3965 Executive Vice President Jobs Near Me
Senior Executive Vice President and Chief Financial Officer
Microstrategy
Tysons Corner, VA
MicroStrategy (Nasdaq: MSTR) is the largest independent publicly traded analytics and business intelligence company. The MicroStrategy analytics platform is consistently rated as the best in enterprise analytics and is used by many of the world's most admired brands in the Fortune Global 500. We have a unique and innovative balance sheet strategy. We pursue two corporate strategies: (1) grow our enterprise analytics software business to promote our vision of Intelligence Everywhere and (2) acquire and hold bitcoin, which we view as a dependable store of value supported by a robust, public, open-source architecture untethered to sovereign monetary policy.
Job Description The Senior Executive Vice President, Finance and Chief Financial Officer is the top financial position within the MicroStrategy organization and is responsible for execution of global accounting and finance policies and procedures and is looked to as the accounting and finance subject matter expert and resource in the company. As the CFO, this role directs the overall financial plans and accounting practices of a publicly traded, global software organization, which also has a significant investment in bitcoin. This includes overseeing the corporate treasury, accounting, financial reporting and analysis, investor relations, SEC, tax, and revenue recognition, functions of the organization and its subsidiaries as well as SOX compliance and key internal controls. In addition, this role has oversight of all finance system initiatives and controls and standards to ensure timely financial and operational reporting for management and the board of directors. As the executive leader to the worldwide finance team, this role is responsible for providing direction and delegation to personnel, departmental activities, and develops and recommends plans for overall operations. Lastly, this is an important member of the MicroStrategy executive team and will be an advisor and decision maker in key corporate strategic and operational decisions. Job Duties (include but not limited to): * General * Oversees all company accounting and finance practices, including treasury, accounting, financial reporting and analysis, investor relations, SEC, tax, revenue recognition and, audit functions as well as SOX compliance and key internal controls * Manages the global finance team and provide leadership, mentorship, and guidance to all direct reports * Hires, trains, and develops personnel * Delegates responsibilities effectively * Discusses performance issues with staff regularly and prepare annual performance evaluations for staff on a timely basis * Ensures that the finance department is responsive to external and internal customers * Performs other assignments and duties as assigned * Treasury and Investor Relations * Directs and oversee financing opportunities including debt and equity markets activity to support the company's strategy of acquiring and holding bitcoin * Oversees the company's treasury including the use of excess cash flow, bitcoin acquisitions, and establishing relationships and accounts with banks, exchanges, and custodians * Evaluates risks facing the company and its affiliates and ensure that company properties and activities are adequately insured * Manages regular investor relations activities including earnings release, earnings calls, investor calls, roadshows, and analyst days * Accounting * Ensures that financial information produced by the Worldwide Finance Department is accurate, timely, and supports management functions and overall company objectives * Ensures that the finance organization performs its core accounting and reporting duties effectively and efficiently * Reviews and analyzes worldwide consolidated financial statements and results, consistent with SEC reporting guidelines * Responsible for review of all software revenue recognition requirements of the company on a worldwide basis * Through oversight of internal audit, ensures compliance with regulatory and SOX requirements * Reviews all US Federal, state, and local income, sales, use, and property tax returns, and review of the company's quarterly worldwide GAAP tax provision and reconciliation of all tax accounts * Monitors compliance of income tax filings and directing the compliance of the company's worldwide transfer pricing and cost allocation structure * Reviews and manages all financial systems and ensure implementation of initiatives in order to ensure processes run smoothly and efficiently * Financial Planning and Analysis * Directs financial strategy, planning and forecasts at a corporate level, conferring with the executive management team and global department heads * Prepares and reviews annual operating budgets * Develops and contribute to company strategic plans from a financial perspective * Studies, analyzes, and reports on trends, opportunities for expansion and projection of future company growth and planning * Drives and adapts to strategic shifts in the companies' business model * Oversees incentive compensation team focused on sales commissions and consulting bonuses * Oversees global procurement function with focus on IT and marketing vendor management * Oversees MicroStrategy's global commercial real estate portfolio with over 30 locations worldwide Job Requirements: * Bachelors Degree in Accounting or Finance, MBA a plus * 15+ years' experience, including work with a public company * CPA with experience working in a Big 4 accounting firm preferred * Proven expertise in most of the following finance areas: treasury, investor relations, insurance, accounting, tax, internal audit, financial systems, FP&A, compensation, and real estate * Proven expertise in most of the following industry areas preferred: multi-national companies, cloud software, cryptocurrency * Passion for analytics and cryptocurrency * Strong demonstration of MicroStrategy corporate values: Engaged, Precise, Agile, Transparent, Cheerful * Excellent written and oral communications skills QualificationsAdditional Information MicroStrategy is an equal employment and affirmative action employer F/M/Disability/Vet. MicroStrategy is an Equal Employment Opportunity / Affirmative Action employer and provides reasonable accommodation for qualified individuals with disabilities and disabled veterans in job application procedures. If you have any difficulty using our online system and you need an accommodation due to a disability, you may contact us about your interest in employment at 703.848.8600.
Job Description The Senior Executive Vice President, Finance and Chief Financial Officer is the top financial position within the MicroStrategy organization and is responsible for execution of global accounting and finance policies and procedures and is looked to as the accounting and finance subject matter expert and resource in the company. As the CFO, this role directs the overall financial plans and accounting practices of a publicly traded, global software organization, which also has a significant investment in bitcoin. This includes overseeing the corporate treasury, accounting, financial reporting and analysis, investor relations, SEC, tax, and revenue recognition, functions of the organization and its subsidiaries as well as SOX compliance and key internal controls. In addition, this role has oversight of all finance system initiatives and controls and standards to ensure timely financial and operational reporting for management and the board of directors. As the executive leader to the worldwide finance team, this role is responsible for providing direction and delegation to personnel, departmental activities, and develops and recommends plans for overall operations. Lastly, this is an important member of the MicroStrategy executive team and will be an advisor and decision maker in key corporate strategic and operational decisions. Job Duties (include but not limited to): * General * Oversees all company accounting and finance practices, including treasury, accounting, financial reporting and analysis, investor relations, SEC, tax, revenue recognition and, audit functions as well as SOX compliance and key internal controls * Manages the global finance team and provide leadership, mentorship, and guidance to all direct reports * Hires, trains, and develops personnel * Delegates responsibilities effectively * Discusses performance issues with staff regularly and prepare annual performance evaluations for staff on a timely basis * Ensures that the finance department is responsive to external and internal customers * Performs other assignments and duties as assigned * Treasury and Investor Relations * Directs and oversee financing opportunities including debt and equity markets activity to support the company's strategy of acquiring and holding bitcoin * Oversees the company's treasury including the use of excess cash flow, bitcoin acquisitions, and establishing relationships and accounts with banks, exchanges, and custodians * Evaluates risks facing the company and its affiliates and ensure that company properties and activities are adequately insured * Manages regular investor relations activities including earnings release, earnings calls, investor calls, roadshows, and analyst days * Accounting * Ensures that financial information produced by the Worldwide Finance Department is accurate, timely, and supports management functions and overall company objectives * Ensures that the finance organization performs its core accounting and reporting duties effectively and efficiently * Reviews and analyzes worldwide consolidated financial statements and results, consistent with SEC reporting guidelines * Responsible for review of all software revenue recognition requirements of the company on a worldwide basis * Through oversight of internal audit, ensures compliance with regulatory and SOX requirements * Reviews all US Federal, state, and local income, sales, use, and property tax returns, and review of the company's quarterly worldwide GAAP tax provision and reconciliation of all tax accounts * Monitors compliance of income tax filings and directing the compliance of the company's worldwide transfer pricing and cost allocation structure * Reviews and manages all financial systems and ensure implementation of initiatives in order to ensure processes run smoothly and efficiently * Financial Planning and Analysis * Directs financial strategy, planning and forecasts at a corporate level, conferring with the executive management team and global department heads * Prepares and reviews annual operating budgets * Develops and contribute to company strategic plans from a financial perspective * Studies, analyzes, and reports on trends, opportunities for expansion and projection of future company growth and planning * Drives and adapts to strategic shifts in the companies' business model * Oversees incentive compensation team focused on sales commissions and consulting bonuses * Oversees global procurement function with focus on IT and marketing vendor management * Oversees MicroStrategy's global commercial real estate portfolio with over 30 locations worldwide Job Requirements: * Bachelors Degree in Accounting or Finance, MBA a plus * 15+ years' experience, including work with a public company * CPA with experience working in a Big 4 accounting firm preferred * Proven expertise in most of the following finance areas: treasury, investor relations, insurance, accounting, tax, internal audit, financial systems, FP&A, compensation, and real estate * Proven expertise in most of the following industry areas preferred: multi-national companies, cloud software, cryptocurrency * Passion for analytics and cryptocurrency * Strong demonstration of MicroStrategy corporate values: Engaged, Precise, Agile, Transparent, Cheerful * Excellent written and oral communications skills QualificationsAdditional Information MicroStrategy is an equal employment and affirmative action employer F/M/Disability/Vet. MicroStrategy is an Equal Employment Opportunity / Affirmative Action employer and provides reasonable accommodation for qualified individuals with disabilities and disabled veterans in job application procedures. If you have any difficulty using our online system and you need an accommodation due to a disability, you may contact us about your interest in employment at 703.848.8600.
$165k-297k yearly est.
60d+ ago
60d+ ago
VP, CX Executive Partner
Forrester Research, Inc.
McLean, VA
Our job is to be bold at work.
It starts with an insatiable curiosity about clients, colleagues, and the future. At Forrester, we believe curiosity powers progress. Forresterites bring a diversity of opinions and the courage of their convictions to collaborate on the ideas and initiatives that change the course of business. As a trusted advisor to the most influential companies in the world, we live at the nexus of what's next.
About This Role:
Forrester's Executive Partners (EPs) work with executives at $1 billion-plus organizations and at government agencies to help them apply Forrester's vast set of IP in achieving their strategic priorities and business objectives. They bring executive-level experience, empathy, and know-how to the trusted client relationships they develop and demonstrate the confidence and ability to advise and present to clients across industries. EPs partner with sales, customer service, and consulting teams to deepen and grow client account relationships and overall engagement with Forrester. As members of our research team, EPs also play an important role in our research creation, ensuring a strong connection to the voice and needs of our senior-most clients.
Job Description:
Client delivery:
* Serve as a trusted advisor to 20 senior CX executive clients.
* Provide recurring advice guiding client strategies; developing, supporting, and achieving their key priorities; and helping them transform their organization and adopt customer-obsessed strategies.
* Deliver onsite and/or virtual workshops for clients, participate in Forrester events as a subject-matter expert, and participate in research analyst visits (as appropriate).
* Work with consultants, analysts, and other internal partners to create a comprehensive and integrated delivery plan that is grounded in Forrester IP and aligned to deliver a unified set of client outcomes.
Research collaboration:
* Collaborate with analysts and research leadership to infuse the voice and needs of our senior-most clients into the research creation process.
* Help develop forward-looking insights on key trends, models, and best practices, and what executive leaders need to do to prepare.
Client management and business development:
* Manage senior-most client relationships, partnering with sales and customer service teams in account planning and overall Forrester engagement to deepen and grow client account relationships.
* Identify client needs and develop and maintain client engagement plans that help convey the value delivered throughout the client relationship.
* Improve assigned client renewal rates (overall and EP) and CV growth.
* Proactively partner with sales, marketing, and other product teams on new business development - for EP and overall Forrester CV growth.
Job Requirements:
* MBA/Master's degree or equivalent is preferred.
* Fifteen-plus years of proven experience in customer experience leadership as a chief customer experience officer (CXO), chief customer officer (CCO), head of customer insights or head of customer experience transformation.
* Intimate familiarity with CX best practices and the challenges facing these professionals, including both B2B and B2C business models.
* Superior critical thinking and problem-solving skills to assess client needs and provide actionable advice.
* The ability to lead through influence and collaborate across a diverse group of stakeholders.
* Excellent interpersonal communication skills, including active listening skills and the ability to work with C-level executives.
* Experience in supporting business development activities.
* Strong time and project management skills.
* A creative view of markets, technologies, and customer attitudes combined with a fascination with the evolution of the future.
* The ability to travel more than 25% of the time (post-pandemic).
Explore #ForresterLife on:
YouTube
Twitter
Facebook
Instagram
LinkedIn
Glassdoor
FLSA Status:
Exempt
Forrester Research, Inc. is an Equal Opportunity/Affirmative Action Employer that is committed to equal employment opportunity for all qualified individuals without regard to race, color, religion, national origin, ancestry, sex, age, disability, sexual orientation, gender identity and expression, marital status, genetic information, military service, veteran status, or any other status protected by applicable law. Minorities, Women, Individuals with Disabilities, and Veterans are especially encouraged to apply.
Region
NA
It starts with an insatiable curiosity about clients, colleagues, and the future. At Forrester, we believe curiosity powers progress. Forresterites bring a diversity of opinions and the courage of their convictions to collaborate on the ideas and initiatives that change the course of business. As a trusted advisor to the most influential companies in the world, we live at the nexus of what's next.
About This Role:
Forrester's Executive Partners (EPs) work with executives at $1 billion-plus organizations and at government agencies to help them apply Forrester's vast set of IP in achieving their strategic priorities and business objectives. They bring executive-level experience, empathy, and know-how to the trusted client relationships they develop and demonstrate the confidence and ability to advise and present to clients across industries. EPs partner with sales, customer service, and consulting teams to deepen and grow client account relationships and overall engagement with Forrester. As members of our research team, EPs also play an important role in our research creation, ensuring a strong connection to the voice and needs of our senior-most clients.
Job Description:
Client delivery:
* Serve as a trusted advisor to 20 senior CX executive clients.
* Provide recurring advice guiding client strategies; developing, supporting, and achieving their key priorities; and helping them transform their organization and adopt customer-obsessed strategies.
* Deliver onsite and/or virtual workshops for clients, participate in Forrester events as a subject-matter expert, and participate in research analyst visits (as appropriate).
* Work with consultants, analysts, and other internal partners to create a comprehensive and integrated delivery plan that is grounded in Forrester IP and aligned to deliver a unified set of client outcomes.
Research collaboration:
* Collaborate with analysts and research leadership to infuse the voice and needs of our senior-most clients into the research creation process.
* Help develop forward-looking insights on key trends, models, and best practices, and what executive leaders need to do to prepare.
Client management and business development:
* Manage senior-most client relationships, partnering with sales and customer service teams in account planning and overall Forrester engagement to deepen and grow client account relationships.
* Identify client needs and develop and maintain client engagement plans that help convey the value delivered throughout the client relationship.
* Improve assigned client renewal rates (overall and EP) and CV growth.
* Proactively partner with sales, marketing, and other product teams on new business development - for EP and overall Forrester CV growth.
Job Requirements:
* MBA/Master's degree or equivalent is preferred.
* Fifteen-plus years of proven experience in customer experience leadership as a chief customer experience officer (CXO), chief customer officer (CCO), head of customer insights or head of customer experience transformation.
* Intimate familiarity with CX best practices and the challenges facing these professionals, including both B2B and B2C business models.
* Superior critical thinking and problem-solving skills to assess client needs and provide actionable advice.
* The ability to lead through influence and collaborate across a diverse group of stakeholders.
* Excellent interpersonal communication skills, including active listening skills and the ability to work with C-level executives.
* Experience in supporting business development activities.
* Strong time and project management skills.
* A creative view of markets, technologies, and customer attitudes combined with a fascination with the evolution of the future.
* The ability to travel more than 25% of the time (post-pandemic).
Explore #ForresterLife on:
YouTube
Glassdoor
FLSA Status:
Exempt
Forrester Research, Inc. is an Equal Opportunity/Affirmative Action Employer that is committed to equal employment opportunity for all qualified individuals without regard to race, color, religion, national origin, ancestry, sex, age, disability, sexual orientation, gender identity and expression, marital status, genetic information, military service, veteran status, or any other status protected by applicable law. Minorities, Women, Individuals with Disabilities, and Veterans are especially encouraged to apply.
Region
NA
$181k-339k yearly est.
40d ago
40d ago
Executive Vice President (Remote)
N. Harris Computer Corporation-USA
Remote or Raleigh, NC
The Team at Caliber Public Safety is obsessed with its mission to serve those who serve their communities. As the Executive Vice President (EVP) of Caliber Public Safety, you will be the leader with an unquestioned commitment to customers and the people who make up a dynamic team of industry professionals. You'll be responsible for the next phase of growth for Caliber Public Safety, setting the strategic direction of the business while leading operational objectives across all functional areas. Above all, you will be a leader of people and a trusted partner for Caliber customers!
Functional areas of the business are sales, support, product development, and professional services. Reporting to the Public Safety and Justice Portfolio Manager (Senior Executive VP), the EVP has accountability for the culture of Caliber Public Safety, it's service of customers, and for achieving the growth and financial targets of the business. Your executive team will execute the strategies required to achieve your operating targets. This position will be a remote opportunity. What will be your impact? • Compassionately steer and inspire an executive team in order to achieve business targets • Adapt and implement operational excellence to provide continuous improvement of the business • Achieve the net revenue and EBITA growth targets set by the company in collaboration with the management team • Develop new and existing leaders within the organization • Provide detailed, quarterly briefings to senior corporate managers on the business's results and plans • In conjunction with the executive team, provide monthly business updates to the Senior Executives • With the Public Sector Group's leadership team establish long-term technology strategies across all product lines What are we looking for? • Minimum of ten years' experience at an senior leadership level • Minimum of 5 years in the Law Enforcement and Justice market (Preferred) • Preference given for Harris group experience • Experience managing a multi-functional group with a minimum of 75+ team members • Experience managing an entire Profit and Lost statement with at least $15M in revenue
Functional areas of the business are sales, support, product development, and professional services. Reporting to the Public Safety and Justice Portfolio Manager (Senior Executive VP), the EVP has accountability for the culture of Caliber Public Safety, it's service of customers, and for achieving the growth and financial targets of the business. Your executive team will execute the strategies required to achieve your operating targets. This position will be a remote opportunity. What will be your impact? • Compassionately steer and inspire an executive team in order to achieve business targets • Adapt and implement operational excellence to provide continuous improvement of the business • Achieve the net revenue and EBITA growth targets set by the company in collaboration with the management team • Develop new and existing leaders within the organization • Provide detailed, quarterly briefings to senior corporate managers on the business's results and plans • In conjunction with the executive team, provide monthly business updates to the Senior Executives • With the Public Sector Group's leadership team establish long-term technology strategies across all product lines What are we looking for? • Minimum of ten years' experience at an senior leadership level • Minimum of 5 years in the Law Enforcement and Justice market (Preferred) • Preference given for Harris group experience • Experience managing a multi-functional group with a minimum of 75+ team members • Experience managing an entire Profit and Lost statement with at least $15M in revenue
$152k-305k yearly est.
11d ago
11d ago
Executive Vice President (Remote)
Harris Computer Systems
Remote or Greensboro, NC
The Team at Caliber Public Safety is obsessed with its mission to serve those who serve their communities. As the Executive Vice President (EVP) of Caliber Public Safety, you will be the leader with an unquestioned commitment to customers and the people who make up a dynamic team of industry professionals. You'll be responsible for the next phase of growth for Caliber Public Safety, setting the strategic direction of the business while leading operational objectives across all functional areas. Above all, you will be a leader of people and a trusted partner for Caliber customers!
Functional areas of the business are sales, support, product development, and professional services.
Reporting to the Public Safety and Justice Portfolio Manager (Senior Executive VP), the EVP has accountability for the culture of Caliber Public Safety, it's service of customers, and for achieving the growth and financial targets of the business. Your executive team will execute the strategies required to achieve your operating targets.
This position will be a remote opportunity.
What will be your impact?
* Compassionately steer and inspire an executive team in order to achieve business targets
* Adapt and implement operational excellence to provide continuous improvement of the business
* Achieve the net revenue and EBITA growth targets set by the company in collaboration with the management team
* Develop new and existing leaders within the organization
* Provide detailed, quarterly briefings to senior corporate managers on the business's results and plans
* In conjunction with the executive team, provide monthly business updates to the Senior Executives
* With the Public Sector Group's leadership team establish long-term technology strategies across all product lines
What are we looking for?
* Minimum of ten years' experience at an senior leadership level
* Minimum of 5 years in the Law Enforcement and Justice market (Preferred)
* Preference given for Harris group experience
* Experience managing a multi-functional group with a minimum of 75+ team members
* Experience managing an entire Profit and Lost statement with at least $15M in revenue
Functional areas of the business are sales, support, product development, and professional services.
Reporting to the Public Safety and Justice Portfolio Manager (Senior Executive VP), the EVP has accountability for the culture of Caliber Public Safety, it's service of customers, and for achieving the growth and financial targets of the business. Your executive team will execute the strategies required to achieve your operating targets.
This position will be a remote opportunity.
What will be your impact?
* Compassionately steer and inspire an executive team in order to achieve business targets
* Adapt and implement operational excellence to provide continuous improvement of the business
* Achieve the net revenue and EBITA growth targets set by the company in collaboration with the management team
* Develop new and existing leaders within the organization
* Provide detailed, quarterly briefings to senior corporate managers on the business's results and plans
* In conjunction with the executive team, provide monthly business updates to the Senior Executives
* With the Public Sector Group's leadership team establish long-term technology strategies across all product lines
What are we looking for?
* Minimum of ten years' experience at an senior leadership level
* Minimum of 5 years in the Law Enforcement and Justice market (Preferred)
* Preference given for Harris group experience
* Experience managing a multi-functional group with a minimum of 75+ team members
* Experience managing an entire Profit and Lost statement with at least $15M in revenue
$181k-327k yearly est.
27d ago
27d ago
Vice President, Executive Planning Consultant - Cincinnati or Michigan Market
Fidelity Investments
Remote or Novi, MI
The Vice President, Executive Planning Consultant role in Executive Services can be located anywhere in Michigan (MI) or Ohio (OH). This role is a remote/work from home position. #remote #Executive Services.
We believe by using your shown skills and expertise to craft financial plans and cultivate relationships with top C-suite level executives
The Expertise We're Looking For
* Series 7, 63, 65 licenses required
* Insurance license to be obtained 6 months into role
* A four-year College degree required
* Certified Financial Planner (CFP) designation preferred
* Obtaining CEP Level 1 within first 12 months in role is strongly encouraged
* 10 years minimum of experience with face-to-face investment sales and financial planning
* Validated sales experience in the Financial Services industry
* Experience working with senior-level executives and employee benefit plans
* A consistent track record in generating sales and handling relationships with high net worth clients
* Demonstrated experience understanding a client's unique financial situation and ability to position appropriate solutions
* Ability to travel up to 50%+
The Purpose of Your Role
You will have the responsibility for maintaining and nurturing relationships with senior executives and management leaders of key Workplace benefit plan clients. In this capacity, the EPC will be the focal point for financial planning and guidance for a select group of executives and be an integral part of a cross company team consisting of managing directors, relationship managers and executive services associates. This team will consistently deliver high levels of customer satisfaction, grow the PWI business in their region, build plan-level opportunities, and driving crossover relationships.
The Skills You Bring
* Your demonstrated knowledge of brokerage, insurance, money management, estate planning, financial planning and retirement planning
* Your excellent written, verbal and interpersonal communication skills
* Your ability to think strategically and influence decisions of executives
* Extraordinary presentation skills in both one on one and group settings
* Effective territory management and execution skills to drive multiple projects
The Value You Deliver
* Handling the overall relationship and mentorship needs of an executive
* Incorporating the executive's benefits and plan provisions into the planning process of executive's assets in order to exceed assigned targets and drive both PI and WI sales
* Presenting (in conjunction with the team) Executive Services offering to executives, Plan Sponsors, board members, etc. during annual business reviews
* Ensuring the personal happiness of the executives across multiple workplace companies, by providing high-level of knowledgeable assistance on topics in relation to retirement income planning, investment strategy and product selection through face-to face interactions
* Building and developing a book of business via referrals, seminars, and local events for the workplace companies we support
* Meet the immediate and future needs of the client by providing and demonstrating solid financial planning skills as well as client centered advice and guidance interactions
* Identify, execute and follow up on opportunities to gather additional client assets
* Demonstrate Fidelity's products and services to address the needs of the executive in order to drive crossover and convert them into PI customers
* Developing an understanding of each company's corporate culture and executive needs that make them aware of how benefit changes could affect their financial well-being
How Your Work Impacts the Organization
The Executive Planning Consultant provides planning and guidance for Fidelity's Workplace Investing executive clients, and operates within in Fidelity's Personal Investing business unit. We are a leading provider of investment management, retirement planning, family conversations, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services. We believe in building relationships, not just in building sales or building our assets. After all, our clients will place their investments, their savings, and their futures in your hands. You'll be the one who will personally work with them to help achieve their dreams- whether that's saving for college, for retirement, for a big vacation, or anything else. This is a serious responsibility and that's why we'll surround you with amazing, supportive people and all the tools you need.
Certifications:
Series 07 - FINRA, Series 66 - FINRA
Company Overview
At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.
Join Us
At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning and growth so you can build the career you've always imagined. We welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities.
We invite you to Find Your Fidelity at fidelitycareers.com.
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.
We believe by using your shown skills and expertise to craft financial plans and cultivate relationships with top C-suite level executives
The Expertise We're Looking For
* Series 7, 63, 65 licenses required
* Insurance license to be obtained 6 months into role
* A four-year College degree required
* Certified Financial Planner (CFP) designation preferred
* Obtaining CEP Level 1 within first 12 months in role is strongly encouraged
* 10 years minimum of experience with face-to-face investment sales and financial planning
* Validated sales experience in the Financial Services industry
* Experience working with senior-level executives and employee benefit plans
* A consistent track record in generating sales and handling relationships with high net worth clients
* Demonstrated experience understanding a client's unique financial situation and ability to position appropriate solutions
* Ability to travel up to 50%+
The Purpose of Your Role
You will have the responsibility for maintaining and nurturing relationships with senior executives and management leaders of key Workplace benefit plan clients. In this capacity, the EPC will be the focal point for financial planning and guidance for a select group of executives and be an integral part of a cross company team consisting of managing directors, relationship managers and executive services associates. This team will consistently deliver high levels of customer satisfaction, grow the PWI business in their region, build plan-level opportunities, and driving crossover relationships.
The Skills You Bring
* Your demonstrated knowledge of brokerage, insurance, money management, estate planning, financial planning and retirement planning
* Your excellent written, verbal and interpersonal communication skills
* Your ability to think strategically and influence decisions of executives
* Extraordinary presentation skills in both one on one and group settings
* Effective territory management and execution skills to drive multiple projects
The Value You Deliver
* Handling the overall relationship and mentorship needs of an executive
* Incorporating the executive's benefits and plan provisions into the planning process of executive's assets in order to exceed assigned targets and drive both PI and WI sales
* Presenting (in conjunction with the team) Executive Services offering to executives, Plan Sponsors, board members, etc. during annual business reviews
* Ensuring the personal happiness of the executives across multiple workplace companies, by providing high-level of knowledgeable assistance on topics in relation to retirement income planning, investment strategy and product selection through face-to face interactions
* Building and developing a book of business via referrals, seminars, and local events for the workplace companies we support
* Meet the immediate and future needs of the client by providing and demonstrating solid financial planning skills as well as client centered advice and guidance interactions
* Identify, execute and follow up on opportunities to gather additional client assets
* Demonstrate Fidelity's products and services to address the needs of the executive in order to drive crossover and convert them into PI customers
* Developing an understanding of each company's corporate culture and executive needs that make them aware of how benefit changes could affect their financial well-being
How Your Work Impacts the Organization
The Executive Planning Consultant provides planning and guidance for Fidelity's Workplace Investing executive clients, and operates within in Fidelity's Personal Investing business unit. We are a leading provider of investment management, retirement planning, family conversations, portfolio guidance, brokerage, benefits outsourcing, and many other financial products and services. We believe in building relationships, not just in building sales or building our assets. After all, our clients will place their investments, their savings, and their futures in your hands. You'll be the one who will personally work with them to help achieve their dreams- whether that's saving for college, for retirement, for a big vacation, or anything else. This is a serious responsibility and that's why we'll surround you with amazing, supportive people and all the tools you need.
Certifications:
Series 07 - FINRA, Series 66 - FINRA
Company Overview
At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.
Join Us
At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning and growth so you can build the career you've always imagined. We welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities.
We invite you to Find Your Fidelity at fidelitycareers.com.
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.
$160k-287k yearly est.
24d ago
24d ago
Executive Vice President, Coldwell Banker-remote (Mid Atlantic Region)
Realogy Holdings Corporation
Remote or Baltimore, MD
Executive Vice President, Coldwell Banker
Mid Atlantic Region
Job Overview:
The Executive Vice President (EVP), MidAtlantic Region, Coldwell Banker, is a seasoned sales executive that is directly responsible for leading, growing, and inspiring the Mid Atlantic Region real estate brokerage professionals within Coldwell Banker. A strategic leader with a passion for the industry, obsession with growth, and desire to achieve and win as a team.
+ The Executive Vice President, Coldwell Banker for the Mid Atlantic Region oversees brokerage operations in geographies likely to include key markets in New Jersey, Baltimore, Washington DC, Northern VA, Central PA, Philadelphia and Wilmington DE with 100 offices and 8,000 agents generating more than $500 Million in revenue.
+ The successful EVP is an inspirational, growth-minded, senior executive responsible for achieving market share growth with financial and operational performance.
+ Reporting to the President & CEO, Coldwell Banker, the EVP will drive sales growth and internal operations, lead a direct report team of 3 Metro Presidents and their Regional Vice President teams, District and Branch Managers, and field sales support staff members, focusing on building high-performing teams that drive organic growth and maximize the territory's market share and income growth.
+ The EVP is an integral member of the Coldwell Banker Executive Committee and as such plays a key role in developing national strategic plans that include innovative and dynamic approaches to the business to ensure we maintain and grow our strong advantage over the competition.
+ With overall responsibility for the Mid Atlantic Region, you also collaborate and work closely with Coldwell Banker Executive Committee members across the company who oversee other disciplines within the firm (Operations, Product, Marketing, Technology, Finance, Legal, Human Resources).
+ A critical component of this executive role is to demonstrate key leadership competencies such as building capability, execution, and innovation, in addition to aspirational sales leadership.
+ As a leader of leaders, you will demonstrate capability in aligning with overall company strategy, making excellent talent decisions, and driving performance through inspiration and accountability across your distributed sales network.
+ Be an industry steward, deeply informed on abreast an ever-changing talent and competitive landscape.
+ Drive change leadership to ensure maintenance of leadership position.
**Successful Executive Vice President Attributes:**
+ Collaborative leader: Drives collaboration across the President and RVP leadership teams to share best practices, create a "connected" culture and ensure leverage of subject matter expertise. Executive Vice President to provide direction and leadership to the management teams.
+ Change leader: Envisions the real estate company of the future, working with the Coldwell Banker Executive Committee to establish and execute a strategic plan that drives agent success, generates revenue growth, increases profitability, and attracts outstanding talent.
+ Executive Alignment: Understands and supports company's philosophy, mission, strategy, and goals; communicates them effectively to all levels of the organization to ensure execution.
+ Innovative thinker: Consistently brings new, "big ideas" to the table to ensure continued differentiation. Stays ahead of the game by identifying new revenue streams for our agents and offices, and quickly creating strategies and tactics to capture them.
+ Leader of leaders: Effectively trains, motivates, and leads Metro Presidents and their extended leadership teams.
+ Talent Leader: Effectively acquires, develops, manages performance of and retains top talent.
+ Motivational coach: Inspires teams to new levels by providing coaching and mentoring; and builds capability across senior leadership team.
+ Collaborator: Effectively works across departments and understands how to partner with functional areas to maximize impact to the business.
+ Customer advocate: Ensures a high-quality customer experience by establishing and implementing enhanced standards and accountability in all interactions.
+ Ethical leader: Demonstrates uncompromising integrity by embodying the company's values and standards. The absolute criticality of this point cannot be overstated, as this is core to how we work every day in every way.
**Your Qualifications:**
+ Industry Thought Leader, with considerable progressive sales and management experience in residential real estate; Broker in Charge and previous brokerage management and/or real estate ownership preferred.
+ Leader and Coach, with proven ability to effectively manage all levels of the organization; train, motivate, and lead Presidents, Regional Vice Presidents, District/Branch Managers, employees and sales associates in accordance with company practices.
+ Business savvy, with strong financial and operating acumen including demonstrated profit and loss responsibility, trending analysis, and operational improvement initiative execution.
+ Outstanding communicator, with excellent oral and written communication skills; influential speaker whether addressing large, public groups or individuals.
+ Technologically proficient and interest, with working knowledge of various platforms and use cases. Willing and able to lead by example in navigating, learning, and effectively using new programs and platforms, including social media.\#LI-CH1
**Employment Type**
Full-time
**Company**
Coldwell Banker Realty
**About Us**
Realogy Holdings Corp. (http://www.realogy.com/) (NYSE: RLGY) is the leading and most integrated provider of U.S. residential real estate services, encompassing franchise, brokerage, and title and settlement businesses as well as a mortgage joint venture. Realogy's diverse brand portfolio includes some of the most recognized names in real estate: Better Homes and Gardens Real Estate (https://www.bhgre.com/) , Century 21 (https://www.century21.com/) , Coldwell Banker (https://www.coldwellbanker.com/) , Coldwell Banker Commercial (https://www.cbcworldwide.com/) , Corcoran (https://www.corcoran.com/) , ERA (https://www.era.com/) , Sotheby's International Realty (https://www.sothebysrealty.com/eng) . Using innovative technology, data and marketing products, best-in-class learning and support services, and high-quality lead generation programs, Realogy fuels the productivity of independent sales agents, helping them build stronger businesses and best serve today's consumers. Realogy's affiliated brokerages operate around the world with approximately 190,000 independent sales agents in the United States and more than 112,000 independent sales agents in 113 other countries and territories.
At Realogy, diversity fuels success - for our company and for our employees. We strive to be the preferred company for diverse talent, committed to creating an inclusive environment that encourages everyone to succeed. **We pursue talent** - strategic thinkers who are eager to innovate, focused on execution and accountable for results. **We value diversity** - respecting backgrounds, cultures, perspectives.
You'll find our commitment to diversity reflected in our achievements:
+ Forbes 2020 Best Employers for Diversity.
+ Recognized on the 2020 Human Rights Campaign Corporate Equality Index .
+ Recognized for gender diversity on our board of directors by Executive Women of New Jersey and Women's Forum of New York.
+ First residential real estate company to endorse the Equality Act and fully support H.R. 1447 amending the Fair Housing Act to include LGBTQ+ as protected classes.
With diversity, we succeed together. We hope you'll join us.
Powered by its network of over 94,000 affiliated sales professionals in 3,000 offices across 43 countries and territories, the Coldwell Banker organization is a leading provider of full-service residential and commercial real estate brokerage services. The Coldwell Banker brand prides itself on its history of expertise, honesty and an empowering culture of excellence since its beginnings in 1906. Coldwell Banker Real Estate is committed to providing its network of sales professionals with the tools and insights needed to excel in today's marketplace and is known for its bold leadership and dedication to driving the industry forward with big data and smart home expertise. Coldwell Banker Real Estate was the first real estate brand to harness the power of big data; the CBx Technology Suite uses predictive analytics and machine learning to analyze markets, target buyers and sellers and provide agents with a simple platform to create unique and effective marketing plans for each listing. The brand was named among the 2020 Women's Choice Award Most Recommended brands for customer experience and overall quality. Blue is bold and the integrity and values of Coldwell Banker give the Gen Blue network an unbeatable edge.
**EEO Statement**
EOE AA M/F/Vet/Disability
Mid Atlantic Region
Job Overview:
The Executive Vice President (EVP), MidAtlantic Region, Coldwell Banker, is a seasoned sales executive that is directly responsible for leading, growing, and inspiring the Mid Atlantic Region real estate brokerage professionals within Coldwell Banker. A strategic leader with a passion for the industry, obsession with growth, and desire to achieve and win as a team.
+ The Executive Vice President, Coldwell Banker for the Mid Atlantic Region oversees brokerage operations in geographies likely to include key markets in New Jersey, Baltimore, Washington DC, Northern VA, Central PA, Philadelphia and Wilmington DE with 100 offices and 8,000 agents generating more than $500 Million in revenue.
+ The successful EVP is an inspirational, growth-minded, senior executive responsible for achieving market share growth with financial and operational performance.
+ Reporting to the President & CEO, Coldwell Banker, the EVP will drive sales growth and internal operations, lead a direct report team of 3 Metro Presidents and their Regional Vice President teams, District and Branch Managers, and field sales support staff members, focusing on building high-performing teams that drive organic growth and maximize the territory's market share and income growth.
+ The EVP is an integral member of the Coldwell Banker Executive Committee and as such plays a key role in developing national strategic plans that include innovative and dynamic approaches to the business to ensure we maintain and grow our strong advantage over the competition.
+ With overall responsibility for the Mid Atlantic Region, you also collaborate and work closely with Coldwell Banker Executive Committee members across the company who oversee other disciplines within the firm (Operations, Product, Marketing, Technology, Finance, Legal, Human Resources).
+ A critical component of this executive role is to demonstrate key leadership competencies such as building capability, execution, and innovation, in addition to aspirational sales leadership.
+ As a leader of leaders, you will demonstrate capability in aligning with overall company strategy, making excellent talent decisions, and driving performance through inspiration and accountability across your distributed sales network.
+ Be an industry steward, deeply informed on abreast an ever-changing talent and competitive landscape.
+ Drive change leadership to ensure maintenance of leadership position.
**Successful Executive Vice President Attributes:**
+ Collaborative leader: Drives collaboration across the President and RVP leadership teams to share best practices, create a "connected" culture and ensure leverage of subject matter expertise. Executive Vice President to provide direction and leadership to the management teams.
+ Change leader: Envisions the real estate company of the future, working with the Coldwell Banker Executive Committee to establish and execute a strategic plan that drives agent success, generates revenue growth, increases profitability, and attracts outstanding talent.
+ Executive Alignment: Understands and supports company's philosophy, mission, strategy, and goals; communicates them effectively to all levels of the organization to ensure execution.
+ Innovative thinker: Consistently brings new, "big ideas" to the table to ensure continued differentiation. Stays ahead of the game by identifying new revenue streams for our agents and offices, and quickly creating strategies and tactics to capture them.
+ Leader of leaders: Effectively trains, motivates, and leads Metro Presidents and their extended leadership teams.
+ Talent Leader: Effectively acquires, develops, manages performance of and retains top talent.
+ Motivational coach: Inspires teams to new levels by providing coaching and mentoring; and builds capability across senior leadership team.
+ Collaborator: Effectively works across departments and understands how to partner with functional areas to maximize impact to the business.
+ Customer advocate: Ensures a high-quality customer experience by establishing and implementing enhanced standards and accountability in all interactions.
+ Ethical leader: Demonstrates uncompromising integrity by embodying the company's values and standards. The absolute criticality of this point cannot be overstated, as this is core to how we work every day in every way.
**Your Qualifications:**
+ Industry Thought Leader, with considerable progressive sales and management experience in residential real estate; Broker in Charge and previous brokerage management and/or real estate ownership preferred.
+ Leader and Coach, with proven ability to effectively manage all levels of the organization; train, motivate, and lead Presidents, Regional Vice Presidents, District/Branch Managers, employees and sales associates in accordance with company practices.
+ Business savvy, with strong financial and operating acumen including demonstrated profit and loss responsibility, trending analysis, and operational improvement initiative execution.
+ Outstanding communicator, with excellent oral and written communication skills; influential speaker whether addressing large, public groups or individuals.
+ Technologically proficient and interest, with working knowledge of various platforms and use cases. Willing and able to lead by example in navigating, learning, and effectively using new programs and platforms, including social media.\#LI-CH1
**Employment Type**
Full-time
**Company**
Coldwell Banker Realty
**About Us**
Realogy Holdings Corp. (http://www.realogy.com/) (NYSE: RLGY) is the leading and most integrated provider of U.S. residential real estate services, encompassing franchise, brokerage, and title and settlement businesses as well as a mortgage joint venture. Realogy's diverse brand portfolio includes some of the most recognized names in real estate: Better Homes and Gardens Real Estate (https://www.bhgre.com/) , Century 21 (https://www.century21.com/) , Coldwell Banker (https://www.coldwellbanker.com/) , Coldwell Banker Commercial (https://www.cbcworldwide.com/) , Corcoran (https://www.corcoran.com/) , ERA (https://www.era.com/) , Sotheby's International Realty (https://www.sothebysrealty.com/eng) . Using innovative technology, data and marketing products, best-in-class learning and support services, and high-quality lead generation programs, Realogy fuels the productivity of independent sales agents, helping them build stronger businesses and best serve today's consumers. Realogy's affiliated brokerages operate around the world with approximately 190,000 independent sales agents in the United States and more than 112,000 independent sales agents in 113 other countries and territories.
At Realogy, diversity fuels success - for our company and for our employees. We strive to be the preferred company for diverse talent, committed to creating an inclusive environment that encourages everyone to succeed. **We pursue talent** - strategic thinkers who are eager to innovate, focused on execution and accountable for results. **We value diversity** - respecting backgrounds, cultures, perspectives.
You'll find our commitment to diversity reflected in our achievements:
+ Forbes 2020 Best Employers for Diversity.
+ Recognized on the 2020 Human Rights Campaign Corporate Equality Index .
+ Recognized for gender diversity on our board of directors by Executive Women of New Jersey and Women's Forum of New York.
+ First residential real estate company to endorse the Equality Act and fully support H.R. 1447 amending the Fair Housing Act to include LGBTQ+ as protected classes.
With diversity, we succeed together. We hope you'll join us.
Powered by its network of over 94,000 affiliated sales professionals in 3,000 offices across 43 countries and territories, the Coldwell Banker organization is a leading provider of full-service residential and commercial real estate brokerage services. The Coldwell Banker brand prides itself on its history of expertise, honesty and an empowering culture of excellence since its beginnings in 1906. Coldwell Banker Real Estate is committed to providing its network of sales professionals with the tools and insights needed to excel in today's marketplace and is known for its bold leadership and dedication to driving the industry forward with big data and smart home expertise. Coldwell Banker Real Estate was the first real estate brand to harness the power of big data; the CBx Technology Suite uses predictive analytics and machine learning to analyze markets, target buyers and sellers and provide agents with a simple platform to create unique and effective marketing plans for each listing. The brand was named among the 2020 Women's Choice Award Most Recommended brands for customer experience and overall quality. Blue is bold and the integrity and values of Coldwell Banker give the Gen Blue network an unbeatable edge.
**EEO Statement**
EOE AA M/F/Vet/Disability
$183k-344k yearly est.
60d+ ago
60d+ ago
C&I Credit Underwriting Executive,VP (REMOTE -AZ)
MUFG (DBA)
Remote or Phoenix, AZ
* Requisition # 10046717-WD
* Job Type Day
* Location Phoenix, ARIZONA
* Date Posted 09/08/2021
Your potential. Your opportunity.
Are you passionate about creating an exceptional client experience?
Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 5th largest financial group in the world (as ranked by S&P Global, April 2018). In the Americas, we're 14,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, developing positive relationships built on integrity and respect. It's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. We're a team that accepts responsibility for the future by asking the tough questions and owning the solutions. Join MUFG and be empowered to make your voice heard and your actions count.
This is a remote position. A member of our recruitment team will discuss location preferences with you in more detail.
Some MUFG roles require that individuals be fully vaccinated against COVID-19, subject to medical and/or religious exemptions, if applicable. Should you be selected for an interview, your recruiter will provide additional information.
Job Summary:
Provide commercial credit underwriting support to Business Banking. Work closely with the Senior Credit Manager Team Leader to structure transactions and assess risks along with the collaboration of the Relationship Managers. Play an integral role in ensuring data integrity of the portfolio and establishing appropriate risk.
Major Responsibilities:
* Manage a portfolio of commercial credits focusing on the underwriting of new real estate and C&I loans for borrowers in the Business Banking Market. This may also include borrowers with higher risk profiles.
* Ensure that portfolio management is consistent with Bank's current policies and practices. Interface with Market Presidents, Relationship Managers and Credit Administration to ensure credits fit within Bank's credit risk appetite.
* Maintain regular contact with Relationship Managers to ensure customer satisfaction.
* Effectively manage and monitor risks of the portfolio including appropriate risk grading.
* Demonstrates knowledge of and is sensitive to the current regulatory environment; adheres to the Bank's Risk Vision, and risk management policies and programs; recognizes and proactively addresses risk (including but not limited to those associated with Bank Secrecy Act, anti-money laundering, consumer compliance, fair lending, fiduciary responsibilities, and privacy); identifies and appropriately manages risk.
* Participate in the ongoing Quality Control process.
* Responsible for data integrity of the portfolio.
* Assist in the coaching and training of Credit Associates and Credit Executives.
* Participate in special projects and task forces as needed.
Qualifications
Qualifications:
* BA or BS degree required. Plus a min 10 years of credit underwriting experience.
* Commercial and Industrial (C&I) experience is a plus.
* Strong verbal and written skills.
* Excellent credit skills.
* Effective interpersonal skills.
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.
We are proud to be an Equal Opportunity / Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives, and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate in employment decisions on the basis of any protected category.
A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it's the bank's policy to only inquire into a candidate's criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses.
* Job Type Day
* Location Phoenix, ARIZONA
* Date Posted 09/08/2021
Your potential. Your opportunity.
Are you passionate about creating an exceptional client experience?
Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 5th largest financial group in the world (as ranked by S&P Global, April 2018). In the Americas, we're 14,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, developing positive relationships built on integrity and respect. It's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. We're a team that accepts responsibility for the future by asking the tough questions and owning the solutions. Join MUFG and be empowered to make your voice heard and your actions count.
This is a remote position. A member of our recruitment team will discuss location preferences with you in more detail.
Some MUFG roles require that individuals be fully vaccinated against COVID-19, subject to medical and/or religious exemptions, if applicable. Should you be selected for an interview, your recruiter will provide additional information.
Job Summary:
Provide commercial credit underwriting support to Business Banking. Work closely with the Senior Credit Manager Team Leader to structure transactions and assess risks along with the collaboration of the Relationship Managers. Play an integral role in ensuring data integrity of the portfolio and establishing appropriate risk.
Major Responsibilities:
* Manage a portfolio of commercial credits focusing on the underwriting of new real estate and C&I loans for borrowers in the Business Banking Market. This may also include borrowers with higher risk profiles.
* Ensure that portfolio management is consistent with Bank's current policies and practices. Interface with Market Presidents, Relationship Managers and Credit Administration to ensure credits fit within Bank's credit risk appetite.
* Maintain regular contact with Relationship Managers to ensure customer satisfaction.
* Effectively manage and monitor risks of the portfolio including appropriate risk grading.
* Demonstrates knowledge of and is sensitive to the current regulatory environment; adheres to the Bank's Risk Vision, and risk management policies and programs; recognizes and proactively addresses risk (including but not limited to those associated with Bank Secrecy Act, anti-money laundering, consumer compliance, fair lending, fiduciary responsibilities, and privacy); identifies and appropriately manages risk.
* Participate in the ongoing Quality Control process.
* Responsible for data integrity of the portfolio.
* Assist in the coaching and training of Credit Associates and Credit Executives.
* Participate in special projects and task forces as needed.
Qualifications
Qualifications:
* BA or BS degree required. Plus a min 10 years of credit underwriting experience.
* Commercial and Industrial (C&I) experience is a plus.
* Strong verbal and written skills.
* Excellent credit skills.
* Effective interpersonal skills.
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.
We are proud to be an Equal Opportunity / Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives, and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate in employment decisions on the basis of any protected category.
A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it's the bank's policy to only inquire into a candidate's criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses.
$128k-232k yearly est.
24d ago
24d ago
C&I Credit Underwriting Executive,VP (REMOTE -AZ)
MUFG Union Bank
Remote or Phoenix, AZ
**Are you passionate about creating an exceptional client experience?**
Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 5th largest financial group in the world (as ranked by S&P Global, April 2018). In the Americas, we're 14,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, developing positive relationships built on integrity and respect. It's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. We're a team that accepts responsibility for the future by asking the tough questions and owning the solutions. Join MUFG and be empowered to make your voice heard and your actions count.
This is a remote position. A member of our recruitment team will discuss location preferences with you in more detail.
Some MUFG roles require that individuals be fully vaccinated against COVID-19, subject to medical and/or religious exemptions, if applicable. Should you be selected for an interview, your recruiter will provide additional information.
**Job Summary:**
Provide commercial credit underwriting support to Business Banking. Work closely with the Senior Credit Manager Team Leader to structure transactions and assess risks along with the collaboration of the Relationship Managers. Play an integral role in ensuring data integrity of the portfolio and establishing appropriate risk.
**Major Responsibilities:**
+ Manage a portfolio of commercial credits focusing on the underwriting of new real estate and C&I loans for borrowers in the Business Banking Market. This may also include borrowers with higher risk profiles.
+ Ensure that portfolio management is consistent with Bank's current policies and practices. Interface with Market Presidents, Relationship Managers and Credit Administration to ensure credits fit within Bank's credit risk appetite.
+ Maintain regular contact with Relationship Managers to ensure customer satisfaction.
+ Effectively manage and monitor risks of the portfolio including appropriate risk grading.
+ Demonstrates knowledge of and is sensitive to the current regulatory environment; adheres to the Bank's Risk Vision, and risk management policies and programs; recognizes and proactively addresses risk (including but not limited to those associated with Bank Secrecy Act, anti-money laundering, consumer compliance, fair lending, fiduciary responsibilities, and privacy); identifies and appropriately manages risk.
+ Participate in the ongoing Quality Control process.
+ Responsible for data integrity of the portfolio.
+ Assist in the coaching and training of Credit Associates and Credit Executives.
+ Participate in special projects and task forces as needed.
**Qualifications**
**Qualifications:**
+ BA or BS degree required. Plus a min 10 years of credit underwriting experience.
+ Commercial and Industrial (C&I) experience is a plus.
+ Strong verbal and written skills.
+ Excellent credit skills.
+ Effective interpersonal skills.
_The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified._
_We are proud to be an Equal Opportunity / Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives, and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate in employment decisions on the basis of any protected category._
_A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it's the bank's policy to only inquire into a candidate's criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses._
**Job** : Credit
**Primary Location** : ARIZONA-Phoenix
**Job Posting** : Sep 24, 2021, 3:19:07 PM
**Shift:** : Day
**Schedule:** : Full Time
**Req ID:** 10046717-WD
Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 5th largest financial group in the world (as ranked by S&P Global, April 2018). In the Americas, we're 14,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, developing positive relationships built on integrity and respect. It's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. We're a team that accepts responsibility for the future by asking the tough questions and owning the solutions. Join MUFG and be empowered to make your voice heard and your actions count.
This is a remote position. A member of our recruitment team will discuss location preferences with you in more detail.
Some MUFG roles require that individuals be fully vaccinated against COVID-19, subject to medical and/or religious exemptions, if applicable. Should you be selected for an interview, your recruiter will provide additional information.
**Job Summary:**
Provide commercial credit underwriting support to Business Banking. Work closely with the Senior Credit Manager Team Leader to structure transactions and assess risks along with the collaboration of the Relationship Managers. Play an integral role in ensuring data integrity of the portfolio and establishing appropriate risk.
**Major Responsibilities:**
+ Manage a portfolio of commercial credits focusing on the underwriting of new real estate and C&I loans for borrowers in the Business Banking Market. This may also include borrowers with higher risk profiles.
+ Ensure that portfolio management is consistent with Bank's current policies and practices. Interface with Market Presidents, Relationship Managers and Credit Administration to ensure credits fit within Bank's credit risk appetite.
+ Maintain regular contact with Relationship Managers to ensure customer satisfaction.
+ Effectively manage and monitor risks of the portfolio including appropriate risk grading.
+ Demonstrates knowledge of and is sensitive to the current regulatory environment; adheres to the Bank's Risk Vision, and risk management policies and programs; recognizes and proactively addresses risk (including but not limited to those associated with Bank Secrecy Act, anti-money laundering, consumer compliance, fair lending, fiduciary responsibilities, and privacy); identifies and appropriately manages risk.
+ Participate in the ongoing Quality Control process.
+ Responsible for data integrity of the portfolio.
+ Assist in the coaching and training of Credit Associates and Credit Executives.
+ Participate in special projects and task forces as needed.
**Qualifications**
**Qualifications:**
+ BA or BS degree required. Plus a min 10 years of credit underwriting experience.
+ Commercial and Industrial (C&I) experience is a plus.
+ Strong verbal and written skills.
+ Excellent credit skills.
+ Effective interpersonal skills.
_The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified._
_We are proud to be an Equal Opportunity / Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives, and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate in employment decisions on the basis of any protected category._
_A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it's the bank's policy to only inquire into a candidate's criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses._
**Job** : Credit
**Primary Location** : ARIZONA-Phoenix
**Job Posting** : Sep 24, 2021, 3:19:07 PM
**Shift:** : Day
**Schedule:** : Full Time
**Req ID:** 10046717-WD
$128k-232k yearly est.
47d ago
47d ago
VP, Health and Welfare Account Executive- REMOTE WORK LOCATION-NATIONWIDE
Fidelity Investments
Remote or Boston, MA
Seeking an Account Executive (AE) who will successfully promote and sell Fidelity's health & welfare (H&W) administrative services in the ~2,000-30,000 participant segment. In addition to administrative services, this includes Voluntary Benefits, Reimbursement Accounts and Wellness Solutions (e.g., Digital Care Navigation).
THIS POSITION IS WORK FROM HOME/REMOTE LOCATION NATIONWIDE
The AE will be responsible for:
* Developing and executing a plan for selling the product to workplace customers
* Managing internal and external relationships and qualifying sales leads on an ongoing basis
* Identifying customer potential, understanding customer needs, presenting the product value proposition, and closing sales
* Supporting the development and delivery of sales collateral, as well as translating feedback from the field to continuously improve the effectiveness of sales and marketing efforts
* Working with product management to demonstrate product capabilities and manage exception requests
* Positioning Fidelity's other healthcare products including Health Savings Accounts
In the near term, focus is primarily on H&W sales to existing Fidelity retirement plan clients. Over the longer term, the candidate should possess the potential to engage in multi-product sales and to prospect externally.
The Expertise You Have
* Deep knowledge of the H&W industry and the product and services landscape
* Adept at developing and executing on a personal sales plan
* Experience with closing enterprise sales in the national accounts market
* A natural fit within Fidelity's culture of teamwork and ethics
* Requires ~60-75% travel
* College degree preferred or equivalent experience
* Must currently have or obtain insurance producer licenses for Group Life, Accident & Health and Property & Casualty (P&C) licenses for individual products within 120 days of hire
The Skills You Bring
* Proven ability to execute business-to-business sales and to meet sales targets
* Critical thinking with the ability to decipher prospect needs / interests and devise effective strategies accordingly
* Strategic planning and deal analytics skills
* Understanding of and ability to sustain the complex sale and longer institutional cycle
* Ability to gain the confidence of executive leaders internally and externally
* Strong interpersonal, influencing, and negotiating skills
* Excellent time management and organizational skills, and the ability to work independently with little supervision
* Effective presentation skills
* Competency in the use of Salesforce.com and other tools for reporting and forecasting
The Value You Deliver
* Qualifying customers, identifying needs, and delivering solutions
* Supporting the ongoing development of the product and services
Certifications:
Company Overview
At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.
Join Us
At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning and growth so you can build the career you've always imagined. We welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities.
We invite you to Find Your Fidelity at fidelitycareers.com.
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.
THIS POSITION IS WORK FROM HOME/REMOTE LOCATION NATIONWIDE
The AE will be responsible for:
* Developing and executing a plan for selling the product to workplace customers
* Managing internal and external relationships and qualifying sales leads on an ongoing basis
* Identifying customer potential, understanding customer needs, presenting the product value proposition, and closing sales
* Supporting the development and delivery of sales collateral, as well as translating feedback from the field to continuously improve the effectiveness of sales and marketing efforts
* Working with product management to demonstrate product capabilities and manage exception requests
* Positioning Fidelity's other healthcare products including Health Savings Accounts
In the near term, focus is primarily on H&W sales to existing Fidelity retirement plan clients. Over the longer term, the candidate should possess the potential to engage in multi-product sales and to prospect externally.
The Expertise You Have
* Deep knowledge of the H&W industry and the product and services landscape
* Adept at developing and executing on a personal sales plan
* Experience with closing enterprise sales in the national accounts market
* A natural fit within Fidelity's culture of teamwork and ethics
* Requires ~60-75% travel
* College degree preferred or equivalent experience
* Must currently have or obtain insurance producer licenses for Group Life, Accident & Health and Property & Casualty (P&C) licenses for individual products within 120 days of hire
The Skills You Bring
* Proven ability to execute business-to-business sales and to meet sales targets
* Critical thinking with the ability to decipher prospect needs / interests and devise effective strategies accordingly
* Strategic planning and deal analytics skills
* Understanding of and ability to sustain the complex sale and longer institutional cycle
* Ability to gain the confidence of executive leaders internally and externally
* Strong interpersonal, influencing, and negotiating skills
* Excellent time management and organizational skills, and the ability to work independently with little supervision
* Effective presentation skills
* Competency in the use of Salesforce.com and other tools for reporting and forecasting
The Value You Deliver
* Qualifying customers, identifying needs, and delivering solutions
* Supporting the ongoing development of the product and services
Certifications:
Company Overview
At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.
Join Us
At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning and growth so you can build the career you've always imagined. We welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities.
We invite you to Find Your Fidelity at fidelitycareers.com.
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.
$153k-276k yearly est.
3d ago
New
3d ago
Senior Vice President, Global Services
Salesforce.com, Inc.
Reston, VA
_To get the best candidate experience, please consider applying for a maximum of 3 roles within 12 months to ensure you are not duplicating efforts._
**Job Category**
Customer Success Group
**Job Details**
About the Team:
The MuleSoft services team within Salesforce is looking for a proven, dynamic, creative global services executive to build and lead our team as we scale MuleSoft from $1B to $5B and beyond, and to cement MuleSoft's position as the category defining market leader in integration, APIs, and automation.
The charter of MuleSoft services is to enable our customers to transform their business by accelerating the adoption of the MuleSoft platform using our world-class expertise, methodology, and enterprise best practices. In order to support our rapid growth and reach the next level of scale, we are currently seeking an exceptionally talented leader to manage and grow the services business. MuleSoft maintains an extremely high level of satisfaction across our customer base. Regular interaction with customers and a customer-first mindset must be at the center of everything we do. We also take great pride in our operational efficiency and the strength of the solutions we provide to our customers and partners.
About the Position:
The Senior Vice President of Services will be the go-to business leader accountable for all aspects of professional services, including services sales, delivery, practice building, and operations. You must be truly passionate about getting your hands dirty, driving transformational customer outcomes, building a high-performing services organization, and developing a highly productive delivery partner network. The successful candidate is a natural leader who loves service delivery, has a talent for nurturing customer relationships, and is comfortable engaging across all levels of the customer organization. If you are the type of individual who thrives in a fast-paced, high-growth environment, is passionate about leading and mentoring a global team of top performers, and loves to collaborate cross-functionally with every area of the organization, this could be an ideal opportunity for you.
In this role, you will be a key member of the MuleSoft leadership team, driving proactive cross-functional alignment and collaboration between sales, services, customer success, partners, pre-sales, support, and product in service to our regional customers and partners. If you are a world-class entrepreneurial leader, this is a game changing opportunity at one of the fastest growing companies in the history of subscription software.
Position Responsibilities:
+ Lead and direct MuleSoft's services vision, growth strategy, and execution plan
+ Scale a world-class, multi-discipline services organization, setting the tone of the culture and operationalizing our values
+ Serve on MuleSoft's executive field leadership team and work closely with the team to drive top-level go-to-market strategy
+ Lead and direct the work of MuleSoft's end-to-end Services organization:
+ Provide thought leadership and vision for the next generation of MuleSoft advisory and Catalyst methodology implementation services, leveraging the unique opportunities of our lead position in the market and anticipating customer needs
+ Attract top talent and coach and develop a strong team consistent with our culture.
+ Develop an approach to generate unique insights about our customers' needs (user groups, advisory councils, etc.)
+ Collaborate internally with key stakeholders in Customer Success, Support, Sales, Marketing, Product, and Salesforce teams to operationalize the delivery of services globally and by segment.
+ Generate shared influence across internal and external organizations in support of our customer adoption and service excellence goals
+ Engage as executive sponsor and trusted advisor with customers, partners, and analysts (customer and partner advisory boards, public speaking, writing, and negotiating)
+ Collaborate closely with the MuleSoft alliance and channels team, developing joint enablement and engagement programs to share IP and best practices with trusted partners to increase customer success and satisfaction
+ Manage the P&L of our business, taking a data-driven approach to manage revenue, profitability, utilization, margin, key account engagement rate, and key adoption metrics across our customer base.
+ Build, scale, and refine the process for developing new services packages and programs.
+ Enable and evangelize the portfolio internally and externally.
·
Experience:
+ 10+ years of experience driving results across large (>500M) company/multi-functions- Required.
+ 10+ years of work experience in a leadership position in Services-Required.
+ 10+ years of experience in professional services at a software company or a consulting firm with a software product focus-Preferred.
+ CRM, software/hardware services experience -Preferred.
+ Experience in Cloud Computing and Hybrid deployment architectures -Preferred.
Skills Required:
+ Data and results-driven leaders with a successful track record of driving global services teams at scale (sales, revenue, profitability, utilization)
+ Demonstrable passion for enterprise software and the ability to understand complex technologies and their key buyer and user stakeholder personas
+ Flexibility -- the tempo at Salesforce (and within the MuleSoft team!) is fast, relentless, and can pivot quickly. You must be able to lead your team in this environment, and you need to personally thrive in such an environment.
+ Proven ability to craft and articulate services value propositions tailored to varying customer needs and times in their customer lifecycle
+ Equivalent of 15+ years of services experience with a record of ever-increasing scope of responsibilities
+ A people-focused leader with provided ability to build creative, collaborative teams; develop people; and link performance to overall high-growth business objectives
+ Strong organizational and management skills to manage multiple projects, responsibilities, and staff.
+ Excellent communication and presentation skills; both written and spoken
+ Ability to engage and influence people cross-functionally across field, product, and other globally matrixed teams
+ Global experience
Education:
+ Bachelors' degree-Required.
+ MBA and technical disciplines-Strongly Preferred.
+ Program Management certification-Preferred.
Founded in 1999, Salesforce is the global leader in Customer Relationship Management (CRM). Companies of every size and industry are using Salesforce to transform their businesses, across sales, service, marketing, commerce, and more by connecting with customers in a whole new way. We harness technologies that can revolutionize companies, careers, and, hopefully, our world.
Salesforce is built on a set of four core values: Trust, Customer Success, Innovation, and Equality. By making technology more accessible, we're helping create a future with greater opportunity and equality for all. This has taken our company to great heights, including being named one of the FORTUNE "100 Best Companies to Work For " 2020 - 12 years in a row.
There are those who choose to work with the best and brightest. And then, there are those who want to do more than just a job. They are the ones improving lives, not only their careers. Having an impact now instead of later. Doing something that's so much bigger than themselves, an industry, and their company.
We believe everyone can be a Trailblazer. Join Salesforce and discover a future of new opportunities.
**Accommodations**
If you require assistance due to a disability applying for open positions please submit a request via this Accommodations Request Form (https://careers.mail.salesforce.com/accommodations-request-form) .
**Posting Statement**
At Salesforce we believe that the business of business is to improve the state of our world. Each of us has a responsibility to drive Equality in our communities and workplaces. We are committed to creating a workforce that reflects society through inclusive programs and initiatives such as equal pay, employee resource groups, inclusive benefits, and more. Learn more about Equality at Salesforce and explore our benefits.
Salesforce.com and Salesforce.org are Equal Employment Opportunity and Affirmative Action Employers. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status. Salesforce.com and Salesforce.org do not accept unsolicited headhunter and agency resumes. Salesforce.com and Salesforce.org will not pay any third-party agency or company that does not have a signed agreement with Salesforce.com (http://salesfore.com/) or Salesforce.org .
Salesforce welcomes all.
Pursuant to the San Francisco Fair Chance Ordinance and the Los Angeles Fair Chance Initiative for Hiring, Salesforce will consider for employment qualified applicants with arrest and conviction records.
Founded in 1999, Salesforce is the global leader in Customer Relationship Management (CRM). Companies of every size and industry are using Salesforce to transform their businesses, across sales, service, marketing, commerce, and more by connecting with customers in a whole new way. We harness technologies that can revolutionize companies, careers, and, hopefully, our world.
Salesforce is built on a set of four core values: Trust, Customer Success, Innovation, and Equality. By making technology more accessible, we're helping create a future with greater opportunity and equality for all. This has taken our company to great heights, including being ranked by Fortune as one of the "Most Admired Companies in the World" and one of the "100 Best Companies to Work For" eleven years in a row, and named "Innovator of the Decade" and one of the "World's Most Innovative Companies" eight years in a row by Forbes.
There are those who choose to work with the best and brightest. And then, there are those who want to do more than just a job. They are the ones improving lives, not only their careers. Having an impact now instead of later. Doing something that's so much bigger than themselves, an industry, and their company.
We believe everyone can be a Trailblazer. Join Salesforce and discover a future of new opportunities.
**Job Category**
Customer Success Group
**Job Details**
About the Team:
The MuleSoft services team within Salesforce is looking for a proven, dynamic, creative global services executive to build and lead our team as we scale MuleSoft from $1B to $5B and beyond, and to cement MuleSoft's position as the category defining market leader in integration, APIs, and automation.
The charter of MuleSoft services is to enable our customers to transform their business by accelerating the adoption of the MuleSoft platform using our world-class expertise, methodology, and enterprise best practices. In order to support our rapid growth and reach the next level of scale, we are currently seeking an exceptionally talented leader to manage and grow the services business. MuleSoft maintains an extremely high level of satisfaction across our customer base. Regular interaction with customers and a customer-first mindset must be at the center of everything we do. We also take great pride in our operational efficiency and the strength of the solutions we provide to our customers and partners.
About the Position:
The Senior Vice President of Services will be the go-to business leader accountable for all aspects of professional services, including services sales, delivery, practice building, and operations. You must be truly passionate about getting your hands dirty, driving transformational customer outcomes, building a high-performing services organization, and developing a highly productive delivery partner network. The successful candidate is a natural leader who loves service delivery, has a talent for nurturing customer relationships, and is comfortable engaging across all levels of the customer organization. If you are the type of individual who thrives in a fast-paced, high-growth environment, is passionate about leading and mentoring a global team of top performers, and loves to collaborate cross-functionally with every area of the organization, this could be an ideal opportunity for you.
In this role, you will be a key member of the MuleSoft leadership team, driving proactive cross-functional alignment and collaboration between sales, services, customer success, partners, pre-sales, support, and product in service to our regional customers and partners. If you are a world-class entrepreneurial leader, this is a game changing opportunity at one of the fastest growing companies in the history of subscription software.
Position Responsibilities:
+ Lead and direct MuleSoft's services vision, growth strategy, and execution plan
+ Scale a world-class, multi-discipline services organization, setting the tone of the culture and operationalizing our values
+ Serve on MuleSoft's executive field leadership team and work closely with the team to drive top-level go-to-market strategy
+ Lead and direct the work of MuleSoft's end-to-end Services organization:
+ Provide thought leadership and vision for the next generation of MuleSoft advisory and Catalyst methodology implementation services, leveraging the unique opportunities of our lead position in the market and anticipating customer needs
+ Attract top talent and coach and develop a strong team consistent with our culture.
+ Develop an approach to generate unique insights about our customers' needs (user groups, advisory councils, etc.)
+ Collaborate internally with key stakeholders in Customer Success, Support, Sales, Marketing, Product, and Salesforce teams to operationalize the delivery of services globally and by segment.
+ Generate shared influence across internal and external organizations in support of our customer adoption and service excellence goals
+ Engage as executive sponsor and trusted advisor with customers, partners, and analysts (customer and partner advisory boards, public speaking, writing, and negotiating)
+ Collaborate closely with the MuleSoft alliance and channels team, developing joint enablement and engagement programs to share IP and best practices with trusted partners to increase customer success and satisfaction
+ Manage the P&L of our business, taking a data-driven approach to manage revenue, profitability, utilization, margin, key account engagement rate, and key adoption metrics across our customer base.
+ Build, scale, and refine the process for developing new services packages and programs.
+ Enable and evangelize the portfolio internally and externally.
·
Experience:
+ 10+ years of experience driving results across large (>500M) company/multi-functions- Required.
+ 10+ years of work experience in a leadership position in Services-Required.
+ 10+ years of experience in professional services at a software company or a consulting firm with a software product focus-Preferred.
+ CRM, software/hardware services experience -Preferred.
+ Experience in Cloud Computing and Hybrid deployment architectures -Preferred.
Skills Required:
+ Data and results-driven leaders with a successful track record of driving global services teams at scale (sales, revenue, profitability, utilization)
+ Demonstrable passion for enterprise software and the ability to understand complex technologies and their key buyer and user stakeholder personas
+ Flexibility -- the tempo at Salesforce (and within the MuleSoft team!) is fast, relentless, and can pivot quickly. You must be able to lead your team in this environment, and you need to personally thrive in such an environment.
+ Proven ability to craft and articulate services value propositions tailored to varying customer needs and times in their customer lifecycle
+ Equivalent of 15+ years of services experience with a record of ever-increasing scope of responsibilities
+ A people-focused leader with provided ability to build creative, collaborative teams; develop people; and link performance to overall high-growth business objectives
+ Strong organizational and management skills to manage multiple projects, responsibilities, and staff.
+ Excellent communication and presentation skills; both written and spoken
+ Ability to engage and influence people cross-functionally across field, product, and other globally matrixed teams
+ Global experience
Education:
+ Bachelors' degree-Required.
+ MBA and technical disciplines-Strongly Preferred.
+ Program Management certification-Preferred.
Founded in 1999, Salesforce is the global leader in Customer Relationship Management (CRM). Companies of every size and industry are using Salesforce to transform their businesses, across sales, service, marketing, commerce, and more by connecting with customers in a whole new way. We harness technologies that can revolutionize companies, careers, and, hopefully, our world.
Salesforce is built on a set of four core values: Trust, Customer Success, Innovation, and Equality. By making technology more accessible, we're helping create a future with greater opportunity and equality for all. This has taken our company to great heights, including being named one of the FORTUNE "100 Best Companies to Work For " 2020 - 12 years in a row.
There are those who choose to work with the best and brightest. And then, there are those who want to do more than just a job. They are the ones improving lives, not only their careers. Having an impact now instead of later. Doing something that's so much bigger than themselves, an industry, and their company.
We believe everyone can be a Trailblazer. Join Salesforce and discover a future of new opportunities.
**Accommodations**
If you require assistance due to a disability applying for open positions please submit a request via this Accommodations Request Form (https://careers.mail.salesforce.com/accommodations-request-form) .
**Posting Statement**
At Salesforce we believe that the business of business is to improve the state of our world. Each of us has a responsibility to drive Equality in our communities and workplaces. We are committed to creating a workforce that reflects society through inclusive programs and initiatives such as equal pay, employee resource groups, inclusive benefits, and more. Learn more about Equality at Salesforce and explore our benefits.
Salesforce.com and Salesforce.org are Equal Employment Opportunity and Affirmative Action Employers. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status. Salesforce.com and Salesforce.org do not accept unsolicited headhunter and agency resumes. Salesforce.com and Salesforce.org will not pay any third-party agency or company that does not have a signed agreement with Salesforce.com (http://salesfore.com/) or Salesforce.org .
Salesforce welcomes all.
Pursuant to the San Francisco Fair Chance Ordinance and the Los Angeles Fair Chance Initiative for Hiring, Salesforce will consider for employment qualified applicants with arrest and conviction records.
Founded in 1999, Salesforce is the global leader in Customer Relationship Management (CRM). Companies of every size and industry are using Salesforce to transform their businesses, across sales, service, marketing, commerce, and more by connecting with customers in a whole new way. We harness technologies that can revolutionize companies, careers, and, hopefully, our world.
Salesforce is built on a set of four core values: Trust, Customer Success, Innovation, and Equality. By making technology more accessible, we're helping create a future with greater opportunity and equality for all. This has taken our company to great heights, including being ranked by Fortune as one of the "Most Admired Companies in the World" and one of the "100 Best Companies to Work For" eleven years in a row, and named "Innovator of the Decade" and one of the "World's Most Innovative Companies" eight years in a row by Forbes.
There are those who choose to work with the best and brightest. And then, there are those who want to do more than just a job. They are the ones improving lives, not only their careers. Having an impact now instead of later. Doing something that's so much bigger than themselves, an industry, and their company.
We believe everyone can be a Trailblazer. Join Salesforce and discover a future of new opportunities.
$220k-394k yearly est.
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Average Salary For an Executive Vice President
Based on recent jobs postings on Zippia, the average salary in the U.S. for an Executive Vice President is $233,037 per year or $112 per hour. The highest paying Executive Vice President jobs have a salary over $387,000 per year while the lowest paying Executive Vice President jobs pay $140,000 per year
Average Executive Vice President Salary
$233,000 yearly
$112 hourly
Updated October 25, 2021
140000
10 %
233000
Median
387000
90 %
Highest Paying Cities For Executive Vice President
City  | Avg. salary | Hourly rate |
|---|---|---|
Burlington, MA | $284,508 | $136.78 |
Washington, DC | $265,004 | $127.41 |
Pittsburgh, PA | $257,895 | $123.99 |
New York, NY | $257,448 | $123.77 |
Elgin, IL | $256,554 | $123.34 |
Stamford, CT | $256,310 | $123.23 |
5 Common Career Paths For an Executive Vice President
Chief Finance Officer
A chief financial officer is responsible for managing and reviewing the financial status of a company. Chief financial officers' duties include ensuring the accuracy of financial reports, monitoring the company's expenses and budget goals, providing recommendations to prevent financial loss and increase revenues, processing the company's tax obligations, and resolving financial disputes. A chief financial officer must have an impeccable knowledge of the financial industry, updated with the current market trend, and strong leadership and decision-making skills to support the organization's financial department.
Chief Operating Officer
A chief operating officer, also known as a COO, is a high-ranking official who oversees a company or organization's daily administrative and overall operations. They are typically the second in the chain of command, reporting directly to the company's chief executive officer, also known as a CEO. Among their duties include developing strategies and guidelines, reviewing reports, performing assessments, and implementing the company's policies, standards, and regulations. Additionally, they lead and empower staff to reach goals, helping solve issues and concerns when any arise.
Managing Director
A Managing Director oversees workflow and progress, making sure that all operations align within the company or organization's mission or set of goals. They are responsible for crafting strategies, devising effective business plans, and executing guidelines that would nurture a company's growth, and as well as to be the driving force that would direct employees to the company's objectives. Furthermore, a Managing Director must coordinate with those in a higher position, such as the members of the board.
Board Of Directors Member
A board of directors member's role is to represent a particular area or personnel within or outside an organization. They are primarily responsible for attending meetings, understanding concerns and giving a vote, crafting policies that would benefit the company and assets they represent, and then implementing them upon other members' approval. Furthermore, they have the power to make corporate decisions revolving around the workforce and financial matters, all in adherence to a business or organization's vision, mission, and policies.
Chief Marketing Officer
A Chief Marketing Officer defines marketing strategies and oversees all marketing operations of a company. They are responsible for building a highly efficient team of marketing professionals.