Vice President jobs at Enterprise Bank

The working hours for this role in the will be 3pm - 1am EST 4 days per week (Sunday-Wednesday) In this role you will focus on researching potential cybersecurity threats to various systems, technologies, operations, and programs throughout multiple environments. You will perform analysis based on this research to determine the risk to the organization and take appropriate actions based upon that analysis. Responsibilities include rapidly responding to potential incidents and events to minimize risk exposure and ensure the confidentiality, integrity, and availability of assets and business processes. Additionally, you will proactively monitor internal and external-facing environments, seek opportunities to strengthen and automate detection and remediation capabilities, reduce response times for incidents, and produce analyses of cybersecurity events that include perspectives on the behavior of adversaries. Major Responsibilities Perform cybersecurity threat detection, assessment, and mitigation efforts as part of a 24/7 global team Investigate potential cybersecurity events across multiple environments using various tools and techniques Conduct analysis of artifacts to determine methods of intrusion and best course of resolution while driving security improvement Support the development of information security policies, standards, and procedures Support inquiries from compliance teams such as IT risk management and internal and external auditors to ensure documentation is complete and processes are in compliance with information security policies Create reports analyzing activities or trends both within and outside of the organization Support the development of security operations detections, playbooks, and automations to ensure threat detection, monitoring, response, and forensics activities align with best practices, minimize gaps in detection and response, and provide comprehensive mitigation of threats Review internal logs and alerts to identify potential cybersecurity events. Triage cases based on output from automated alerts, and determine when to escalate to other teams Monitor external service provider activity to detect potential cybersecurity events Analyze security data from all systems in real time to spot and thwart potential threats, attacks, and other violations Lead projects to increase the firm's security posture Analyze compromised systems and remediate to a clean state Perform breach indicator assessments to investigate network traffic for malicious activity Perform threat hunting across the environment to attempt to detect any adversary activity Support incident resposne activities across MUFG's global network Assist in the production of various reports which identify and analyze relevant upcoming and ongoing threats to the enterprise Research evolving threats, techniques, tools, and vulnerabilities in support of information security efforts Stay current with information security program developments, industry frameworks, changes in the company, industry trends, and current security practices Support inquiries from compliance teams such as IT risk management and internal and external auditors to ensure documentation is complete and processes are in compliance with information security policies Qualifications Bachelor's degree in Information Technology, Cyber Security, Computer Science, or related discipline or equivalent work experience 5 + years of experience working in the Cybersecurity Operations or Information Security Relevant technical and industry certifications, such as CISSP, ISSMP, GCIA, CISM, CEH, GCFA, GCFE, GCIH, or GSEC are preferred Experience in one or more security domains including Security Governance and Oversight, Security Risk Management, Network Security, Threat and Vulnerability Management, or Incident Response and Forensics preferred Experience with information security risk management, including information security audits, reviews, and risk assessments Desired Skills Experience with security data collection, analysis and correlation Well-developed analytic, qualitative, and quantitative reasoning skills Demonstrated creative problem-solving abilities Security event monitoring, investigation, and overall incident response process Strong time management skills to balance multiple activities and lead junior analysts as needed Understanding of offensive security to include common attack methods Understanding of how to pivot across multiple datasets to correlate artifacts for a single security event A diverse skill base in both product security and information security including organizational structure and administration practices, system development and maintenance procedures, system software and hardware security controls, access controls, computer operations, physical and environmental controls, and backup and recovery procedures. Detailed knowledge and experience in security and regulatory frameworks (ISO 27001, NIST 800 series, FFIEC, SOC2, FedRAMP, STAR, etc.) Ability to guide and mentor junior analysts in investigations Understanding of enterprise detection and response technologies and processes (advanced threat detection tools, intrusion detection/prevention systems, network packet analysis, endpoint detection and response, firewalls, Anti malware/anti-virus, Security Information and Event Management tools, etc.) Experienced with Endpoint Detection & Response, email security, web application firewall, an cloud security tooling. Ability to perform risk analysis utilizing logs and other information compiled from various sources Understanding of network protocols, operating systems (Windows, Unix, Linux, MacOS, databases), and mobile device security Knowledge of the various types of cyber-attacks and their implementations A fundamental understanding of enterprise cybersecurity frameworks such as MITRE ATT&CK and Cyber Kill Chain Ability to document and explain technical details in a concise, understandable manner Experience in operational processes such as security monitoring, data correlation, troubleshooting, security operations, etc. The typical base pay range for this role is between $104K - $131K depending on job-related knowledge, skills, experience and location. This role may also be eligible for certain discretionary performance-based bonus and/or incentive compensation. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. For more information on our Total Rewards package, please click the link below. MUFG Benefits Summary

Meet ACQ: At Acquisition.com, we're a team of entrepreneurs on a mission to make real business education available to everyone. There are 34 million small and medium businesses in the United States. They're the backbone of the economy, but many will never reach their full potential because the education available to them is outdated, impractical, and built for classrooms instead of companies. We're fixing that by giving founders and business owners the tools, knowledge, and support they need to grow. The proof is in our results: Built an Advisory Practice that's already served more than 3,500 clients in its first year Broke the world record for non-fiction book sales in 24 hours with $100M Money Models Scaled to nine figures in 18 months without any outside capital We believe in high standards, hard work, and helping others win. If that resonates, you'll feel at home here. Role: The Director of Business Strategy is a builder at heart - someone who has taken small businesses or startups from messy, ambiguous beginnings to real, sustainable scale. You've either done it from the inside as an operator or alongside founders as a consultant, advisor, or agency lead. In this role, you'll work directly with founders to figure out what's really holding their business back - and what to do about it. You'll come into each workshop with a clear hypothesis, pressure-test it live with the client, and walk away with a focused game plan to grow their business. You'll also help turn those insights into repeatable frameworks and tools we can use across our portfolio and clientele. Here's what you'll actually do: Apply our framework to break down businesses quickly and clearly. Review pre-work to identify key constraints and potential action steps. Lead consulting sessions at live workshops with real businesses in real time. Build and maintain relationships with client companies throughout their journey with us. Work with our internal team to turn your learnings into assets that scale (playbooks, templates, etc.). To win in this role, you need real business acumen, strong pattern recognition, and the ability to think on your feet. You should genuinely enjoy working with people, teaching, and solving problems with them - not for them. Why This Role Matters (for You): If you're hungry to grow - this is your shot. You'll get exposed to dozens of real businesses, real problems, and real founders. That means your skill set grows exponentially faster than it would inside a single company. You'll also build a killer network and get a front-row seat to what's working (and what's not) across industries. More importantly you'll get to help good entrepreneurs become great. And if you're someone who finds meaning in that kind of work, you'll love this role. If you're not ready for a fast paced entrepreneurial environment, this isn't the role for you. Responsibilities Develop a rapid growth strategy for attending businesses-identifying constraints, determining solutions, and breaking those solutions down into tactical steps Lead roundtable discussions with groups of attending businesses, including ‘spotlighting' businesses for live problem-solving Present solutions, frameworks, and playbooks during our workshops to guests and collaborate with the team in the creation and iteration of those assets and our growing knowledge base Maintain professional client relationships, answer questions, and serve as a trusted partner and subject matter expert for workshop participants. Partner with the portfolio team to identify opportunities to improve execution and scalability of workshops Training and coaching other team members on client engagement and asset creation, especially associate team members Serve as a backup presenter when needed for workshop events, ranging from short tactical presentations to MCing the event Results Create and deliver world-class consulting presentations consistently during workshops Deliver an exceptional experience to workshop attendees, in support of our standard of excellence in conducting workshops (our target NPS score for attendees is 85%+) Inspire workshop attendees to attend more Acquisition.com workshops and also refer friends or others to attend (target renewal rate is 80%+) Track impact and results from participating client businesses (target growth rate for attending businesses should be at least $250k per business on average) Uphold company values and culture in all interactions with workshop participants. Requirements Proven track record of elite-level business expertise across strategy, operations, and high-growth execution Ideal candidates have experience in top-tier management consulting or a similarly rigorous role, or a history of entrepreneurial success in founding, scaling, and ideally exiting a company with 7-9 figure annual revenue Leadership in fast-paced, startup-like environments, driving strategy, team building, and scalable processes Exceptional written and verbal communication skills, especially for a business owner audience Strong influencing ability - capable of quickly understanding and overcoming objections or blockers from workshop attendees High emotional intelligence with a willingness to develop deep interpersonal relationships Strong business acumen with the confidence and knowledge to teach others Demonstrated experience as a creative problem solver with the ability to structure complex issues quickly and with deep proficiency Comfortable with ambiguity and adaptable to a fast-changing environment Demonstrated integrity and dedication to effective, efficient delivery of objectives Self-motivated, detail-oriented, and able to work autonomously Located in or willing to relocate to Las Vegas Workshop Schedule Expectations Our workshop weeks are intentionally high-intensity and fast-paced to drive transformation for our partners. During these weeks, team members are expected to be available from 7:00 AM to 7:00 PM, with additional hours often required to support preparation, execution, and debriefs. This pace is not for everyone - and that's okay. We set this expectation clearly so that only those who thrive in high-accountability, high-impact environments choose to be here. In return, you'll be part of a team that moves fast, solves real business problems, and builds meaningful outcomes. You'll grow rapidly, work alongside exceptional talent, and contribute to work that truly matters. Compensation $173,340 - $260,010 + bonus based on years of experience At Acquisition.com, we offer competitive, salary-based compensation tailored to the role, with performance bonuses based on experience and contribution. Equity is not part of our current compensation structure. We believe in rewarding results and setting clear financial expectations from the start. Relocation Assistance We know that great talent comes from all over, so we're here to help you make the move. For this role, we offer: $10,000 in relocation support Up to three months of temporary housing (capped at $10,000) Benefits We offer a comprehensive, evolving benefits package designed to support your health, family, and wellbeing. Some key offerings: Flexible Unlimited Paid Time Off and Company-wide Holidays Employer sponsored Medical, Dental, & Vision plans $900 annual Employer HSA contribution FSA options including dependent care Employee assistance program and mental health resources Employer match program for 401(k), eligible for both Traditional and Roth accounts $1,200 annual wellness reimbursement through JOON that supports health, family care, pet care, fitness, and more! For local or visiting team members, enjoy access to a state of the art gym at our HQ in Las Vegas Benefits eligibility applies only to full-time roles ACQ Core Values: Our core values are the heart and soul of this incredible company. The right person for this role will appreciate each of these values, personally subscribe to them, and understand why each is critical to having a great business. Competitive Greatness Be at your best when your best is needed. Enjoyment of a hard challenge. Those who have the drive to constantly improve, the superior intellect and long term commitment to see incremental improvements become compounding returns. Sincere Candor Have the self awareness to accurately perceive and communicate hard truths that improve others and self, the courage to do so, and the humility to accept them, even when it hurts. Nothing great can be built without feedback: internally or externally. Unimpeachable Character Be the type of person with whom people are always proud to associate, personally and professionally. We look for true alignment of thoughts, words, and actions towards a goal worth pursuing.

Being part of the red team provides you with the opportunity to work on the cutting edge of cybersecurity and help drive the improvement of detection capabilities as well as strengthening of defenses to improve our overall security posture. The role also offers you with the opportunity to lead and mentor junior team members and provide guidance on complex projects. Major Responsibilities Developing guidelines for the usage, control, maintenance and audit-readiness of information and computer resources that are used in the distributed processing environment. Analyzing and addressing customer security requirements for all business applications existing on a distributed platform. Assisting in the evaluation, selection, and installation of security software products for distributed platforms. Identifying distributed systems security issues as they arise and coordinating with the security architect to ensure that issues are addressed and resolved in a timely basis. Conduct tactical assessments that require expertise in social engineering, application security (web and mobile), physical methods, lateral movement, threat analysis, internal and external network architecture and a wide array of products Document and formally report testing initiatives, along with remediation recommendations and validation Maintain tools and scripts used in penetration-testing and red team processes Conduct research into real-world threat actor tactics, techniques, and procedures (TTPs) and apply that knowledge to Red Team Exercises Assess new technologies, software applications, and devices for potential avenues of exploitation Develop exploits based on identified vulnerabilities Develop scripts, tools, or methodologies to enhance Red Team processes Work with teammates to consistently learn and share advanced skills and foster team excellence Qualification Bachelor's Degree in Computer Science or related fields; applicable specialized training; or equivalent work experience - equally preferable Certified Information Systems Security Professional (CISSP), Global Information Assurance Certification (GIAC), Certified Information Systems Auditor (CISA), Certified in Risk and Information Systems Control (CRISC), Certified Information Security Manager (CISM), OSCP, OSCE, GWAPT, or other security certifications desired Understanding of one or more compliance frameworks: NIST, FFIEC, GLBA, SOX, PCI, etc. 5-7 year of experience conducting penetration-testing/red team engagements Experience in planning and executing advanced attacks that evade network and endpoint security controls to demonstrate the potential adverse impact caused by a threat actor Experience with implementing red team assessment methods, tools, and techniques Experience identifying and exploiting common web-application vulnerabilities, such as: SQL Injection, DOM Manipulation, Authorization System Bypass, Design Logic issues, bounds checking, role & access validation, and filter evasion. Experience handcrafting/dissecting HTTP conversations Experience in developing, extending, or modifying exploits and offensive security tools (shellcode, implants, reflective loaders, etc.), as well as operational experience exploitation, lateral movement, and persistence on Windows and Linux systems, bypassing preventative and detective endpoint and network security controls, C2 frameworks (Cobalt Strike and Metasploit), using common offensive security tools (nmap, CrackMapExec, Impacket, Responder, etc.) The typical base pay range for this role is between $110K - $135K depending on job-related knowledge, skills, experience and location. This role may also be eligible for certain discretionary performance-based bonus and/or incentive compensation. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. For more information on our Total Rewards package, please click the link below. MUFG Benefits Summary

Step Into a High-Level Executive Role Without Leaving Your Current Career. Do not pass up this chance, apply quickly if your experience and skills match what is in the following description. Wilshire Financial Group is seeking select high-caliber professionals to join our exclusive CFO / Credit Partner Program. This is a prestigious board-level opportunity that also requires you to serve as a personal guarantor, leveraging your excellent credit standing to help entrepreneurs nationwide access capital and scale their companies all while earning significant passive income and equity ownership. What Makes This Opportunity Stand Out: Board-Level Position: Serve as a CFO and trusted advisor to fast-growing companies Personal Guarantor Role: Utilize your strong personal credit to support funding initiatives (key to program participation) Substantial Passive Income: $30K-$50K+ annually, with potential for more Sign-On Bonus: Up to $10,000 for xevrcyc exceptional candidates Equity Participation: Gain ownership in high-growth ventures you support Remote & Flexible: Maintain your current full-time career while building a second income stream Nationwide Reach: Partner with driven entrepreneurs and business owners across the U.S.

AmeriSave Mortgage Corporation is one of the nation's leading direct mortgage lenders, recognized for providing low rates, transparent pricing, and a streamlined, tech-driven customer experience. For over two decades, we've empowered homeowners and homebuyers through innovative financing solutions and an unwavering commitment to service excellence. As we continue to grow and evolve, we are seeking a strategic, forward-thinking Chief Operating Officer to join our executive leadership team and help shape the future of AmeriSave. Role Overview The Chief Operating Officer (COO) will be responsible for leading and optimizing the day-to-day operations of the company, ensuring alignment with our strategic vision and business goals. Reporting directly to the Chief Executive Officer (CEO), the COO will provide leadership across multiple functional areas, including loan origination operations, servicing, compliance, technology, and customer support. The ideal candidate will possess deep industry knowledge, a proven track record of operational excellence, and strong leadership skills. Key Responsibilities * Operational Strategy & Execution * Develop and implement operational strategies, policies, and procedures that align with AmeriSave's mission, vision, and long-term objectives. * Streamline processes to maximize efficiency, scalability, and profitability while maintaining a customer-centric approach. * Leadership & Team Management * Lead, mentor, and build high-performing teams across various functional areas, fostering a culture of collaboration, accountability, and continuous improvement. * Identify and address skill gaps, promote professional development, and champion diversity, equity, and inclusion initiatives. * Financial & Performance Management * Oversee operational budgets, cost management, and resource allocation to meet financial targets and drive business growth. * Establish and monitor Key Performance Indicators (KPIs) to measure organizational effectiveness and guide decision-making. * Regulatory Compliance & Risk Management * Ensure strict compliance with all regulatory requirements and industry standards, implementing robust risk management practices. * Collaborate with legal, compliance, and audit teams to maintain transparent governance and mitigate potential exposures. * Technology & Innovation * Partner with the Chief Information Officer (CIO) and technical teams to implement and enhance cutting-edge technologies that support a seamless loan origination and servicing platform. * Champion process automation and digital transformation to enhance customer experience, reduce costs, and improve turnaround times. * Cross-Functional Collaboration * Collaborate with Sales, Marketing, Finance, and other executive stakeholders to align operational priorities with overall business objectives. Qualifications & Experience * Education * Bachelor's degree in Business, Finance, Operations Management, or a related field (MBA or advanced degree preferred). * Professional Experience * Minimum of 10 years of senior leadership experience in the mortgage or financial services industry, with a deep understanding of loan origination, servicing, and regulatory frameworks. * Proven track record of driving operational excellence, scaling teams, and implementing strategic initiatives in a fast-paced, highly regulated environment. * Demonstrated success in managing cross-functional teams and delivering on ambitious performance targets. * Skills & Competencies * Exceptional leadership, communication, and interpersonal skills, with the ability to inspire and motivate diverse teams. * Strong analytical mindset with a data-driven approach to problem-solving and decision-making. * Excellent organizational and project management skills, with the ability to prioritize and execute multiple initiatives simultaneously. * High level of integrity and business ethics, embodying AmeriSave's commitment to customer advocacy and compliance. What We Offer * Competitive Compensation & Benefits * Attractive executive compensation package, including base salary and performance-based incentives. * Comprehensive health, dental, vision, and retirement plans. * Professional Growth * Access to ongoing leadership development, mentorship programs, and industry conferences to support continuous learning. An opportunity to influence the strategic direction of a dynamic, rapidly growing organization. Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to the Colorado Equal Pay for Equal Work Act and Equal Pay Transparency Rules. It is estimated based on what a successful Colorado applicant might be paid. It assumes that the successful candidate will be in Colorado or perform the position from Colorado. Similar positions located outside of Colorado will not necessarily receive the same compensation. Compensation: Annual compensation range for this position is $350,000 - $1M. Compensation commensurate with experience. Benefits: * 401(k) * Dental insurance * Disability insurance * Employee discounts * Health insurance * Life insurance * Paid time off * 12 paid holidays per year * Paid training * Referral program * Vision insurance AmeriSave is an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. California Consumer Privacy Act Disclosure Acknowledgment Employment Applicants, New Hires, and Employees Residing in California AmeriSave Mortgage Corporation's Privacy Policy Statement ("Policy") can be reviewed here: ******************************** AmeriSave Mortgage Corporation's California Consumer Privacy Act ("CCPA") Recruitment Disclosure can be reviewed here: ****************************************************** When AmeriSave's Human Resources Department makes future requests for personal information, the same Policy is applicable. By applying, you understand this acknowledgment covers current and future personal information requests. You also acknowledge the business purpose of the personal information collected and that future requests may occur while applying for a position at AmeriSave and/or during employment, if applicable.

Description AmeriSave Mortgage Corporation is one of the nation's leading direct mortgage lenders, recognized for providing low rates, transparent pricing, and a streamlined, tech-driven customer experience. For over two decades, we've empowered homeowners and homebuyers through innovative financing solutions and an unwavering commitment to service excellence. As we continue to grow and evolve, we are seeking a strategic, forward-thinking Chief Operating Officer to join our executive leadership team and help shape the future of AmeriSave. Role OverviewThe Chief Operating Officer (COO) will be responsible for leading and optimizing the day-to-day operations of the company, ensuring alignment with our strategic vision and business goals. Reporting directly to the Chief Executive Officer (CEO), the COO will provide leadership across multiple functional areas, including loan origination operations, servicing, compliance, technology, and customer support. The ideal candidate will possess deep industry knowledge, a proven track record of operational excellence, and strong leadership skills. Key Responsibilities Operational Strategy & Execution Develop and implement operational strategies, policies, and procedures that align with AmeriSave's mission, vision, and long-term objectives. Streamline processes to maximize efficiency, scalability, and profitability while maintaining a customer-centric approach. Leadership & Team Management Lead, mentor, and build high-performing teams across various functional areas, fostering a culture of collaboration, accountability, and continuous improvement. Identify and address skill gaps, promote professional development, and champion diversity, equity, and inclusion initiatives. Financial & Performance Management Oversee operational budgets, cost management, and resource allocation to meet financial targets and drive business growth. Establish and monitor Key Performance Indicators (KPIs) to measure organizational effectiveness and guide decision-making. Regulatory Compliance & Risk Management Ensure strict compliance with all regulatory requirements and industry standards, implementing robust risk management practices. Collaborate with legal, compliance, and audit teams to maintain transparent governance and mitigate potential exposures. Technology & Innovation Partner with the Chief Information Officer (CIO) and technical teams to implement and enhance cutting-edge technologies that support a seamless loan origination and servicing platform. Champion process automation and digital transformation to enhance customer experience, reduce costs, and improve turnaround times. Cross-Functional Collaboration Collaborate with Sales, Marketing, Finance, and other executive stakeholders to align operational priorities with overall business objectives. Qualifications & Experience Education Bachelor's degree in Business, Finance, Operations Management, or a related field (MBA or advanced degree preferred). Professional Experience Minimum of 10 years of senior leadership experience in the mortgage or financial services industry, with a deep understanding of loan origination, servicing, and regulatory frameworks. Proven track record of driving operational excellence, scaling teams, and implementing strategic initiatives in a fast-paced, highly regulated environment. Demonstrated success in managing cross-functional teams and delivering on ambitious performance targets. Skills & Competencies Exceptional leadership, communication, and interpersonal skills, with the ability to inspire and motivate diverse teams. Strong analytical mindset with a data-driven approach to problem-solving and decision-making. Excellent organizational and project management skills, with the ability to prioritize and execute multiple initiatives simultaneously. High level of integrity and business ethics, embodying AmeriSave's commitment to customer advocacy and compliance. What We Offer Competitive Compensation & Benefits Attractive executive compensation package, including base salary and performance-based incentives. Comprehensive health, dental, vision, and retirement plans. Professional Growth Access to ongoing leadership development, mentorship programs, and industry conferences to support continuous learning. An opportunity to influence the strategic direction of a dynamic, rapidly growing organization.**Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to the Colorado Equal Pay for Equal Work Act and Equal Pay Transparency Rules. It is estimated based on what a successful Colorado applicant might be paid. It assumes that the successful candidate will be in Colorado or perform the position from Colorado. Similar positions located outside of Colorado will not necessarily receive the same compensation. ** Compensation: Annual compensation range for this position is $350,000 - $1M. Compensation commensurate with experience. Benefits: 401(k) Dental insurance Disability insurance Employee discounts Health insurance Life insurance Paid time off 12 paid holidays per year Paid training Referral program Vision insurance AmeriSave is an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. California Consumer Privacy Act Disclosure Acknowledgment Employment Applicants, New Hires, and Employees Residing in California AmeriSave Mortgage Corporation's Privacy Policy Statement (“Policy”) can be reviewed here: ******************************** AmeriSave Mortgage Corporation's California Consumer Privacy Act (“CCPA”) Recruitment Disclosure can be reviewed here: ****************************************************** When AmeriSave's Human Resources Department makes future requests for personal information, the same Policy is applicable. By applying, you understand this acknowledgment covers current and future personal information requests. You also acknowledge the business purpose of the personal information collected and that future requests may occur while applying for a position at AmeriSave and/or during employment, if applicable.

AmeriSave Mortgage Corporation is one of the nation's leading direct mortgage lenders, recognized for providing low rates, transparent pricing, and a streamlined, tech-driven customer experience. For over two decades, we've empowered homeowners and homebuyers through innovative financing solutions and an unwavering commitment to service excellence. As we continue to grow and evolve, we are seeking a strategic, forward-thinking Chief Operating Officer to join our executive leadership team and help shape the future of AmeriSave. Role Overview The Chief Operating Officer (COO) will be responsible for leading and optimizing the day-to-day operations of the company, ensuring alignment with our strategic vision and business goals. Reporting directly to the Chief Executive Officer (CEO), the COO will provide leadership across multiple functional areas, including loan origination operations, servicing, compliance, technology, and customer support. The ideal candidate will possess deep industry knowledge, a proven track record of operational excellence, and strong leadership skills. Key Responsibilities * Operational Strategy & Execution * Develop and implement operational strategies, policies, and procedures that align with AmeriSave's mission, vision, and long-term objectives. * Streamline processes to maximize efficiency, scalability, and profitability while maintaining a customer-centric approach. * Leadership & Team Management * Lead, mentor, and build high-performing teams across various functional areas, fostering a culture of collaboration, accountability, and continuous improvement. * Identify and address skill gaps, promote professional development, and champion diversity, equity, and inclusion initiatives. * Financial & Performance Management * Oversee operational budgets, cost management, and resource allocation to meet financial targets and drive business growth. * Establish and monitor Key Performance Indicators (KPIs) to measure organizational effectiveness and guide decision-making. * Regulatory Compliance & Risk Management * Ensure strict compliance with all regulatory requirements and industry standards, implementing robust risk management practices. * Collaborate with legal, compliance, and audit teams to maintain transparent governance and mitigate potential exposures. * Technology & Innovation * Partner with the Chief Information Officer (CIO) and technical teams to implement and enhance cutting-edge technologies that support a seamless loan origination and servicing platform. * Champion process automation and digital transformation to enhance customer experience, reduce costs, and improve turnaround times. * Cross-Functional Collaboration * Collaborate with Sales, Marketing, Finance, and other executive stakeholders to align operational priorities with overall business objectives. Qualifications & Experience * Education * Bachelor's degree in Business, Finance, Operations Management, or a related field (MBA or advanced degree preferred). * Professional Experience * Minimum of 10 years of senior leadership experience in the mortgage or financial services industry, with a deep understanding of loan origination, servicing, and regulatory frameworks. * Proven track record of driving operational excellence, scaling teams, and implementing strategic initiatives in a fast-paced, highly regulated environment. * Demonstrated success in managing cross-functional teams and delivering on ambitious performance targets. * Skills & Competencies * Exceptional leadership, communication, and interpersonal skills, with the ability to inspire and motivate diverse teams. * Strong analytical mindset with a data-driven approach to problem-solving and decision-making. * Excellent organizational and project management skills, with the ability to prioritize and execute multiple initiatives simultaneously. * High level of integrity and business ethics, embodying AmeriSave's commitment to customer advocacy and compliance. What We Offer * Competitive Compensation & Benefits * Attractive executive compensation package, including base salary and performance-based incentives. * Comprehensive health, dental, vision, and retirement plans. * Professional Growth * Access to ongoing leadership development, mentorship programs, and industry conferences to support continuous learning. An opportunity to influence the strategic direction of a dynamic, rapidly growing organization. Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to the Colorado Equal Pay for Equal Work Act and Equal Pay Transparency Rules. It is estimated based on what a successful Colorado applicant might be paid. It assumes that the successful candidate will be in Colorado or perform the position from Colorado. Similar positions located outside of Colorado will not necessarily receive the same compensation. Compensation: Annual compensation range for this position is $350,000 - $1M. Compensation commensurate with experience. Benefits: * 401(k) * Dental insurance * Disability insurance * Employee discounts * Health insurance * Life insurance * Paid time off * 12 paid holidays per year * Paid training * Referral program * Vision insurance AmeriSave is an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. California Consumer Privacy Act Disclosure Acknowledgment Employment Applicants, New Hires, and Employees Residing in California AmeriSave Mortgage Corporation's Privacy Policy Statement ("Policy") can be reviewed here: ******************************** AmeriSave Mortgage Corporation's California Consumer Privacy Act ("CCPA") Recruitment Disclosure can be reviewed here: ****************************************************** When AmeriSave's Human Resources Department makes future requests for personal information, the same Policy is applicable. By applying, you understand this acknowledgment covers current and future personal information requests. You also acknowledge the business purpose of the personal information collected and that future requests may occur while applying for a position at AmeriSave and/or during employment, if applicable.

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 Our Director, Channel Strategy and Performance is responsible for leading the strategy, execution and optimization of our owned marketing channels-including email, direct mail, and on-site placements. This role will be responsible for driving performance across these critical touchpoints, leveraging advanced Customer Data Platform (CDP) capabilities and omni-channel orchestration to deliver personalized, relevant, and measurable member experiences. The Director will also be responsible for monitoring channel performance, identifying areas for improvement, and implementing data-driven strategies to achieve and exceed targets. 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, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Accountable for leading end-to-end strategy and performance of Bank's owned marketing channels (email, direct mail, on-site), driving rigorous test-and-learn programs, applying data-driven insights to continuously improve channel performance. Designs and implements a trigger-based marketing execution strategy, ensuring timely, event-driven, and highly personalized member interactions. Spearhead the strategic use of Customer Data Platform (CDP) and Salesforce capabilities to design and activate audience targeting, segmentation, and personalized experiences, ensuring data-driven decision-making and measurable impact. Accountable for the successful execution of audience targeting initiatives, guiding cross-functional teams through change management processes to embed new capabilities. Partners cross-functionally with analytics, product, and technology teams to maximize the impact of personalization and targeting strategies. Provides oversight for the design and governance of audience creation within technology platforms, ensuring alignment with enterprise engagement objectives. Serves as the senior advisor on audience strategy, setting direction and standards for team execution while fostering innovation and continuous improvement. Establishes and enforce best practices for audience management and activation, collaborating with internal stakeholders to ensure consistency, scalability, and compliance. Establishes and enforces disciplined processes to deliver operational excellence and measurable business outcomes. Monitors performance metrics and outcomes to assess effectiveness, identify gaps, and drive continuous optimization across audience engagement efforts. Builds a strong risk culture and accountable for controlling operational risk across the function, including compliance with applicable laws, regulations, and regulatory guidance to successfully achieve the Bank's objectives. 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; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 8 years of experience leading owned channel marketing at scale, including end-to-end strategy, execution, and optimization across email, SMS, push notifications, and web personalization with a proven ability to drive measurable performance outcomes, such as increased engagement, conversion, and retention, through data-driven marketing initiatives. 3 years of people leadership experience in building, managing and/or developing high-performing teams required. Direct experience implementing and leveraging Customer Data Platforms (CDPs) such as Salesforce and/or Adobe Experience Platform to drive personalized marketing efforts. Deep expertise in trigger-based and lifecycle marketing, with a strong track record of designing and executing automated, customer-centric campaigns. Demonstrated ability to develop and scale complex marketing programs that drive engagement, retention, and conversion across the customer journey. Strong technology acumen, with comfort operating at the intersection of marketing strategy and martech platforms. Leadership experience managing cross-functional teams, with the ability to inspire collaboration and execution excellence. What sets you apart: Experience with Salesforce and Adobe platforms. Process optimization and acceleration experience. Strong delivery of executive content to communicate impact and results. Issue resolution and management savviness in complex environments. 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.

Our company is a leading national healthcare REIT with over $20 billion of owned real estate concentrated on lab, outpatient medical, and entrance fee senior housing communities. An innovative company at the forefront of providing premium real estate to the dynamic healthcare industry, the firm is committed to delivering value to our shareholders, customers and employees. Position Responsibilities Primary focus on lab assets Support outpatient medical assets as needed Technical expertise Provide technical support to the property management and building engineers Conduct property condition assessments on a regular schedule for portfolio properties and during due diligence as needed Review preventative maintenance performance to drive improvements and identify capital needs Provide project management oversight and act as owner's representative to ensure capital is deployed as effectively as possible Provide regular project updates Manage project execution Attend key milestone meetings Drive key decisions and course corrections Project management and cost analysis Tenant improvements Oversee third-party project management teams, including financial tracking, budgeting, schedule adherence, and execution of capital improvement projects. Support the leasing team by reviewing and responding to tenant mechanical, electrical, and plumbing (MEP) inquiries during lease negotiations and fit-out planning Interface directly with prospective tenants to clarify building infrastructure capabilities, coordinate site walkthroughs, and provide technical information as needed. Budgeting and Forecasting Responsible for the development and execution of portfolio capital strategy Responsible for tracking year-to-date progress of capital spend Communication Communicate with property management team and operators on an ongoing basis Oversee and provide guidance to operators and third-party providers Lead preparation and emergency response to all portfolio emergencies including natural disasters Provide support for emergency communications and tracking material incidents and status of owned properties during natural disasters. Collaborate with asset management and operating partners on portfolio strategy Collaborate with peers across multiple portfolios to identify best practices and opportunities for improvement across property types Other Responsibilities Lead portfolio sustainability plans and execution Involvement in special initiatives requiring presentations to key stakeholders Reviewing contracts and providing input for legal review Evaluate and identify opportunities to improve property value through reducing utility consumption or otherwise reducing operating expenses Ensure technical capability of portfolio increases through vendor partnerships and training Drive process improvement Build relationships with key vendors POSITION REQUIREMENTS Bachelor's Degree in Mechanical, Electrical, Civil Engineering, Construction Management or Architectural preferred At least 4 years of work experience in mechanical engineering, building design, construction management, project management, architecture field or closely related facility management environment Experience in capital planning and cost estimating Superior verbal and written communication skills, strong interpersonal skills Staff management experience a plus Strong research skills and ability to source a solution/option quickly when presented with a challenge Adept at managing multiple priorities and tasks concurrently with limited oversight Advanced Excel skills and working knowledge of Microsoft Office Suite - Word, PowerPoint, and Outlook Strong analytical and problem-solving skills with the ability to work in a fast paced, high-volume environment Demonstrate excellent organizational skills and attention to detail Demonstrate an understanding of finance and real estate concepts Ability to solve problems and facilitate creative solutions Ability to safely climb and descend vertical ladders, navigate difficult terrain and tight spaces such as attics, building rooftops, or crawl spaces if deemed safe and necessary, and walk 5-10 miles per day without issue Ability to work efficiently remotely and communicate effectively while traveling; ability to work well independently and in team/group environments Travel as necessary up to 30% Salary budgeted from $140 - $200k/yr based on experience

Streamline Global, a tax equity asset manager and tax advisory business is seeking an experienced Chief Operating Officer (COO) or Head of Project Management to oversee our organization's ongoing business operations. The ideal candidate will be the linchpin for taking executive strategy and direction and implementation. This person will be directly responsible for the efficiency and overall success of business from an operational perspective. The COO role is a key member of the senior management team, reporting only to the Founders. The ideal candidate will maintain control of diverse business operations, systems implementation, employee management. This Individual must also have comprehensive experience in developing ‘growth stage' businesses with exemplary people skills, business acumen, management skills and unparalleled work ethic. If you fit this criteria, we'd like to meet you. The primary goal of the COO position is to maintain existing operations, implement new systems, and manage all employees. Responsibilities: Design and implement business strategies, plans and procedures Set comprehensive goals for performance and growth Establish policies that promote company culture and vision Oversee daily operations of the company and the work of executives (Marketing, Sales, Ops, Admin, Finance etc.) Lead employees to encourage maximum performance and dedication Evaluate performance by analyzing and interpreting data and metrics Write and submit reports to company executives in all matters of importance Participate in expansion activities (investments, acquisitions, corporate alliances etc.) Manage relationships with partners\/vendors Requirements: Proven experience as Chief Operating Officer or relevant role. Understanding of business functions such as HR, Finance, Marketing, Operations etc. Demonstrable competency in strategic planning and business development. Working knowledge of data analysis and performance\/operational metrics. Working knowledge of IT, GDrive, Zoho, Asana, Slack, and other technology platforms. Outstanding organizational and leadership abilities. Job Type: Full\-time (In\- House) Compensation: Salaried (Negotiable) + Overall Company Performance bonus (Benchmarked) Streamline Global is an equal opportunity employer without regard to race, religion or religious creed (including religious dress and grooming practices), color, sex (including pregnancy, perceived pregnancy, childbirth, breastfeeding, and any related medical conditions), gender, gender identity and expression, sexual orientation, transitioning status, national origin, ancestry, citizenship status, uniform service member status, military and veteran status, marital status, pregnancy, age, protected medical condition, genetic information, mental or physical disability, holding or presenting a driver's license issued under Cal. Vehicle Code Section 12801.9, or any other category protected by applicable federal, state or local law. "}}],"is Mobile":false,"iframe":"true","job Type":"Full time","apply Name":"Apply Now","zsoid":"681976934","FontFamily":"PuviRegular","job OtherDetails":[{"field Label":"Industry","uitype":2,"value":"Financial Services"},{"field Label":"Work Experience","uitype":2,"value":"5+ years"},{"field Label":"City","uitype":1,"value":"Los Angeles"},{"field Label":"State\/Province","uitype":1,"value":"California"},{"field Label":"Zip\/Postal Code","uitype":1,"value":"90046"}],"header Name":"Chief Operating Officer","widget Id":"**********00237446","is JobBoard":"false","user Id":"**********00235003","attach Arr":[],"custom Template":"3","is CandidateLoginEnabled":true,"job Id":"**********00258164","FontSize":"15","location":"Los Angeles","embedsource":"CareerSite","indeed CallBackUrl":"https:\/\/recruit.zoho.com\/recruit\/JBApplyAuth.do","logo Id":"buoe24e0fe346aad14002a8f8ec7973160cf6"}

Eaton's Electrical North American Sales division is currently seeking a District Sales Director for Southern California which includes Los Angeles County, Orange County, San Diego County and Hawaii. This position will be based within Southern California. Travel up to 25% is required. Relocation assistance will be provided. Reporting to the Vice President, Sales, West Region, the District Sales Director is responsible for directing all sales activities to achieving performance goals in accordance with marketing and sales plans. This position requires coaching, directing and training sales professionals in their respective assignments to succeed at managing and developing their customer base, leveraging internal and external sales resources, driving products and the channel to market to achieve market share gains, supporting price attainment goals and executing strategic initiatives throughout the district. In this role you will: * Develop financial and strategic commercial sales plans that align to product divisions that result in a coordinated selling effort to exceed annual sales goals and objectives * Establish new and build on existing relationships with key customers and distributors to enhance sales volume and customer service * Build organizational capabilities across a district sales team along with enterprise-wide resources to deliver organic growth. Analyze areas of responsibility, recommending changes in sales force structure and design, assignments and selling activities to produce maximum, profitable volume, while achieving the best cost to sales ratio * Plan, direct, and drive the sales resources to ensure that adequate coverage is applied to accounts * Understand not only ours but our competitor's products, tactics, strategy, pricing, and competitive position in the district * Create and execute strategic plans including the implementation of strategic channel and product line initiatives * Build close relationships with key contractors, distributors and end users to enhance sales volume and deliver growth * Identify, analyze, select, and continuously improve the districts various channels to market * Recruit, hire, train, develop, and continuously improve organizational capabilities of sales personnel Qualifications: * Minimum of 8 years of experience in Sales and Marketing within commercial electrical product market * Minimum of 5 years of experience leading a team, directly or indirectly * Proven Leadership experience managing sales teams, customers and channel * Proven track record of leading large-scale business development initiatives, driving sales growth, expanding market share, and achieving pricing objectives across diverse markets. * An undergraduate degree from an accredited institution is required * Must have and maintain an unrestricted driver's license * Eaton will not consider applicants for employment immigration sponsorship or support for this position. This means that Eaton will not support any CPT, OPT, or STEM OPT plans, F-1 to H-1B, H-1B cap registration, O-1, E-3, TN status, I-485 job portability, etc. Preferred Qualifications: * Product line marketing and/or operational experience * MBA preferred Position Criteria: * Proven leadership skills and ability to successfully manage and resolve conflict * Experience in and ability to assess, select, develop, motivate, and energize a diverse team in critical areas of sales planning, negotiation, and customer pursuit. Swiftly addresses performance issues * Knowledge of electrical markets, products, and distribution channels * Strategic planning and profit planning / VOP planning experience * Strong commercial acumen with experience in customer development, and the deployment of various sales techniques * Experience of setting aggressive sales plans and achieving ambitious targets and stretch goals * Ability and demonstrated experience to identify existing and future growth market opportunities and tailor strategic sales plan and resources to maximize Eaton's top-line and market share position * Strong customer orientation and focus. Ability to work with all levels of the customer organizations to sell and support products as well as to understand the customer's current and future business needs At Eaton, we strive to provide compensation and benefits that attract, engage, and retain the best talent. This includes competitive pay and a variety of benefit programs for eligible employees. The expected annual salary range for this role is $182000 - $268000 a year. This role is also eligible for a variable incentive program. Please note the salary information shown above is a general guideline only. Salaries are based upon candidate skills, experience, and qualifications, as well as market and business considerations. The application window for this position is anticipated to close on December 31st, 2025. We are committed to ensuring equal employment opportunities for all job applicants and employees. Employment decisions are based upon job-related reasons regardless of an applicant's race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, marital status, genetic information, protected veteran status, or any other status protected by law. Eaton believes in second chance employment. Qualified applicants with arrest or conviction history will be considered regardless of their arrest or conviction history, consistent with the Los Angeles County Fair Chance Ordinance, the California Fair Chance Act and other local laws. You do not need to disclose your conviction history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if Eaton is concerned about conviction that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. To request a disability-related reasonable accommodation to assist you in your job search, application, or interview process, please call us at ************** to discuss your specific need. Only accommodation requests will be accepted by this phone number. We know that good benefit programs are important to employees and their families. Eaton provides various Health and Welfare benefits as well as Retirement benefits, and several programs that provide for paid and unpaid time away from work. Click here for more detail: Eaton Benefits Overview. Please note that specific programs and options available to an employee may depend on eligibility factors such as geographic location, date of hire, and the applicability of collective bargaining agreements.

Eaton's Electrical North American Sales division is currently seeking a District Sales Director for Southern California which includes Los Angeles County, Orange County, San Diego County and Hawaii. This position will be based within Southern California. Travel up to 25% is required. Relocation assistance will be provided. Reporting to the Vice President, Sales, West Region, the District Sales Director is responsible for directing all sales activities to achieving performance goals in accordance with marketing and sales plans. This position requires coaching, directing and training sales professionals in their respective assignments to succeed at managing and developing their customer base, leveraging internal and external sales resources, driving products and the channel to market to achieve market share gains, supporting price attainment goals and executing strategic initiatives throughout the district. In this role you will: * Develop financial and strategic commercial sales plans that align to product divisions that result in a coordinated selling effort to exceed annual sales goals and objectives * Establish new and build on existing relationships with key customers and distributors to enhance sales volume and customer service * Build organizational capabilities across a district sales team along with enterprise-wide resources to deliver organic growth. Analyze areas of responsibility, recommending changes in sales force structure and design, assignments and selling activities to produce maximum, profitable volume, while achieving the best cost to sales ratio * Plan, direct, and drive the sales resources to ensure that adequate coverage is applied to accounts * Understand not only ours but our competitor's products, tactics, strategy, pricing, and competitive position in the district * Create and execute strategic plans including the implementation of strategic channel and product line initiatives * Build close relationships with key contractors, distributors and end users to enhance sales volume and deliver growth * Identify, analyze, select, and continuously improve the districts various channels to market * Recruit, hire, train, develop, and continuously improve organizational capabilities of sales personnel Qualifications: * Minimum of 8 years of experience in Sales and Marketing within commercial electrical product market * Minimum of 5 years of experience leading a team, directly or indirectly * Proven Leadership experience managing sales teams, customers and channel * Proven track record of leading large-scale business development initiatives, driving sales growth, expanding market share, and achieving pricing objectives across diverse markets. * An undergraduate degree from an accredited institution is required * Must have and maintain an unrestricted driver's license * Eaton will not consider applicants for employment immigration sponsorship or support for this position. This means that Eaton will not support any CPT, OPT, or STEM OPT plans, F-1 to H-1B, H-1B cap registration, O-1, E-3, TN status, I-485 job portability, etc. Preferred Qualifications: * Product line marketing and/or operational experience * MBA preferred Position Criteria: * Proven leadership skills and ability to successfully manage and resolve conflict * Experience in and ability to assess, select, develop, motivate, and energize a diverse team in critical areas of sales planning, negotiation, and customer pursuit. Swiftly addresses performance issues * Knowledge of electrical markets, products, and distribution channels * Strategic planning and profit planning / VOP planning experience * Strong commercial acumen with experience in customer development, and the deployment of various sales techniques * Experience of setting aggressive sales plans and achieving ambitious targets and stretch goals * Ability and demonstrated experience to identify existing and future growth market opportunities and tailor strategic sales plan and resources to maximize Eaton's top-line and market share position * Strong customer orientation and focus. Ability to work with all levels of the customer organizations to sell and support products as well as to understand the customer's current and future business needs At Eaton, we strive to provide compensation and benefits that attract, engage, and retain the best talent. This includes competitive pay and a variety of benefit programs for eligible employees. The expected annual salary range for this role is $182000 - $268000 a year. This role is also eligible for a variable incentive program. Please note the salary information shown above is a general guideline only. Salaries are based upon candidate skills, experience, and qualifications, as well as market and business considerations. The application window for this position is anticipated to close on December 31st, 2025. We are committed to ensuring equal employment opportunities for all job applicants and employees. Employment decisions are based upon job-related reasons regardless of an applicant's race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, marital status, genetic information, protected veteran status, or any other status protected by law. Eaton believes in second chance employment. Qualified applicants with arrest or conviction history will be considered regardless of their arrest or conviction history, consistent with the Los Angeles County Fair Chance Ordinance, the California Fair Chance Act and other local laws. You do not need to disclose your conviction history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if Eaton is concerned about conviction that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. To request a disability-related reasonable accommodation to assist you in your job search, application, or interview process, please call us at ************** to discuss your specific need. Only accommodation requests will be accepted by this phone number. We know that good benefit programs are important to employees and their families. Eaton provides various Health and Welfare benefits as well as Retirement benefits, and several programs that provide for paid and unpaid time away from work. Click here for more detail: Eaton Benefits Overview. Please note that specific programs and options available to an employee may depend on eligibility factors such as geographic location, date of hire, and the applicability of collective bargaining agreements.

Eaton Corporation's Electrical Sector is seeking a District Sales Director covering Kansas, Missouri, Nebraska and Iowa. Reporting to the Vice President Sales, Central Region you will lead all sales activities to achieve performance goals in accordance with marketing and sales plans. You will have an opportunity to direct a team of 30+ members, through 7 direct reports across the Heartland district with direct ownership of a $200M revenue business. You will lead, mentor, and develop the team championing their success in customer relationship management while achieving market gains and supporting strategic initiatives throughout the district. Essential Responsibilities: * Establish new and build upon existing relationships with key customers and distributors to enhance sales volume and customer service. * Identify, analyze, select, and continuously improve the districts various channels to market * Establish new and build upon existing relationships with key customers and distributors. * Recruit, hire, develop, and advance organizational capabilities of the sales team. * Plan, direct and drive sales resources to ensure account coverage * Develop expert knowledge in competitive products, tactics, strategy, pricing, and market position. * Create strategic sales plans and implement product line initiatives and launches. * Synthesize information and leverage data-driven arguments to make and guide informed decisions * Identify existing and future growth market opportunities to maximize top-line and market share position Qualifications and Experience: * Bachelor's degree from an accredited institution/MBA Preferred * 10+ years of experience in electrical sales with a focus in power distribution. * 5+ years of experience in direct sales leadership in a comparable size/scope role. * Knowledge of electrical products and distribution channels * Strategic planning and profit planning experience * Experience assessing, selecting, developing, motivating, and energizing a diverse team in sales planning, negotiation, and customer pursuit. * Record of accomplishment in setting aggressive sales plans and achieving ambitious targets. * Ability to influence without authority, in a matrix environment * Ability to travel 50% throughout the district * Must be legally authorized to work in the United States without company sponsorship now or in the future. The compensation range for this full-time position includes base pay $158653.89 - $232,692.37, plus a target incentive compensation. Base salaries are based upon candidate skills, experience, and qualifications, as well as market and business considerations. We are committed to ensuring equal employment opportunities for all job applicants and employees. Employment decisions are based upon job-related reasons regardless of an applicant's race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, marital status, genetic information, protected veteran status, or any other status protected by law. Eaton believes in second chance employment. Qualified applicants with arrest or conviction history will be considered regardless of their arrest or conviction history, consistent with the Los Angeles County Fair Chance Ordinance, the California Fair Chance Act and other local laws. You do not need to disclose your conviction history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if Eaton is concerned about conviction that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. To request a disability-related reasonable accommodation to assist you in your job search, application, or interview process, please call us at ************** to discuss your specific need. Only accommodation requests will be accepted by this phone number. We know that good benefit programs are important to employees and their families. Eaton provides various Health and Welfare benefits as well as Retirement benefits, and several programs that provide for paid and unpaid time away from work. Click here for more detail: Eaton Benefits Overview. Please note that specific programs and options available to an employee may depend on eligibility factors such as geographic location, date of hire, and the applicability of collective bargaining agreements.

Eaton Corporation's Electrical Sector is seeking a District Sales Director covering Kansas, Missouri, Nebraska and Iowa. Reporting to the Vice President Sales, Central Region you will lead all sales activities to achieve performance goals in accordance with marketing and sales plans. You will have an opportunity to direct a team of 30+ members, through 7 direct reports across the Heartland district with direct ownership of a $200M revenue business. You will lead, mentor, and develop the team championing their success in customer relationship management while achieving market gains and supporting strategic initiatives throughout the district. Essential Responsibilities: * Establish new and build upon existing relationships with key customers and distributors to enhance sales volume and customer service. * Identify, analyze, select, and continuously improve the districts various channels to market * Establish new and build upon existing relationships with key customers and distributors. * Recruit, hire, develop, and advance organizational capabilities of the sales team. * Plan, direct and drive sales resources to ensure account coverage * Develop expert knowledge in competitive products, tactics, strategy, pricing, and market position. * Create strategic sales plans and implement product line initiatives and launches. * Synthesize information and leverage data-driven arguments to make and guide informed decisions * Identify existing and future growth market opportunities to maximize top-line and market share position Qualifications and Experience: * Bachelor's degree from an accredited institution/MBA Preferred * 10+ years of experience in electrical sales with a focus in power distribution. * 5+ years of experience in direct sales leadership in a comparable size/scope role. * Knowledge of electrical products and distribution channels * Strategic planning and profit planning experience * Experience assessing, selecting, developing, motivating, and energizing a diverse team in sales planning, negotiation, and customer pursuit. * Record of accomplishment in setting aggressive sales plans and achieving ambitious targets. * Ability to influence without authority, in a matrix environment * Ability to travel 50% throughout the district * Must be legally authorized to work in the United States without company sponsorship now or in the future. The compensation range for this full-time position includes base pay $158653.89 - $232,692.37, plus a target incentive compensation. Base salaries are based upon candidate skills, experience, and qualifications, as well as market and business considerations. We are committed to ensuring equal employment opportunities for all job applicants and employees. Employment decisions are based upon job-related reasons regardless of an applicant's race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, marital status, genetic information, protected veteran status, or any other status protected by law. Eaton believes in second chance employment. Qualified applicants with arrest or conviction history will be considered regardless of their arrest or conviction history, consistent with the Los Angeles County Fair Chance Ordinance, the California Fair Chance Act and other local laws. You do not need to disclose your conviction history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if Eaton is concerned about conviction that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. To request a disability-related reasonable accommodation to assist you in your job search, application, or interview process, please call us at ************** to discuss your specific need. Only accommodation requests will be accepted by this phone number. We know that good benefit programs are important to employees and their families. Eaton provides various Health and Welfare benefits as well as Retirement benefits, and several programs that provide for paid and unpaid time away from work. Click here for more detail: Eaton Benefits Overview. Please note that specific programs and options available to an employee may depend on eligibility factors such as geographic location, date of hire, and the applicability of collective bargaining agreements.

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 Are you a proven sales leader with a passion for achieving results and building high-performance teams? We are seeking a dedicated Director to lead a large-scale, multi-carrier contact center team serving businesses across all 50 states. In this role, you'll provide effective coaching and support to a team of General Lines Managers and Agents with advanced knowledge of Commercial Lines Products. You'll champion a competitive sales culture focused on revenue growth, premium expansion, and multiline effectiveness. You'll also own full-funnel sales execution - managing inbound opportunities and outbound follow-ups - while demonstrating deep industry expertise to deliver exceptional outcomes. If you thrive in a fast-paced environment, excel at scoreboarding and coaching, and have a track record of exceeding high-reaching sales targets, this is your opportunity to shape the future of our commercial insurance distribution. This role is remote eligible in the continental U.S. with occasional business travel. However, individuals residing within a 60-mile radius of a USAA office will be expected to work on-site 4 days per week. What you'll do: Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. Leads a team of managers to provide Commercial Lines needs assessment while employing industry knowledge of products and specialized coverages delivered through multiple Agency alliance carriers and broker markets Supports achievement of business objectives including compliance and regulatory action, revenue/growth targets, call center performance and product performance through effective management. Uses knowledge of carrier relationships, systems, sales process, and underwriting practices in a multi-carrier environment, positioning department for success. Leads transnational change in the commercial operational team. Develops and implement sales culture while maintaining service excellence. Maintains high degree of General Lines industry expertise and knowledge of business segment and industry trends to facilitate and support the technical and interpersonal skills development of manager direct reports and their teams. Responsible for achievement of business objectives including compliance and regulatory action, revenue/growth targets, call center performance and product performance through effective management. Collaborates with internal and external partners (alliance carrier underwriting, product management) to ensure quality submissions and appropriate coverage. Reviews key reporting results to include process adherence escalations and exceptions. Works with external carriers and partners, using knowledge of carrier relationships, systems, sales process, and underwriting practices in a multi-carrier environment, positioning department for success. Builds and leads a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. What you have: Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 8 years of insurance sales and service experience to include at least 4 years of High Value insurance experience, Commercial Lines Insurance, or Agency or Brokerage experience. 2 years of direct-to-consumer sales and service experience. 3 years of management or leadership experience. 2 years of Agency or Broker experience. Understanding of Sales and Underwriting processes/practices. Experience handling multiple carrier relationships and performance with the use of carrier systems and reporting capabilities. Experience with Agency Management Systems. Ability to work in dynamic and agile environment. Ability to work in a multi-functional highly collaborative working group. Valid Property and Casualty insurance license for home state and/or ability to obtain home state and multistate license within 90 days. What sets you apart: Experience leading large-scale contact center operations (100+ agents) with hybrid/remote workforce management and full funnel ownership (inbound and outbound follow-up) Deep expertise in multi-carrier commercial insurance sales, including operational alignment and relationship management with 20+ alliance carriers and broker markets Comprehensive knowledge of commercial Business classification and multi-state regulatory compliance, ensuring quality submissions and appropriate coverage across all 50 states Proficiency in contact center technology and CRM platforms, with a focus on optimizing sales workflows and agent productivity Exceptional leadership skills, with experience leading larger groups of leaders and developing high-performing teams through recruiting, retention, and advanced coaching strategies US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $114,080 - $218,030. 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.

Eaton Corporation's Electrical Sector is seeking a District Sales Director covering Kansas, Missouri, Nebraska and Iowa. Reporting to the Vice President Sales, Central Region you will lead all sales activities to achieve performance goals in accordance with marketing and sales plans. You will have an opportunity to direct a team of 30+ members, through 7 direct reports across the Heartland district with direct ownership of a $200M revenue business. You will lead, mentor, and develop the team championing their success in customer relationship management while achieving market gains and supporting strategic initiatives throughout the district. Essential Responsibilities: * Establish new and build upon existing relationships with key customers and distributors to enhance sales volume and customer service. * Identify, analyze, select, and continuously improve the districts various channels to market * Establish new and build upon existing relationships with key customers and distributors. * Recruit, hire, develop, and advance organizational capabilities of the sales team. * Plan, direct and drive sales resources to ensure account coverage * Develop expert knowledge in competitive products, tactics, strategy, pricing, and market position. * Create strategic sales plans and implement product line initiatives and launches. * Synthesize information and leverage data-driven arguments to make and guide informed decisions * Identify existing and future growth market opportunities to maximize top-line and market share position Qualifications and Experience: * Bachelor's degree from an accredited institution/MBA Preferred * 10+ years of experience in electrical sales with a focus in power distribution. * 5+ years of experience in direct sales leadership in a comparable size/scope role. * Knowledge of electrical products and distribution channels * Strategic planning and profit planning experience * Experience assessing, selecting, developing, motivating, and energizing a diverse team in sales planning, negotiation, and customer pursuit. * Record of accomplishment in setting aggressive sales plans and achieving ambitious targets. * Ability to influence without authority, in a matrix environment * Ability to travel 50% throughout the district * Must be legally authorized to work in the United States without company sponsorship now or in the future. The compensation range for this full-time position includes base pay $158653.89 - $232,692.37, plus a target incentive compensation. Base salaries are based upon candidate skills, experience, and qualifications, as well as market and business considerations. We are committed to ensuring equal employment opportunities for all job applicants and employees. Employment decisions are based upon job-related reasons regardless of an applicant's race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, marital status, genetic information, protected veteran status, or any other status protected by law. Eaton believes in second chance employment. Qualified applicants with arrest or conviction history will be considered regardless of their arrest or conviction history, consistent with the Los Angeles County Fair Chance Ordinance, the California Fair Chance Act and other local laws. You do not need to disclose your conviction history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if Eaton is concerned about conviction that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. To request a disability-related reasonable accommodation to assist you in your job search, application, or interview process, please call us at ************** to discuss your specific need. Only accommodation requests will be accepted by this phone number. We know that good benefit programs are important to employees and their families. Eaton provides various Health and Welfare benefits as well as Retirement benefits, and several programs that provide for paid and unpaid time away from work. Click here for more detail: Eaton Benefits Overview. Please note that specific programs and options available to an employee may depend on eligibility factors such as geographic location, date of hire, and the applicability of collective bargaining agreements.

Eaton Corporation's Electrical Sector is seeking a District Sales Director covering Kansas, Missouri, Nebraska and Iowa. Reporting to the Vice President Sales, Central Region you will lead all sales activities to achieve performance goals in accordance with marketing and sales plans. You will have an opportunity to direct a team of 30+ members, through 7 direct reports across the Heartland district with direct ownership of a $200M revenue business. You will lead, mentor, and develop the team championing their success in customer relationship management while achieving market gains and supporting strategic initiatives throughout the district. Essential Responsibilities: * Establish new and build upon existing relationships with key customers and distributors to enhance sales volume and customer service. * Identify, analyze, select, and continuously improve the districts various channels to market * Establish new and build upon existing relationships with key customers and distributors. * Recruit, hire, develop, and advance organizational capabilities of the sales team. * Plan, direct and drive sales resources to ensure account coverage * Develop expert knowledge in competitive products, tactics, strategy, pricing, and market position. * Create strategic sales plans and implement product line initiatives and launches. * Synthesize information and leverage data-driven arguments to make and guide informed decisions * Identify existing and future growth market opportunities to maximize top-line and market share position Qualifications and Experience: * Bachelor's degree from an accredited institution/MBA Preferred * 10+ years of experience in electrical sales with a focus in power distribution. * 5+ years of experience in direct sales leadership in a comparable size/scope role. * Knowledge of electrical products and distribution channels * Strategic planning and profit planning experience * Experience assessing, selecting, developing, motivating, and energizing a diverse team in sales planning, negotiation, and customer pursuit. * Record of accomplishment in setting aggressive sales plans and achieving ambitious targets. * Ability to influence without authority, in a matrix environment * Ability to travel 50% throughout the district * Must be legally authorized to work in the United States without company sponsorship now or in the future. The compensation range for this full-time position includes base pay $158653.89 - $232,692.37, plus a target incentive compensation. Base salaries are based upon candidate skills, experience, and qualifications, as well as market and business considerations. We are committed to ensuring equal employment opportunities for all job applicants and employees. Employment decisions are based upon job-related reasons regardless of an applicant's race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, marital status, genetic information, protected veteran status, or any other status protected by law. Eaton believes in second chance employment. Qualified applicants with arrest or conviction history will be considered regardless of their arrest or conviction history, consistent with the Los Angeles County Fair Chance Ordinance, the California Fair Chance Act and other local laws. You do not need to disclose your conviction history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if Eaton is concerned about conviction that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. To request a disability-related reasonable accommodation to assist you in your job search, application, or interview process, please call us at ************** to discuss your specific need. Only accommodation requests will be accepted by this phone number. We know that good benefit programs are important to employees and their families. Eaton provides various Health and Welfare benefits as well as Retirement benefits, and several programs that provide for paid and unpaid time away from work. Click here for more detail: Eaton Benefits Overview. Please note that specific programs and options available to an employee may depend on eligibility factors such as geographic location, date of hire, and the applicability of collective bargaining agreements.

Join the industry leader to design the next generation of breakthroughs. Innovate to solve the world's most important challenges. Honeywell is a Fortune 100 company that invents and manufactures technologies to address critical challenges linked to global macrotrends such as safety, security, productivity, global urbanization and energy. With approximately 100,000 employees worldwide, including more than 19,000 engineers and scientists, Honeywell has an unrelenting focus on quality, delivery, value, and technology in everything they make and do. Honeywell has been named a Top 100 Global Innovator for seven years in a row, recognizing the company's global reach of portfolio and invention influence. In Kansas City, Honeywell Federal Manufacturing & Technologies (FM&T) manages and operates the U.S. Department of Energy/National Nuclear Security Administration's (NNSA) Kansas City National Security Campus. This state-of-the-art engineering, manufacturing and sourcing facility produces a wide array of intricate components to deliver trusted national security products and government services primarily for the NNSA. Honeywell FM&T's culture of integrity, commitment and continuous improvement enables them to deliver responsive, collaborative and innovative management and technology services and products that translate into cutting edge solutions to complex national security issues. Summary The Vice President of Integrated Supply Chain (ISC), reporting to the President of FM&T, establishes overall direction and management for all aspects of planning and execution of all supply chain elements for complex, high reliability, high consequence, low volume components and systems. This leader ensures the ISC organization is optimized to meet all customer requirements for quality, on-time delivery, and cost targets. The VP leads a ~3,000 person staff across the US, including ~1500 bargaining unit employees, supported by +300 direct material suppliers with ~$220M in annual spend and +4300 indirect suppliers with ~$530M in annual spend. As the primary leader at the KCNSC for supply chain execution throughout the product lifecycle this role is responsible for the overall planning, direction and coordination of activities in the ISC function to support customer requirements and internal business functions. Functions reporting to this person include: Quality Purchased Product Center of Excellence (PPCOE): Strategic Sourcing, Procurement, Purchased Product Quality Operations, and Purchase Product Technical Quality Manufacturing Supply Chain Management Center (SCMC) Materials Duties and Responsibilities Leads all aspects of the ISC organization to ensure delivery of high-pedigree make/buy components for all major program milestones within targeted cost and on-time to customer requirements. Responsible for deploying innovative supply chain solutions as a lead Supply Chain advisor for the National Nuclear Security Administration (NNSA), other agencies within the National Security Enterprise (NSE), National Laboratories, other external customers, and internal providers. Collaborates with, as a member of the senior leadership team, to set and provide execution oversight of program and business strategies. Partners with the leaders of Engineering, Nuclear Weapons Program Management, Global Security, and New Mexico Operations to establish and deploy strategic direction for advanced core technologies, program pursuits, and program execution. Leads engagement with Honeywell on Supply Chain collaboration to pull commercial best practices into site operations. Strategic Imperative Owner with responsibility to ensure accountability and collaboration with the business and external stakeholders to enable the mission. Leads strategic planning for labor negotiations, union relations, and work stoppage contingency planning as the site leader with the largest population of employees represented by a collective bargaining unit. Strategic leader for planning and integration efforts across multiple sites to include ERP modernization and integration of new manufacturing facilities. Drives continuous improvement for enterprise-wide supply chain solutions. Integrates business technology planning with business strategies to meet customer and corporate goals to include quality metrics, direct labor execution, and production rates. Accountable for key elements of the Performance Evaluation and Management score and the mid-year evaluation report. Accountable for the execution of ISC goals and objectives for the team. You Must Have Bachelor's degree in business, engineering or related technical discipline. Master's degree in relevant discipline. 15+ years experience in an operations leadership role, including 5+ years experience in directly managing a team. Ability to travel up to 50% of the time. Ability to work to work on-site at the Kansas City Campus. United States Citizenship. Regular and reliable attendance is an essential function of this job. Ability to obtain and maintain a U.S. Department of Energy (DOE) security clearance (some positions require additional DOE designations). We Value 3+ years interfacing with design entities, internal/external customers, and suppliers. 2+ years successfully leading bargaining unit employees. Certified Manufacturing Engineer, Certified Purchasing Manager, Project Management Professional, or similar extensive relationships within the (NSE). FMT2021 This job description/job posting is not all inclusive and other duties may be assigned. Honeywell is an equal opportunity employer. Qualified applicants will be considered without regard to age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality, sex, religion, or veteran status. If you require a reasonable accommodation to submit an application, please send an email to our Reasonable Accommodation Support Team at **********************. To learn more about our benefits and culture follow the link below: *************************************************** Additional Information: Job ID: 3450 Category: Integrated Supply Chain Level of Experience: Executive Posting Location: Kansas City National Security Campus 14520 Botts Road Kansas City, MO, 64147 Remote Eligibility: On-Site Travel Required: 25-50% Approved Work States: MO Hourly/Salary: Salary

Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we're strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities. Together, there's no stopping you! Job Title: VP, Financial Planner Job Description: Summary VP, Financial Planner's primary role is to develop, present, implement and monitor comprehensive, customized financial plans for Wealth Management clients. The VP, Financial Planner will work closely with Wealth Advisors, Trust Officers, and the Portfolio Management team in providing thoughtful solutions and exemplary service to Wealth Management clients. Essential Duties and Responsibilities: * Create and present comprehensive, customized financial plans and budgets for high-net-worth households. * Assist Wealth Advisors, Trust Officers and Portfolio Managers with financial plan implementation and monitoring for high-net-worth clients * Assist Wealth Advisors, Trust Officers, and Portfolio Managers on prospecting efforts * Develop and present financial planning education for Enterprise associates and clients * Develop strong referral and working relationships across all Enterprise Bank business units * Stay current on tax policy and potential regulatory changes. Proactivity develop and communicate new financial planning strategies when applicable. * Maintain financial planning system database with client facts, investment risk and return assumptions, and all data needed to complete financial plan. * Create or update financial planning procedure documents when appropriate. * Maintain knowledge of trust policies. * Assist with annual regulatory Exams and Audits * Perform other duties as assigned. Qualifications: * Experience recommending value added financial Plans and tax planning strategies to high-net-worth clients * Comprehensive knowledge of all topics related to Financial Planning, Retirement Planning, and Tax Planning * Understanding of trusts and trust administration * Understanding of investment portfolio construction and investment risk * Excellent attention to detail * Excellent written and verbal presentation skills * Excellent understanding of financial planning software. * Excellent time management and organizational skills * Sound business discretion, good judgement, and excellent problem-solving skills. Supervisory Responsibilities: * None Education and/or Experience: * A minimum of five years' experience providing comprehensive financial planning to high-net-worth households. * Bachelor's degree in Finance, Accounting, Economics, Business or related field. Computer and Software Skills: * Expert with Financial Planning Software (eMoney or MoneyGuidePro) * Proficient with Microsoft Word, PowerPoint and Excel * Proficient with CRM tools (Salesforce) Certificates, Licenses and Registrations: * CPA or CFP designation required. Equal Opportunity Statement: Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at *********************. Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please click HERE.