Senior Account Executive jobs at Edelman Financial Engines - 3423 jobs

A leading financial technology firm in Chicago seeks a Senior Director, Employment Attorney. This role involves providing expert legal counsel on employment-related matters and managing compliance with employment laws. The ideal candidate holds a Juris Doctor and has over 10 years of employment law experience, particularly in high-growth environments. This hybrid position offers competitive salary and benefits, emphasizing diversity and professional growth. #J-18808-Ljbffr

Head of Enterprise Risk page is loaded## Head of Enterprise Riskremote type: Hybridlocations: Bostontime type: Full timeposted on: Posted 2 Days Agojob requisition id: JR0000036**Firm Overview:**Cambridge Associates (“CA”) is a leading global investment firm. CA's goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting.Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. For more information, please visit .** Summary:**Cambridge Associates (CA) has been at the forefront of innovative investment portfolio strategies for over 40 years. Headquartered in Boston and with offices across the world, CA provides investment management services to clients around the globe. We are currently seeking a Head of Enterprise Risk to lead our risk management function globally. The Head of Enterprise Risk directs CA's risk management strategy, leading a team of risk professionals to deliver on that strategy. The role requires highly developed leadership, collaboration, and business skills. Working in partnership with the Chief Compliance Officer and our business-line risk professionals, the Head of Enterprise Risk works to assure that both internal and external risks to CA are identified, mitigated, and monitored, creating an environment of trust with our clients and our colleagues. At CA, Enterprise Risk provides valuable and influential risk insight and measurements to support strategy, governance, and operations, in alignment with the firm's Management. The Head of Enterprise Risk reports to the Chief Legal Officer and to the audit and Risk Committee of the Board of Managers.**Job Description:****Duties and Responsibilities**· Set the direction and the pace for the implementation of risk management framework, processes and practices across CA, promoting a risk culture that enables the business to accomplish both strategic and tactical goals in an environment where risks are mitigated and monitored· Lead and manage the Enterprise Risk Management team to provide proactive risk advisory and assessment services, including delivery assurance focused on top strategic initiatives, to address risk issues that could potentially impact the firm's strategic direction and/or operational effectiveness· Provide quarterly Enterprise Risk Reports to firm Management and to the Audit and Risk Committee· Serve as a lead member of the Enterprise Risk and Compliance Committee, our global risk committee, with the responsibility for recommending remediation, further assessment of functions/process areas, and escalation of risks to Management for resolution and/or further discussion.· Partner with the Chief Compliance Officer as the ‘second line of defense', to identify and escalate risks as appropriate, and to guide the business to report, mitigate and monitor risks, and to report issues, risk events and errors in accordance with firm procedures· Align with our business-line risk professional to identify and optimize risks that could enhance our competitive business advantage, and to develop mitigation strategies to address risks that could impact our strategy and our ability to function in compliance with regulations· Partner with business leaders across our client facing business units and our support functions to drive change through the implementation of risk mitigation strategies· Support the regional and functional risk committees· Drive the implementation of our GRC (Governance, Risk and Compliance) tool in support of proactive risk management and ongoing visibility, monitoring and assessment of risks across all aspects of our business· Manage the Enterprise Risk Plan, assuring that resources are deployed accordingly and that the plan aligns with the top risk areas as identified through business area risk workshops and risk assessments· Maintain the Risk Taxonomy for the firm, driving a common risk language and a common understanding of both ongoing and emerging risks accordingly· Maintain the Global Risk Policy, as well as any required jurisdictional risk policies, and processes, assuring that updates are made as needed and in a timely manner· Provide subject matter expertise and manage the development and implementation of risk appetite measures, Key Performance Indicators (KPIs) and Key Risk Indicators (KRIs) to effectively measure business unit objectives* Collaborate with Compliance, Internal Audit and Error Reporting functions to mature the risk culture at CA and to identify risks to our clients, our firm strategy and to our colleagues, recommending mitigations that are actionable and measurable**Qualifications**· Minimum of 15 years' risk experience required, with experience leading the Enterprise Risk function of an Investment Management firm· Deep technical understanding of risk management methodologies and maturity models, including COSO ERM framework· Demonstrated, proven, and practical knowledge of managing KRI and KPI metrics and board level risk reporting· Broad-based operational perspective and understanding of the processes and controls of an investment management firm· Experienced people manager, with a focus on staff development, coaching, timely performance assessments, and managing a relationship management model aligned with internal business partners· Deep understanding of global investment management regulatory environment· Highly developed written and verbal communication skills, with experience with board level presentations, capable of adapting messaging to various audiences clearly and succinctly· Ability to interact with and build relationships with colleagues at all levels of the organization, focusing on collaboration to achieve results in support of firm strategy and goals; including communicating with executive- and Board-level stakeholders.· Bachelor's degree required, advanced degree desirable Base salary range for this role:Pay Range Minimum:177300Pay Range Maximum:241100In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity.The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.Since our founding in 1973, we have been a market leader in building diversified investment portfolios. With 13 offices around the globe and a world-class network of managers, we offer the scale, resources, and networks of a global firm, coupled with the trust, independence, and personal attention of a boutique firm.### Get in TouchIntroduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match.Wherever you are in your career journey, we offer a wide range of opportunities and a truly collaborative, diverse environment. #J-18808-Ljbffr

Who We Are: Diversified Brokerage Services (part of NFP, an Aon company) is one of the largest brokerage general agencies in the United States specializing in life insurance, and we're proud of our roots, starting as a family run business in 1968 and growing to where we are today. With over 50 years in the insurance industry, we've honed in on our strengths and perfected our processes, resulting in the best possible experience for the advisors we serve. We invite you to learn more about us and discover the “DBS Difference” for yourself! We're part of NFP, a multiple Best Places to Work award winner in Business Insurance. NFP is an organization of consultative advisors and problem solvers who help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. Summary This position exists to provide DBS with a dedicated resource focused on acquiring and growing relationships with new individual brokers, producer groups and national accounts as well as growing relationships with existing brokers, producer groups and national accounts. This is an independent contributor role with no direct reports. The focus is on providing direction on production goals, account status, trends, and marketing initiatives. This will be accomplished by gaining and maintaining a deep understanding of the client organization's wants, needs, and processes. We work with insurance agents, brokers, and financial advisors across the country to help them secure life insurance products for their clients who want to protect their families or their businesses. We take pride in the fact that we are directly responsible for insuring thousands of people nationwide as one of the leading distributors of life insurance in the nation. The Regional Sales Director will drive growth in an established, high-performing territory covering Washington, Oregon, Northern California, Idaho, Montana, and Alaska. The ideal candidate will have a strong life insurance background and experience in wholesale and point-of-sale strategies. They will be supported by an experienced internal team and have the opportunity to contribute to one of the nation's most established and successful brokerage agencies. This will be a fully remote with travel opportunity that offers a competitive base salary of $75,000 + commission, with top performers capable of earning $250,000+ annually. Travel within the assigned region is required approximately 40% of the time to engage with clients, attend industry events, and actively drive business expansion. Note: This opportunity is for future hiring needs. We frequently recruit for this role due to business growth and the career advancement of current team members. By applying now, qualified candidates will be added to our shortlist and considered when a new opening becomes available. If you are seeking an immediate opportunity, please explore our current openings on the NFP Careers Page: ************************ Essential Duties and Responsibilities Implement key account strategies and processes with all accounts. Gold sheet, action plan, and strategic marketing plan. Develop existing broker/account relationships and manage recruiting for new broker/accounts Regularly communicate the status of your accounts to the DBS team; keeping them informed of pertinent issues, especially during the onboarding process Continued development of industry, concept, carrier, and product knowledge Contribute to the overall success and profitability of the agency Meet or exceed acquired and assigned account production goals Implement key account strategies and processes with all accounts including Gold Sheet, action plan, and strategic marketing plan Regularly communicate the status of your accounts to the DBS team, keeping them informed of pertinent issues, especially during the onboarding process Continued development of industry, concept, carrier, and product knowledge Education and/or Experience Past sales and relationship management experience in the life insurance industry required FINRA: Series 6 or 7, or 63 is required College degree or other higher education preferred Life and Health License preferred Knowledge, Skills, and/or Abilities Leadership, organizational skills, people skills, flexibility, team orientation, ability to travel, ability to manage a budget, good written and oral communication, ability to plan and prioritize Team Participation: Must work effectively in a diverse group of people as a team member Must have the ability to travel within assigned region approx 50% (typically, same-day or short overnight trips and others as required) MS Office Suite and Salesforce (or similar CRM), Concur (or related expense management) required Able to quickly learn new business/communications systems and technologies Ability to communicate in a professional manner High focus on quality and customer satisfaction Flexible and able to react to change in a productive and positive manner Strong work ethic and ability to work with a sense of urgency Ensures that all DBS customers are provided service that is complete, accurate, prompt, confidential, and courteous What We Offer: We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $60,000‑$75,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case‑by‑case basis. In addition to the base salary, this position may be eligible for performance-based incentives. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer. #J-18808-Ljbffr

Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: ******************** Director - Business Development Main Job Tasks and Responsibilities Perform external wholesaler activities through insurance brokers and financial advisors nationwide representing Executive Life Solutions (ELS) products. ELS is a division of NFP Executive Benefits. Key Competencies Communication skills - written and verbal Planning and organizing Problem assessment and problem solving Attention to detail and accuracy Flexibility Adaptability Benefit plan knowledge Sales and closing skills Presentation skills Business development Areas of Focus Work to develop sales of guaranteed issue term, universal and indexed universal life insurance through brokers and advisor partners Generate sales Develop a business plan to maximize market share and growth Present ELS products and services to financial advisors knowledgeably and effectively sothat they can clearly identify the benefits of theproducts relative to their competitors Provide advisors with technical information, including a strong knowledge of the competitive landscape,financial markets and industry related topics Work closely and communicate effectively with Sales Management Drive a full schedule of appointments Utilization of our contact management system (Salesforce) for activity Manage travel and expense budget to assigned amount Represent the complete offering of ELS products and services Acquire new lead sources and customers Lead all aspects of the sales process Ensure a seamless transition of customer responsibility to account management team Expectations Achieve assigned sales quota Meet assigned expectations for profitability Achieve new account acquisition targetstle Work with NFP sales and marketing staff to develop strategy Maintain pipeline of activity in Salesforce Complete required training and development objectives within the assigned time frame Knowledge, Skills and Abilities Strong Communication skills 5+ years of related sales and industry experience College Degree Preferred State Life, Health Insurance license LTC License preferred but not required Requires in-depth knowledge and experience Understands key business drivers; uses knowledge of best practices and the competition to improveprocesses and procedures Experience with Salesforce and Concur strongly preferred Must be detail oriented with strong organizational and time-management skills Reliable with a sense of urgency and initiative; proactive vs. reactive Curiosity to ask the right questions to uncover client needs Collaborative team player, able to work with and through others Proficient in computer skills-Microsoft Word, Excel & Outlook What We Offer: We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $89,000 - $121,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case‑by‑case basis. In addition to the base salary, this position may be eligible for performance‑based incentives. NFP and You… Better Together! NFP is an inclusive Equal Employment Opportunity employer. #J-18808-Ljbffr

Full-Time Boston, MA, New York, NY or Springfield, MA The Opportunity We are looking for a Head of Strategic Expense Initiatives & Capabilities to be responsible for leading our expense organization and will have primary responsibility advance expense management initiatives, capabilities and policies - including 3rd party benchmarking interpretation and analysis of results driving key actions and alignment. This leader will also pioneer innovation including expansion of GBS capabilities and building out AI/Gen AI digital analyst functionalities. In addition, this leader with partner closely with Procurement and Strategic Priorities and delivery. The ideal candidate will have experience in financial analysis and/or expense management as well as be fluent in life insurance, wealth management and annuity products. This individual should excel at working collaboratively and cross-functionally with both peers and leaders within and outside the finance function. Things move quickly and change quickly at MassMutual; this individual should be able to navigate ambiguity and mobilize teams and work at a nimble and fast pace. An ability to translate and distill complex financial issues into simple business context storylines while also providing the “so what.” The position will lead a small team, and ensure it is proactive and highly customer-centric. Development is at the core of a learning culture. The position will need to help guide all team members through their development. The team will need to research and drive education and adoption of expense benchmarking, partner with peers to establish and maintain unit cost frameworks to track and monitor progress. Manage the timing, accuracy and hands on execution of deliverables. Ensure proper attribution of results with fact based analysis guiding insights and decision support. The Impact The position is expected to: Drive alignment on YoY top-down expense guidance and support business and functional partners in delivering Design intuitive, actionable expense performance analysis to create transparency and surface savings opportunities (incl. an external lens / benchmarking) Enhanced reporting and deep analytics around overall expenses, headcount, pricing gaps New tools: HC scenario impacts, Global Business Solutions (GBS) net savings, scenario analysis around expense levers and pricing impacts - ongoing reporting & validation Potential for category-specific councils (software, travel, HC, 3P contractors, management consulting, etc.) Establish unit cost transparency on ‘run the business' spend - prioritizing technology and operations areas and ongoing reporting Partner with Actuarial to deepen understanding of pricing expense allowances vs. actuals and benchmarking gaps to create awareness and align ELT on multi-year aspiration and then surgical levers to achieve. Track and monitor delivery of multi-year aspiration. Partner, influence and align capabilities and processes with Strategic Planning & Delivery (SP&D), PMO and Procurement to increase transparency to improve economics and execution rigor Build more robust and pro-active transparency to improve economics (connect business drivers to spend, 3rd party spend, portfolio execution and eventual benefit realization) Transparency into funding capacity and alignment (improve T shirt size), CBA, execution health metrics and benefit realization (SPD & BAU programs) - linkage to forecast (spend and benefits) Transparency into Procurement levers / options and drive strategic trade-off discussions w/ ELT/SLT in partnership with procurement. Create clear linkage to forecast (validate growth and savings vs. avoidance) Pioneer innovation capabilities: Partner with colleagues to “Raise the bar” on robust and enhanced analytics to guide decision support (historical trends, correlations, enhanced transparency on BAU vs. outliers, etc.) Build Pilot Gen AI/agentic AI ad hoc analytics solution to support initial use case(s) Stand‑up our Global Business Solutions (GBS) support team in India to support SEM (executive presentations and analysis for SLT/ELT reviews/recommendations) Assess technology tools and capabilities needs, design business requirements and secure funding The Minimum Qualifications 10+ years of experience in senior finance roles with proven ability to work across a heavily matrixed organization to lead and influence through ambiguity to mobilize teams and peers to deliver on key results. Tech forward leader with proven track record of implementing new and innovative technologies with strong communication, training and change management skills Excellent verbal and written communication skills with ability to convey complex materials to all levels of the organization including senior executives and Board of Directors Demonstrated experience in implementing advanced forecasting / strategic planning techniques including activity based costing and zero-based budgeting Master's or Bachelor's degree in Business/Finance/Accounting or related discipline High degree of financial acumen Strong analytical skills; ability to analyze financial data sets and understand the “so what” Organized and detail-oriented; Ability to work well under pressure and manage multiple deliverables Proactive and self-motivated; anticipate upcoming client projects and deliverables Ability to think critically and demonstrate good judgment. Demonstrate experience with creative problem-solving Experience driving transformation efforts Ability to work through large data sets to understand key trends Innate desire to provide excellent service to clients MBA or CPA designation is a preference. Prior management consulting experience is also a preference. MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need. #J-18808-Ljbffr

Shape the future of wealth management by driving innovation and growth at J.P. Morgan. Be at the heart of launching strategic initiatives, empowering teams, and making a lasting impact on our clients and organization. Unlock your potential and help set new standards in financial services. As the Business Development Consultant within J.P. Morgan Wealth Management, you are responsible for executing strategic business initiatives and ensuring the successful rollout of new products, services, and processes across the organization. This role acts as a bridge between business development, sales, product, and operations teams, driving project delivery and supporting field adoption to achieve growth objectives. Job Responsibilities Execute the implementation of new business development strategies, products, and services to Financial Advisors and Field Leaders in collaboration with cross‑functional teams. Manage timelines, and deliverables for field execution. Coordinate and lead training and support for sales and support teams to ensure effective adoption of new technology, practice management and business development supporting an Advisor's practice. Monitor progress, identify risks, and resolve issues that arise during implementation. Collect and analyze feedback from field teams and clients to inform continuous improvement. Foster strong relationships with internal stakeholders and external partners to facilitate successful implementation. Required qualifications, skills, and capabilities Bachelor's degree in Business, Finance, or related field 7 + years of experience in business development, project management, sales management or implementation roles within financial services. Proven track record of managing complex projects and cross‑functional teams. Strong organizational, analytical, and problem‑solving skills. Excellent communication, presentation and stakeholder management abilities. Knowledge of financial products, services, and regulatory requirements. Experience in coaching Advisors or a sales team Travel required 50% of the time Required Licensing A valid and active Series 7 license is required or may be obtained within a 60‑day condition of employment If you were registered after October 1, 2018, you must also have a valid and active Securities Industry Essential (SIE) exam A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment Skills Executive presentation and communication skills Change management Cross‑functional collaboration Data analysis and reporting Training and facilitation This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker‑dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. About Us Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans About the Team Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most‑used digital solutions - all while ranking first in customer satisfaction. #J-18808-Ljbffr

As Senior Manager, Account Executive-U.S. Fintech Partnerships (Neobanking), you will own relationships and business outcomes for a portfolio of high-growth, digital platforms redefining consumer financial services. You'll drive partnership plans, translate priorities into Visa solutions, and coordinate cross‑functional resources to launch, optimize, and scale programs. You will be measured by global client engagement scores (NPS) across 8-10 innovative fintechs and neobanks issuing Visa debit, prepaid, and/or credit credentials, as well as accepting Visa cards to move money onto their platforms or internationally. The role requires senior‑level expertise across issuing, merchant acquiring/origination, and the typical suite of Neobanking financial services. You must influence at C‑level to design winning agreement structures that secure brand alliances and other commercial deals that broaden partners' product suites and help them earn and invest contractual funds to drive growth. In addition to client engagement, you are expected to: Meet or exceed annual financial scorecard targets and secure critical commercial agreements for the U.S. Fintech segment. Champion the voice of the customer through executive engagement, PR, quarterly business reviews, and close collaboration with specialized product and sales teams. Contribute to a high‑performing, inclusive, and connected Fintech team culture. Success requires broad Visa product knowledge (Visa Direct, consumer issuing, issuer‑processing, the basics of network money remittance) and the ability to navigate complex negotiations with tech executives. Key Responsibilities Account Ownership & Execution Serve as the primary lead for assigned neobank/digital banking partners, own the account plan and deliver against shared objectives and growth targets. Lead quarterly business reviews, provide executive‑ready updates on performance, pipeline, and risk/issue mitigation. Advance opportunities end‑to‑end, from discovery and business case through pricing, negotiation, contracting, and launch handoff. Maintain accurate CRM hygiene and opportunity tracking to deliver on partner objectives and Visa's growth. Influence at C‑level to secure agreements that expand Visa's product suite and partnership value. Cross‑Functional Support Orchestrate collaboration between Product, Legal, Finance, Risk, Advisory, and Value‑Added‑Services specialists to accelerate delivery and resolve issues. Liaise with sponsor banks and processors/program managers to operationalize program changes. Segment Expertise & Communication Distill market trends, portfolio economics, and operational levers for consumer issuing and money movement, brief internal stakeholders and inform account strategies. Prepare concise, executive‑ready materials for internal and client leadership. Represent the voice of the customer in executive forums and strategic initiatives. Map partner use cases to Visa capabilities (issuing, money movement, value‑added services) and build pragmatic roadmaps. Identify and scale improvements that lift auth rates, reduce fraud/chargebacks, and increase top‑of‑wallet Visa credential usage. Help partners leverage contractual funds for mutual growth. Drive portfolio growth in alignment with Visa's long‑term strategy. Risk, Compliance & Governance Partner with Risk/Legal/Compliance to embed U.S. consumer banking controls (KYC/CIP, AML/OFAC, Reg E disputes) into program design and operations, monitor SLA and policy adherence. Team & Culture Contribute to a high‑performing, inclusive, and connected Fintech team culture, supporting strong collaboration. This is a hybrid position. Expectation of days in office will be confirmed by your Hiring Manager. Basic Qualifications 8 or more years of relevant work experience with a Bachelor Degree or at least 5 years of experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or 2 years of work experience with a PhD Preferred Qualifications 9 or more years of relevant work experience with a Bachelor Degree or 7 or more relevant years of experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or 3 or more years of experience with a PhD Permanent authorization to work in the U.S. is required, Visa will not sponsor applicants for work visas for this role. Demonstrated success managing complex fintech or digital banking accounts (issuing focus) with measurable portfolio impact. Proven ability to structure and negotiate commercial agreements and run multithreaded programs with cross‑functional stakeholders. Practical understanding of U.S. consumer banking regulations and neobanking operating models. Entrepreneurial, collaborative, and action‑oriented, thrives in ambiguity and high‑growth environments. Hands‑on experience with card issuing constructs, BIN sponsorship, and issuer processing, familiarity with disputes/chargebacks and token provisioning. Strong communication and influence skills, comfortable presenting to VP+ audiences and translating complexity into crisp recommendations. Data‑driven, with proficiency in Excel and CRM tools, familiarity with Visa value‑added services a plus. Work Hours Varies upon the needs of the department. Travel Requirements This position requires travel 5‑10% of the time. Mental/Physical Requirements This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law. Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code. U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 153,700.00 to 223,100.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job‑related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401(k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program. #J-18808-Ljbffr

If you are interested in applying for this position please send your resume, references, and relevant work examples to *******************************. At Cleverley + Associates, we are all about relationships. They are at the core of who we are and what we do. We love building relationships with our clients and uncovering data relationships to produce results that create value. We provide healthcare providers with industry-leading analytics and strategic consulting services designed to navigate today's challenging pricing and payment environment. Our team has built a reputation as the industry leader in this space, and we are looking to grow. Position: Account Services Project Manager - Full Time Travel Requirements: Hybrid, in Worthington, Ohio, office 4 days per week Organizes and tracks client engagements while maintaining effective communication, both internally and externally. Adapts to change and is quick to implement solutions. Documents and improves current business procedures to enhance our client relations and optimize internal workflows. Oversees projects to completion while working to exceed client expectations and keep our team on track for success. Responsibilities: Manage and improve our CRM (customer relationship management) software Communicate project status/updates with clients in a timely and accurate manner Track and record status of engagements with clients as well as internal initiatives Leverage business knowledge to determine project requirements, resolve issues and identify new solutions Document and improve processes and procedures Develop and monitor internal production resource allocation Client account maintenance Sales support CMS Price Transparency support Additional responsibilities could be added Required Qualifications: Previous experience with a customer relationship or project management software Excellent communication skills (written and verbal) and organizational skills Exhibits a strong customer service focus with demonstrated ability to resolve business issues creatively Exercises critical thinking skills Possesses strong problem solving, analytical, and leadership skills Interested in procedures and documentation Attentive to detail Proficiency in the use of standard Microsoft Office software applications such as Word and Excel are required Ability to prioritize and work efficiently on multiple projects in a high-stress environment Ability to meet tight deadlines while producing high quality results Ability to review and discuss a concern wholistically, in a team environment Ability to be flexible and adaptable to client and other team members' needs Ability to learn in a fast-paced environment Ability to succeed in an environment that requires constant development of technical skills and expansion of business expertise Ability to receive and apply feedback in a professional manner and to convey both positive and constructive feedback to others in a professional and effective manner Ability to effectively present product information and respond to questions from customers Interest in hospital finance and business relationships Background in Sales, Communications, or Health Information Management (not required) About: Started in 2000, we are a privately-owned consulting and analytics company headquartered in Columbus, Ohio, that partners with hundreds of hospitals each year to address today's most challenging questions in pricing, payment, and financial performance for the US hospital industry. We help hospitals provide value to their communities. We acquire, standardize, and aggregate a variety of hospital financial and operational data. Leveraging these data sources, we provide custom consulting and advisory services primarily focused on revenue cycle, budgeting, decision support, and finance operations. Specifically, we aim to help make hospital prices more reasonable, hospital reimbursement easier to understand and manage, and data more actionable. We provide a flexible, family-friendly work environment, comprehensive health benefits (including Medical, Dental, Vision, Life/Disability Insurance, and HRA), 401k, profit sharing, and paid time off. Cleverley + Associates makes employment decisions based upon abilities, talent, effort, team attitude, and results. We grant equal employment opportunity to all qualified individuals without regard to race, color, religion, sex, national origin, age, ancestry, citizenship, disability, sexual orientation, or other protected class status. Candidates for this position must be employable in the United States without sponsorship. Sensitive Data Access: The Project Manager may access client Confidential Information but will very rarely need to access Protected Health Information (PHI). The Client Services Consultant may encounter client Protected Health Information, but they will only access the information when it is necessary to perform their duties. If you are interested in applying for this position please send your resume, references, and relevant work examples to *******************************.

A leading financial institution is seeking a Deputy Chief Banking Officer located in Denver, CO. This role is responsible for driving strategic growth, operational excellence, and profitability across all banking divisions. The ideal candidate will have extensive experience in community and commercial banking, focusing on client relationship management and innovative solutions. Competitive compensation is offered, including benefits and a supportive work environment. #J-18808-Ljbffr

Shape the future of wealth management by driving innovation and growth at J.P. Morgan. Be at the heart of launching strategic initiatives, empowering teams, and making a lasting impact on our clients and organization. Unlock your potential and help set new standards in financial services. As the Business Development Consultant within J.P. Morgan Wealth Management, you are responsible for executing strategic business initiatives and ensuring the successful rollout of new products, services, and processes across the organization. This role acts as a bridge between business development, sales, product, and operations teams, driving project delivery and supporting field adoption to achieve growth objectives. Job Responsibilities Execute the implementation of new business development strategies, products, and services to Financial Advisors and Field Leaders in collaboration with cross‑functional teams. Manage timelines, and deliverables for field execution. Coordinate and lead training and support for sales and support teams to ensure effective adoption of new technology, practice management and business development supporting an Advisor's practice. Monitor progress, identify risks, and resolve issues that arise during implementation. Collect and analyze feedback from field teams and clients to inform continuous improvement. Foster strong relationships with internal stakeholders and external partners to facilitate successful implementation. Required qualifications, skills, and capabilities Bachelor's degree in Business, Finance, or related field 7 + years of experience in business development, project management, sales management or implementation roles within financial services. Proven track record of managing complex projects and cross‑functional teams. Strong organizational, analytical, and problem‑solving skills. Excellent communication, presentation and stakeholder management abilities. Knowledge of financial products, services, and regulatory requirements. Experience in coaching Advisors or a sales team Travel required 50% of the time Required Licensing A valid and active Series 7 license is required or may be obtained within a 60‑day condition of employment If you were registered after October 1, 2018, you must also have a valid and active Securities Industry Essential (SIE) exam A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment Skills Executive presentation and communication skills Change management Cross‑functional collaboration Data analysis and reporting Training and facilitation This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker‑dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. About Us Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans About the Team Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most‑used digital solutions - all while ranking first in customer satisfaction. #J-18808-Ljbffr

A leading accounting and advisory firm in Chicago is seeking a Director of Business Development/Sales for Manufacturing Consulting. This role is responsible for revenue growth through new consulting engagements and expanding client relationships in manufacturing. Candidates should possess a minimum of 10 years in business development with strong knowledge of manufacturing operations and proven sales experience. The firm emphasizes work-life balance and inclusion, offering a competitive salary in the range of $120,000 to $250,000 based on experience. #J-18808-Ljbffr

A global consulting firm in Boston is seeking a Manager for its Acquisition Advisory team. This role involves managing client service accounts, supervising teams, and leading engagement workstreams. Ideal candidates will possess a Bachelor's Degree, 5 years of relevant experience, and an active CPA or equivalent credential. The position offers a salary range of $99,000 to $232,000, along with comprehensive benefits and an annual discretionary bonus. #J-18808-Ljbffr

Senior Account Manager- Retail/ Food Service Job Description About Full Harvest Full Harvest is bringing the $1T produce industry fully online, end-to-end, for the first time ever. Our mission is to digitize the produce value chain, while solving the #1 contributor to climate change-food waste-by creating the leading business-to-business online produce platform selling all grades, including an expertise in off‑grade and surplus produce. This creates a win‑win‑win for farmers, food companies, and the planet. The company is backed by leading technology, impact, and agriculture investors such as Spark Capital, Cultivian Sandbox, Telus Ventures, and RaboBank. Full Harvest is recognized as a World Economic Forum Tech Pioneer, the top 2020 Fast Company World Changing Idea, a Forbes Most Innovative Agtech Startup, and was recently on the cover of Newsweek magazine. Our CEO was also recognized by The Packer as one of the Top Women in Produce in 2024. The Role Are you a produce broker or account manager ready to scale your book of business faster, earn more consistently, and eliminate the back-office burden? At Full Harvest, we've built a technology platform and national network that allows experienced brokers to do what they do best - scale their relationships and close deals - while we handle everything else. As a Senior Account Manager, you'll leverage our infrastructure, data, and technology to grow your book of business across Retail and Food Service buyers. You'll gain stability, scale, and support while maintaining the autonomy and relationships that define your success. Why Join Full Harvest? - Keep Selling, Lose the Headaches: We handle all credit checks, invoicing, collections, freight, logistics, and food safety compliance so you can stay focused on the deal flow. - Earn Steady Income with Commission and Equity in the Company: Competitive base salary and benefits provide consistent earnings on top of commissions tied to your performance. In addition, you will have equity in the company so your success is also your success. - Focus on the Deals with Unparalleled Support: Imagine what you could do with: - Data & Insights: Have access to cutting‑edge data and insights to help you grow and scale your sales faster. - Automated Freight & Logistics: Our platform and team provide real‑time freight quotes, handle bookings, and offer automated order tracking from start to finish to you and your customers. - Streamlined Order Management: Our platform helps you manage orders online 24/7 and our team supports you to ensure smooth transactions. - Supplier Food Safety & Audits: A dedicated Food Safety Team member handles all supplier food safety certification and audits. A food safety portal helps customers save and manage documents on our platform for ease of reference. - Collaborate for Success: Join a team of experienced sales colleagues who have been with Full Harvest for over 6 years. Collaborate with them to expand your supply map and leverage our 12,000+ grower network to increase your opportunities. We have the infrastructure and technology to provide the ultimate support system for sales leaders who want to prioritize their time growing existing business and relationships vs. dealing with headaches. Responsibilities - Scale your existing relationships onto the Full Harvest platform, working with our team to onboard and grow your current relationships with suppliers and buyers. Expand wallet share and produce categories sold to your book of business with the reach of the Full Harvest's platform. - Actively prospect and pursue new produce sales opportunities in Retail and Food Service sectors. - Work with suppliers to secure contracts and programs that enhance supply for all Full Harvest Buyers. - Build and grow Buyer relationships through leveraging our marketplace and data & insights. - Serve as a sales leader and collaborative partner on our team, sharing market insights and leveraging our collective supply relationships to grow your produce business. - Utilize the Full Harvest platform technology to execute deals and manage customer accounts, from sales quoting to closing. - Develop demand and sales forecasts and take responsibility for delivering on sales targets for your buyers and prospects. What You'll Bring - Proven Sales Leadership: 3-10 years of experience as a produce broker, trader, or produce salesperson with a strong book of business. - Key Account Expertise: Established relationships with Retail and/or Food Service buyers (e.g. Costco, Kroger, Walmart, etc.). - Strong Relationships: Track record of building, maintaining and growing relationships with Retail and/or Food Service buyers and suppliers, namely decision makers. - New Business Hunter: A successful history of prospecting and acquiring complex, new customers with a proven ability to build and maintain long‑term relationships. - Supplier & Sourcing Expertise: Deep relationships and experience working with suppliers and farms to secure supply, negotiate favorable contracts, and develop effective programs. At least some brokering experience vs. purely selling captured supply. - A Collaborative Approach: A team‑oriented mindset with the willingness to use your expertise, relationships, and experience to support and assist colleagues in achieving common goals. - A Passion for Innovation: An excitement to use technology to become more effective, efficient, and successful in your sales business. What We Offer - A Meaningful Mission: The opportunity to work on a great mission-solving food waste-and modernizing the produce supply chain. - Remote Flexibility with national reach - Income Stability and Full Benefits: Base Salary + Commission + Equity + Benefits - A Culture of Growth: A fun and challenging environment that provides a chance for significant personal and professional growth. - Equity in the Company: The chance to have ownership in a high‑growth startup, with the potential for substantial returns. - Top-Tier Technology: We provide the most up‑to‑date tools, including company‑issued Macs, the latest software, and all the equipment you need to excel at your job. - Comprehensive Benefits: A full suite of benefits, including medical, dental, and vision coverage, along with a 401k plan. Compensation for this position is composed of salary, equity, and strong commission plan. For the salary portion, the range for this position is $75k-$120k, depending on location and experience. Full Harvest has passed this position as a remote position. Full Harvest is an equal opportunity employer and values diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status or disability status. Apply Email your resume to *****************************. #J-18808-Ljbffr

A leading financial technology company in Sunnyvale is seeking an experienced Sales Manager to develop and execute strategic plans to achieve sales targets and build strong customer relationships. The ideal candidate will bring 7 to 10 years of experience in sales or marketing roles and possess excellent communication and negotiation skills. This position offers a competitive compensation range of $120k to $180k, alongside several attractive benefits including paid time off and a 401k retirement savings plan. #J-18808-Ljbffr

Shape the future of wealth management by driving innovation and growth at J.P. Morgan. Be at the heart of launching strategic initiatives, empowering teams, and making a lasting impact on our clients and organization. Unlock your potential and help set new standards in financial services. As the Business Development Support Consultant within J.P. Morgan Wealth Management, you are responsible for executing strategic business initiatives and ensuring the successful rollout of new products, services, and processes across the organization. This role acts as a bridge between business development, sales, product, and operations teams, driving project delivery and supporting field adoption to achieve growth objectives. Job Responsibilities Execute the implementation of new business development strategies, products, and services to Financial Advisors and Field Leaders in collaboration with cross-functional teams. Manage timelines, and deliverables for field execution. Coordinate and lead training and support for sales and support teams to ensure effective adoption of new technology, practice management and business development supporting an Advisor's practice. Monitor progress, identify risks, and resolve issues that arise during implementation. Collect and analyze feedback from field teams and clients to inform continuous improvement. Foster strong relationships with internal stakeholders and external partners to facilitate successful implementation. Required qualifications, skills, and capabilities Bachelor's degree in Business, Finance, or related field 7 + years of experience in business development, project management, sales management or implementation roles within financial services. Proven track record of managing complex projects and cross-functional teams. Strong organizational, analytical, and problem-solving skills. Excellent communication, presentation and stakeholder management abilities. Knowledge of financial products, services, and regulatory requirements. Experience in coaching Advisors or a sales team Travel required 50% of the time Required Licensing A valid and active Series 7 license is required or may be obtained within a 60-day condition of employment If you were registered after October 1, 2018, you must also have a valid and active Securities Industry Essential (SIE) exam A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment Skills Executive presentation and communication skills Change management Cross-functional collaboration Data analysis and reporting Training and facilitation Investment and Insurance Products NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. About Us Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. Equal Opportunity Employer / Disability / Veterans We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. About the Team Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction. #J-18808-Ljbffr

LendSure specializes in Non-QM mortgage solutions, and we are seeking consultative and service oriented account executives that possess a high work ethic and are very coachable. No mortgage experience is required, but a background in sales is preferred. You'll participate in 3 months of training on a base salary to learn the business and equip yourselves with the tools and knowledge you need to call on loan officers. Once you hit the field, you'll be on what is essentially a commission only compensation plan which has a low floor but a very high ceiling. You have the opportunity to earn north of $350k a year in this role. Initially you'll be required to be in the office 5 days a week, but as you prove yourself you'll earn flexibility to work from home. This is still a W2 position, so you can enjoy great benefits such as Medical, Dental, Vision, 401k (matching to 4%), Life Insurance, Flexible Time Off, and Employee Discounts. As a full-time Wholesale Account Executive at LendSure Mortgage Corp, you will play a crucial role in driving business growth through warm calls, presentations, and relationship establishment/management. You will balance identifying and qualifying new opportunities with managing your existing pipeline of loans. The best AEs cradle to grave their loans, which plays a massive role in forming the strongest bonds between them and their clients. You will collaborate closely with the operations team to advance leads through the sales cycle to a successful funding. You will leverage your strong communication skills to set proper expectations, sell terms/pricing, and ask for referrals as you look to build your network of partnered loan officers. Knowledge And Skills Required For The Position Are Bachelor's degree or at least 2 years of proven success in sales Highly motivated and driven; competitive Strong organizational skills Selling, negotiating and closing skills Not afraid to hit the phones Strong communication skills Self-confidence to present our programs to a room of people This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.

About the Role: Grade Level: 12 Our dynamic, global sales organization operates across multiple high-growth business lines including Credit & Risk Solutions, Pricing & Valuations, Global Intelligence & Analytics, and specialized risk management services. We are part of S&P Global Market Intelligence's strategic growth initiative, contributing to our ambitious goal of becoming a $1B+ business globally. Our collaborative team values partnership, relationships, and communication while maintaining an entrepreneurial spirit. We work with cutting-edge analytics, differentiated data, technology, and workflow solutions that help customers stay ahead of competition, pinpoint risk exposures, and spot opportunities in unpredictable market environments. Responsibilities and Impact: Drive ambitious sales growth by meeting or exceeding new business sales quotas across assigned territories and market segments Develop and execute comprehensive territory strategies that identify opportunities for growth and expansion within Financial Institutions, Corporates, Government, and specialized market segments Build and nurture strong client relationships with C‑Suite executives, senior managers, and key decision‑makers across target organizations Conduct diagnostic sales conversations to understand client challenges and position tailored solutions that address specific business requirements Lead complex negotiations of commercial and contractual deals, managing sophisticated sales cycles with multiple stakeholders Collaborate with cross‑functional teams including Product Management, Marketing, Pre‑Sales Engineers, Account Management, and Customer Success to deliver exceptional client experiences Generate pipeline through proactive prospecting, networking, methodical outreach campaigns, and strategic marketing initiatives Maintain accurate pipeline management, forecasting, and sales activity tracking through CRM systems like Salesforce Stay current with industry trends, regulatory developments, and competitive landscape to identify new opportunities and inform strategic initiatives Provide market intelligence and client feedback to influence product development and commercial strategy Identify and develop revenue synergy and cross‑sell opportunities across the broader S&P Global portfolio Represent and promote S&P Global core values while serving as a trusted advisor to clients Compensation/Benefits Information: S&P Global states that the anticipated base salary range for this position is $60k to $185k. Final base salary for this role will be based on the individual's geographic location, as well as experience level, skill set, training, licenses and certifications. In addition to base compensation, this role is eligible for additional compensation such as a sales commission plan. This role is eligible to receive additional S&P Global benefits. For more information on the benefits we provide to our employees, please click here (******************************************* We are actively expanding our revenue team and have multiple openings across various experience levels. To ensure we match you with the most appropriate role for your background and career stage, please include your base salary expectations in your application. This information helps us align you with the correct position level that corresponds to your experience and qualifications. All candidates will be considered for roles that best match their expertise and compensation requirements. What We're Looking For: Basic Required Qualifications: Bachelor's or Master's degree in Business, Finance, Economics, or related discipline 3‑15+ years of proven sales experience with consistent track record of meeting or exceeding quotas Strong background in financial services, data solutions, risk management, or related technology sectors Experience selling complex solutions to Financial Institutions, Corporates, or Government organizations Demonstrated expertise in consultative sales methodologies and solution selling approaches Strong business acumen with understanding of credit risk, market risk, regulatory compliance, or analytics workflows Excellent communication, presentation, and negotiation skills with ability to engage senior‑level executives Proficiency with CRM systems (Salesforce preferred) and sales enablement tools Strong interpersonal skills with ability to build trust‑based relationships and collaborate across global teams Additional Preferred Qualifications: Experience selling credit analytics, risk management solutions, pricing & valuations, or economic intelligence products Knowledge of regulatory frameworks and compliance requirements in target markets Understanding of financial markets including fixed income, derivatives, equities, or alternative investments Proven ability to manage complex, multi‑stakeholder sales cycles exceeding $1M+ in value Experience with SaaS platforms, data feeds, desktop applications, or API‑based solutions Professional certifications such as CFA, MBA, or industry‑specific qualifications Multilingual capabilities and experience working in international markets Established network within Financial Institutions, Corporate risk management, or Government sectors Track record of mentoring junior sales team members and contributing to organizational growth Entrepreneurial mindset with demonstrated drive, initiative, and adaptability in fast‑paced environments About S&P Global Market Intelligence At S&P Global Market Intelligence, a division of S&P Global we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction. For more information, visit ************************************ What's In It For You? Our Mission: Advancing Essential Intelligence. Our People: We're more than 35,000 strong worldwide-so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all. From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We're committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. Join us and help create the critical insights that truly make a difference. Our Values: Integrity, Discovery, Partnership Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals. Benefits: We take care of you, so you can take care of business. We care about our people. That's why we provide everything you-and your career-need to thrive at S&P Global. Our benefits include: Health & Wellness: Health care coverage designed for the mind and body. Flexible Downtime: Generous time off helps keep you energized for your time on. Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills. Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company‑matched student loan contribution, and financial wellness programs. Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best‑in‑class benefits for families. Beyond the Basics: From retail discounts to referral incentive awards-small perks can make a big difference. For more information on benefits by country visit: ***************************************** Global Hiring and Opportunity at S&P Global: At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets. Recruitment Fraud Alert: If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to ************************ . S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, “pre‑employment training” or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here (******************************************************************************************************************** Equal Opportunity Employer S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment. If you need an accommodation during the application process due to a disability, please send an email to: *************************** and your request will be forwarded to the appropriate person. US Candidates Only: The EEO is the Law Poster **************************************************************** describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - ************************************************************ English_formattedESQA508c.pdf 40 - Sales (EEO-2 Job Categories-United States of America), SLSOUS402.2 - Middle Professional Tier II-Ou Sales (EEO Job Group) Job ID: 323725 Posted On: 2025-12-11 Location: New York, New York, United States #J-18808-Ljbffr

The Director of Sales Development will own and evolve our global SDR function. This leader will be responsible for developing a high-performance team, architecting best-in-class pipeline generation programs, and partnering with marketing, sales, and Revenue Operations to ensure our go-to-market motion is coordinated, measurable, and scalable. What You Will Do Recruit, develop, and inspire a team of SDRs and SDR team leads in both our Austin, TX and London, England offices; foster a culture of accountability, curiosity, and continuous improvement. Serve as a world-class coach, providing ongoing training, deal support, messaging refinement, talk-track optimization, and skill progression. Own the SDR outbound pipeline number and build predictable, scalable processes to exceed targets. Establish a strong talent pool of high potential SDRs identifying and developing future sales professionals and team leads within the team. Implement coaching frameworks (e.g., call reviews, role-plays, personalized development plans) that elevate performance across the board. Design and execute cutting-edge prospecting programs using AI, automation, and data enrichment tools to maximize efficiency and output. Continuously experiment with emerging technologies and AI tools to keep us at the leading edge of pipeline generation. Partner with Marketing, Rev Ops, and Sales teams to evolve messaging, targeting, and campaign design. This hybrid role requires on-site presence at our Austin, TX office three days per week. What You Bring Play a key cross-functional role working with the Go-To-Market teams (Enablement, Sales, Marketing, and Operations) to drive pipeline growth. Coach, train, and enable the SDR team on inbound and outbound best practices, call strategies, and account coverage. Collaborate with sales to build high-performing territories for AE and Sales Development teams. Work with marketing on: messaging, campaigns, sequencing best practices, and follow-up strategies for the team. Monitor, report, and provide feedback to the executive team on SDR performance and areas for improvement. Partner with Revenue Operations and Enablement on new tools and processes. Design, implement, and execute incentive programs for the team. What We Look For 3+ years in sales development, outbound sales, or revenue leadership roles within a B2B SaaS environment. A proven track record of coaching SDRs to elite performance and developing future full cycle sales professionals in the team. Deep experience with outbound pipeline creation and modern sales engagement strategies. Hands-on experience with AI tools for personalization, research, targeting, content generation, and automation. Expertise in partnering with marketing and RevOps to orchestrating ABM campaigns and collaborating with Marketing to target high-value accounts. Strong analytical mindset with ability to interpret data, identify trends, and drive performance improvements. Startup experience is strongly preferred for this role. You will be building and scaling new approaches as well as capitalizing on our current SDR process. Proficiency in Salesforce and Outreach is required. Exceptional communication, leadership presence, and the ability to thrive in a fast-paced, high-growth startup. What We All Do All employees are required to participate in information security awareness and training programs. Board of Directors: Since the beginning of Betterworks, our board includes industry icons such as John Doerr (who introduced OKRs to Google), Bruce Felt (Founder of Renaissance Software and a trusted advisor to numerous private and public companies), Bing Gordon (Renowned Technology Venture Capitalist with experience on boards like Amazon, Duolingo and Zynga) and Jason Green (Founder of Emergence Capital and Greenbridge Foundation). Perks: 100% paid Medical/Vision/Dental for employees, Flexible time off, Parental Paid Leave policy, monthly internet stipend, flex days, and more. Product: Selected by Lighthouse Research & Advisory and UNLEASH America, Betterworks has officially been named a 2025 HR Tech Award winner for Best Comprehensive Talent Management Solution. Also, Betterworks wins Newsweek's AI Impact Award for Best Outcomes in HR, 2025. Mission Driven: Our mission is to provide the expertise and technology that companies need to inspire, develop, and activate their workforce to meet today's goals and be ready for tomorrow's challenges. We are an equal-opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We are committed to an inclusive and diverse BetterWorks. We believe that different perspectives lead to better ideas, and better ideas allow us to better understand the needs and interests of our diverse, global BetterWorks Community. We welcome people of different backgrounds, experiences, abilities, and perspectives, and are an equal-opportunity employer. #J-18808-Ljbffr

A leading global data and analytics provider in California is seeking a dynamic sales professional to drive growth and exceed sales quotas. This role involves developing strategies, nurturing client relationships with executives, and delivering tailored solutions to meet business needs. The ideal candidate has a strong background in financial services with proven consultative selling experience. Offering competitive base salary and commission, along with a range of employee benefits that support well-being and career growth. #J-18808-Ljbffr