AVP, Market Development Manager
San Jose, CA jobs
The AVP, Market Development Manager (AVP, MDM) develops and acquires business through outside sales activities within their assigned Territory and as needed in other territories. The incumbent promotes the overarching organizational objectives of exceeding goals, delivering stellar service, building brand awareness and growing Technology Credit Union (Tech CU) membership, deposits, and loans through, among other methods, outreach to Member Companies, mortgage brokers, community development agencies and business/civic leaders. The AVP, MDM is responsible for developing direct and indirect sales growth including but not limited to mortgage and auto lending. In addition, conducts sales presentations, enrolls new companies/community organizations as strategic partners, and establishes ongoing 12-month calendar of business development/relationship management events in their territory.
Responsibilities
Essential Duties
Sales and Service
Within the Territory of responsibility,
Communicates the enterprise-wide message and builds Tech CU brand awareness within the target market, i.e. the tech ecosystem, community development agencies.
Develops and implements a strategic plan to optimize the business opportunities for assigned Tech CU profit centers with a focus on achieving and exceeding all goals.
Delivers Educational Workshops, using digital/virtual platforms and in person, to acquire business, raise awareness of Tech CU products/services, and its brand.
Sells and processes, Tech CU's products & services in person and via Virtual Branch
Collaborates with internal partners to optimize outreach efforts.
Connects and develops relationships with key employers as well as business and civic leaders in the territory.
Establishes and expands partnerships with mobility management organizations, benefits brokers, realtors, mortgage brokers, Certified Public Accountants (CPAs), etc.
Develops, maintains, and expands relationships with existing and prospective Member Companies, and community organizations that allow optimal acquisition opportunity.
Participates in community organizations and events aligned with Tech CU's organizational objectives.
Utilizes social media channels to promote events and engage community and Tech CU membership.
Maintains current industry, competitive and product knowledge.
Develops and nurtures a network of referral sources and business contacts.
Communicate sales results to own manager for inclusion in territory management reports.
Works under general supervision from leadership.
May offer periodic coaching to other less experienced staff.
Schedule
Full-time; 40+ hours/week
Flexible within core business hours, M-F (or as directed by management)
Occasional extended early morning or late evening hours, and weekends, typically with advance notice.
Workplace Essentials
Supports Tech CU's
Mission and Vision
and consistently demonstrates
Tech CU's Values (Accelerate, Collaborate, Innovate, & Cultivate).
Meets with manager on a regular basis to discuss goal alignment, performance metrics, and development plans.
Complies with Tech CU policies and procedures.
Upholds employee Code of Conduct and Business Ethics and ensures confidentiality of the workplace.
Complies with requirements imposed by federal, state and local regulatory agencies.
Adheres to internal control and security measures designed to ensure regulatory compliance and mitigate losses and errors.
Qualifications
Education: Bachelor's Degree in related business discipline or equivalent work experience.
Experience:
7+ years of experience in related disciplines products, policies and procedures.
3+ years of outside sales or business development experience.
Knowledge/Skills/Abilities:
Strong leadership and sales acumen.
Solid time and project management skills.
Solid ability to self-manage priorities.
Self-motivated and goal driven.
Strong knowledge of financial products and services, the financial services industry and the competitive landscape.
Proficient in Microsoft Office products
Solid knowledge and fluency in utilizing digital/virtual platforms to meet with internal/external contacts.
Strong knowledge and ability to facilitate workshops/seminars in-person and virtually
Positive disposition.
Solid team orientation.
Strong commitment to make excellence a habit.
Strong written, verbal and presentation skills.
Highly adaptive and open to changes as the organization grows and its needs evolve.
Licensing: Upon employment, must enroll and maintain registration with Nationwide Multistate Licensing System (NMLS) under Tech CU's company registration.
Travel: Frequent travel by car within assigned territory to attend meetings/events or develop business. Holds a clear and valid driver license valid in assigned territory. Possesses current automobile insurance. Occasional travel to corporate headquarters in San Jose and/or other locations to attend offsite training, meetings or events, typically with advance notice. Infrequent overnight travel may be required, with advance notice.
Typical Working Conditions: Outside sales, business development, and office environment with interaction with a variety of internal and external parties. May work remotely as determined by business need and individual performance.
Equipment Used: Routinely uses standard office equipment, including computer, phone, copier and other devices.
Physical Requirements:
Walk/travel 60-80% of the time to develop business.
While in the office (headquarters, branch or remote office) may sit 20-40% of the time.
Keyboard and read computer screen for 75% of time during which one is seated.
Ability to lift items up to 25 lbs.
EQUAL EMPLOYMENT OPPORTUNITY
Technology Credit Union is an Equal Opportunity Employer. All qualified employees and applicants receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetic information, age, disability, veteran status or any other legally protected basis. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Pay and Benefits
Position Grade: 106
Salary Range: minimum-$97,000, midpoint-$116,000, maximum-$135,000
Work Location: The salary range listed is based on working in San Jose, CA. If you work remotely, your salary will be adjusted based on your geographic location.
Typical Starting Pay: Most new hires start between the minimum and midpoint of the range (adjusted for work location if applicable), based on experience and qualifications.
Bonus Potential: Target 10% of base salary based on company and individual performance
Tech CU is a pay-for-performance organization. We benchmark base pay to the 50th percentile of our market and offer incentive-based compensation tied to individual and company goals.
Tech CU offers a comprehensive benefits package, including:
Health Coverage: Medical, dental, and vision plans
Income Protection: Life and disability insurance
Retirement: 401(k) plan with company match
Paid Holidays: 12 days annually
Paid Time Off (PTO):
Accrues at 7.08 hours per bi-weekly paycheck (approximately 23 days per year)
Increases with length of service
Voluntary Time Off (VTO):
8 hours annually for full-time employees to support charitable organizations
Additional Benefits:
Flexible Spending Accounts
Employee-paid voluntary benefits
Leaves of absence in compliance with state and federal regulations
Auto-ApplyAVP, Market Development Manager
Meridian, ID jobs
The AVP, Market Development Manager (AVP, MDM) develops and acquires business through outside sales activities within their assigned Territory and as needed in other territories. The incumbent promotes the overarching organizational objectives of exceeding goals, delivering stellar service, building brand awareness and growing Technology Credit Union (Tech CU) membership, deposits, and loans through, among other methods, outreach to Member Companies, mortgage brokers, community development agencies and business/civic leaders. The AVP, MDM is responsible for developing direct and indirect sales growth including but not limited to mortgage and auto lending. In addition, conducts sales presentations, enrolls new companies/community organizations as strategic partners, and establishes ongoing 12-month calendar of business development/relationship management events in their territory.
Responsibilities
Essential Duties
Sales and Service
Within the Territory of responsibility,
Communicates the enterprise-wide message and builds Tech CU brand awareness within the target market, i.e. the tech ecosystem, community development agencies.
Develops and implements a strategic plan to optimize the business opportunities for assigned Tech CU profit centers with a focus on achieving and exceeding all goals.
Delivers Educational Workshops, using digital/virtual platforms and in person, to acquire business, raise awareness of Tech CU products/services, and its brand.
Sells and processes, Tech CU's products & services in person and via Virtual Branch
Collaborates with internal partners to optimize outreach efforts.
Connects and develops relationships with key employers as well as business and civic leaders in the territory.
Establishes and expands partnerships with mobility management organizations, benefits brokers, realtors, mortgage brokers, Certified Public Accountants (CPAs), etc.
Develops, maintains, and expands relationships with existing and prospective Member Companies, and community organizations that allow optimal acquisition opportunity.
Participates in community organizations and events aligned with Tech CU's organizational objectives.
Utilizes social media channels to promote events and engage community and Tech CU membership.
Maintains current industry, competitive and product knowledge.
Develops and nurtures a network of referral sources and business contacts.
Communicate sales results to own manager for inclusion in territory management reports.
Works under general supervision from leadership.
May offer periodic coaching to other less experienced staff.
Schedule
Full-time; 40+ hours/week
Flexible within core business hours, M-F (or as directed by management)
Occasional extended early morning or late evening hours, and weekends, typically with advance notice.
Workplace Essentials
Supports Tech CU's
Mission and Vision
and consistently demonstrates
Tech CU's Values (Accelerate, Collaborate, Innovate, & Cultivate).
Meets with manager on a regular basis to discuss goal alignment, performance metrics, and development plans.
Complies with Tech CU policies and procedures.
Upholds employee Code of Conduct and Business Ethics and ensures confidentiality of the workplace.
Complies with requirements imposed by federal, state and local regulatory agencies.
Adheres to internal control and security measures designed to ensure regulatory compliance and mitigate losses and errors.
Qualifications
Education: Bachelor's Degree in related business discipline or equivalent work experience.
Experience:
7+ years of experience in related disciplines products, policies and procedures.
3+ years of outside sales or business development experience.
Knowledge/Skills/Abilities:
Strong leadership and sales acumen.
Solid time and project management skills.
Solid ability to self-manage priorities.
Self-motivated and goal driven.
Strong knowledge of financial products and services, the financial services industry and the competitive landscape.
Proficient in Microsoft Office products
Solid knowledge and fluency in utilizing digital/virtual platforms to meet with internal/external contacts.
Strong knowledge and ability to facilitate workshops/seminars in-person and virtually
Positive disposition.
Solid team orientation.
Strong commitment to make excellence a habit.
Strong written, verbal and presentation skills.
Highly adaptive and open to changes as the organization grows and its needs evolve.
Licensing: Upon employment, must enroll and maintain registration with Nationwide Multistate Licensing System (NMLS) under Tech CU's company registration.
Travel: Frequent travel by car within assigned territory to attend meetings/events or develop business. Holds a clear and valid driver license valid in assigned territory. Possesses current automobile insurance. Occasional travel to corporate headquarters in San Jose and/or other locations to attend offsite training, meetings or events, typically with advance notice. Infrequent overnight travel may be required, with advance notice.
Typical Working Conditions: Outside sales, business development, and office environment with interaction with a variety of internal and external parties. May work remotely as determined by business need and individual performance.
Equipment Used: Routinely uses standard office equipment, including computer, phone, copier and other devices.
Physical Requirements:
Walk/travel 60-80% of the time to develop business.
While in the office (headquarters, branch or remote office) may sit 20-40% of the time.
Keyboard and read computer screen for 75% of time during which one is seated.
Ability to lift items up to 25 lbs.
EQUAL EMPLOYMENT OPPORTUNITY
Technology Credit Union is an Equal Opportunity Employer. All qualified employees and applicants receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetic information, age, disability, veteran status or any other legally protected basis. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Pay and Benefits
Position Grade: 106
Salary Range: minimum-$81,800, midpoint-$98,000, maximum-$114,000
Work Location: The salary range listed is based on working in Meridian, ID. If you work remotely, your salary will be adjusted based on your geographic location.
Typical Starting Pay: Most new hires start between the minimum and midpoint of the range (adjusted for work location if applicable), based on experience and qualifications.
Bonus Potential: Target 10% of base salary based on company and individual performance
Tech CU is a pay-for-performance organization. We benchmark base pay to the 50th percentile of our market and offer incentive-based compensation tied to individual and company goals.
Tech CU offers a comprehensive benefits package, including:
Health Coverage: Medical, dental, and vision plans
Income Protection: Life and disability insurance
Retirement: 401(k) plan with company match
Paid Holidays: 12 days annually
Paid Time Off (PTO):
Accrues at 7.08 hours per bi-weekly paycheck (approximately 23 days per year)
Increases with length of service
Voluntary Time Off (VTO):
8 hours annually for full-time employees to support charitable organizations
Additional Benefits:
Flexible Spending Accounts
Employee-paid voluntary benefits
Leaves of absence in compliance with state and federal regulations
Auto-ApplyJunior Portfolio Manager, iDPE - Assistant Vice President / Vice President
Greenwich, CT jobs
About the Role
iCapital's rapidly growing iDirect platform of registered evergreen funds is seeking a private equity focused Assistant Vice President or Vice President responsible for evaluating new direct co-investment opportunities, monitoring and analyzing the existing portfolio, communicating with internal sales resources and external investors, and conducting ad hoc business development projects.
Responsibilities
Perform due diligence on private companies and their industries alongside senior team members.
Prepare investment memoranda.
Oversee portfolio monitoring, portfolio analysis, and liquidity planning.
Liaise internally with the Sales, Accounting, Product Management, Compliance, and Marketing teams.
Support external communications regarding the Fund, including engagement with prospective and existing investors.
Track market trends, competitor activity, and industry developments.
Create business development presentations as required.
Qualifications
4+ years of relevant experience in financial services (e.g., private equity, investment banking, capital markets, transaction advisory services, investment consulting, portfolio analytics, etc.)
Excellent written and verbal communication skills
High accuracy and attention to detail
Able to problem-solve and make logical business recommendations in a fast-paced environment
Professional demeanor with an entrepreneurial attitude and a strong sense of ownership
Benefits
The base salary range for this role is $140,000 to $220,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Auto-ApplyAVP, Acquisition Strategy Implementation Manager
Remote
Role Summary/Purpose:
The role will be the Subject Matter Expert on all Acquisition Credit and Fraud Strategy implementations and the go-to person for questions and issues with the strategy implementation. The ideal candidate will have a business team facing strong technical background with a focus on Credit products, Acquisition platforms, SynApps IT production support and proven track record of representing credit functions.
Our Way of Working
We're proud to offer you choice and flexibility. At Synchrony, our way of working allows you to have the option to work from home near one of our Hubs or come into one of our offices. Occasionally you may be required to commute to our nearest office for in person engagement activities such as business or team meetings, training and culture events.
Essential Responsibilities:
Implement clients' Credit and Fraud strategies in various acquisition platforms for revolving, installments, Pay Later products on SynApps.
Perform day zero validations, trouble shoot and issue-fix.
Work with Credit & Fraud strategy development team and other credit functions to gather and review strategy specs.
Partner up with offshore team with the strategy implementation activities, maintain and communicate the release schedule.
Write testing specs and work with project team for integration testing support including letters validation.
Provide Client UAT support.
Provide support for priority 1 & 2 production issues.
Attend meetings as the Implementation SMEs to research issues and answer questions.
Perform other duties and/or special projects as assigned such as coding, testing, implementing, and validating Day 0 strategies, leading IT projects, and project support.
Qualifications/Requirements:
Bachelor's degree in business or computer information systems OR in lieu of degree; high school diploma/GED
3+ years programming with languages such as FICO DMP/PowerCurve/DaaS/Decision Engines/SAS/SQL/R/Python with in-depth SynApps IT knowledge
3+ years Project Management Waterfall and/or Agile experience
3+ years Credit System /IT background supporting Acquisition processes.
2+ years' experience with pulling data from a data warehouse or data lake.
Ability and flexibility to travel for business as required
Desired Characteristics:
Experience with SynApps/Surveyor/DXC/Edison Acquisitions decision systems
Experience in credit products including Acquisitions, Account Management, Collections, and Authentication
Prior experience working with Bureaus.
Strategy implementation & monitoring experience
Experience with Fiserv and Edison commercial platform
Experience in the banking/credit card industry
Track record of creative problem solving and ability to thrive in a cross-functional and virtual environment
High energy, self-motivated, with strong communication skills (verbal and written)
Grade/Level: 10
The salary range for this position is 75,000.00 - 130,000.00 USD Annual and is eligible for an annual bonus based on individual and company performance.
Actual compensation offered within the posted salary range will be based upon work experience, skill level or knowledge.
Salaries are adjusted according to market in CA, NY Metro and Seattle.
Eligibility Requirements:
You must be 18 years or older
You must have a high school diploma or equivalent
You must be willing to take a drug test, submit to a background investigation and submit fingerprints as part of the onboarding process
You must be able to satisfy the requirements of Section 19 of the Federal Deposit Insurance Act.
New hires (Level 4-7) must have 9 months of continuous service with the company before they are eligible to post on other roles. Once this new hire time in position requirement is met, the associate will have a minimum 6 months' time in position before they can post for future non-exempt roles. Employees, level 8 or greater, must have at least 18 months' time in position before they can post. All internal employees must consistently meet performance expectations and have approval from your manager to post (or the approval of your manager and HR if you don't meet the time in position or performance expectations).
Legal authorization to work in the U.S. is required. We will not sponsor individuals for employment visas, now or in the future, for this job opening. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Our Commitment:
When you join us, you'll be part of an inclusive culture where your individual skills, experience, and voice are not only heard - but valued. Together, we're building a future where we can all belong, connect, and turn ideals into action. More than 50% of our workforce is engaged in our Employee Resource Groups (ERGs), where community and passion intersect to offer a safe space to learn and grow.
This starts when you choose to apply for a role at Synchrony. We ensure all qualified applicants will receive consideration for employment without regard to age, race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or veteran status. We're proud to have an award-winning culture for all.
Reasonable Accommodation Notice:
Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities. Please tell us if you require a reasonable accommodation to apply for a job or to perform your job. Examples of reasonable accommodation include making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment.
If you need special accommodations, please call our Career Support Line so that we can discuss your specific situation. We can be reached at **************. Representatives are available from 8am - 5pm Monday to Friday, Central Standard Time
Job Family Group:
Credit
Auto-ApplyAVP, Practice Development Manager Dental - Metro (Charlotte)
Remote
Role Summary/Purpose:
The Metro Practice Development Manager is responsible for conducting in-person visits and promoting the benefits of CareCredit to high-value healthcare providers across the Dental industry. The goal is to drive product adoption and engagement, ultimately supporting healthcare providers while achieving or exceeding credit utilization metrics within their assigned territory. The Metro PDM owns a defined book of mid-to-large practices; prioritize accounts, set practice-level strategies, and select programs/cadence to meet goals. This position covers a territory comprised of the city of Charlotte, NC and the surrounding area.
Essential Responsibilities:
Build strong working relationships to effectively understand and address opportunities for growing sales within an assigned territory comprised of the city of Charlotte, NC and the surrounding area.
Strategically plan, organize, prioritize and independently manage book of business to meet/exceed revenue and application goals
Proactively identify and evaluate new business opportunities, enrolling new providers and managing the existing provider book, looking for ways to grow and scale both existing and new provider enrollments.
Develop long term client relationships with physician offices, assist them to identify and capitalize on growth opportunities while satisfying customer needs and sales requirements of CareCredit
Engage, in-person (and on occasion virtually), with office staff and doctors/owners to ensure clear understanding of the CareCredit program and successfully implement action plans for increased usage of the CareCredit suite of financial products
Drive engagement in scheduled, outcome-driven meetings
Lead sales strategy and manage budget for assigned territory as part of a broader regional team
Utilize identified sales strategies - including prioritization, during provider visits and calls to achieve results; document all activity in Salesforce
Develop profound knowledge in dental industry to better understand and support providers with their specific needs
Maintain knowledge and understanding of all Synchrony/Health & Wellness products, offerings, technology partnerships, current rates, and compliance requirements to support the usage within industry and region
Meet/exceed additional performance measurements and KPI expectations based on provider visit reaction, territory management, industry segmentation, and visit goals
Set business goals to both forecast and meet sales and credit application performance required for assigned territory
Assist with the commercialization of provider Point of Sale (POS) initiatives and products within assigned territory
Partner with industry account/product representatives, key opinion leaders and technology experts to effectively drive adoption and utilization
Safely and securely manage company car and digital assets (laptop, tablet, cell phone)
Perform other duties, special projects, and attend industry/association trade shows as assigned
Coordinate with the Enrollment team to ensure a smooth post-sale handoff and first-use activation
Qualifications/Requirements:
A minimum of 3 years sales experience including 1+ years of Consultative Sales experience
Ability to travel daily up to 80% field with 50% overnight travel. Travel may include attendance for industry/association trade shows as needed, including weekends.
Desired Characteristics:
Ideal candidate will reside within the city of Charlotte, NC and the surrounding area.
BA or BS degree or equivalent experience\
Advanced computer skills including Microsoft Word, Microsoft Excel, MS PowerPoint, MS Outlook
Outside sales experience, Field Sales and Virtual/tele-sales experience
Skilled in virtual engagement, data-driven selling - supported by CRM insights
Business travel & expense budgeting knowledge
Sales experience in the dental industry
Solution-oriented, consultive, value-based selling experience
Medical sales / marketing experience
Executive sales, account management, and assigned-territory routing experience
Ability to drive field-based growth with strong territory ownership
Experience using a CRM tool such as Salesforce
Private label credit card and marketing experience
Strong finance business/industry acumen, fluency in patient financing
Knowledge of customer financial drivers/needs
Openness to coaching and ability to learn quickly
Customer focused mind set with ability to respond quickly to customer needs
Exceptional interpersonal communication skills (written, oral, non-verbal)
Grade/Level: 10
The salary range for this position is 75,000.00 - 130,000.00 USD Annual and is eligible for an annual bonus based on individual and company performance.
Actual compensation offered within the posted salary range will be based upon work experience, skill level or knowledge. Salaries are adjusted according to market in CA, NY Metro and Seattle.
Eligibility Requirements:
You must be 18 years or older
You must have a high school diploma or equivalent
You must be willing to take a drug test, submit to a background investigation and submit fingerprints as part of the onboarding process
You must be able to satisfy the requirements of Section 19 of the Federal Deposit Insurance Act.
New hires (Level 4-7) must have 9 months of continuous service with the company before they are eligible to post on other roles. Once this new hire time in position requirement is met, the associate will have a minimum 6 months' time in position before they can post for future non-exempt roles. Employees, level 8 or greater, must have at least 18 months' time in position before they can post. All internal employees must consistently meet performance expectations and have approval from your manager to post (or the approval of your manager and HR if you don't meet the time in position or performance expectations).
Legal authorization to work in the U.S. is required. We will not sponsor individuals for employment visas, now or in the future, for this job opening. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Our Commitment:
When you join us, you'll be part of an inclusive culture where your individual skills, experience, and voice are not only heard - but valued. Together, we're building a future where we can all belong, connect, and turn ideals into action. More than 50% of our workforce is engaged in our Employee Resource Groups (ERGs), where community and passion intersect to offer a safe space to learn and grow.
This starts when you choose to apply for a role at Synchrony. We ensure all qualified applicants will receive consideration for employment without regard to age, race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or veteran status. We're proud to have an award-winning culture for all.
Reasonable Accommodation Notice:
Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities. Please tell us if you require a reasonable accommodation to apply for a job or to perform your job. Examples of reasonable accommodation include making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment.
If you need special accommodations, please call our Career Support Line so that we can discuss your specific situation. We can be reached at **************. Representatives are available from 8am - 5pm Monday to Friday, Central Standard Time
Job Family Group:
Sales
Auto-ApplyAVP, Practice Development Manager Dental - Area (Virginia, South Carolina)
Remote
Role Summary/Purpose:
The Area Practice Development Manager is responsible for building strong relationships with healthcare providers through virtual outreach (with the occasional in-person visit) across the Dental industry. The goal is to drive product adoption and engagement, ultimately supporting healthcare providers while achieving or exceeding credit utilization metrics within their assigned territory. The Area PDM owns a defined book of mid-to-large practices; prioritize accounts, set practice-level strategies, and select programs/cadence to meet goals. This position covers a territory comprised of the states of Virginia, South Carolina and surrounding area, with an ideal base location of Richmond, VA or Virginia Beach, VA.
Essential Responsibilities:
Build strong working relationships to effectively understand and address opportunities for growing sales within the assigned territory of the states of Virginia, South Carolina and surrounding area.
Use discretion to determine when to prioritize high-value sales opportunities (CareCredit acceptance, Installment/MSF sign-ups, reduced origination fee pilot, or waived enrollment fee offers)
Develop long term client relationships with provider offices, assist them to identify and capitalize on growth opportunities while satisfying customer needs and sales requirements of CareCredit
Identify competitive threats (e.g., promotional material, websites, provider conversations) and determine appropriate actions to reinforce CareCredit as the product of choice/first look
Proactively identify and evaluate new business opportunities, enrolling new providers and managing the existing provider book, looking for ways to grow and scale both existing and new provider enrollments.
Apply judgment to decide when an in-person visit is required versus when a virtual engagement is sufficient based on sales opportunity and provider needs
Lead sales strategy and manage budget for assigned territory as part of a broader regional team
Utilize identified sales strategies - including prioritization, during provider visits and calls to achieve results; document all activity in Salesforce
Develop profound knowledge in Dental industry to better understand and support providers with their specific needs
Maintain knowledge and understanding of all Synchrony/Health & Wellness products, offerings, technology partnerships, current rates, and compliance requirements to support the usage within designated industry and assigned region
Meet/exceed additional performance measurements and KPI expectations based on provider visit reaction, territory management, industry segmentation, and visit goals
Set business goals to both forecast and meet sales and credit application performance required for assigned territory
Assist with the commercialization of provider Point of Sale (POS) initiatives and products within assigned territory
Partner with industry account/product representatives, key opinion leaders and technology experts to effectively drive adoption and utilization
Proactively sign-up providers for CareCredit acceptance and Installment/MSF products, acting as a hunter when new opportunities are uncovered
Safely and securely manage company digital assets (laptop, tablet, cell phone)
Perform other duties, special projects, and attend industry/association trade shows as assigned
Qualifications/Requirements:
A minimum of 3 years sales experience including 1+ years of Consultative Sales experience
Primarily remote with potential to travel up to 30% to attend industry/association trade shows, including weekends, or an occasional in-person practice meetings.
Desired Characteristics:
Ideal candidate will reside within assigned territory of the states of Virginia, South Carolina and surrounding area
BA or BS degree
Advanced computer skills including Microsoft Word, Microsoft Excel, MS PowerPoint, MS Outlook
Outside sales experience, Field Sales and Virtual/tele-sales experience
Skilled in virtual engagement, data-driven selling - supported by CRM insights
Business travel & expense budgeting knowledge
Dental Sales experience in the designated industry; proven portfolio ownership (account plans, prioritization)
Solution-oriented, consultive, value-based selling experience
Medical sales / marketing experience
Executive sales, account management, and assigned-territory routing experience
Ability to drive field-based growth with strong territory ownership
Experience using a CRM tool such as Salesforce
Private label credit card and marketing experience
Strong finance business/industry acumen, fluency in patient financing
Knowledge of customer financial drivers/needs
Openness to coaching and ability to learn quickly
Customer focused mind set with ability to respond quickly to customer needs
Exceptional interpersonal communication skills (written, oral, non-verbal)
Grade/Level: 10
The salary range for this position is 75,000.00 - 130,000.00 USD Annual and is eligible for an annual bonus based on individual and company performance.
Actual compensation offered within the posted salary range will be based upon work experience, skill level or knowledge. Salaries are adjusted according to market in CA, NY Metro and Seattle.
Eligibility Requirements:
You must be 18 years or older
You must have a high school diploma or equivalent
You must be willing to take a drug test, submit to a background investigation and submit fingerprints as part of the onboarding process
You must be able to satisfy the requirements of Section 19 of the Federal Deposit Insurance Act.
New hires (Level 4-7) must have 9 months of continuous service with the company before they are eligible to post on other roles. Once this new hire time in position requirement is met, the associate will have a minimum 6 months' time in position before they can post for future non-exempt roles. Employees, level 8 or greater, must have at least 18 months' time in position before they can post. All internal employees must consistently meet performance expectations and have approval from your manager to post (or the approval of your manager and HR if you don't meet the time in position or performance expectations).
Legal authorization to work in the U.S. is required. We will not sponsor individuals for employment visas, now or in the future, for this job opening. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Our Commitment:
When you join us, you'll be part of an inclusive culture where your individual skills, experience, and voice are not only heard - but valued. Together, we're building a future where we can all belong, connect, and turn ideals into action. More than 50% of our workforce is engaged in our Employee Resource Groups (ERGs), where community and passion intersect to offer a safe space to learn and grow.
This starts when you choose to apply for a role at Synchrony. We ensure all qualified applicants will receive consideration for employment without regard to age, race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or veteran status. We're proud to have an award-winning culture for all.
Reasonable Accommodation Notice:
Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities. Please tell us if you require a reasonable accommodation to apply for a job or to perform your job. Examples of reasonable accommodation include making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment.
If you need special accommodations, please call our Career Support Line so that we can discuss your specific situation. We can be reached at **************. Representatives are available from 8am - 5pm Monday to Friday, Central Standard Time
Job Family Group:
Sales
Auto-ApplyAVP, Practice Development Manager Vet - Area (Pennsylvania and Surrounding States)
Remote
Role Summary/Purpose:
The Area Practice Development Manager is responsible for building strong relationships with healthcare providers through virtual outreach (with the occasional in-person visit) across the Veterinary industry. The goal is to drive product adoption and engagement, ultimately supporting healthcare providers while achieving or exceeding credit utilization metrics within their assigned territory. The Area PDM owns a defined book of mid-to-large practices; prioritize accounts, set practice-level strategies, and select programs/cadence to meet goals.
This position covers a territory comprised of state of Pennsylvania and surrounding States.
Essential Responsibilities:
Build strong working relationships to effectively understand and address opportunities for growing sales within the assigned territory state of Pennsylvania and surrounding States
Use discretion to determine when to prioritize high-value sales opportunities (CareCredit acceptance, Installment/MSF sign-ups, reduced origination fee pilot, or waived enrollment fee offers)
Develop long term client relationships with provider offices, assist them to identify and capitalize on growth opportunities while satisfying customer needs and sales requirements of CareCredit
Identify competitive threats (e.g., promotional material, websites, provider conversations) and determine appropriate actions to reinforce CareCredit as the product of choice/first look
Proactively identify and evaluate new business opportunities, enrolling new providers and managing the existing provider book, looking for ways to grow and scale both existing and new provider enrollments.
Apply judgment to decide when an in-person visit is required versus when a virtual engagement is sufficient based on sales opportunity and provider needs
Lead sales strategy and manage budget for assigned territory as part of a broader regional team
Utilize identified sales strategies - including prioritization, during provider visits and calls to achieve results; document all activity in Salesforce
Develop profound knowledge in designated industry to better understand and support providers with their specific needs
Maintain knowledge and understanding of all Synchrony Veterinary products, offerings, technology partnerships, current rates, and compliance requirements to support the usage within designated industry and assigned region
Meet/exceed additional performance measurements and KPI expectations based on provider visit reaction, territory management, industry segmentation, and visit goals
Set business goals to both forecast and meet sales and credit application performance required for assigned territory
Assist with the commercialization of provider Point of Sale (POS) initiatives and products within assigned territory
Partner with industry account/product representatives, key opinion leaders and technology experts to effectively drive adoption and utilization
Proactively sign-up providers for CareCredit acceptance and Installment/MSF products, acting as a hunter when new opportunities are uncovered
Safely and securely manage company digital assets (laptop, tablet, cell phone)
Perform other duties, special projects, and attend industry/association trade shows as assigned
Qualifications/Requirements:
A minimum of 3 years sales experience including 1+ years of Consultative Sales experience
Primarily remote with potential to travel up to 30% to attend industry/association trade shows, including weekends, or an occasional in-person practice meetings.
Desired Characteristics:
Ideal candidate will reside within the Lancaster County Area in Pennsylvania.
BA or BS degree or equivalent experience.
Advanced computer skills including Microsoft Word, Microsoft Excel, MS PowerPoint, MS Outlook
Outside sales experience, Field Sales and Virtual/tele-sales experience
Skilled in virtual engagement, data-driven selling - supported by CRM insights
Business travel & expense budgeting knowledge
Sales experience in the veterinary industry; proven portfolio ownership (account plans, prioritization)
Solution-oriented, consultive, value-based selling experience
Medical sales / marketing experience
Executive sales, account management, and assigned-territory routing experience
Ability to drive field-based growth with strong territory ownership
Experience using a CRM tool such as Salesforce
Private label credit card and marketing experience
Strong finance business/industry acumen, fluency in patient financing
Knowledge of customer financial drivers/needs
Openness to coaching and ability to learn quickly
Customer focused mind set with ability to respond quickly to customer needs
Exceptional interpersonal communication skills (written, oral, non-verbal)
Grade/Level: 10
The salary range for this position is 75,000.00 - 130,000.00 USD Annual and is eligible for an annual bonus based on individual and company performance.
Actual compensation offered within the posted salary range will be based upon work experience, skill level or knowledge. Salaries are adjusted according to market in CA, NY Metro and Seattle.
Eligibility Requirements:
You must be 18 years or older
You must have a high school diploma or equivalent
You must be willing to take a drug test, submit to a background investigation and submit fingerprints as part of the onboarding process
You must be able to satisfy the requirements of Section 19 of the Federal Deposit Insurance Act.
New hires (Level 4-7) must have 9 months of continuous service with the company before they are eligible to post on other roles. Once this new hire time in position requirement is met, the associate will have a minimum 6 months' time in position before they can post for future non-exempt roles. Employees, level 8 or greater, must have at least 18 months' time in position before they can post. All internal employees must consistently meet performance expectations and have approval from your manager to post (or the approval of your manager and HR if you don't meet the time in position or performance expectations).
Legal authorization to work in the U.S. is required. We will not sponsor individuals for employment visas, now or in the future, for this job opening. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Our Commitment:
When you join us, you'll be part of an inclusive culture where your individual skills, experience, and voice are not only heard - but valued. Together, we're building a future where we can all belong, connect, and turn ideals into action. More than 50% of our workforce is engaged in our Employee Resource Groups (ERGs), where community and passion intersect to offer a safe space to learn and grow.
This starts when you choose to apply for a role at Synchrony. We ensure all qualified applicants will receive consideration for employment without regard to age, race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or veteran status. We're proud to have an award-winning culture for all.
Reasonable Accommodation Notice:
Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities. Please tell us if you require a reasonable accommodation to apply for a job or to perform your job. Examples of reasonable accommodation include making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment.
If you need special accommodations, please call our Career Support Line so that we can discuss your specific situation. We can be reached at **************. Representatives are available from 8am - 5pm Monday to Friday, Central Standard Time
Job Family Group:
Sales
Auto-ApplyJunior Portfolio Manager, iDPE - Assistant Vice President / Vice President
New York, NY jobs
About the Role
iCapital's rapidly growing iDirect platform of registered evergreen funds is seeking a private equity focused Assistant Vice President or Vice President responsible for evaluating new direct co-investment opportunities, monitoring and analyzing the existing portfolio, communicating with internal sales resources and external investors, and conducting ad hoc business development projects.
Responsibilities
Perform due diligence on private companies and their industries alongside senior team members.
Prepare investment memoranda.
Oversee portfolio monitoring, portfolio analysis, and liquidity planning.
Liaise internally with the Sales, Accounting, Product Management, Compliance, and Marketing teams.
Support external communications regarding the Fund, including engagement with prospective and existing investors.
Track market trends, competitor activity, and industry developments.
Create business development presentations as required.
Qualifications
4+ years of relevant experience in financial services (e.g., private equity, investment banking, capital markets, transaction advisory services, investment consulting, portfolio analytics, etc.)
Excellent written and verbal communication skills
High accuracy and attention to detail
Able to problem-solve and make logical business recommendations in a fast-paced environment
Professional demeanor with an entrepreneurial attitude and a strong sense of ownership
Benefits
The base salary range for this role is $140,000 to $220,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Auto-ApplyJunior Portfolio Manager, TPM - Associate / Assistant Vice President
New York, NY jobs
About the Role
iCapital is seeking an Associate or Assistant Vice President to join the Portfolio Management team, focusing primarily on the TPG Private Markets Fund (“TPM”). This fund is a newly launched, registered fund managed by iCapital that provides access to the private equity investments of TPG, a global alternative asset manager.
Responsibilities
Perform due diligence on co-investment opportunities sourced from one of the most prominent private equity firms in the world.
Prepare investment memos and other relevant analyses to assist in the investment underwriting process.
Monitor the performance of existing investments, identifying potential risks and opportunities.
Assist with portfolio construction, which spans investment strategies and geographies.
Prepare reports and presentations for investors and other stakeholders.
Work closely with the Product, Fund Finance, Compliance, and other teams to ensure smooth transaction, execution and portfolio management.
Ensure adherence to regulatory requirements and internal policies.
Qualifications
Strong academic credentials and a demonstrated track record of successful work experience
2-6 years of post-undergrad investment or leveraged finance experience with an investment management firm, investment banking, or private equity/private credit firm
Strong analytical and modeling capabilities with a fundamental driven approach to investing
Able to work collaboratively in team environments and strong relationship-building skills
Excellent communication skills with the ability to synthesize complicated analyses concisely and to articulate insightful conclusions
Proficient in managing multiple projects simultaneously and meeting deadlines
Able to produce high-quality work with a focus on accuracy and thoroughness
Benefits
The base salary range for this role is $110,000 to $165,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Auto-ApplyPhysical Security Technology Change Manager - Assistant Vice President
Cary, NC jobs
Job Title Physical Security Technology Change Manager
Corporate Title Assistant Vice President
This Change Manager Role within Physical Security plays a pivotal role in driving the successful adoption of new systems, processes, policies and shifts across our global organization. You will be a bridge between strategic program goals and the people affected by the change, ensuring that the initiatives are embraced, adopted and sustained. You are instrumental in ensuring stakeholder engagement, driving transformation efforts by minimizing disruption, increasing alignment and embedding lasting behavioral and operational change.
What We Offer You
A diverse and inclusive environment that embraces change, innovation, and collaboration
A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days
Employee Resource Groups support an inclusive workplace for everyone and promote community engagement
Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits
Educational resources, matching gift and volunteer programs
What You'll Do
Change Strategy - Design and implement tailored change management plans to support the rollout of physical security technical and operational initiatives
Communications Planning - identify, map and engage stakeholders across regions and functions to understand impact, anticipate concerns and build support
Training & Enablement - work with leadership to develop training programs and support tools that prepare teams for transition
Adoption Monitoring - measure adoption, identify barriers and iterate strategic based real-time feedback and performance indicators
Risk and Mitigation - proactively identify resistance, organizational risks and change fatigue and define strategies to address them effectively
Skills You'll Need
Understanding of physical security systems to align change efforts with operational adoption
Experience designing training content, delivering training material in a virtual or in-person setting
Proficiency with tolls like PowerPoint, SharePoint to create compelling communication materials.
Ability to integrate change activities with overall project management timelines and related tools.
Strong ability to draft, review and revise procedures, policy documents and user guides in alignment with standards
Certified in Agile project delivery methodology with proficiency in JIRA and other project management tools
Skills That Will Help You Excel
Ability to craft and deliver messages that resonate across audiences - from junior to senior staff
Guide and motivate stakeholders at all levels toward shared change objectives
Assess challenges and develop practical people centric solutions that support a successful transformation
Navigate diverse cultural norms and communication styles to build a collaborate and supportive change adoption across global teams
Collaborate with divisional and global Communication Teams to ensure branding is aligned
Expectations
It is the Bank's expectation that employees hired into this role will work in the Cary, NC office in accordance with the Bank's hybrid working model.
Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion.
The salary range for this position in Cary, NC is $100,000 to $142,250. Actual salaries may be based on a number of factors including, but not limited to, a candidate's skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration.
Deutsche Bank Benefits
At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That's why we are focused on providing benefits and perks that enable our colleagues to live authenti cally and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more!
Learn more about your life at Deutsche Bank through the eyes of our current employees ***************************
The California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Bank's California Privacy Notice please email ****************.
#LI-HYBRID
We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.
Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.
We welcome applications from all people and promote a positive, fair and inclusive work environment.
Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law. Click these links to view Deutsche Bank's Equal Opportunity Policy Statement and the following notices: EEOC Know Your Rights; Employee Rights and Responsibilities under the Family and Medical Leave Act; and Employee Polygraph Protection Act.
Auto-ApplyProgram Manager - Associate / Assistant Vice President
New York, NY jobs
About the Role
iCapital is seeking a strategic and results-driven Associate / Assistant Vice President, Program Manager to join our Product Operations team. This role will lead the planning and execution of complex, cross-functional software development initiatives that are critical to firm-wide priorities. The ideal candidate brings a strong track record of delivering enterprise-scale technology projects in financial services, with a demonstrated ability to influence stakeholders, manage risk, and drive operational excellence.
Key Responsibilities
Own and drive the end-to-end delivery of strategic software initiatives, ensuring alignment with business goals, timelines, and resource plans.
Lead cross-functional collaboration with Product, Engineering, UX, Legal, Compliance, and Sales to ensure seamless execution and stakeholder alignment.
Develop and maintain detailed project plans, including milestones, dependencies, and risk mitigation strategies.
Proactively identify and resolve project risks and blockers, escalating when necessary, with clear context and recommendations.
Use analytical reasoning to assess program performance, identity areas for improvement, and lead efforts to improve efficiency and effectiveness within the team.
Oversee project tracking tools (Monday.com, JIRA), ensuring transparency, accountability, and timely delivery across teams. Prepare and present project status reports, dashboards and performance metrics.
Facilitate decision-making forums and working sessions to align teams, resolve conflicts, and drive consensus.
Qualifications
5+ years of relevant experience within program management, project management or business analysis roles
Proven experience delivering complex software projects in financial services or fintech environments.
Strong interpersonal and communication skills, with the ability to influence and align diverse stakeholders.
Demonstrated ability to manage ambiguity, prioritize competing demands, and operate with a risk management mindset.
Deep understanding of Agile methodologies and tools (JIRA, Confluence, Monday.com)
Operational rigor with a focus on process improvement, workload distribution, and team enablement.
Experience peer influencing projects fostering a culture of accountability and growth.
PMP, SAFe, CSM, or CSP certifications are a plus.
Benefits
The base salary range for this role is $100,000 to $150,000 depending on level and experience. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Auto-ApplyStudio Manager - Assistant Vice President
New York, NY jobs
About the Role
iCapital is seeking a highly organized and technically skilled Studio Manager to oversee the day-to-day operations of our in-house studio. This individual thrives in a fast-paced production environment, has a deep understanding of studio equipment and media workflows, and enjoys overseeing multiple tasks, from managing gear to shooting and editing content.
Responsibilities
Maintain and oversee studio equipment inventory, ensuring all gear is functional, organized, and up to date. Recommend upgrades and new purchases as needed.
Operate cameras, lighting, and audio equipment for both long-form and short-form studio productions.
Partner with the Producer to shoot social media content which includes setting up and breaking down equipment and quickly editing and delivering assets to the Social team for same day turnaround.
Collaborate with producers and creative teams to ensure a smooth execution of shoots.
Provide on-set technical support and troubleshoot issues in real time.
Manage media assets including ingesting, backing up, organizing, and archiving footage.
Ensure proper file naming conventions and metadata tagging for efficient retrieval and editing.
Perform light-to-medium editing tasks such as rough cuts, audio syncing, and basic color correction.
Coordinate with external production agencies, freelance crews, and vendors to support studio shoots and special projects.
Ensure third-party teams deliver final assets in an organized, timely, and technically sound manner that aligns with internal media management standards.
Define and evolve studio workflows for efficiency and quality.
Communicate challenges, resource needs, and timeline risks to leadership effectively.
Qualifications
8+ years of experience in studio production or media operations
Strong knowledge of studio equipment including cameras, lighting setups, and audio gear
Proficiency in media management workflows and cloud storage platforms
Excellent organizational skills and attention to detail
Able to multitask and adapt to changing production needs
Experience with live streaming or multi-cam setups
Basic motion graphics or audio mixing skills
Knowledge of financial media environment
Benefits
The base salary range for this role is $120,000 to $140,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Auto-ApplyCybersecurity Project Manager - Assistant Vice President
New York, NY jobs
About the Role
iCapital is looking to hire an Assistant Vice President Cybersecurity Project Manager. This individual will oversee information security initiatives within the team and across business units to improve the security posture of the firm. This role manages multiple enterprise-level projects from planning through execution, ensuring alignment with strategic goals, regulatory requirements, and stakeholder expectations. Success in this role requires exceptional attention to detail, strong time management, and the ability to translate complex technical or business processes into clear, actionable plans.
Responsibilities
Define scope, develop detailed plans, and drive cross-functional execution to ensure projects are delivered at the expected quality level.
Coordinate decisions across business, technology, and control partners to prepare and deliver structured updates to executives, sponsors, and working groups to ensure transparency and accountability.
Create and manage project charters, status reports, RAID logs, and leadership summaries that reflect current progress, risks, and dependencies.
Maintain adherence to internal risk frameworks, regulatory requirements, and project management standards while ensuring documentation is audit-ready at all stages.
Manage schedules, workflows, and reporting dashboards in tools such as Monday.com, Jira, Confluence, and MS 365 to support accurate tracking and visibility.
Qualifications
Bachelor's degree in a related field is required, master's degree is a plus
5-7 years of experience managing complex, cross-functional enterprise projects in a financial service, fintech, or technology-driven environment
Highly professional and persuasive communicator who unites diverse stakeholders, drives alignment, and builds momentum to ensure projects move forward and deliver results
Exceptional organizational, time management, and written and verbal communication skills
Comfortable engaging with senior leaders and stakeholders
Proven track record of managing multiple concurrent projects with strict deadlines, changing priorities, and cross-team dependencies
Project Management Professional (PMP), Scrum Master Certified (SMC), and ITIL certifications are preferred
Benefits
The base salary range for this role is $120,000 to $145,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
For additional information on iCapital, please visit **************************************** Twitter: @icapitalnetwork | LinkedIn: ***************************************************** | Awards Disclaimer: ****************************************/recognition/
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Auto-ApplyProduct Manager - Payment Data, CCM - Assistant Vice President
New York jobs
Job Title Product Manager - Payment Data, CCM
Corporate Title Assistant Vice President
Payment processing is a core component of the Cash Management product line. In this respect the Business is considered a top tier provider processing over 300k high value / wire payments per day across 26 locations with a total value of around EUR 1,000bn. As the Payment Data Product Manager, you will focus on the end-to-end risk management of US Payment processing.
What We Offer You
A diverse and inclusive environment that embraces change, innovation, and collaboration
A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days
Employee Resource Groups support an inclusive workplace for everyone and promote community engagement
Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits
Educational resources, matching gift, and volunteer programs
What You'll Do
Functional reviews of end-to-end payment flows, with a specific focus on the data flow and quality
Mapping emerging and identified risk and control gaps as part of the product risk review process
Ensure alignment of the US payment risk and control framework to the global teams across risk and data management
Work in close cooperation with other Cash teams, such as Sales and other corporate functions covering IT and Operations to maintain and develop the product offering
Define, document, and implement all underlying business requirements and market problems
Manage Dependencies, Risks, and Issues in close interaction with the payment's domain Tribe Leads
Skills You'll Need
Payment product knowledge and some operations and technology background
Experience in process and product management across different business areas, such as Sales, Implementation, Product Management, Ops and IT
Some previous experience within the US payment environment would be helpful but not required
Skills That Will Help You Excel
Capable of independent and pragmatic work style, guaranteeing high degree of solutions and delivery achievements
A team player with good interpersonal skills and able to take initiative
Effective and concise communicator at all levels, both verbal and written. Excellent verbal and written communication skills.
Expectations
It is the Bank's expectation that employees hired into this role will work in the New York office in accordance with the Bank's hybrid working model.
Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion.
The salary range for this position in New York City is $90,000 to $140,000. Actual salaries may be based on a number of factors including, but not limited to, a candidate's skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration.
Deutsche Bank Benefits
At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That's why we are focused on providing benefits and perks that enable our colleagues to live authenti cally and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more!
Learn more about your life at Deutsche Bank through the eyes of our current employees: ***************************
The California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Bank's California Privacy Notice please email ****************.
#LI-HYBRID
We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.
Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.
We welcome applications from all people and promote a positive, fair and inclusive work environment.
Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law. Click these links to view Deutsche Bank's Equal Opportunity Policy Statement and the following notices: EEOC Know Your Rights; Employee Rights and Responsibilities under the Family and Medical Leave Act; and Employee Polygraph Protection Act.
Auto-ApplyAVP, Practice Development Manager Dental - Metro (Cincinnati & Columbus)
Columbus, OH jobs
**Role Summary/Purpose:** The Metro Practice Development Manager is responsible for conducting in-person visits and promoting the benefits of CareCredit to high-value healthcare providers across the Dental industry. The goal is to drive product adoption and engagement, ultimately supporting healthcare providers while achieving or exceeding credit utilization metrics within their assigned territory. The Metro PDM owns a defined book of mid-to-large practices; prioritize accounts, set practice-level strategies, and select programs/cadence to meet goals. This position covers a territory comprised of the cities of Cincinnati & Columbus, Ohio and the surrounding area.
**Essential Responsibilities:**
+ Build strong working relationships to effectively understand and address opportunities for growing sales within an assigned territory of Cincinnati & Columbus, Ohio and the surrounding area
+ Strategically plan, organize, prioritize and independently manage book of business to meet/exceed revenue and application goals
+ Proactively identify and evaluate new business opportunities, enrolling new providers and managing the existing provider book, looking for ways to grow and scale both existing and new provider enrollments.
+ Develop long term client relationships with physician offices, assist them to identify and capitalize on growth opportunities while satisfying customer needs and sales requirements of CareCredit
+ Engage, in-person (and on occasion virtually), with office staff and doctors/owners to ensure clear understanding of the CareCredit program and successfully implement action plans for increased usage of the CareCredit suite of financial products
+ Drive engagement in scheduled, outcome-driven meetings
+ Lead sales strategy and manage budget for assigned territory as part of a broader regional team
+ Utilize identified sales strategies - including prioritization, during provider visits and calls to achieve results; document all activity in Salesforce
+ Develop profound knowledge in Dental Industry to better understand and support providers with their specific needs
+ Maintain knowledge and understanding of all Synchrony/Health & Wellness products, offerings, technology partnerships, current rates, and compliance requirements to support the usage within industry and region
+ Meet/exceed additional performance measurements and KPI expectations based on provider visit reaction, territory management, industry segmentation, and visit goals
+ Set business goals to both forecast and meet sales and credit application performance required for assigned territory
+ Assist with the commercialization of provider Point of Sale (POS) initiatives and products within assigned territory
+ Partner with industry account/product representatives, key opinion leaders and technology experts to effectively drive adoption and utilization
+ Safely and securely manage company car and digital assets (laptop, tablet, cell phone)
+ Perform other duties, special projects, and attend industry/association trade shows as assigned
+ Coordinate with the Enrollment team to ensure a smooth post-sale handoff and first-use activation
**Qualifications/Requirements:**
+ A minimum of 3 years sales experience including 1+ years of Consultative Sales experience
+ Ability to travel daily up to 80% field with 50% overnight travel. Travel may include attendance for industry/association trade shows as needed, including weekends.
**Desired Characteristics:**
+ Ideal candidate will reside within the Cincinnati or Columbus area
+ BA or BS degree or equivalent experience
+ Advanced computer skills including Microsoft Word, Microsoft Excel, MS PowerPoint, MS Outlook
+ Outside sales experience, Field Sales and Virtual/tele-sales experience
+ Skilled in virtual engagement, data-driven selling - supported by CRM insights
+ Business travel & expense budgeting knowledge
+ Sales experience in the dental industry
+ Solution-oriented, consultive, value-based selling experience
+ Medical sales / marketing experience
+ Executive sales, account management, and assigned-territory routing experience
+ Ability to drive field-based growth with strong territory ownership
+ Experience using a CRM tool such as Salesforce
+ Private label credit card and marketing experience
+ Strong finance business/industry acumen, fluency in patient financing
+ Knowledge of customer financial drivers/needs
+ Openness to coaching and ability to learn quickly
+ Customer focused mind set with ability to respond quickly to customer needs
+ Exceptional interpersonal communication skills (written, oral, non-verbal)
**Grade/Level: 10**
The salary range for this position is **75,000.00 - 130,000.00** USD Annual and is eligible for an annual bonus based on individual and company performance.
Actual compensation offered within the posted salary range will be based upon work experience, skill level or knowledge. Salaries are adjusted according to market in CA, NY Metro and Seattle.
**Eligibility Requirements:**
+ You must be 18 years or older
+ You must have a high school diploma or equivalent
+ You must be willing to take a drug test, submit to a background investigation and submit fingerprints as part of the onboarding process
+ You must be able to satisfy the requirements of Section 19 of the Federal Deposit Insurance Act.
+ New hires (Level 4-7) must have 9 months of continuous service with the company before they are eligible to post on other roles. Once this new hire time in position requirement is met, the associate will have a minimum 6 months' time in position before they can post for future non-exempt roles. Employees, level 8 or greater, must have at least 18 months' time in position before they can post. All internal employees must consistently meet performance expectations and have approval from your manager to post (or the approval of your manager and HR if you don't meet the time in position or performance expectations).
Legal authorization to work in the U.S. is required. We will not sponsor individuals for employment visas, now or in the future, for this job opening. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
**Our Commitment:**
When you join us, you'll be part of an inclusive culture where your individual skills, experience, and voice are not only heard - but valued. Together, we're building a future where we can all belong, connect, and turn ideals into action. More than 50% of our workforce is engaged in our Employee Resource Groups (ERGs), where community and passion intersect to offer a safe space to learn and grow.
This starts when you choose to apply for a role at Synchrony. We ensure all qualified applicants will receive consideration for employment without regard to age, race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or veteran status. We're proud to have an award-winning culture for all.
**Reasonable Accommodation Notice:**
+ Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities. Please tell us if you require a reasonable accommodation to apply for a job or to perform your job. Examples of reasonable accommodation include making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment.
+ If you need special accommodations, please call our Career Support Line so that we can discuss your specific situation. We can be reached at **************. Representatives are available from 8am - 5pm Monday to Friday, Central Standard Time
**Job Family Group:**
Sales
DPM Junior Business Manager - Associate - Assistant Vice President
Columbus, NY jobs
Job Title: DPM Junior Business Manager
Corporate Title: Associate - Assistant Vice President
We are seeking a Junior Business Manager supporting the International Private Bank (IPB) Discretionary Portfolio Management (DPM). You will be part the business management team in New York which coordinates projects and deliverables from front/middle/back office, presenting an excellent opportunity to learn the IPB business. You will coordinate multiple committee activities, ensure timely completion of follow-up items, and escalate outstanding issues to Senior Management; you will support implementation and monitoring of supervisory controls and compliance initiatives.
What We Offer You
A diverse and inclusive environment that embraces change, innovation, and collaboration
A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days
Employee Resource Groups support an inclusive workplace for everyone and promote community engagement
Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits
Educational resources, matching gift, and volunteer programs
What You'll Do
Manage and update key business operating procedures, oversee the preparation and distribution of reports and committee materials, directly impacting business operations and digital documentation
Provide ongoing support to business management team, partner with compliance to align procedures with regulatory frameworks, and participate in other business management projects as required
Coordinate Trust Investment Group (TIG) and Investment Advisory Group (IAG) activities incl. meeting scheduling and minutes handling, preparation and distribution of account reviews, holdings variance commentary and remediation, recording follow-up items and completion tracking including escalation of past due outstanding items to Senior Management. Organize Investment Review Committee session incl. compiling and updating materials such as the correlation matrix, structured products offering inventory, alternative investment matrix and investment performance data; compose and submit minutes to Boards of Directors; prepare annual presentation
Update account review information on accounting system (Global+). Track and Monitor assets reviewed during Special Asset Group (SAG) - notify Trust Officers of material that is scheduled for review. Prepare material for the Collective Investment Funds (CIFs) and coordinate meetings with portfolio managers
Distribute daily overdraft report and record remediation actions and resolution date
Prepare and update business key operating procedures (KOP). Partner with compliance to ensure KOP meet new compliance control framework initiative
Skills You'll Need
Bachelor's degree in finance or business
Relevant experience in the Finance industry
Strong computer and data management skills
Proficiency with Microsoft Word, Excel (including V-Lookup and Pivot Tables), and PowerPoint
Ability to manage and prioritize multiple tasks simultaneously
Skills That Will Help You Excel
Good oral and written communication and presentation skills
Ability to quickly build strong relationships with stakeholders across various departments
Demonstrates confidence, drive, and enthusiasm
Ability to work independently or collaboratively as a team member, sharing ideas
Capable of reviewing information and making timely, sound decisions
Expectations
It is the Bank's expectation that employees hired into this role will work in the New York, NY office in accordance with the Bank's hybrid working model.
Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion.
The salary range for this position in New York City is $85,000 to $110,000. Actual salaries may be based on a number of factors including, but not limited to, a candidate's skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration.
Deutsche Bank Benefits
At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That's why we are focused on providing benefits and perks that enable our colleagues to live authenti cally and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more!
Learn more about your life at Deutsche Bank through the eyes of our current employees: ***************************
The California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Bank's California Privacy Notice, please email ****************.
#LI-HYBRID
We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.
Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.
We welcome applications from all people and promote a positive, fair and inclusive work environment.
Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law. Click these links to view Deutsche Bank's Equal Opportunity Policy Statement and the following notices: EEOC Know Your Rights; Employee Rights and Responsibilities under the Family and Medical Leave Act; and Employee Polygraph Protection Act.
Auto-ApplyAVP, Acquisition Strategy Implementation Manager
Cincinnati, OH jobs
**Role Summary/Purpose:** The role will be the Subject Matter Expert on all Acquisition Credit and Fraud Strategy implementations and the go-to person for questions and issues with the strategy implementation. The ideal candidate will have a business team facing strong technical background with a focus on Credit products, Acquisition platforms, SynApps IT production support and proven track record of representing credit functions.
**_Our Way of Working_**
**_We're proud to offer you choice and flexibility. At Synchrony, our way of working allows you to have the option to work from home near one of our Hubs or come into one of our offices. Occasionally you may be required to commute to our nearest office for in person engagement activities such as business or team meetings, training and culture events._**
**Essential Responsibilities** **:**
+ Implement clients' Credit and Fraud strategies in various acquisition platforms for revolving, installments, Pay Later products on SynApps.
+ Perform day zero validations, trouble shoot and issue-fix.
+ Work with Credit & Fraud strategy development team and other credit functions to gather and review strategy specs.
+ Partner up with offshore team with the strategy implementation activities, maintain and communicate the release schedule.
+ Write testing specs and work with project team for integration testing support including letters validation.
+ Provide Client UAT support.
+ Provide support for priority 1 & 2 production issues.
+ Attend meetings as the Implementation SMEs to research issues and answer questions.
+ Perform other duties and/or special projects as assigned such as coding, testing, implementing, and validating Day 0 strategies, leading IT projects, and project support.
**Qualifications/Requirements:**
+ Bachelor's degree in business or computer information systems OR in lieu of degree; high school diploma/GED
+ 3+ years programming with languages such as FICO DMP/PowerCurve/DaaS/Decision Engines/SAS/SQL/R/Python with in-depth SynApps IT knowledge
+ 3+ years Project Management Waterfall and/or Agile experience
+ 3+ years Credit System /IT background supporting Acquisition processes.
+ 2+ years' experience with pulling data from a data warehouse or data lake.
+ **Ability and flexibility to travel for business as required**
**Desired Characteristics:**
+ Experience with SynApps/Surveyor/DXC/Edison Acquisitions decision systems
+ Experience in credit products including Acquisitions, Account Management, Collections, and Authentication
+ Prior experience working with Bureaus.
+ Strategy implementation & monitoring experience
+ Experience with Fiserv and Edison commercial platform
+ Experience in the banking/credit card industry
+ Track record of creative problem solving and ability to thrive in a cross-functional and virtual environment
+ High energy, self-motivated, with strong communication skills (verbal and written)
**Grade/Level: 10**
The salary range for this position is **75,000.00 - 130,000.00** USD Annual and is eligible for an annual bonus based on individual and company performance.
Actual compensation offered within the posted salary range will be based upon work experience, skill level or knowledge.
Salaries are adjusted according to market in CA, NY Metro and Seattle.
**Eligibility Requirements:**
+ You must be 18 years or older
+ You must have a high school diploma or equivalent
+ You must be willing to take a drug test, submit to a background investigation and submit fingerprints as part of the onboarding process
+ You must be able to satisfy the requirements of Section 19 of the Federal Deposit Insurance Act.
+ New hires (Level 4-7) must have 9 months of continuous service with the company before they are eligible to post on other roles. Once this new hire time in position requirement is met, the associate will have a minimum 6 months' time in position before they can post for future non-exempt roles. Employees, level 8 or greater, must have at least 18 months' time in position before they can post. All internal employees must consistently meet performance expectations and have approval from your manager to post (or the approval of your manager and HR if you don't meet the time in position or performance expectations).
Legal authorization to work in the U.S. is required. We will not sponsor individuals for employment visas, now or in the future, for this job opening. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
**Our Commitment:**
When you join us, you'll be part of an inclusive culture where your individual skills, experience, and voice are not only heard - but valued. Together, we're building a future where we can all belong, connect, and turn ideals into action. More than 50% of our workforce is engaged in our Employee Resource Groups (ERGs), where community and passion intersect to offer a safe space to learn and grow.
This starts when you choose to apply for a role at Synchrony. We ensure all qualified applicants will receive consideration for employment without regard to age, race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or veteran status. We're proud to have an award-winning culture for all.
**Reasonable Accommodation Notice:**
+ Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities. Please tell us if you require a reasonable accommodation to apply for a job or to perform your job. Examples of reasonable accommodation include making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment.
+ If you need special accommodations, please call our Career Support Line so that we can discuss your specific situation. We can be reached at **************. Representatives are available from 8am - 5pm Monday to Friday, Central Standard Time
**Job Family Group:**
Credit
AVP Branch Manager
Beachwood, OH jobs
Build Your Future Here: Thinking of changing jobs or starting your career at a growing company with an award-winning culture? Well you are in the right place. Join us on our journey to being the Best Community Bank in America. Our motto is Working Together. Building Success. and by joining Peoples Bank, we will work together to help you achieve your career goals, just like we help thousands of clients reach their financial goals.
Peoples Bank is one of the largest 150 banks in the United States with 130 full-service bank branches in Ohio, West Virginia, Kentucky, Virginia, Washington D.C. and Maryland. We also have Specialty Finance offices in Minnesota, Missouri and Vermont. Peoples Bank prides itself as a community bank and dedicates its resources to improving our communities. The Peoples Bank Foundation has donated over $8 million to local organizations since its inception in 2003.
We are proud to share national accolades that celebrate our company culture and recognize us as a great place to bank:
* American Banker Best Banks to Work For in 2021, 2022, 2023, 2024 and 2025
* Top Workplaces USA national award in 2022, 2023, 2024 and 2025
* Newsweek's America's Best Banks 2023 and 2024
* Newsweek's America's Greatest Workplaces 2024 and 2025
* Forbes America's Best Banks 2024 and 2025
* Forbes Best-in-State Banks 2020, 2021 and 2025
At Peoples Bank, we know that there is more to life than work. But we also understand that the quality of the work environment and employee benefits can greatly impact an associate's life. That's why we seek to create a great benefits package for our associates including: 401(k) retirement plan with an employer match, employee stock purchase plan, various education assistance programs such as student loan and tuition paydown/reimbursement, paid vacation and holidays, and much more. For full details of our benefits offerings, please visit: peoplesbancorp.com/about-us/find-a-career/
Job Purpose:
This position leads the branch's efforts to pro-actively meet the client's financial needs through our sales process which focuses on a client centric, consultative sales approach whereby we working to uncover, identify and deliver products and services to satisfy the client's financial needs and exceed their expectations. These offerings will include our consumer and business deposit and loan product lines, financial services and partner products and services such as investment offerings, insurance offerings, mortgages, etc. This is a sales and sales leader role which requires the ability to meet expected individual and branch goals and metrics. This includes activities and results.
A successful candidate needs to be an energetic, enthusiastic team player with excellent communication, problem solving, and customer service, cross selling and lending skills to achieve stated goals. This position requires strong leadership skills, great organizational skills and the ability to assist in motivating and developing the branch team; along with following and coaching operational standards.
Job Duties:
* Will be responsible for employee and business development.
* Will be responsible for managing a sales pipeline, sales activities, achieving assigned goals and surpassing scorecard metrics both individually and as a branch.
* Must possess an ability to turn service encounters into dialogue-based meetings where other needs can be uncovered.
* Acquires, uses, and maintains, consumer and business lending product knowledge and abilities to generate and execute lending and deposit products.
* Responsible for interpreting documents such as safety rules, account documents, operating and maintenance instructions, compliance, consumer and business loan documents and procedure manuals.
* Will be responsible for the support and leadership of branch staff in servicing clients and building a book of business focused on steady growth and consistent profit improvement.
* Pro-actively meet the clients' financial needs through our sales process.
* Utilize Salesforce for client and prospect interactions and sales activities.
* Make outside business calls to clients and prospects to acquire and retain business.
* Must be able to establish, maintain and grow, working relationships with partners.
* Must be able to energize development processes by conducting regular sales meetings and well-structured coaching sessions to provide balanced feedback with actionable items that ensure individual and branch success.
* With the assistance of the Regional Manager, the Branch Manager will assign goals, monitor branch progress and make necessary adjustments to achieve exceptional results.
* Responsible for managing and overseeing the day-to-day branch activities; developing, retaining and recruiting high quality staff; building on and maintaining world class service levels.
* Establish and maintain an efficient, production and collaborative working environment based on continuous and effective staff communication.
* Conducts weekly staff meetings to engage the team in the performance of the branch.
* Conducts structured monthly or more frequent coaching sessions to provide balanced feedback with actional items that ensure individual and branch success.
* Responsible for the preparation and delivery of performance feedback that includes quarterly and annual reviews, developmental action plans and disciplinary action, as applicable.
* Responsible of ensuring team compliance with established policies and procedures which includes Retail Branch Standards.
* Will be responsible for leading branch initiating and building external business and community relationships; managing Community Re-Investment Act strategies.
* Will be responsible for monitoring and working branch delinquency in conjunction with our collection group; teller error and outage control.
* Will be responsible for ensuring overall operational soundness of the branch which includes the annual branch assessment, compliance and regulatory requirements.
* Will be responsible for understanding how to operate a cash drawer and provide coverage as needed based on branch requirements.
* Will possess the knowledge to assist branch associates with troubleshooting and processing transactions on the Teller Insight platform.
* Is responsible for researching and providing resolution to customer and branch concerns.
* Consistently completes required training for all bank and branch policies and procedures.
* Capture client concerns and provide solutions, via self or utilizing with other bank personnel, successfully within stated timelines.
* Will perform special projects as assigned.
Education, Experience and Job Skills:
* Bachelor's Degree or equivalent experience in the financial services industry.
* 1-3 years' experience in a manager role preferred.
* Must be an energetic, enthusiastic team player.
* Demonstrated previous sales success as an individual and as a leader.
* Excellent communication, problem solving, customer service, cross selling and lending skills.
* Must be a decision-maker with well-developed interpersonal skills to represent the Bank positively in dealing with clients, employees and the community.
* Must possess strong leadership skills, great organizational skills and the ability to motivate and develop the branch team.
* Must be able to pass background and credit standards to hold NMLS credentials
* Trustworthy and confidential behavior is essential in this role.
* Knowledge and prior usage of computers and computer systems.
* Ability to work individually and with others.
* Must be able to travel (i.e. to Marietta Ohio Training Center) to attend internal education and meetings which in some circumstances could include overnight stay. Travel also required to fill in at other branches as needed.
* Valid Driver's license.
* Daily Reliable transportation.
Basic Qualifications:
* Bachelor's Degree or equivalent experience in the financial services industry.
* Valid Driver's license.
* Daily Reliable transportation.
* Must be able to travel (i.e. to Marietta, Ohio Training Center) to attend internal education and meetings which in some circumstances could include overnight stay. Travel also required to fill in at other branches as needed.
Equal Opportunity Employer M/F/Disabled/Vet;
If you are unable to complete this application due to a disability, contact *********************** to ask for an accommodation, alternative application process or other inquires.
City of Hilliard, OH - City Manager
Hilliard, OH jobs
The City of Hilliard is seeking a visionary, creative City Manager to lead a growing, dynamic community at a pivotal moment during its evolution. This is an opportunity to guide a city that is financially stable, highly innovative, and deeply committed to exceptional service, while overseeing major capital projects, economic growth initiatives, and strategic planning efforts. The next City Manager will have the chance to shape Hilliard's long-term trajectory, strengthening both the community and its governance, while building on a culture of collaboration, high-performing staff, and innovative problem-solving. This will be the City's second City Manager after transitioning to Council-Manager government in January 2020.
The City Manager serves as the chief executive officer, appointed by and reporting directly to the seven-member City Council. In this role, the Manager oversees all administrative functions across the City's departments, including Public Safety, Community Development, Recreation & Parks, Finance, Human Resources, IT/CityLab, and Operations/Facilities. Key responsibilities include guiding strategic growth, managing complex land use and infrastructure projects, maintaining operational excellence, and navigating high-profile legal and political matters. The Manager is expected to deliver results on economic development, asset management, zoning implementation, and community engagement, while fostering a culture of teamwork, accountability, and innovation.
The City Manager is supported by a Senior Leadership Team, anchored by two Assistant City Managers-one overseeing Community Development and the other overseeing Public Service and Recreation and Parks. In addition to the two Assistant City Managers, the City Manager's other direct reports include the Police Chief, Law Director (contract), and the Directors of Community Relations, Economic Development, Finance, Human Resources, and Information Technology. This structure ensures strong internal collaboration and allows the Manager to leverage staff expertise to advance citywide priorities. The City has cultivated a strong healthy organizational and community culture and has focused this on strategic planning and internal organizational development.
The Manager also maintains close collaborative relationships with regional partners, including the School Superintendent, Norwich Township Trustees, and regional transit authorities, helping to shape policy and pursue initiatives that benefit both the City and the surrounding region. The City has had a strong track record in both innovation and cutting-edge initiatives. Hilliard City Lab is an incubator which provides support for businesses and entrepreneurs with resources and grants to transform ideas into business growth.
The City Manager role in Hilliard is both highly visible and highly impactful, requiring a leader who can build consensus among Councilmembers, resolve complex issues around growth and development, long-term economic and environmental sustainability, and drive innovative projects that improve the quality of life for residents and businesses alike in Hilliard.
The City of Hilliard's Promise
In Hilliard, our team of passionate public servants comes to work each day exhibiting “Hilliard's Promise” with every action we take. We believe and exemplify the following as part of this promise to each other and our community:
A Heart for Service that results in Exceptional Service from Exceptional People.
Strength in Teamwork that results in One Team Delivering Bold Results.
A Drive for Excellence that results in Quality and Innovation in All We Do.
Everything we do as a city is designed to improve the lives of the people living and working here.
We work to ensure Hilliard is safe, healthy, vibrant, and welcoming because our ultimate goal is improving the quality of life.
In a resident perception survey performed in 2022, we asked residents how they feel about living in Hilliard. The results were overwhelmingly positive and show our community thinks we are on the right track:
96% of surveyed residents say Hilliard is an excellent or good community in which to live.
95% would recommend Hilliard to others as a place to call home.
94% said the overall customer service by the City of Hilliard employees is excellent or good.
93% say Hilliard quality of life is excellent or good.
89% say they feel safe in Hilliard.
The City receives nearly 74% of its general fund revenue from a 2.5% municipal income tax. In 2021, community voters overwhelmingly approved a 0.5% increase to that income tax, with the additional revenue earmarked for recreation and parks.
In 2023, the City collected $50.8 million in income tax (withholding, business, and individual). Top employers include Advanced Drainage Systems, Amazon Data Services, and Micro Center Inc.
In 2023 and 2024, the City of Hilliard was named one of the Intelligent Community Forum's Top 21 Smart Cities in the world, an honor that recognizes communities demonstrating best practices in broadband implementation, workforce development, digital inclusion, innovation, advocacy, and sustainability.
Priorities
Establish trust and effective communication with all City Councilmembers, facilitating consensus on key policy decisions and ensuring smooth governance.
Lead efforts to expand Hilliard's commercial tax base, implement the 2023 Comprehensive Plan, and catalyze development of the Wolpert Property and other strategic sites, while leveraging innovation initiatives like CityLab to attract high-quality jobs and investment.
Strengthen internal systems, including the implementation of an asset management and capital planning approach to ensure reliable infrastructure, efficient operations, and continued high-quality services to residents.
The Successful Candidate
Hilliard's next City Manager will be a skilled local government professional who is a strong, proactive leader, an excellent communicator, and a professional committed to exceptional customer service and financial management. The successful candidate will be accessible throughout the community, inspire and engage staff across the organization, and foster productive working relationships with all members of City Council. They will be open and transparent, balancing day-to-day service needs with a clear focus on long-term strategic objectives.
The successful candidate brings experience in a fast-growing community, where they have supported economic development that helps residents and businesses thrive while addressing pressing infrastructure needs. In this role, the City Manager will help Council set both short- and long-term goals, promote economic resiliency, and champion transparency across the organization-keeping Council well informed and engaging the community with clarity and confidence.
This leader will be approachable and collaborative, building strong partnerships in the community and region, including with Norwich Township (which provides fire services) and Hilliard City Schools. They will guide the organization in evaluating policies and practices to ensure alignment with best practices, reinforce the council-manager form of government, and foster employee growth so staff are well equipped to serve Hilliard's residents and businesses.
The successful candidate will demonstrate high ethical standards, provide Council with candid and well-reasoned advice, and bring proven expertise in budgeting, human resources, economic development, intergovernmental relations, and technology. Above all, they will introduce best practices in governance and service delivery to strengthen Hilliard's future and organizational culture.
Qualifications
Minimum requirements include a bachelor's degree and at least seven years of local government experience with demonstrated leadership as a manager, assistant manager, or department director.
Preferred qualifications include a master's degree, ICMA-CM, and demonstrated success in economic development, building strong intergovernmental partnerships, technology improvements, and strategic planning and implementation. Experience working in the council-manager form of government is also preferred. Residency after appointment is preferred but not required.
Inside The Organization
The City of Hilliard operates under a council-manager form of government, in which voters elect members to City Council. The seven-member Council serves as the legislative body, enacting ordinances, setting policy, and approving the City's operating and capital budgets. By a two-thirds affirmative vote, City Council appoints the City Manager to serve as the City's chief administrative officer, responsible for implementing Council policies and managing day-to-day operations across all departments and divisions, including public safety, community development, recreation, finance, human resources, and operations/facilities.
Since 2019, Hilliard has annually earned a Moody's Investors Service Aaa+ bond rating, the highest rating Moody's provides. The agency projects a stable financial outlook, underscoring the City's disciplined fiscal management. As of 2019, only 15 other municipalities in Ohio had achieved this distinction.
Hilliard is a growing, fiscally responsible city that strategically invests in its people, infrastructure, and community. The 2025 proposed budget reflects this approach, with a general fund increase of 8.8% ($2.87 million), or 5% excluding one-time items, demonstrating careful fiscal planning. Key investments include citywide employee recognition and merit increases, as well as targeted infrastructure support such as the storm sewer realignment for a major development site. These budget priorities underscore Hilliard's commitment to staff development, operational excellence, and strategic growth, providing the City Manager with the opportunity to lead high-impact initiatives that enhance both city operations and quality of life for residents.
The Community
Hilliard is a growing, vibrant and innovative city, balancing scenic beauty and residential diversity with dynamic businesses and corporate development.
More than 1,100 businesses call Hilliard home. Two-thirds of our workforce is white-collar, and our median household income is more than $116,000 per year.
And Hilliard is a safe community; 89 percent of our surveyed residents report they feel secure in the City.
But just 15 minutes from Hilliard's quiet, tree-lined neighborhoods is downtown Columbus, the heart of the 14th largest city in the United States. That means Hilliard residents enjoy big-city amenities such as an eclectic dining scene, ranging from more than 60 regional craft breweries (including Hilliard's own Crooked Can) to fine restaurants.
There's family fun, from the internationally acclaimed Columbus Zoo and Aquarium to professional sports, including Columbus Blue Jackets hockey, Columbus Crew soccer, the PGA's Memorial Golf Tournament, and Columbus Clippers' minor league baseball (not to mention The Ohio State University Buckeyes!).
Residents and corporate citizens enjoy high-quality, dependable city and safety services, 25 developed parks, more than 36 miles of scenic multipurpose trails, popular recreational programs, diverse community celebrations, and a variety of safe and attractive neighborhoods.
In April 2023, the City broke ground on its largest capital project in history, a recreation and wellness campus that will include a 105,000-square-foot community and fitness center and numerous new athletic fields. Set to completion in 2025, this $105 million project is being funded thanks to a 0.5% income tax increase passed by voters in 2021.
Hilliard City School District (hilliardschools.org) is one of Ohio's largest, with more than 16,000 students. It is also one of the state's most highly regarded, fulfilling its mission in preparing every student to be “Ready for Tomorrow.” The Division of Police maintains a mutually beneficial partnership with the school district, including a team of SROs in the buildings who work hand in hand to ensure our schools are safe.
Compensation and Benefits
The expected hiring range for the City Manager is $210,000 - $275,000, depending on qualifications. The City of Hilliard offers a competitive benefits package that includes participation in the Ohio Public Employees Retirement System (OPERS), twelve (12) paid holidays, two (2) personal days, and tuition reimbursement. Additional benefits include generous vacation and sick leave accruals, health and dental insurance, and access to professional development opportunities. Reasonable relocation expenses, if applicable, will be included.
How to Apply
Applications will be accepted electronically by Raftelis. Applicants complete a brief online form and are prompted to provide a cover letter and resume. The position will be open until filled with a first review of applications beginning December 1, 2025.
Questions
Please direct questions to Catherine Tuck Parrish at ************************* and Kelsey Batt at ******************.
Download the Recruitment Brochure
Easy ApplyVP Commercial Relationship Manager
Fairfield, OH jobs
Formed in 1934, Telhio began as a credit union for Columbus Telephone Company (now AT&T) employees. Telhio now serves over 70,000 member-owners throughout central and southwest Ohio. As one of the largest credit unions in Ohio, Telhio is a strong financial institution that continues to serve its members through extraordinary service, innovative financial solutions and community involvement. After generations of service and growth, we never lose focus of our three core values - Caring, Commitment, and Integrity. The Vice President of Commercial Relationship Manager is the individual that uncovers and calls on small to medium size business from both internal and external sources to meet or exceed business services production goals. The individual will solicit term loans and lines of credit relationships with small business members/customers primarily through "cold calling", branch network, and various other channels. Key responsibilities include selling and closing small business loans and lines of credit. This individual must have the ability to uncover small business needs and match products/services accordingly. Vice President of Commercial Relationship Manager also cross-sells and develops ancillary products. What you will do:
Obtains Minimum of Quarterly Closed Loan Production Numbers.
Build and Develop Commercial loans
Marketing, Prospecting and Cold Calling:
Follows up with lead within 24 hours of receipt and document outcome, Solicit member clients for other products; i.e. share accounts, merchant services, leases, financial services, credit cards, Select Employer Groups (SEG).
Solicit member clients for lead referrals
Develop and strengthen the loan referral network, using leads to achieve loan goals.
Represent the credit union in the community on various boards, committees, seeking out networking
and other business opportunities.
Develop and implements an effective marketing plan through the utilization of aid marketing sources
Penetrates and actively works connections with Centers of Influence( COI)> Which includes Realtors,
Builders, Divorce Attorneys, CPA , Associations, friends etc.
Seeks and participates in networking events
Strategic Planning and Marketing:
Represent the credit union in the community on various boards, committees, seeking out networking
and other business opportunities.
Develop and implements an effective marketing plan through the utilization of aid marketing sources
Loan Committee Preparation and Presentation:
Prepare loan packages and present to approving authority and loan committee.
Ensures all documentations are received and in good order
Preparing written evaluations and recommendations for approvals
Utilize Profit Stars to meet the required ROA on loan products
Cultivate external relationships that provide viable and consistent leads:
Build credible referral source network that provide consistent loan referrals
Document all contact information for referral sources in Encompass database including names, phone
numbers, and email
Market to and build relationships. Make ongoing contact with referral sources to ensure consistent and
viable leads (I.e. Thank you notes, flyers, etc.) Documents activities, newsletters
Participate in industry related meetings and events
Communication:
Communicates in effective and organized manner with Centers of Influences (Realtors, Builders)
Communicates in effective and organized manner with members/potential members
Communicate committee results to member
Communicates in effective and organized manner with associates
Communicates and updates effectively with team members of any new partnerships or updated product information.
Correspondence is written in a professional manner and tone
Deepen Existing and Establish Relationship:
Open and Close Accounts: Payroll Services, Treasury Management, Merchant Services Referrals and Business Credit Cards
Performs other duties as assigned
Complies with all policies and standards
What you will need:
4-6 years Experience in Commercial and/or Business Lending Required
Minimum High School graduate or G.E.D. Required
BS/BA degree preferred
Knowledge in: Fannie Mae and Freddie Mac, “Investor Regulations, FEMA Regulations and Requirements and Equal Credit Opportunity Act
Must have a valid driver's license
Must be able to pass a background check including: Credit, Drug Screen, Criminal and bondability
What you will earn:
Competitive pay
Benefits: several medical plan options, dental, free vision, free life and free disability insurance
6% matching and immediately vested 401(K) plan
Generous schedule for paid holidays, vacation and personal time for a healthy work-life balance
Opportunity for personal career growth, continued education and mentorship programs
Volunteer opportunities impacting the local community
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to perform the essential functions. While performing the duties of this job, you will need to have good manual dexterity as well as speaking and hearing ability. This position requires sitting; some reaching; standing; some stooping or kneeling. The employee must occasionally lift and move up to 50 pounds. This position requires frequent driving to potential credit union clients through out the state as a work assignment, to provide assistance, or to attend meetings or training sessions. Travel required to call on business contacts, attend business and community organization meetings and events, and to implement business development activities. This is a Non-Collective Bargaining Unit. Telhio is an equal opportunity employer