Passport for international travel. In regards to organizational issues, the employee will comply with the regulations set forward in the Anton Paar Employee Handbook, except if otherwise stated. Anton Paar QuantaTec Inc. is an Equal Opportunity Employer. Employment opportunities at Anton Paar QuantaTec Inc. are based upon one's qualifications and capabilities to perform the essential functions of a particular job. All employment opportunities are provided without regard to: age, race, color, religion, sex, pregnancy, childbirth or related medical condition, sexual orientation, gender identity, national origin, genetic information, sickle cell trait, marital status, disability, veteran status or any other characteristic protected by law. #LI-JM2

You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you'll have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs. You've successfully collaborated with colleagues and worked as part of a team to achieve business results. As a Private Client Banker, you are the main point of contact for a select group of Chase's affluent clients, as well as other customers in the Branch. You'll manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You'll help acquire new clients by actively soliciting referrals and developing internal and external sources. Job Responsibilities Share the value of Chase Private Client with clients that may be eligible Actively manage their banking relationship through an advice-based approach, ensuring each client receives the best products, services for their needs Partner with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers), to connect customers to experts who can help them with specialized financial needs Make lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/7 days a week Adhere to policies, procedures and regulatory banking requirements Required Qualifications, Capabilities and Skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships Minimum of one year Branch Banking Banker, or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating and maintaining customer relationship, and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED or foreign equivalent required Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred Qualifications, Capabilities and Skills Excellent communication skills College degree or military equivalent strongly preferred Experience cultivating relationships with affluent clients is strongly preferred Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************

JobID: 210691162 JobSchedule: Full time JobShift: : You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you'll have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs. You've successfully collaborated with colleagues and worked as part of a team to achieve business results. As a Private Client Banker, you are the main point of contact for a select group of Chase's affluent clients, as well as other customers in the Branch. You'll manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You'll help acquire new clients by actively soliciting referrals and developing internal and external sources. Job Responsibilities * Share the value of Chase Private Client with clients that may be eligible * Actively manage their banking relationship through an advice-based approach, ensuring each client receives the best products, services for their needs * Partner with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers), to connect customers to experts who can help them with specialized financial needs * Make lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/7 days a week * Adhere to policies, procedures and regulatory banking requirements Required Qualifications, Capabilities and Skills * Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships * Minimum of one year Branch Banking Banker, or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating and maintaining customer relationship, and revenue generation * Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required - or must be successfully completed within 180 days of starting the role * Compliance with Dodd Frank/Truth in Lending Act* * High school degree, GED or foreign equivalent required * Adherence to policies, procedures, and regulatory banking requirements * Ability to work branch hours, including weekends and some evenings Preferred Qualifications, Capabilities and Skills * Excellent communication skills * College degree or military equivalent strongly preferred * Experience cultivating relationships with affluent clients is strongly preferred * Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************

You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you'll have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs. You've successfully collaborated with colleagues and worked as part of a team to achieve business results. As a Private Client Banker, you are the main point of contact for a select group of Chase's affluent clients, as well as other customers in the Branch. You'll manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You'll help acquire new clients by actively soliciting referrals and developing internal and external sources. **Job Responsibilities** + Share the value of Chase Private Client with clients that may be eligible + Actively manage their banking relationship through an advice-based approach, ensuring each client receives the best products, services for their needs + Partner with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers), to connect customers to experts who can help them with specialized financial needs + Make lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/7 days a week + Adhere to policies, procedures and regulatory banking requirements **Required Qualifications, Capabilities and Skills** + Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships + Minimum of one year Branch Banking Banker, or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating and maintaining customer relationship, and revenue generation + Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required - or must be successfully completed within 180 days of starting the role + Compliance with Dodd Frank/Truth in Lending Act* + High school degree, GED or foreign equivalent required + Adherence to policies, procedures, and regulatory banking requirements + Ability to work branch hours, including weekends and some evenings **Preferred Qualifications, Capabilities and Skills** + Excellent communication skills + College degree or military equivalent strongly preferred + Experience cultivating relationships with affluent clients is strongly preferred + Strong team orientation with a commitment of long-term career with the firm **Dodd Frank/Truth in Lending Act** This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************** Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans