Regional Sales Manager jobs at Eaton

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

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. Investor Advice Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab's approach to investing. The Centralized Service & Operations group supports Fixed Income and Schwab Wealth Advisory clients as the client facing phone teams. The Wealth Strategies Consulting Group addresses complex wealth management needs of clients through our Planning and Wealth Strategy teams. Additionally, they provide specialized products to meet income generation, risk mitigation, and liquidity needs. As a Senior Regional Manager you will coach and counsel a team of 10-12 Wealth Advisors and Associate Wealth Advisors in a collaborative environment designed to both grow and support the client base they support. We value integrity, open communication, strong market knowledge, and a passion for client service. If you want to work with a firm that is dynamic, client focused, invests in your growth, and values your contributions, consider a career as a Senior Regional Manager. What you are good at: Motivating - As a leader you will inspire your team by providing support and championing the collaborative Schwab culture. Building collaborative relationships- You will build and foster relationships with internal partners as well as clients. Internal partners will include Branch Managers, Regional Branch Executives and Directors within the Investor Advice Solutions division. Developing others - We are seeking an individual with extensive financial services experience to share with their team of CFP or CFA investment professionals. Managing change- The Senior Regional Manager will establish strategies and design plans to ensure that asset and service targets are met. Managing performance- Part of this role includes the monitoring of client interactions and coaching to improve service and advice quality. You will coach to daily planning and execution that is being provided to SWAI clients. This includes performing the compliance and administrative tasks inherent in our industry. What you have We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include: CFP designation, CFA designation required (may consider 24 month condition of employment) Bachelor's Degree required Active and valid FINRA Series 7 license required Active and valid FINRA 66 license required (may consider a 120-day COE) Active and valid FINRA 9/10 required (may consider a 120-day COE) Five plus years' experience in the financial services industry Minimum of 2 years supervisory experience strongly preferred In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

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

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

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

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

About Long's Jewelers For more than a century, Long's Jewelers has been New England's premier destination for fine jewelry, luxury watches, and exceptional client experiences. Family-owned and operated with seven locations across Massachusetts and New Hampshire, Long's is proud to partner with the world's most prestigious brands, including Patek Philippe and Rolex. With a reputation built on trust, integrity, and lasting relationships, Long's offers a truly unique opportunity to be part of a legacy brand. The Opportunity Long's Jewelers is seeking a Sales Manager to lead the flagship Patek Philippe boutique on Newbury Street in Boston. This is a rare opportunity to represent one of the world's most exclusive watchmakers, guiding clients through an experience that is as much about heritage and artistry as it is about ownership. The Sales Manager will be entrusted with fostering meaningful client relationships, mentoring a talented team, and serving as a key ambassador for both Long's and Patek Philippe. Key Responsibilities Represent Patek Philippe with professionalism, discretion, and integrity. Build lasting relationships with high-net-worth clients, offering an exceptional and personalized experience. Lead, coach, and inspire the boutique sales team, cultivating a collaborative and high-performance culture. Partner with leadership to drive strategy, elevate client experiences, and grow the boutique's impact. Serve as a trusted liaison with Patek Philippe leadership in the U.S. and Geneva, bringing insights and training back to the team. Qualifications 5+ years of experience in luxury watches or fine jewelry; high-complication expertise strongly preferred. A proven track record of building and sustaining long-term client relationships. Experience leading and developing high-performing sales teams in a luxury retail environment. Strong organizational, analytical, and communication skills. A passion for horology and an eagerness to represent one of the most respected names in the industry.

The Escrow Sales Associate will work closely with and support the Escrow Sales Manager to drive and develop Escrow Deposit Services in Business Banking. This position works closely with customers, Business Bankers, Virtual Business Bankers, Treasury Management officers and Sales Support to train and develop Escrow skills, resolve any issues associated with Escrow Deposit Services and deliver and close Escrow presentations. This position will also provide product expertise and features to support client solution structuring and feature identification based on client's needs. Know market trends, competitive products, and be able to identify compliance issues. Responsibilities: Deliver Escrow results through delivering the Escrow presentation / demo to clients directly, training, client problem solving, and advancing innovation through our digital programs. Introduced the Escrow products throughout our footprint to business bankers and TMSOs utilizing Live Meeting, seminars, and individual training. Provide expertise in all Escrow related matters including bringing opportunities to a close, provide account structuring ideas, and provide a holistic view to questions and issues. Be able to present alternative solutions to satisfy client's needs through multi-product offerings. Drive new to bank client relationships as well as deepen existing relationships leveraging an effective sales process and strategic prospecting. Adept at targeting and sourcing high-potential leads, while identifying and targeting deposit-rich industries, and providing tailored financial money movement solutions to execute seamless escrow operations and maximize transactional value. Increase engagement with partner teams to build advocacy and heighten our reputation as a team of well-managed, collaborative and passionate associates. Work with and support partners in order to create great unity and achieve solutions among the teams. Basic Qualifications: At least 3 years of Financial Services experience Preferred Qualifications: Business Banking experience with a focus on deposits Understanding of the escrow lifecycle and transaction closing processes 1+ year of client facing sales experience Bachelor's Degree or military experience At this time, Capital One will not sponsor a new applicant for employment authorization for this position. The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Richmond, VA: $115,200 - $131,500 for Escrow Sales Manager McLean, VA: $126,700 - $144,600 for Escrow Sales Manager New York, NY: $138,300 - $157,800 for Escrow Sales Manager Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections ; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at 1- or via email at . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).

JOB SUMMARYAs the Conflict Checks Manager, you will play a critical role in protecting the integrity of our client acceptance and engagement processes. You will oversee the day-to-day operation of the firm's conflict checking and entity independence verification processes, helping engagement teams navigate independence and ethics risks by reviewing, clearing, and escalating conflicts identified by firm's conflict checking system. The team is collaborative, high-performing, and responsible for upholding the firm's highest standards of independence and professional ethics. This role reports to the Independence and Ethics Compliance Leader of the UHY LLP National Office, ensuring alignment with the firm's ethical and regulatory obligations. Conflicts & Independence Responsibilities Manage the daily conflict check process by reviewing flagged conflicts, researching client relationships, and assisting teams in assessing independence risks prior to client acceptance Evaluate conflict check submissions from engagement teams, resolving issues when possible and escalating complex matters to the Independence and Ethics Compliance Leader or Independence Committee as appropriate Provide comprehensive support during the investment audit process, including tracking auditee selections, conducting initial evaluations of findings, and escalating significant issues for further review Monitor independence-related developments from regulatory bodies (such as AICPA, PCAOB, SEC, DOL, and GAO) and assess their impact on firm policies and processes Maintain and enhance conflict monitoring tools and systems (e.g., Intapp, Entity-tree management), ensuring accurate setup and effective integration across platforms Respond to independence and ethics-related inquiries from UHY engagement teams and international network firms, conducting initial analysis and providing preliminary guidance Support the development and improvement of firm training on conflict checks and independence, offering feedback based on practical conflict resolution experience. Conduct thorough conflict checks for professional services engagements, leveraging prior experience to ensure compliance and accuracy Collaboration and Monitoring of Quality Control with Leadership Actively contribute to the firm's system of quality management by participating in bimonthly UHY LLP Management Committee meetings, where you help shape, update, and communicate firm-wide policies Understand the quality management standards as well as our firm's current system of quality management to develop processes, controls, and monitoring to assure compliance relevant to independence and ethics Partner with colleagues in the UHY LLP National Office to thoroughly review and enhance the firm's system of quality management as it pertains to independence and ethics, ensuring that best practices are consistently understood and applied Assist with the review and performance of conflict-checks over documentation of processes and controls, including the design of effective monitoring controls to monitor the firm's system of quality management Maintain professional relationships with independence personnel in the UHY international network firms, ensuring consistency and responsiveness across firm engagements Supervisory responsibilities Supervisory or team leadership experience vise staff and other resources, as appropriate, during projects and other initiatives Work environment Work can be conducted remotely or in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift up to 15 pounds at a time Travel required Travel of 5% to 10% is required for attendance at conferences, attendance, and/or facilitation of in-person training and National Office Team Meetings. Required education and experience Bachelor's degree in accounting, business, or related field 6+ years of experience in public accounting or professional services firm, including 2+ years working in risk, independence, or compliance Demonstrated ability to manage and resolve complex independence/conflict issues Preferred education and experience Supervisory or team leadership experience CPA, CCEP, or similar professional certification Experience with the implementation and ongoing maintenance of quality such as SQMS No. 1, ISQM1 and QC 1000 Knowledge of Independence rules and Standards for the AICPA, PCAOB, SEC, DOL, and GAO Familiarity with GASB standards Experience with Intapp, Deltek Maconomy, and Salesforce Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

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

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

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

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

At FIS, our technology and our people are moving forward. We advance the way the world pays, banks and invests. We believe in building inclusive, diverse teams. Together, we innovate to help our colleagues, clients and communities succeed. If you're ready to grow your career and make an impact in fintech, we have one question: Are you FIS? About the team: Join our team today! Our team provides a comprehensive suite of core banking solutions designed to support banks of all sizes with modernization, scalability, and digital transformation. We strive to renew existing partnerships with FIS customers across different market segments and product suites in North America. About the role: As a Sales Executive, Renewal Manager, you'll be part of a tenured team of self-motivated, high achieving professionals. You'll have an exciting opportunity to provide industry-leading solutions, strategic products, and industry expertise. The role is critical to maintaining revenue continuity, enhancing client satisfaction, and identifying growth opportunities through upselling and cross-selling. What you will be doing: Manage end-to-end contract renewal process for existing clients. Identify current contracts approaching expiration to initiate and conduct retention discussions with the relevant customer. Prepare and present overviews of the client's current FIS relationships and product suites to establish baseline understanding of the business involved in the renewal. Prepare, present, and negotiate pricing proposals to retain the client relationship. Identify “next best” or new products the customer can use to grow their business and facilitate incorporation of those into the renewal discussions. Focus on account retention and continued revenue growth. Monitor client health and proactively address churn risks. What you will need: Prior experience as a Sales Executive and/or Renewal Manager in FinTech or financial services. At least 5+ years of experience interacting and partnering with senior management is preferred. Understanding of banking operations, technology and change landscape, preferably with FIS products and solutions. Advanced communication, presentation, and negotiation skills. Ability to travel at least 30%. Analytical mindset for data-driven renewal strategies. What we offer you: At FIS, we are as committed to growing our employees' careers as our own business. We offer: Opportunities to innovate in fintech Inclusive and diverse team atmosphere Professional and personal development Resources to contribute to your community Competitive salary and benefits FIS is committed to providing its employees with an exciting career opportunity and competitive compensation. The pay range for this full-time position is $98,200.00 - $162,040.00 and reflects the minimum and maximum target for new hire salaries for this position based on the posted role, level, and location. Within the range, actual individual starting pay is determined by additional factors, including job-related skills, experience, and relevant education or training. Any changes in work location will also impact actual individual starting pay. Please consult with your recruiter about the specific salary range for your preferred location during the hiring process. Privacy Statement FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice. EEOC Statement FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis. Sourcing Model Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company. #pridepass

Job Description MISSION STATEMENT We are Called to serve a thriving community of seniors that live with dignity, connection and purpose. CORE VALUES Fully embraces a culture of hospitality and teamwork by living the Oakwood Core Values: Compassion: We care deeply about the people we serve and the people we work with on a daily basis. We work together to help one another. Faith: We have a commitment to remain true to the vision and mission of Oakwood. Inclusion: We include everyone. We welcome opinions and strive to consider different perspectives to create fair, welcoming, and accessible experiences for all. Integrity: We work to be transparent and fair. We act with honor and respect for our residents, their families, and our co-workers. Dedication: We care about the people we serve and work with on a daily basis. We are dedicated to providing superior service to one another and our community. ESSENTIAL RESPONSIBILITIES (including but not limited to) for the Sales and Marketing Director: Sales Leadership & Census Management Drive occupancy and census growth across Independent Living, Assisted Living, and Memory care. Oversee, coach, and support a five-person sales team responsible for managing the full sales pipeline-from inquiry to waitlist to closing. Serve as a working manager, actively participating in sales efforts and providing backup coverage for counselors as needed. Monitor and analyze sales metrics, forecasting, and conversion rates, adjusting strategies to ensure targets are met. Oversee and participate in the management of the community waitlist, ensuring timely communication and accurate tracking. Act as the first point of contact for contract-related questions from prospective residents, current residents, and staff members, ensuring clarity, consistency, and compliance with organizational standards. Support major sales initiatives, including the lease-up of new builds. Marketing & Outreach Oversee execution of social media, event promotion, and on-the-ground marketing activities. Partner with the CMO on advertising, campaigns, content development, and reporting. Gather sales team insights to inform messaging and marketing initiatives. Represent the organization at community events, outreach activities, and networking opportunities. Collaboration & Leadership Partner closely with the CMO and other campus leaders to align census strategies with organizational goals. Ensure consistency in communication and brand standards across marketing channels. Contribute to a culture of hospitality, teamwork, and mission-driven service. ESSENTIAL QUALIFICATIONS Demonstrated ability to meet or exceed occupancy/census goals. Strong working knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). Proficiency with marketing tools such as CRM systems, Social media platforms and Analytics tools, Working knowledge of Email marketing platforms, Basic design tools Excellent communication, presentation, and relationship-building skills. Strong organizational and analytical abilities. Ability to balance strategic leadership with hands-on execution in a lean environment. EXPERIENCE, EDUCATION, AND/OR TRAINING for the Sales and Marketing Director Bachelor's degree in Marketing, Communications, Business, or related field (or equivalent experience). 5+ years of experience in sales leadership, preferably in senior living, Real Estate, or other related service industry.

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

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

Join the Public Sector Payments Sales team! As a key member of the team, you will drive new business development and manage end-to-end client relationship experiences. As a Public Sector Payments Sales Manager (PSM) within the Corporate & eCommerce Sales team, you are responsible for managing and maintaining a portfolio of public sector clients. The PSM identifies new business opportunities, proposes and delivers appropriate Treasury Services products and solutions for new/existing clients who look to the PSM to be their trusted financial services advisor. It is the goal of the PSM to deliver exceptional service while employing risk mitigation processes for both the client and the Firm. Job Responsibilities + Executes the North America Public Sector strategy by identifying new business opportunities across a suite of solutions + Develops and maintains an active sales pipeline and maintains an active calling plan; regularly engaging clients and prospects to communicate key Treasury Services messages to drive business results + Manages customer expectations by communicating up front timelines and deliverables + Serves as a trusted advisor, leveraging core knowledge to recommend and promote Treasury Services solutions to clients while working within the risk parameters that protect the firm + Works with internal partners, including bankers, product, and technology partners to maintain and grow an existing portfolio; builds collaborative internal relationships to develop and foster partnerships with key stakeholders including Public Sector Leaders, Bankers, Service and Implementation partners and other internal partners + Develops account plans for select clients + Takes ownership of escalating Treasury Management client issues to the appropriate partner (Service, Implementation, etc.) Required qualifications, skills and capabilities: + 8+ years of experience in treasury management, sales and relationship management experience + Strong understanding of government processes + Proficient in consultative selling and pipeline development and account planning; demonstrated ability to position and close new business + Ability to recognize a client's needs and apply solution selling, which requires a deep comprehension of TS products + Strong verbal and written communication skills; strong problem solving skills + Understanding of Compliance, Know Your Customer and Risk Awareness + This role supports US Federal government contracts that require, U.S. citizenship or lawful permanent status Preferred qualifications, skills and capabilities: + Highly proficient in Microsoft Applications (PowerPoint, Excel and Word) JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. 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. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** Washington,DC $142,500.00 - $250,000.00 / year

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