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VP, Senior Wealth Consultant - Ultra High Net Worth- DC Metro Area
Regular
Your Opportunity
As a Schwab Sr Wealth Consultant, you are responsible for providing high-touch service, on-going comprehensive guidance and advice to clients in the context of a dedicated relationship. The Sr Wealth Consultant works across a wide spectrum of investment needs to help clients manage large and complex portfolios. Supporting our clients' wealth management needs on behalf of our clients includes but is not limited to: financial planning, estate planning, investment management, retirement planning, education planning, active trading, banking, insurance, and lending needs.
Manage a practice of primarily Ultra-HNW clients; provide world-class service to clients with complex wealth management needs
Retain existing clients, attract new clients, and generate growth as measured by AUM, Wealth Management solutions, and client promoter scores
Partner with wealth specialists to offer solutions including banking, lending and trust
Take an in-depth consultative approach to analyze, assess and find appropriate solutions to meet client needs based on the breadth of Schwab's Wealth Management offer
Develop a customized financial strategy for prospects and existing clients
Demonstrate a thorough understanding around how to assess suitability and recommend appropriate retirement income advice and distribution process for clients living in retirement
Demonstrate proficiency in deepening relationships with clients, from engagement and discovery to gaining commitment and ongoing service.
What you are good at
Exhibits wealth management and investment products expertise including equities, fixed income, mutual fund and retirement plans; equity compensation plans, stock options and annuities
Results driven, highly motivated self-starter who possesses integrity, a strong work ethic, and a passion for helping clients plan for their financial goals and objectives
Demonstrates a bias for action and a commitment to achieving sustainable results
Able to listen to client's needs and make decisions/take actions that help clients achieve their long-term goals
Knows how to follow the proper risk, supervision and controls guidelines to deliver the best outcomes for clients. Exhibits strong culture of compliance, adherence to policy and Schwab's high standards
Demonstrates good judgment in selecting methods and approaches for finding appropriate solutions for clients
Able to adjust style of communication to best connect with others
Demonstrates and encourages collaboration and teamwork cross functionally and within his/her team
Demonstrates personal resilience and a commitment to continually learn
Able to remain positive and focused during times of pressure, adversity, or change
Actively engages and helps others succeed$149k-236k yearly est.1d ago
AVP Process Transformation - Remote
Lifepoint Health is a leader in community-based care and driven by a mission of Making Communities Healthier. The AVP of Process Transformation will work with HSC Leaders, vendor partners, and all levels of leadership and frontline staff throughout Lifepoint Health to design and achieve enterprise improvement strategies, goals, and business objectives. Strategically oversee multiple multidisciplinary process improvement efforts across Lifepoint Health to drive quantifiable, sustainable improvement. Lifepoint Health is recruiting for an Area Vice President of Process Transformation to join our team!$83k-100k yearly est.17d ago
Chief Administrative Officer
Seeking high-performance CAO accountable for overseeing administrative operations and shared services (HR, Finance & Accounting, Information Technology, Global Supply Chain Management, Contracts, Marketing) within the enterprise. Works in collaboration with C-suite executives to devise strategies to meet the organization's objectives and reports on the performance of various departments to applicable stakeholders. Responsible for administrative and financial operations within respective areas noted. Demonstrated leadership of a $160M+ corporate enterprise with diverse product and service offerings while ensuring continual business systems innovation, technology advancements and proper FTE allocation based on a percentage of revenue.
Responsibilities
Relationship management - developing, monitoring, governing, and evaluating the overall corporate strategy, planning & analysis with a focus on bottom line financial and operating performance, while enhancing employee and outside shareholder value.
Metrics-based performance reporting and monitoring against budget with an emphasis on scalability and proficiency.
Focus on the performance of shared services, corporate finance, strategic business and growth initiatives including analytics, predictive modeling and strategic planning, especially during periods of rapid growth and expansion (with potential acquisitions).
Collaborating with top executives to devise strategies and policies to meet company goals.
Overseeing the efficacy of budgets, talent acquisition, business relationship and supplier negotiations.
Analyzing performance reports and formulating improvements to departmental workings.
Compiling performance reports and reporting to the Chairman and strategic advisory.
Maintains executive responsibility for financial operations including G&A expenditures, budgets, and general accounting.
Manages processes for financial forecasting, budgets, and consolidations, planning and analysis.
Develops and direct financial plans to deliver a strategic shared services business plan that supports company growth, market opportunities, direction, and brand awareness.
Define the financial strategy for shared services and provide useful financial insights to help make the best decisions about executing our business strategy.
Analyze current and future business operations and plans to determine administrative and financial effectiveness along with sustainability.
Works with each key area to ensure talent succession goals are achieved.
IT Infrastructure (Help Desk / Development / Platform / Security)
Marketing strategy
Global Staffing
Procurement and supply chain
Contract Management
Help organization drive enterprise efficiency and effectiveness through creation of scorecards.
Develop and execute analysis of various business initiatives.
Evaluate, develop and/or strengthen financial operations.
Develop and implement strategies to enhance margins across the organization and model for profit optimization.
Qualifications
BSBA, Technology or Financial degree/equivalent experience.
Must possess a solid business acumen within a corporate business environment.
Strategic management and leadership skills.
Organizational structure, negotiations, cultural awareness and change management skills.
Contracts administration experience a plus.
Working knowledge of data analytics and analysis and performance/operation metrics (PowerBI a plus).
Highly proficient within a multitude of technology platforms.
Excellent writing, verbal communication, interpersonal, and presentation skills.
Effective and demonstrated collaborations with senior leaders, advisory members, and CEOs for key business units.
Highest level of professional and ethical standards.
Demonstrated problem solving and entrepreneurial development and scalability for a rapidly growing/privately held entity.
About
As the largest independent mover in North America, JK delivers superior relocation and logistics services to military service members, government agencies, large corporations, businesses and homeowners around the world….and the list goes on! JK actively seeks dedicated professionals ready to positively impact domestic and global communities.
JK Moving is proud to be named as one of the Best Places to Work for 2020, an award that is particularly meaningful because winners are selected based on employee survey feedback. During 2018, the company established the JK Community Farm, a charitable effort designed to alleviate hunger by growing and harvesting crops and livestock and donating them to Loudoun Hunger Relief. From charitable giving to competitive compensation to fun corporate events, JK invests in each employee's professional and personal growth. This level of commitment sets JK apart from other companies - why not consider joining JK Moving Services today!
JK Benefits:
In addition to comprehensive medical, dental, and vision insurance, JK Moving offers:
World-class retirement savings programs including Company-funded profit sharing and safe harbor 401(k)
Recruitment and customer referral bonuses
Company-paid life insurance and accidental death benefits
Voluntary protection programs for employees and their families
Service recognition programs
Safety & performance bonuses
Tuition reimbursement and student loan repayment assistance
Discounted membership @ Gold's Gyms (corporate locations) nationwide
Global employee wellness programs and Employee Assistance Program (EAP) for employees and their families
Medical and Dependent Care Flexible Spending Accounts (FSAs)
Health Savings Account (HSA) with employer matching contribution
Equal Opportunity/Affirmative Action Employer$155k-306k yearly est.22d ago
SVP, Head of Loan Operations
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Vice President, Operational and Resilience Risk Senior Steward
Additionally, HSBC offers a wide range of competitive and flexible benefits designed to help you improve your health and well-being, finances, and lifestyle. At HSBC, the health and well-being of our employees remains of utmost importance. Many of our roles are permitted to work from home (in states in which HSBC is licensed to operate) until further notice. Upon resumption of normal operations, this role may be performed at any of our US HSBC locations. At HSBC, our overall goal is to provide a competitive Total Reward Package, with an appropriate mix of fixed pay, and variable pay, as part of an employee's overall total compensation and benefits. You will be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives.$128.9k-194.7k yearly10d ago
Executive Vice President, Media Strategy and Investment
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AVP Configuration Management - Remote
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SVP Growth and Client Management - eviCore - Remote
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AVP, Portfolio Credit - PayPal Credit
Support and interact with PayPal Credit, the designated client team, and with key stakeholders of Synchrony. Role Summary/Purpose: Support Synchrony credit and analytics efforts of the PayPal Credit portfolio including: evaluation of financials of credit strategy proposals, performance assessment of credit and fraud strategies for new and existing accounts and model evaluations.$108k-139k yearly est.6d ago
President of Freight Brokerage - Remote
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Only those applications with complete responses for each item will be considered - thank you Grenzebach Glier and Associates (GGA), one of the leading international philanthropic management consulting firms, seeks to grow its business and impact by recruiting highly qualified full-time consulting staff. Incentives are designed to measure and reward the delivery of billable hours, project directorship responsibility, and sales, with management and marketing responsibilities given increasing weight at each successive level from Consultant to Vice President to Senior Vice President. Based throughout the United States and beyond, mid- and senior-level GGA consulting staff hold the titles of Consultant, Vice President, or Senior Vice President, depending on prior work experience.$139k-215k yearly est.8d ago
Senior Vice President, Growth Strategy
We encourage you to apply if you think you may be a fit and give us both a chance to find out Who we are FourKites is the 1 supply chain visibility platform in the world, extending visibility beyond transportation into yards, warehouses, stores and beyond. Whether it's medical supplies from Cardinal Health or groceries for Walmart, the FourKites platform helps customers operate global supply chains that are efficient, agile and sustainable. FourKites is looking for a Senior Vice President, Growth Strategy reporting to the Chief Strategy Officer. At FourKites we have the opportunity to tackle complex challenges with real-world impacts. More than 1,000 of the world's most recognized brands - including 9 of the top-10 CPG and 18 of the top-20 food and beverage companies - trust FourKites to transform their business and create more agile, efficient and sustainable supply chains. Tracking more than 2.5 million shipments daily across road, rail, ocean, air, parcel and courier, and reaching over 185 countries, FourKites combines real-time data and powerful machine learning to help companies digitize their end-to-end supply chains.$150k-233k yearly est.6d ago
AVP/VP Underwriting & Restructuring
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Based on recent jobs postings on Zippia, the average salary in the U.S. for an Executive Officer is $74,745 per year or $36 per hour.
The highest paying Executive Officer jobs have a salary over $135,000 per year while the lowest paying Executive Officer jobs pay $41,000 per year
Directors work in show business, whether in a film, a television show, or a theatre production. They are responsible for bringing the material to life. They work with the writers to get a clear vision of how the production should look. They lead the production team in planning for the production, identifying filming or rehearsing schedules, casting for roles, and other aspects that need to be decided upon. Directors provide direction to the actors to ensure that the actors understand their role and will be able to effectively convey emotions to the audience. They also manage all other crew members and communicate their expectations clearly so that everyone on the set is working towards one vision.
The chief of operations is responsible for monitoring the overall operational process of a company, maintaining efficient project management, and accurate project deliverables. They contribute to the implementation of corporate decisions, including the development of the company's policies and procedures. They also support the CEO in board meetings to report the business' performance and identify opportunities to increase brand awareness and boost profitability. The chief of operations handles financial transactions of the business, as well as budgeting and allocating resources for each department.
Operations directors oversee all company operations. They have the power to set the direction, change the course of the organization, and reform strategies to ensure efficiency in how the company operates. Operations directors manage business operations effectively by constantly analyzing company data and by anticipating any challenge that may come their way. As such, they make sound business decisions and recommendations that will help strengthen the organization. Operations directors oversee finances, quality control, and even human resources. They ensure that all aspects of the business are considered in making business operations decisions.
Presidents are usually the highest-level executives in an organization. They oversee the whole company. They identify clear goals and provide strategic direction as the company works towards the achievement of their overall vision. Presidents are the decision-makers in the company. They make crucial decisions to ensure that the company continues to grow and survives challenges that come their way. They are expected to consider all stakeholders, from the board of directors and employees to the customers in their decision-making process. Presidents also represent the company in external functions, especially during high-level events. As such, they are expected to be professional, well-mannered, and good communicators.
Vice presidents are usually considered the second-in-command in the organization, depending on the organization structure. They take over when the president is unavailable to fulfill duties. They may also represent the organization in external events and other official functions. They are important members of the boardroom, and their opinions are usually sought after as well. Vice presidents are usually poised to follow the president's footsteps in the organization, especially if the president is nearing retirement. They also make urgent and crucial decisions when the president is not available to do so. Vice presidents must have strong business acumen, decision-making skills, and professionalism.