Director of strategy jobs in Palm Beach Gardens, FL - 188 jobs

About the Company Access Medical Labs is a fast-growing leader in specialty diagnostic testing, supporting healthcare providers nationwide across functional, integrative, longevity, and lifestyle medicine. We partner with clinicians to make personalized diagnostics practical, scalable, and aligned with modern care models. About the Role The Senior Marketing Manager plays a key leadership role within the marketing organization, owning major initiatives across provider growth, engagement, education, and utilization. Reporting to the Marketing Director, this role bridges strategy and execution-turning business objectives into coordinated, data-driven marketing programs that support acquisition, retention, and long-term client value. This position works closely with content, digital, sales, client success, and external partners, while mentoring junior team members and managing complex campaigns end-to-end. Responsibilities Strategic Planning & Leadership Partner with the Marketing Director to translate annual and quarterly marketing priorities into actionable plans Lead cross-channel marketing initiatives aligned with provider growth, utilization, and education goals Serve as a senior point of contact for marketing initiatives involving sales, client success, operations, and leadership Provide guidance and feedback to internal team members and contractors to maintain quality, consistency, and timelines Campaign & Program Management Own the planning, execution, and optimization of multi-channel marketing campaigns (email, content, webinars, video, events, social, paid media) Oversee provider education programs including webinars, onboarding journeys, toolkits, and educational content series Collaborate with creative and content resources to deliver messaging that aligns with brand standards and regulatory expectations Manage campaign calendars, timelines, and deliverables across multiple initiatives simultaneously Growth & Lifecycle Marketing Develop initiatives that support the full provider lifecycle: awareness, onboarding, engagement, repeat utilization, and advocacy Analyze funnel performance to identify opportunities for improved conversion, engagement, and test adoption Partner with sales and client success to align messaging, campaigns, and enablement materials Support referral programs, partnerships, sponsorships, and targeted outreach initiatives Analytics & Performance Management Track and report on KPIs including engagement, utilization, retention, campaign performance, and ROI Use tools such as HubSpot, Salesforce, Google Analytics, and internal systems to guide decisions Lead testing efforts (messaging, channels, formats) and apply insights to improve future programs Present results and recommendations to the Marketing Director and leadership team Brand & Messaging Stewardship Maintain consistent brand voice across all marketing materials Support positioning of Access Medical Labs' diagnostic capabilities, service model, and provider value proposition Stay informed on trends in healthcare marketing, diagnostics, and provider education to inform messaging and tactics Qualifications Bachelor's degree in Marketing, Communications, Business, or a related field 5-8+ years of progressive marketing experience with ownership of multi-channel campaigns and programs Experience in healthcare, diagnostics, wellness, or B2B services strongly preferred Demonstrated experience building, launching, and optimizing paid digital and social advertising campaigns Hands-on experience with platforms such as LinkedIn Ads, Google Ads, Meta Ads, and YouTube Strong working knowledge of audience targeting, conversion tracking, attribution, and performance reporting Experience managing advertising budgets and evaluating return on spend in a B2B or healthcare-adjacent environment Proficiency with marketing automation and CRM platforms, including HubSpot and Salesforce Experience using analytics tools such as Google Analytics, Looker Studio, or similar reporting platforms Ability to manage multiple projects, timelines, and stakeholders with minimal oversight Strong written and verbal communication skills, with the ability to translate data into clear insights and recommendations Why Join Access Medical Labs You'll join a growing marketing team with real ownership, visible impact, and a direct line to leadership. If you enjoy building smart programs, working with motivated teammates, and supporting providers who care deeply about patient outcomes, this role offers plenty to dig into-without digging trenches. Pay range and compensation package Pay: $85,000.00 - $95,000.00 per year Equal Opportunity Statement Access Medical Labs is committed to diversity and inclusivity in the workplace.

Senior Director of Labor Relations paying up to $185K for a national corporation headquartered in the Boca Raton area. The Senior Director of Labor Relations manages the labor relations processes of the organization in compliance with regulatory requirements and the Collective Bargaining Agreement. The successful candidate will plan, direct, and coordinate labor relations activities, including analyzing and interpreting the Collective Bargaining Agreement and advising management and union officials in development, application, and interpretation of labor relations policies and practices. Success in this role requires a strategic mindset, strong relationship-building skills, and the ability to influence across all levels of the organization, including union representatives and senior leadership. This is a DIRECT HIRE position and is a HYBRID role (3 days in the office). Travel will be up to 50% within the U.S. RESPONSIBILITIES: Labor Strategy & Negotiation Lead collective bargaining negotiations with unions and employee representatives across multiple jurisdictions and bargaining units. Design and execute negotiation strategies aligned with corporate objectives, cost structures, service models, and risk tolerance. Serve as chief spokesperson at the bargaining table, managing proposals, counter-proposals, and final agreements. Anticipate union strategies and proactively develop responses based on data, precedent, and scenario analysis Executive Advisory & Governance Advise senior leadership and executive committees on labor strategy, negotiation positioning, and escalation decisions. Translate complex labor issues into clear financial, operational, and reputational impacts for decision-makers. Prepare briefing materials, decision frameworks, and negotiation mandates for executives and boards. Financial & Operational Alignment Ensure labor agreements support productivity, flexibility, service levels, and cost competitiveness. Model the financial impact of contract provisions (wages, benefits, premiums, work rules, scheduling, and overtime). Collaborate with operations, finance, and HR to align labor terms with operating models and service commitments. SKILLS & QUALIFICATIONS: Education/ Certifications: Bachelor's degree in Business, Industrial Relations or Human Resources or equivalent work experience required Juris Doctor (JD) from an accredited institution strongly preferred Active bar membership in any state a plus Qualifications: Must have 10-12+ years of significant demonstrated experience managing union relationships, negotiating labor agreements and/or union dispute resolution. Minimum 5 years' experience in law firm or corporate legal department handling labor law issues, preferably including arbitration experience Prior experience in labor relations or employment law in a unionized environment required. Prior working experience in transportation or warehouse settings a plus.

Division: Midas Function: Franchise Sales& Development Reports to: President / COO - Midas The Sr. Director Franchise Sales Development & Transactions will lead franchise sales teams & transaction management teams responsible for growing the number of franchised retail outlets for Midas (1200+ stores in North America & total system units of over 2,000 worldwide). The sales team will manage these leads through a long, complex sales cycle that entails reviewing and fully explaining the franchise system, selling them on the brand, qualifying the candidate with the operational team, acquiring real estate, securing financing, and closing the contractual components of the deal. This position will assume the leadership role for all aspects of the deals as they progress through The sales process and will consequently manage shared support departments - legal, contract administration, real estate, field operations, and operational support. Importantly, this Sr. Director will be an integral part of the Midas executive leadership team and create an overall strategy for store count growth working with existing and new franchisees. COLLABORATOR which exemplifies “Servant Leadership” skill set in a Value Driven Culture… Primary Responsibilities Growth Strategy Experience in creating a winning team, process structures, accountabilities (individual / group) & KPI's to drive individual, team & brand success on an internal and external perspective for all stakeholders. Create a domesticstrategy for new-store growth: identify targetgrowth markets, deploy needed resources, determine needed capital, and execute specific market-level strategies to accelerate overall growth. Identify new store growth opportunities in assigned markets with existing franchisees, potential independent conversion candidates, and awareness of potential real estate opportunities. Create and execute an independent conversion strategy targeting automotive independents to convert to our brand key opportunity for growth. Lead Store Growth Committee convenance: solicit and engage feedback from franchisees, support teams, and vendors to develop initiatives and programs. Review, pilot, and analyze projects from ideation to creation and implementation, securing buy-in from executive leadership and franchisee endorsement. Financial & Budget Management Own the franchise development budget, ensuring efficient allocation and ROI tracking. Create valuations for both selling and buying opportunities. Recognize value opportunities within deals, structure and price deals to maximize value for franchisees, evaluate risks, and lead the sales team to mitigate risks or walk from deals. Leadership & Team Development Be a strong leader who can influence behavior, take control of ambiguous situations, elevate talent, inspire cross- functional teams, set the example of excellence every day, and lead salespeople to great successes. Create, roll out, and manage effective incentive pay plans for the sales team to motivate proper behavior and create accountability. Sales Management Expertly manage the franchise development sales cycle and candidate pipeline. Introduce and manage proven sales management techniques that enable the sales team to hit big goals. Lead and utilize sales systems (SalesForce, FranConnect, etc.), sales processes, and sales management rigor to establish the discipline needed to excel. Manage all aspects of a large sales pipeline: establish weekly targets for cold calls, contacts made, information gathered, deposits collected, candidate approvals, and deals closed .Additionally, find buyers and execute store sales for existing franchisees. Assume the lead salesperson role on large deals: take the lead and close multi-million-dollar transactions. Utilize experience in mergers and acquisitions to be extremely creative and aggressive with sophisticated buyers. Franchise Expertise Be the subject matter expert of the franchise system for Midas, following strict protocols of FDD management and leadership. Understand and communicate all aspects of franchising to candidates and internal Midas employees. Accurately communicate complex Franchise Disclosure Documents to candidates to generate understanding and excitement for entering a franchise system. Marketing & Competitive Analysis Work in collaboration with Midas Head of Marketing and Midas Communication Manager to market to individuals outside the industry as well as large independent auto operators to join our brands. Lead the analysis of competitors' franchise offerings and ensure Midas offerings are at or better than the competition. Market our programs versus the competition with differentiated messaging and winning strategies. Ensure best-in-franchising new store opening incentives that create needed demand. Transaction Management Sr. Director transaction team must demonstrate a strong level of commitment toward delivering accurate, timely, and consistent results; determine resources required; support/manage project timeline; identify and manage communication with all key stakeholders; track and report progress of onboarding process; and assist in procuring required documents per transaction from inception to store opening of new or store transfer of Midas locations to present or new franchisees. Education & Experience & Required skills. Education: Master's degree in business management or related discipline. Certified Franchise Executive (CFE) Experience: 10+ years' leadership experience above Director Level, in one or more of the following: complex sales leadership/management, franchise development, retail leadership, mergers and acquisitions. Required skills: Sustained multi-year success in delivering B2B sales results through sales teams. Very strong, proven leadership capability. Lead teams and influence corporate groups with multiple priorities. Ability to create complex deal structures that enable all parties to prosper. Financial valuation and analysis. Strong ability to read financial statements. Experience with real estate financing/development. Experience in establishing marketing strategies, collaborating with vendors to build creative materials, and optimizing various channels to generate qualified franchise leads. Excellent ability to think strategically, analyze individual businesses for performance, identify issues, evaluate options, prioritize efforts, and develop/implement appropriate actions for growth. Clear understanding of financial drivers of franchise business operations, market conditions, competitive landscape, and trends. Excellent communication and people skills with various audiences to influence behavior, resolve issues, and gain commitment. Have a high comfort level interacting with franchisees and corporate management. Desired skills: franchising, retail leadership experience, automotive experience, sales process management, experience with SalesForce and FranConnect. Location Palm Beach Gardens ,FL. Overnight Travel: 15% Why Join Midas? At Midas, we're more than just a car care brand, we're a community of entrepreneurs, innovators, and customer champions. Join us in shaping the future of automotive service through smart growth and strategic real estate leadership.

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! We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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.

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 ****************************

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.

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

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: **************************************************************************

JobID: 210701073 JobSchedule: Full time JobShift: : 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: **************************************************************************

Coral Ridge Presbyterian Church Fort Lauderdale, Florida The Moran Company is pleased to partner with Coral Ridge Presbyterian Church to recruit the organization's new Senior Director of Business Operations. Organizational Background Coral Ridge Presbyterian Church (CRPC), founded by Dr. D. James Kennedy over 60 years ago, has a rich and robust history of serving both a local and national audience. From its location in South Florida, CRPC provides ministry services dedicated to equipping Gospel-centered, culture-shaping Christians. Led by Senior Pastor Rob Pacienza, the church campus provides a home base for services supporting on-site worship and community building, media outreach, daycare services, Westminster Academy (a K-12 Christian school), the Institute for Faith & Culture, and the Knox Theological Seminary. CRPC is currently completing a $26 million renovation to its Fellowship Hall, creating a modernized space that houses a contemporary worship area, second-story classrooms, and a commercial kitchen. It will support both the church and the community and provide a new source of revenue for the ministry. CRPC's annual budget is just under $8M. Coral Ridge Ministries (CRM), founded over 50 years ago as a media outreach arm, became a separate legal entity in 1994. Its focus is on the integration of culture and faith across digital platforms. The ministry produces biblically grounded content, such as the Truths that Transform program and the City of God podcast, to reach the next generation. CRM also operates the Center for Christian Statesmanship in Washington, D.C., providing “soul care” and encouragement to leadership on the Hill. CRM's CEO/President is Dr. Rob Pacienza, who also serves as the Senior Pastor of CRPC. CRM is undergoing an organizational transition to maximize media impact and distribution. The organization's annual budget is $5.5M. Position Summary The Senior Director of Business Operations is a vital new senior leadership role reporting directly to Rob Pacienza, the Senior Pastor of CPRC and CEO/President of CRM. This position will provide strategic and operational oversight for administrative, financial, and facility functions, ensuring the business infrastructure of both organizations is robust and aligned with their spiritual missions. This position will not oversee Westminster School operations. A primary goal of this role is to give the pastoral staff the freedom to focus on ministerial responsibilities by assuming the administrative workload. The Senior Director will support the Senior Pastor and CEO of the organizations as they provide resources and advice to the CRPC Governing Session and CRM Board. Key Responsibilities Strategic Leadership and Planning Partner with executive leadership to develop and execute action-oriented plans for the church and media ministry. Serve as a ‘bi-lingual' leader, speaking both the language of ministry and business to unify diverse stakeholders. Identify and implement cost-saving efficiencies by consolidating efforts across both legal entities. Oversee assessment, implementation, integration, and optimization of operational policies, procedures, and processes. Financial Management and Compliance Oversee a complex financial structure, including budgeting, daily/weekly/monthly financial tracking, and cash flow projections/management. Manage accounting vendor relationships (utilizing QuickBooks and RAMP) to ensure consistency and compliance; lead the annual audit process of both organizations. Ensure total transparency and accountability for all department heads regarding budget tracking and expenses. Operations and Facility Management Direct the management, security, and maintenance of the CRPC campus (excluding all school operations and management). Develop and execute a strategy to maximize rental revenue from the newly renovated Fellowship Hall (anticipated completion is August 2026). Develop and execute a strategy to maximize rental revenue from the newly renovated CRM Television Studio. Manage and approve all CRPC facility usage, both internal and external requests, and coordinate with school leadership to establish appropriate usage agreements Human Resources and Team Development Formalize HR functions, including job descriptions, recruitment, onboarding & training, and annual performance/salary reviews. Lead and mentor staff who are motivated to serve, from long-term employees to new hires. Effectively manage personnel issues, including the ability to coach, teach, and fire when necessary. Professional Qualifications A committed follower of Jesus Christ who is personally aligned with the mission, vision, and Presbyterian governance of CRPC. A college degree in Business Administration, Accounting, Finance, or a related field. An advanced degree (MBA, MPA, or related) is a plus. 7-10 years of senior leadership experience in a complex, multi-entity environment; private sector experience is highly valued. Demonstrated financial acumen with expertise in accounting, audit oversight, and cash flow management. Demonstrated knowledge of financial platforms, including Excel, QuickBooks, and RAMP. Proven track record of building and leading high-performing teams through organizational transitions. Experience in a digitally native or media-driven organization is a plus. Competencies and Personal Attributes Strategic thinker with strong analytical and problem-solving skills. Skilled at balancing strategic leadership with operational excellence. Exceptional communication skills with the ability to be diplomatic and collaborative while also driving results and performance; able to easily adjust style and demeanor to meet the needs of a diverse range of stakeholders. Thrives on making others better and supporting the CRPC Senior Pastor/CRM CEO without needing the limelight; a trustworthy and humble #2. Resilient and adaptable in a fast-paced, mission-driven environment. Compensation The annual salary range for this position is expected to be in the $150,000 - $200,000 range, commensurate with experience. CRPC/CRM offers a benefits package including insurance with employer shared premiums, paid time off, a 403b retirement plan, and discounted tuition/fees for Westminster Academy (K-12 Christian school). Application Process The search for the Senior Director of Business Operations is being conducted by The Moran Company. Questions about the position can be directed to Jamie Berry, The Moran Company; ***************************.

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! We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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

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%.

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 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: ************************************************************************** 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