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  • SaaS Strategic Finance, Vice President

    Accordion 4.3company rating

    Chicago, IL jobs

    We are the better way to work in finance. As private equity's value creation partner, we sit at the heart of PE-where sponsors and CFOs meet. Through financial consulting rooted in data, technology, and AI, we help clients drive value-supporting the office of the CFO to drive end-to-end value creation. If you crave challenging work and are looking to grow, come solve complex issues alongside 1,400+ finance & technology experts in a supportive, collaborative environment. Backed by premier private equity firms and headquartered in New York with 10 offices around the globe, we are a high-growth, entrepreneurial firm looking for people who want to be part of building something great. Come make your mark. Practice Overview Accordion's Strategic Finance Practice helps Finance teams build capabilities to enhance performance visibility, planning activities, data analytics, and business partnering to enable and accelerate value creation. By combining extensive operational FP&A experience, data and technology skills, and a proprietary engagement model, we develop and implement tools and processes and deliver solutions that meet the rigor and pace required in a private equity-backed environment. This position can be based in our New York City, Dallas, or Chicago offices and is a hybrid role with the flexibility to work remotely 2 days a week. Ideal candidates should be local to the desired location. This position is not eligible for immigration sponsorship. What You'll Do: As a Vice President on a lean, cross-functional team, you will work collaboratively with a diverse set of colleagues with backgrounds in private equity, investment banking, FP&A, Big 4, and financial controllership, to identify and rectify issues across a broad range of scenarios. The following representative engagements are emblematic of the type of work you will do as a Vice President at Accordion. A financial services company recently emerged from bankruptcy and underwent changes in ownership. They need additional visibility into company-wide financial and operational performance. You are brought in to: Determine data availability and reliability and design a structured process to aggregate relevant data sets that will serve as the foundation of all future reporting Work with the CFO, PE sponsor, and operating team to understand business drivers, verify KPIs, and establish a single source of numerical truth via monthly reporting packages Develop a reporting cadence and automated processes that combine sound data flows and insightful KPIs to generate monthly Board and management reporting packages Train the existing FP&A team to run and own process flows and forecast analysis tools A higher education enterprise that scaled-up through a series of acquisitions requires a budget plan, better forecasting tools, and insightful analytics to guide decision-making. You are brought in to: Complete a diagnostic deep dive to identify anecdotes, root causes, and key corrective themes in the existing budgeting and forecasting processes Quarterback a comprehensive budget plan and process in partnership with FP&A, sales, operations, and senior leadership teams Build out and maintain 13-week cash flow forecasts by coordinating with the relevant departments within the company Leverage PowerQuery and PowerPivot for structuring, analyzing, and modeling data within Excel; despite back-end complexity, deliver reports that remain user friendly for the CFO, FP&A team, and other relevant stakeholders Following the acquisition of three stand-alone businesses, a PE sponsor has identified the need to consolidate operations and establish a singular finance function that will own budgeting, financial reporting, bank reporting, and new CFO onboarding, in order to realize the synergies identified in their investment thesis. Get ready to: Design a singular finance function that can serve all three businesses; including headcount, budget, and specific roles and responsibilities for each member of the team Assist in developing highly detailed, week-by-week training plans for each team member Select and implement a robust ERP solution which meets the needs of the newly combined business Build analytical tools and create template reporting You Have: Bachelor's degree in Finance, Accounting, or Economics; MBA is a plus Minimum 6 years of experience at a top tier private equity firm, investment bank, and/or consulting firm working with SaaS and Software companies High attention to detail and advanced quantitative skills, especially as it relates to financial modeling and corporate valuation Proven ability to leverage Excel and other tools (e.g. PowerBI) to manage, simplify, analyze, and present large and complex datasets Transactional finance experience, as well as an understanding of operational finance Prior experience preparing reports, presentations, and memos; ability to present data-driven insights in a clear, succinct, and comprehensive manner Strong drive and motivation, adhering to the highest professional standards in working with clients and colleagues An ability to work collaboratively and independently in a team-oriented environment, understanding how to take initiative and seek guidance when needed in order to advance your projects You Are: Excited to be part of a growing team, with a focus on driving future growth Prepared to assist with the build out and execution project deliverables for Software and SaaS companies, including the development of bottoms up annual budgets and forecasts driven by core operating levers and metrics such as ARR, bookings, retention, and headcount Passionate about delivering exceptional client service Knowledgeable about the relationship between private equity sponsors and their portfolio companies, particularly within the office of the CFO Willing to get your hands dirty in the details of a project while simultaneously seeing the whole picture Comfortable managing projects with multiple complex workstreams while also focused on your single workstream (you are managing and doing) A self-starter with a strong work ethic Full of entrepreneurial spirit and comfortable in a fluid, flat organization Able to effectively communicate complex issues and solutions, and raise issues to senior team members when necessary A team player, able to work with team members across all levels Someone who enjoys mentoring others and doing meaningful work A leader of others; you lead by example The annual salary for this role ranges from: $153,000 to $210,000 USD + benefits + bonus. Actual compensation packages are determined by evaluating a wide array of factors unique to each candidate, including but not limited to geographic location, skill set, years and depth of experience, education, certifications, cost of labor and internal equity. Accordion is an Equal Opportunity Employer. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. Please note that as per Accordion policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters are engaged to provide candidates for a specified opening and in alignment with our inclusive diversity values. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that Accordion will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity. #LI-VL1
    $153k-210k yearly 8d ago
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  • Senior Employment Law Director - Hybrid, Global

    Transunion 4.2company rating

    Chicago, IL jobs

    A leading data solutions company seeks a Senior Director, Employment Attorney to lead employment law strategy and execution. This role involves providing legal counsel on various employment-related matters, managing compliance with U.S. laws, and guiding workplace culture. Required qualifications include over 10 years of employment law experience and a Juris Doctor degree. The position is based in Chicago, Illinois, with hybrid work options and offers an extensive benefits package including flexible time off, health benefits, and a 401(k) plan. #J-18808-Ljbffr
    $133k-188k yearly est. 4d ago
  • Remote Equity Trader Position

    T3 Trading Group 3.7company rating

    Raleigh, NC jobs

    NOW HIRING Proprietary Equity Traders Wanted T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide: WE PROVIDE: Education in technical analysis, tape reading, money management, and market psychology Daily trading review with experienced traders Competitive payout structure Cutting edge technology Open and friendly team environment REQUIRED QUALIFICATIONS: College degree with a competitive GPA Basic familiarity with the equity markets Strong analytical skills Ability to work well in a team environment A focused, dedicated, and entrepreneurial personality Enthusiasm for the equity markets Prior trading experience is not required We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management. In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology. Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders. Series 57 license required. We will sponsor qualified candidates for this exam. If interested, please contact Paolo Fontana at ************ or ***************************
    $73k-136k yearly est. Easy Apply 60d+ ago
  • Client Success Specialist- Commercial Sales | Hybrid, Salt Lake City or Kansas City

    Optiv 4.8company rating

    Leawood, KS jobs

    This position is hybrid with an onsite expectation of Tuesday-Thursday in either our Salt Lake City, UT or Leawood, KS offices. The Client Success Specialist is a results-oriented account management professional supporting small-to-medium sized businesses across the United States. This hybrid role combines client success and renewal upgrades and management responsibilities focused on cybersecurity software solutions and related services. This individual partners closely with technology partners, internal teams, and clients to manage the renewal lifecycle-from managing renewals to driving client engagement and ensuring long-term retention and margin growth. The role plays a critical part in executing Optiv's 12-Month Client Journey, supporting recurring revenue, and identifying upsell and cross-sell opportunities. How you'll make an impact * Own and coordinate all aspects of the sales cycle within assigned accounts * Build and execute account management plans to drive sales velocity * Expertly communicate the value proposition of Optiv's cybersecurity technologies, services, and expertise * Build and maintain strong relationships with clients and key executive stakeholders * Maintain a 90% renewal retention rate and consistently achieve assigned sales goals and quotas * Act as a liaison between clients, vendors, technical teams, and internal stakeholders * Manage and support recurring renewal and maintenance contracts * Proactively generate renewal quotes, process orders, and assist with pricing strategies * Determine gross margin objectives and recommend optimal pricing approaches * Educate clients on contractual terms, renewal timelines, product updates, upcoming launches, and financing options * Assist in selling master renewal programs across the client base * Manage assets, contracts, RMAs, and renewal touchpoints throughout the contract lifecycle * Monitor and mediate client communications to ensure satisfaction and issue resolution * Identify upsell opportunities including refreshes, add-ons, and services * Assist with client business reviews, satisfaction assessments, and identification of pain points * Coordinate technical resources for product demonstrations and proof-of-concepts * Aggregate system and performance data for client presentations and reporting * Provide ad hoc reporting and support Optiv initiatives as required * Ensure compliance with all company policies and standards What we're looking for * Associate's degree (A.A.) or equivalent experience preferred * 2 years of Business-to-Business (B2B) sales and/or client services experience required * Prior experience managing renewal contracts preferred * Experience in the technology or IT industry preferred * Prior experience as an SDR, CSM, or AE valued but not required * Proven track record of meeting or exceeding sales quotas * Intermediate proficiency in Microsoft Outlook, Word, and Excel * Ability to prioritize and execute in a fast-paced, request-driven environment * Strong ability to work cross-functionally with sales, technical, and support teams * Demonstrated success building productive relationships with executives and key decision-makers * Experience researching, initiating, and cultivating business relationships * Ability to cold call and cold email to generate meetings and advance sales cycles * Strong understanding of IT infrastructure, cybersecurity solutions, and competitive landscapes * Familiarity with technology partners, distribution channels, and consulting services * Knowledge of financing solutions for multi-year hardware, software, and services deals * Proficiency with CRM platforms (Salesforce preferred) * Excellent presentation, verbal, written, and listening communication skills * Highly organized, detail-oriented, and capable of managing multiple priorities * Self-starter comfortable working independently in a remote or hybrid environment #LI-TW1 #LI-Remote What you can expect from Optiv * A company committed to championing Diversity, Equality, and Inclusion through our Employee Resource Groups. * Work/life balance * Professional training resources * Creative problem-solving and the ability to tackle unique, complex projects * Volunteer Opportunities. "Optiv Chips In" encourages employees to volunteer and engage with their teams and communities. * The ability and technology necessary to productively work remotely/from home (where applicable) EEO Statement Optiv is an equal opportunity employer. All qualified applicants for employment will be considered without regard to race, color, religion, sex, gender identity or expression, sexual orientation, pregnancy, age 40 and over, marital status, genetic information, national origin, status as an individual with a disability, military or veteran status, or any other basis protected by federal, state, or local law. Optiv respects your privacy. By providing your information through this page or applying for a job at Optiv, you acknowledge that Optiv will collect, use, and process your information, which may include personal information and sensitive personal information, in connection with Optiv's selection and recruitment activities. For additional details on how Optiv uses and protects your personal information in the application process, click here to view our Applicant Privacy Notice. If you sign up to receive notifications of job postings, you may unsubscribe at any time.
    $40k-71k yearly est. Auto-Apply 1d ago
  • 2025 Quantitative FI Investing Internship Program

    T. Rowe Price 4.5company rating

    Baltimore, MD jobs

    External Description: Quantitative Fixed Income Investing Internship Program For 80 years, T. Rowe Price has changed the investment management industry by delivering world-class service and guidance to individuals and institutions around the globe. Our shared values enable us to create a dynamic workplace that cultivates high achievement from diverse professionals in a variety of disciplines. Built on a tradition of integrity, we are committed to our clients and employees and focused on sustained growth and success. The T. Rowe Price 10-week Summer Internship Program offers an opportunity to gain valuable work experience while building skills and long-term career potential. Through teamwork, innovative thinking and application of your skills, you can add value in various ways to our organization and the clients we support. You will have the opportunity to collaborate with the Fixed Income Quantitative Investments & Research team, which supports the expansion of the research group's analytical capabilities and activities. You will engage in analytical and quantitative projects alongside practitioners in the field who are forward-thinking, passionate people that will help you integrate what you learn in school with “real world” business initiatives. The program includes a formal orientation, peer and senior mentor assignments, and formal learning opportunities. In addition to the work assignments within the assigned department, Interns also gain exposure to Associates and senior leaders across the firm through an executive speaker series, networking activities, and engagement with our Business Resource Groups. You will be placed into the Fixed Income Quantitative Investments & Research department for the duration of the 10-week program with exposure to a variety of areas: Systematic and tactical alpha models Quantitative trade idea generation Optimization & Portfolio Construction QM Portfolio Management Analytical and Quantitative Research Projects FINRA licenses are not and will not be supported for this role. Required Qualifications Full time student pursing a master's degree in a quantitative field with and expected graduation date of December 2025 - May/June 2026 Demonstrated programming skills or aptitude, especially with R, MATLAB, Python and object-oriented programming. Intellectual curiosity or knowledge of investments, portfolios, and quantitative analysis Minimum GPA: 3.5 Overall Work Flexibility This role is eligible for hybrid work, with up to one day per week from home. Opportunities are available in Baltimore, MD. City: State: Community / Marketing Title: 2025 Quantitative FI Investing Internship Program Company Profile: Location_formattedLocationLong: Maryland, US CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
    $97k-130k yearly est. 60d+ ago
  • Land Development Manager

    Freehold Capital Management, LLC 3.8company rating

    Wilmington, NC jobs

    The Land Development Manager will be part of the Georgia, South Carolina, North Carolina regional team and report to the Vice President, Real Estate Operations assisting with Wilmington and surrounding market land development projects. The job includes Owner's representative type duties overseeing sitework and amenity construction, working with professional consultants and land development contractors, as well as communicating daily with cross functional Freehold teams. Emphasis will be placed on quality control, safety and ensuring schedules are followed and jobs are staying within allotted budgets. This role requires technical expertise, project leadership, and the ability to manage multiple projects. This is a full time, exempt role working in a Freehold office in market and traveling to development project sites weekly and regional offices as needed. Position Responsibilities: Oversee and manage all aspects of the field operations related to land development including erosion control, grading, wet utilities, dry utilities, paving, sidewalks, landscaping, hardscaping, amenities, monitor field testing activity, post construction as-builts, certifications and compliance letters. Lead and manage Wilmington, NC development projects, from concept to completion and other projects as Freehold expands in surrounding markets. Oversee projects from permit approvals through construction, including final bond release and community turnover. Responsible for the successful and timely delivery of new projects through use of construction schedules, contract documents, land development budgets, environmental studies, geotechnical reports, engineering and architectural construction plans and permit compliance reports. Establish relationships with public officials and governmental agencies, obtain entitlements and permits. Coordinate and provide oversight of engineers, architects, and other third-party consultants to ensure success. Coordinate the workflow and activities of project specific land development field operations (lot and amenity construction), including inspections. Assist in the creation of development budgets during the entitlement process and value-engineer specific aspects of the project design. Oversee projects from permit approvals through construction, recording plat, final certification and community turnover. Coordinate and provide oversight of general contractors, surveyors and material testing personnel for all site work, grading, infrastructure installation, and final lot grading. Perform preliminary cut and fill analysis and quantity takeoffs. Management of construction contracts. Prepare and review engineering reports, plans, and specifications. Project planning, scheduling, budgeting, quantity takeoffs and cost analysis. Coordinate and schedule power, gas, telephone, cable companies land development activities. Negotiate utility extension agreements. Prepare bid packages and solicit bids for infrastructure and amenity construction. Review project drawings for omissions/errors, functionality, efficiency, cost, and ensure accuracy of as-built drawings. Ensure all project sites are in compliance with regulatory agencies. Obtain project permits and final approvals from local jurisdictions. Resolve issues with agencies having jurisdiction over project and region. Assist in the timely reduction and/or termination of project infrastructure bonds and/or letters of credit. Manage SWPPP activities and compliance. Coordinate and execute the completion of project punch lists. Ensure all turnover checklist items are complete and lots are ready to be turned over to home builders. Update and maintain construction schedules using MS Project. HOA management including but not limited to quarterly meetings, budget analysis and improvements to the common open space. And other duties as assigned. Essential Skills & Experience: Bachelor's degree preferably in civil engineering, building construction, construction management or equivalent experience. Minimum of 2-3 years managing and completing land development projects for communities of 500-1400 units with amenities. Experience in engineering, sitework construction, or homebuilder land development. Strong knowledge of site design, grading, drainage, stormwater, and utility design. Experience navigating permitting process with municipalities, counties, and agencies. Organized and detail oriented. Able to successfully multitask. Must have strong Excel skills and proficiency in MS Project, Word and Outlook. Ability to effectively draft presentations, articles, routine reports, proposals, and correspondence. Excellent project management, communication (written and verbal), and leadership skills. Demonstrated success in managing multiple tasks on time and meeting or exceeding quality standards, in fast-paced environments. Valid driver license and automobile required for site visits and attending meetings at various locations. Travel as necessary to events, meetings, partner and builder businesses, local and state government offices or to attend corporate or other meetings. Physical & Office/Site Presence Requirements: Regular, in-person attendance at communities, construction and job sites and other offices, including Freehold regional office, during regular work hours is an essential function of this job. May be required to attend meetings in construction trailer at development sites. Requires the ability to operate a motor vehicle, read plans, climb stairs and ladders, bend, stoop, reach, lift, move and/or carry equipment which may be in excess of 50 pounds. This position will initially work remotely, with travel to project sites and other work-related locations. Freehold plans to open an office in the Wilmington area, the role will then work out of the Freehold office and at projects sites. General Overview of Compensation & Benefits: Freehold Capital Management offers competitive compensation that includes base salary, bonus and a comprehensive benefits package. Additional details about the hiring process, compensation and benefits will be provided by Human Resources during the hiring process. Freehold Capital Management is an equal opportunity employer. All qualified applications will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, gender identity, sexual orientation, pregnancy-related conditions, or any other characteristic protected by law. We are committed to providing an inclusive and accessible recruiting experience for candidates with disabilities. To request an accommodation, please email ******************. All offers of employment are contingent upon successful completion of a background screening process. Freehold uses E-Verify to confirm the identity and employment eligibility of all new hires.
    $63k-86k yearly est. 2d ago
  • Lead Associate Principal, Database Administration

    The Options Clearing Corporation 4.9company rating

    Chicago, IL jobs

    What You'll Do: This role will design and maintain databases and database solutions that operate within prescribed resource limits and meet company standards. Participate in and contribute to all phases of systems development projects. Monitor and tune database and database application performance. Primary Duties and Responsibilities: To perform this job successfully, an individual must be able to perform each primary duty satisfactorily. * Assists with the design, implementation, and maintaining databases * Manage database performance and disk usage * Provides support in database access methods * Provides consultation support in database analysis, modeling, coding, and production problem resolution. * Develops maintenance, backup and recovery procedures and documentation * Participates in Disaster Recovery drills * Provides Primary On-Call Support for production problems * Understands and supports corporate data standards * Recommends and assists with new DBMS and operational standards. * Participates in testing and in evaluations of new software and software release upgrades * Supports business studies, proposal teams and costing/feasibility studies * Prepares system documentation * Maintains metadata repositories * Other duties as assigned Supervisory Responsibilities: * None Qualifications: The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the primary functions. * [Required] 3+ years' experience developing and maintaining complex applications that make extensive use of a supported database technology or 3+ years' experience as an associate DBA * [Required] Well versed in all phases of Systems Analysis and Design * [Required] Experienced in two or more programming languages and two or more scripting languages * [Required] Practiced at Entity/Relationship or Object modeling and translation to physical database designs * [Required] Proficient in DML, DDL, and database utilities for at least two DBMS technologies * [Required] Proficient in all access methods of a DBMS as well as the underlying operating system access methods * [Required] Knowledge of hardware and operating system capabilities within one Environment * [Required] Understanding of all software subsystems (DBMS, TP Managers, etc.) for one environment * [Required] Accepts ownership in assignments, team, and company and takes initiative outside immediate area of responsibility * [Required] Speed / Sense of Urgency -Contributes additional effort when necessary to get the job done and to help others meet their objectives * [Required] Seeks additional responsibility, shows initiative to learn every aspect of the job, and strives to become a mentor to others in area of expertise * [Required] Communicates openly and effectively. Challenges established practices appropriately * [Required] Ability to maintain composure under pressure and avoid defensive or irritated or reactions in challenging situations Technical Skills: * [Required] 7+ years' experience with PostgreSQL (preferred EnterpriseDB (EDB) version) * [Required] 3+ year' Terraform, Ansible, Jenkins & CI/CD skills * [Preferred] 3+ years' experience with CTE(CipherTrust Transparent Encryption), Barman (EDB Backup and Recovery Manager) and AWS * [Preferred] 5+ years' experience with DB2 LUW; preferably on Red Hat Linux * [Preferred] 1+ years' experience with SQL Server * [Preferred] 1+ years' experience with MySQL/MariaDB * [Preferred] 1+ years' experience with DB2 in a z/OS environment Education and/or Experience: * [Required] bachelor's degree (or equivalent) in Computer Science, Engineering, Mathematics, or Business * [Preferred] Related financial industry experiences Certificates or Licenses: * [Preferred] PostgreSQL Professional Certification * [Preferred] IBM Certified Database Administrator - DB2 for Linux UNIX and Windows About Us The Options Clearing Corporation (OCC) is the world's largest equity derivatives clearing organization. Founded in 1973, OCC is dedicated to promoting stability and market integrity by delivering clearing and settlement services for options, futures and securities lending transactions. As a Systemically Important Financial Market Utility (SIFMU), OCC operates under the jurisdiction of the U.S. Securities and Exchange Commission (SEC), the U.S. Commodity Futures Trading Commission (CFTC), and the Board of Governors of the Federal Reserve System. OCC has more than 100 clearing members and provides central counterparty (CCP) clearing and settlement services to 19 exchanges and trading platforms. More information about OCC is available at *************** Benefits A highly collaborative and supportive environment developed to encourage work-life balance and employee wellness. Some of these components include: * A hybrid work environment, up to 2 days per week of remote work * Tuition Reimbursement to support your continued education * Student Loan Repayment Assistance * Technology Stipend allowing you to use the device of your choice to connect to our network while working remotely * Generous PTO and Parental leave * 401k Employer Match * Competitive health benefits including medical, dental and vision Visit ************************************************ for more information. Compensation * The salary range listed for any given position is exclusive of fringe benefits and potential bonuses. If hired at OCC, your final base salary compensation will be determined by factors such as skills, experience and/or education. * In addition, we believe in the importance of pay equity and consider internal equity of our current team members as part of any final offer. * We typically do not hire at the maximum of the range in order to allow for future and continued salary growth. We also offer a substantial benefits package as noted on ********************** * All employees may be eligible for a discretionary bonus. Discretionary bonuses are based on various factors, including, but not limited to, company and individual performance and are not guaranteed. Salary Range $131,800.00 - $186,300.00 Incentive Range 8% to 15% This position is eligible for an annual discretionary incentive compensation award, for which the target range is listed above (see Incentive Range). The amount of such award, if any, will be based on various factors, including without limitation, both individual and company performance. Step 1 When you find a position you're interested in, click the 'Apply' button. Please complete the application and attach your resume. Step 2 You will receive an email notification to confirm that we've received your application. Step 3 If you are called in for an interview, a representative from OCC will contact you to set up a date, time, and location. For more information about OCC, please click here. OCC is an Equal Opportunity Employer
    $131.8k-186.3k yearly Auto-Apply 25d ago
  • Lead Channel Sales Representative

    Honeywell 4.5company rating

    Rosedale, MD jobs

    As a **Lead Channel Sales Representative** here at Honeywell, you will play a crucial role in driving the company's sales growth through effective channel management. Your expertise in building and maintaining relationships with channel partners will enable you to identify new business opportunities and deliver value-added solutions. You will report directly to our Sales Director and need to sit in either **Maryland, Virginia, OR DC** operating on **remote** work schedule with up to **50% travel.** In this role, you will impact the company's success significantly. By developing and executing channel sales strategies, you will drive revenue growth and expand the company's market presence through effective collaboration with channel partners. Your ability to build strong relationships, identify new business opportunities, and provide guidance to channel sales representatives will contribute to the company's overall growth and position as a leader in the industry. **KEY RESPONSIBILITIES** + Develop and execute channel sales strategies to drive revenue growth and achieve sales targets. + Build and maintain strong relationships with channel partners, providing product training, support, and guidance. + Identify new business opportunities and collaborate with channel partners to deliver value-added solutions. + Lead contract negotiations and ensure customer satisfaction through effective account management. + Monitor market trends, competitor activities, and customer feedback to identify areas for improvement and drive continuous growth. + Provide mentorship and guidance to channel sales representatives, fostering a culture of excellence and continuous improvement. **YOU MUST HAVE** + Minimum of 6 years of experience in account management or sales, with a proven track record of managing key accounts and driving revenue growth. + Strong leadership and team management skills. + Ability to build and maintain strong relationships with customers and internal stakeholders. + Strategic thinking and problem-solving abilities. + Proficient in CRM software and Microsoft Office Suite. **WE VALUE** + Bachelor's degree in Business Administration, Marketing, or a related field. + Proven ability to drive revenue growth and achieve sales targets. + Strong business acumen and understanding of market dynamics. + Customer-focused mindset with a passion for delivering exceptional service. + Leadership skills to inspire and motivate a high-performing team. **Pay Equity** The annual base salary range for this position in California and New York (excluding most major metropolitan areas), Colorado, Connecticut, and Hawaii is $164,000 - $206,000. For Washington and most major metropolitan areas in New York & California, the annual base salary range is $164,000 - $206,000. Please note that this salary information serves as a general guideline. Honeywell considers various factors when extending an offer, including but not limited to the scope and responsibilities of the position, the candidate's work experience, education and training, key skills, as well as market and business considerations. **Benefits** With In addition to a competitive salary, leading-edge work, and developing solutions side-by-side with dedicated experts in their fields, Honeywell employees are eligible for a comprehensive benefits package. This package includes employer subsidized Medical, Dental, Vision, and Life Insurance; Short-Term and Long-Term Disability; 401(k) match, Flexible Spending Accounts, Health Savings Accounts, EAP, and Educational Assistance; Parental Leave, Paid Time Off (for vacation, personal business, sick time, and parental leave), and 12 Paid Holidays. For more information visit: Benefits at Honeywell (******************************** **Posting Timeline** The application period for the job is estimated to be 40 days from the job posting date; however, this may be shortened or extended depending on business needs and the availability of qualified candidates. This job was posted on 1/21/2026. **ABOUT HONEYWELL** Honeywell International Inc. (Nasdaq: HON) invents and commercializes technologies that address some of the world's most critical challenges around energy, safety, security, air travel, productivity, and global urbanization. We are a leading software-industrial company committed to introducing state-of-the-art technology solutions to improve efficiency, productivity, sustainability, and safety in high growth businesses in broad-based, attractive industrial end markets. Our products and solutions enable a safer, more comfortable, and more productive world, enhancing the quality of life of people around the globe. Learn more about Honeywell: click here (******************************** **THE BUSINESS UNIT** Honeywell Building Automation (BA) is a leading global provider of products, software, solutions, and technologies that enable building owners and occupants to ensure their facilities are safe, energy efficient, sustainable, and productive. BA products and services include advanced software applications for building control and optimization; sensors, switches, control systems, and instruments for energy management; access control; video surveillance; fire products; and installation, maintenance, and upgrades of systems. Revenues in 2022 for BA were $6B, and there are approximately 18,000 employees globally. To learn more, please visit Honeywell Building Automation. Honeywell helps organizations solve the world's most complex challenges in automation, the future of aviation and energy transition. As a trusted partner, we provide actionable solutions and innovation through our Aerospace Technologies, Building Automation, Energy and Sustainability Solutions, and Industrial Automation business segments - powered by our Honeywell Forge software - that help make the world smarter, safer and more sustainable. Honeywell is an equal opportunity employer. Qualified applicants will be considered without regard to age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality, sex, religion, or veteran status.
    $51k-79k yearly est. 11d ago
  • Medical Billing Account Manager II

    Ems Management & Consul 3.6company rating

    Winston-Salem, NC jobs

    Remote Opportunity Focus on client satisfaction and retention by successfully managing the complete revenue cycle process, monitoring all operational aspects of the client account, maximizing account performance through in-depth analytics, and ensuring contractual compliance. Manage and respond to client inquiries with an emphasis on long-term partnership. Ensure optimum client performance by successfully and compliantly maximizing cash collections and A/R follow-up, while providing excellent service. Maintain a successful mentorship with Account Manager I's, focusing on employee enhancement and growth. Major Responsibilities/Activities Successfully manage multiple high profile clients through holistic revenue cycle and relationship managment excellence. Maintain active mentorship program with Account Manager I's assisting with development in public speaking, handling difficult clients, conducting meaningful meetings and sharing best practices. Improve client financial performance and advocate for our client's patients and communities by leveraging healthcare expertise, love for relationships and value of communication, and passion for finding truths and insights through analytics. Directly responsible for the successful management and operation of the revenue cycle for a specific set of clients, to increase cash collections, increase account revenue, and decrease account revenue days to ensure desired outcomes are achieved. Monitor and measure departmental outcomes in comparison to client commitments, and identify barriers and implement solutions, when desired outcomes are not achieved. Understand the business needs of each client, and use this knowledge to ensure contracted service level agreements are consistently met and processes are monitored, and changed, if necessary, in order to meet and exceed client expectations. Regularly review and analyze collections data, account revenue information, workflows, and billing processes. Proactively identify issues that may affect reimbursement or overall client performance. Align internal and external project teams and other entities to enrich our client's experience through our services and technology offerings. Enable our client's focus on safety and the highest quality patient care possible by communicating insightful financial and operational metrics, keeping abreast of and sharing compliance and regulatory updates, and maintaining surveillance on business performance. Ensure clients enjoy the full benefit and value of their engagement of EMS|MC by fostering, identifying, and deepening high value and high impact relationships throughout our client's organizations. Creatively identify opportunities to improve financial performance and capitalize on additional opportunities for revenue that align with our client's values and interests. Foster continuing camaraderie, cultural alignment and growth, and internal impact through effective and professional written and verbal communication. Maintain continuity of relationships with our clients and ensure EMS|MC alignment our client's goals and concerns through timely documentation of meetings and other significant interactions. Manage risks and maximize opportunities for our new clients by managing, and participating in, implementation projects as EMS|MC continues to grow and deliver greater value to our clients and to the industry. Safeguard the continuity of business process support for our clients by monitoring contract status and proactively engaging efforts to renew and extend beneficial engagement contracts. Take advantage of EMS|MC University courses, external learning opportunities, and self-guided learning to drive continuous personal improvement Other Responsibilities/Activities Assist the Sales and Marketing departments by identifying new relationships through established networks, ensuring customer satisfaction to create “reference-able” clients. Participate in company meetings, committees, employee events, client events, etc. Serve as a resource and backup to other departments as directed to manage backlogs and address problems. Conduct training and/or attend meetings to ensure thorough internal knowledge of client needs & specifications. Perform other necessary tasks as assigned by supervisor. Conduct all job tasks, duties, and interactions with professionalism, respect, confidentiality, a positive attitude, and in accordance with company compliance policies and applicable government regulations. Consistently support and demonstrate the company vision and values. Identify and communicate ideas for improved departmental and organizational efficiency, performance and continuous improvement efforts, especially lean or cost savings initiatives. Completion and/or involvement in special projects. Required Education, Skills, & Experience Associates degree or higher in Business Administration, Healthcare, or related field. 3-5 years of account management or client facing experience strongly preferred 3-5 years experience related to healthcare or EMS billing and/or revenue cycle management strongly preferred Successful experience in healthcare billing and reimbursement, client account management, sales, or marketing Internal motivation and drive to learn and maintain knowledge of relevant payer, compliance and regulatory requirements and trends Critical thinking and analytic skills Comfort with public speaking to audiences of varying sizes and background Strong listening, decision-making, time management, communication, and critical-thinking skills Comfort with public speaking to audiences of varying sizes and background Proficiency with Microsoft Office Suite and web-based application platforms Willing and able to work extended hours as business needs require Ability to travel up to 50% Preferred Education, Skills, & Experience Bachelor's degree in finance, healthcare, marketing, or another business-related field strongly preferred. Career history that demonstrates progressively increasing levels of responsibility Proficient in a variety of technology applications, including software packages and software-as-a-service-Salesforce.com, MS Project or Smartsheet experience Working Environment/Physical Requirements Travel required, sometimes on short notice General office environment Typing, sitting, standing, walking, some light lifting Flexibility to work extended hours to support the business as required Use of basic office equipment such as computer, fax, printer, copier, telephone Here is what our employees have to say about working here! "Working with EMS|MC has allowed me to grow in more ways than I can quantify. Within my 10 years with the company, I've thankfully not only been able to grow from a coding specialist through 5 additional positions, but I continuously grow within my current role. Each client and role bring change, but we are well supported by leadership and by peers. EMS|MC houses a culture for its employees like no other. I've never met a peer or leader within EMS|MC that isn't working towards the satisfaction of our teams and/or clients." "The company does a great job in providing work-life balance and I feel genuinely cared for by the leadership. I appreciate that every member of the leadership team is hands-on within our business and is not afraid to roll up their sleeves to get a job accomplished. Many of our employees are great friends outside the organization which really speaks to the comradery that the teams have in working together for a common goal." "It will be 6 years that I have been working with EMS|MC. I enjoy working for EMS|MC because the diversity of the group of people you get to work with is awesome. The training is top notch no matter what department you're hired to work in EMS|MC ensures you're equipped to do your job. EMS/MC offers professional growth and rewards their employees in unique ways." "Working for EMSMC has been one of the best career changes I have made. There is so much opportunity for growth, development, exposure to great software and technology that no matter what you are doing now or want to learn in the future, there is plenty of options to get involved and grow. Outside of the opportunities your co-workers and teammates are willing to help and support you with tasks and are very responsive, knowledgeable, and always willing to help." "Working at EMS|MC really showed me what a healthy work environment is. Here, I feel heard and capable with all the available resources given to me. I see myself growing here and would encourage anyone to also find a place here!" "EMSMC is one of those rare companies that truly cares about the work environment that they have created. It is such a relief to finally work for a company that not only genuinely cares about its employees but takes significant measures to ensure a fair and positive work environment where every team member's voice is heard. EMSMC is a company that clearly states its values, goals, and expectations, while also providing more than adequate resources and support needed to thrive while achieving them." "I enjoy showing up for work every day because of my amazing team! It feels like you are a part of a family. EMS Management & Consultant encourages growth. Every day is a new opportunity for me to learn and grow in my professional life. I have been with this company for about 5 years and have been promoted 3 times."
    $42k-65k yearly est. Auto-Apply 60d+ ago
  • Audit Senior Manager - Lead Multi-Client Audits (Hybrid)

    Grant Thornton International Ltd. 4.6company rating

    Chicago, IL jobs

    A prominent audit and advisory firm in Chicago is seeking an Audit Manager to oversee audit engagements for diverse clients. This full-time role involves managing audit budgets, ensuring regulatory compliance, and leading multiple teams. Candidates should have a Bachelor's degree in Accounting and at least 5 years of audit management experience. The position offers a competitive salary range of $158,100 to $190,000 per year. #J-18808-Ljbffr
    $158.1k-190k yearly 1d ago
  • Analyst, Investment Liaison Equity

    T. Rowe Price 4.5company rating

    Baltimore, MD jobs

    External Description: Supports investment teams through all stages of the client life cycle by managing investment-related, operational activities. Acts as a conduit for investments by leveraging foundational business and technical knowledge to manage complex investment-related, operational activities. Responsibilities Under the general guidance of senior team members and management, supports the ongoing operational activities associated with portfolio management of multiple investment strategies of low to moderate complexity. Example activities include: researching and analyzing investment and performance data; generating bespoke investment-, risk-, and performance-related reporting, providing operational support for model portfolios, ensuring coordination of responses on corporate action events; resolving pre-trade compliance issues; maintaining strategy-level data, benchmarks, and performance composites; processing discretionary trade orders; and resolving low to moderately complex investment-related operational issues independently. May act as a resource for junior members while helping them complete operational activities. Uses some autonomy in decision-making to ensure operational readiness to support investment management activities for multiple low to moderately complex investment strategies, products, separate accounts, and/or investment types. Example activities include: reviewing prospectus language, proposing investment guidelines, instructing opening of foreign market trading accounts, establishing standing instructions with internal and external parties, etc. Uses some discretion to coordinate portfolio manager responses to ad hoc and recurring quantitative investment-related data inquiries posed by internal teams, clients, consultants, and prospects. Drafts response to complex requests for review by more experienced managers. Reviews content and sources standard investment data for use in client meetings, marketing materials, client reporting, and internal investment committee meetings. Develops content as directed by investment staff and senior team members. With guidance and oversight from senior team members and management, serves as project participant on investments-initiated projects. Develops use cases and testing plans and participates in unit testing as requested to ensure successful outcomes. Maintains accurate and complete procedural documentation for assigned strategy(ies), participates in cross-training exercises and provides operational coverage as needed for a defined subset of investment strategies. Under the direction of senior team members and management, participates in training new employees on policies and procedures. Qualifications Required: Bachelor's degree or the equivalent combination of education and relevant experience AND 2+ years of total relevant work experience Qualifications Preferred: Strategic thinker and problem-solver with proven ability to understand details and actively participate in execution to ensure success. Conversational knowledge of financial modeling techniques, general industry knowledge, GIPS, general knowledge of investment management techniques Ability to influence and interact effectively with stakeholders and partners Critical thinking skills and abilities to solve complex problems Excellent verbal and written communication skills Progress towards relevant advanced degree or certifications (MBA, MSF, CFA, etc.) Ability to communicate effectively on high level topics with investment management professionals is strongly preferred FINRA Requirements FINRA licenses are not required and will not be supported for this role. Work Flexibility This role is eligible for hybrid work, with up to two days per week from home. City: State: Community / Marketing Title: Analyst, Investment Liaison Equity Company Profile: Location_formattedLocationLong: Maryland, US CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
    $78k-106k yearly est. 60d+ ago
  • Product & UW Governance Consultant

    The Hartford 4.5company rating

    Chicago, IL jobs

    Product & UW Governance Consultant - UO07GE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future. The Product & Underwriting Governance Consultant plays a critical role in leading cross-functional initiatives to bring new and refreshed insurance products to market while ensuring strong governance and compliance across underwriting processes. This position partners closely with the Global Specialty (GS) Product team, Chief Underwriting Office, and other stakeholders to manage the product development lifecycle and deploy underwriting governance controls. The consultant acts as a project leader without direct authority, driving collaboration, planning, and execution of tasks that support strategic objectives and regulatory requirements. Product Development Leadership * Lead cross-functional teams to deliver new and refreshed insurance products from ideation to market launch. * Manage all business deliverables in the product development lifecycle (excluding systems development), including: * Feasibility and competitive analysis * Development of forms, rates, applications, underwriting guidelines and rules * Statutory filing preparation * Marketing and distribution planning * Coordination of data science deliverables and third-party services * Change management and training initiatives * Create and maintain project plans, schedule meetings, estimate resources, distribute updates, and monitor key activities to ensure timelines and goals are met. Governance Framework & Risk Management * Coordinate product governance activities and guide stakeholders through the Global Specialty Product Governance Process for all new product proposals or material product changes. * Assist in the development of deliverables required for product governance approvals. * Maintain governance frameworks, policies, and procedures for underwriting and product development. * Document and communicate governance requirements and processes within GS and to key stakeholders. * Collaborate with GS CUO, business leads, and product teams to develop, refine and deploy underwriting governance controls and processes. * Prepare reports and metrics for senior leadership on governance and underwriting performance. Qualifications: * Bachelor's degree in Business, Insurance, Risk Management, or related field (advanced degree preferred). * Professional certifications such as CPCU, ARe, or similar preferred. * 7+ years of experience in underwriting, product development, or compliance within P&C insurance. * Proven ability to lead cross-functional projects without direct authority. * Excellent organizational, analytical, and communication skills. * Familiarity with underwriting systems and data analytics tools, a plus. * Experience in governance frameworks and risk management strategies, preferred. * Strong project management skills and attention to detail, preferred. This role can have a Hybrid or Remote work arrangement. Candidates who live near one of our office locations will have the expectation of working in an office 3 days a week (Tuesday through Thursday). Candidates who do not live near an office will have a remote work arrangement, with the expectation of coming into an office as business needs arise. Compensation The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is: $101,840 - $152,760 Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age About Us | Our Culture | What It's Like to Work Here | Perks & Benefits
    $101.8k-152.8k yearly Auto-Apply 29d ago
  • Consumer Loan Specialist I

    Alpine Bank 4.4company rating

    Rifle, CO jobs

    General Purpose The Consumer Loan Specialist I position is the entry level position in the Consumer Loan Underwriting Team. Under direct supervision, the Consumer Loan Specialist I will review and evaluate consumer non-real estate loan applications using the Bank's automated loan platform system. Essential Duties/Responsibilities Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Understanding of different types of consumer loan applications and disclosures used for each. Understands consumer loan documentation and follows compliance regulations. Discerns the Bank's loan policy guidelines and underwrites loan requests within lending parameters. Inputs loan application into loan software and upload any supporting documents that are sent by the location contact. Reviews system decision recommendation by analyzing the application information, credit report history, debt-to-income ratio, and the collateral loan-to-value ratio. Reviews and deciphers essential information on an applicant's credit history report. Identifies missing items or information and communicates with location contact and customer. Ensures underwriting meets loan policy requirements with supervisor review and assistance. Decisions the loan and articulates decision to both the customer and the Retail Branch Representative. Orchestrates loan closing between the customer and the Retail Branch Representative or completes adverse action for disclosure. Regular and reliable attendance is required as an essential function of this position. Performs other duties as assigned. Employees are held accountable for all duties of this job. Job Qualifications Knowledge, Skills, and Ability: Teamwork ethics: demonstrates ability to work successfully as a team player. Demonstrates a positive attitude and adaptability, especially regarding workflow process and technology changes. Displays motivation to initiate work; is a self-starter. Ability to work independently. Organizational skills: ability to effectively prioritize, be detailed oriented, and manage workload. Good analytical abilities to gather and interpret data and decision basic loan requests. Ability to work in a fast-paced environment with a desire for professional growth. Strong verbal and written communication skills. Working knowledge of Loan Policy desired. Computer Skills: Underwriters require advanced computer skills and must be proficient with Excel, Word, and financial analysis software and other spreadsheet packages. Education or Formal Training: High School Diploma or General Education Diploma (GED) equivalent required. Possession of, or ability to obtain, a valid NMLS License, required. Experience: Minimum of 2 years of banking experience preferred. Experience with loan compliance and loan documentation preferred. An equivalent combination of education and experience may be substituted on a year-to-year basis. Working Conditions Working Environment: This job operates in a professional office environment. After successful training in the role, the role allows for a hybrid schedule to include remote work and in office. In-office attendance requires a minimum of two (2) days per week. This arrangement can be modified or removed at any time, at management discretion. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Physical Activities: These are representative of those which must be met to successfully perform the essential functions of this job. This is largely a sedentary role. While performing the duties of this job, the employee is regularly required to talk or hear. Good eyesight and hand/finger dexterity are required. Specific vision abilities required by this job include close vision, distance vision, color vision, and ability to adjust focus. Ability to handle some mental stress when dealing with upset customers. Employee also may have to lift up to 25 pounds. Repetitive motion likely. Note: This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the job. Starting Rate of Pay is from $19.50 to $24.50 per hour, depending on experience. For an overview of our employee benefits please visit: Alpine Bank Careers Page Position anticipated to close January 30, 2026, or until filled.
    $19.5-24.5 hourly 5d ago
  • Director, Sales Marketing - Remote

    NFP Corp 4.3company rating

    Bethesda, MD jobs

    Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: ******************** Summary: As director of Sales Marketing, this role will be dedicated to driving marketing initiatives for NFP's sales organization in North America. The primary focus of this role is to develop the marketing component of go-to-market strategies, drive large-scale sales initiatives across the company, and lead our portfolio of sales marketing campaigns including the oversight of impact reporting. Working across our marketing team, this role will help facilitate the development of external revenue-driving campaigns and activities, as well as internal education for our sales force. In addition, you will support collaborate with our Chief Sales Officer, corporate development, sales enablement and sales operations teams. This role is critical in connecting our sales and marketing teams, and thus it is important that they have a strong understanding of both the marketing and sales process. Essential Duties and Responsibilities: Lead role responsible for supporting, collaborating and driving sales marketing initiatives for our sales organization in the US and Canada. Key point of contact for Sales Operations team, including the CSO, distribution, sales enablement, producer recruiting and corporate development teams. Strategic owner of sales marketing campaigns, including: Oversee and track full portfolio of campaigns and ongoing measurement of impact. Go to market strategy development Lead discussions with core team to identify target audience, market, value prop, and making a recommendation on marketing approach Identify KPIs Collaboration with brand and digital marketing for the development of campaign assets and deliverables. Sales marketing analytics ownership, providing ongoing reporting back to marketing and sales leadership, in collaboration with the head of digital, brand and SEM Advise marketing managers across the team on optimal go to market strategy and how best to enable their marketing initiatives for sales teams. Partner with field marketing leader on regional sales marketing initiatives, campaigns and opportunities to broaden/nationalize across regions. Lead the marketing plan for joint sales initiatives between NFP Aon, Connected Value. Collaborate with Sales Enablement on the creation of templated sales outreach, Sales Enablement kits, and ways to optimize producer marketing. Support of the sales and marketing tech stack, and how to optimize usage of tools Support integrated sales campaigns partnering with corporate development teams. Parter with sales enablement to establish, maintain and audit the lead handoff process from NFP.com and other campaigns. Manage and coach the sales marketing manager, who will report directly into this role. Knowledge, Skills, and/or Abilities: Understanding of the sales process and stages of the buyer's journey. Marketing plan/strategy/timeline development Previous Experience with These Tools or Similar Equivalent: Salesforce CRM Pardot - Marketing Automation Platform SalesLoft - Sales Engagement Platform LinkedIn Sales Navigator Event Marketing Management Industry Sponsorship Marketing Management Understands marketing project management process, workflow, and routing between client, brand and stages of creative production. Excellent oral and written communication skills Excellent working knowledge of Microsoft Excel, Word, Outlook, and PowerPoint Education and/or Experience: A Bachelor's degree in marketing, journalism, or related field 8-10+ years of marketing experience Certificates, Licenses, Registration: N/A What We Offer: We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $90,000 to $126,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer. #J-18808-Ljbffr
    $90k-126k yearly 5d ago
  • Regional Account Underwriter II

    The Hartford 4.5company rating

    Lake Mary, FL jobs

    Regional Accounts Underwriter II - UO08LE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future. We're in the business of helping people achieve amazing things by protecting the things that matter most. And you can help us when you join our team of underwriters. They're at the center of everything we do - and by joining us, you'll be on a team known throughout the industry for providing our customers with just the right amount of coverage they need to pursue their unique interests. Your underwriting career here means collaboration, inclusivity, innovative thinking and so much more. Here, doing things the way they've always been done isn't a part of the job. Here, you'll be putting your creative insights to work with other underwriters and leaders, having a seat at the table with key decision makers. And you'll have any number of opportunities for your career to grow in whatever direction you choose. **We'll Be a Good Match if You Have:** + A customer-first mindset, putting our customers at the center of everything you do. + A passion for making decisions through both analyzing h data and employing critical thinking skills. + A team spirit and desire to work collaboratively. + A financial mindset to help make the best decisions. + Ability to own our work and following through on commitments. + Ability to decipher and execute within a fluid and changing business environment. + An understanding of how to build relationships and trust among diverse groups. + The ability to advance their careers into technical OR leadership positions. **Qualifications:** + Bachelor's Degree strongly preferred, or equivalent combination of education, training, and experience. + 3 + years of P&C OR Employee Benefits underwriting experience. + Demonstrated success in developing and maintaining solid relationships with all internal and external business partners. + Excellent communication, interpersonal and presentation skills + An ability to think analytically about business problems, make recommendations and propose solutions. + High energy self-starter, who is resilient and has an entrepreneurial spirit. + Demonstration of solid time, organizational, and desk management skills + Goal-oriented and delivers outcomes. + Ability to challenge the status quo and compete to win. + Superior technical knowledge and sound decision-making and analytical skill **Job Description:** + Moderate level of proficiency in underwriting skills established underwriting both RA and PA cases as required + Underwrites cases from 1,000 to 5,000 lives + Works directly with Sales, Brokers and Field personnel on new business, renewal and service issues. + Applies all GBD Underwriting guidelines when making decisions + Proficient knowledge of laws, regulations and governance. + Demonstrates understanding of the elements of pricing including risk factors, manual rates, risk classification, pricing targets and reinsurance. + Negotiates prices and benefit options with the sales team and brokers + Established and effective presentation skills for internal underwriting discussions as well as potential external client discussions This role can have a Hybrid or Remote work schedule. Candidates who live near one of our office locations will have the expectation of working in an office 3 days a week (Tuesday through Thursday). Candidates who do not live near an office will have a remote work schedule, with the expectation of coming into an office as business needs arise. **Compensation** The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is: $61,600 - $92,400 Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age
    $61.6k-92.4k yearly 3d ago
  • Group Manager - Middle Market (Chicago, IL)

    Flagstar Bank 4.9company rating

    Chicago, IL jobs

    Group Manager - Middle Market (Chicago, IL) page is loaded## Group Manager - Middle Market (Chicago, IL)locations: Work From Home ILtime type: Full timeposted on: Posted Yesterdayjob requisition id: 19085**Position Title**Group Manager - Middle Market (Chicago, IL)**Location**Work From Home IL, IL 62629**Job Summary**Responsible for the building and leadership of a team who focuses on new business development, portfolio management, credit quality, and overall relationship management of their portfolio of clients targeting the Chicago, IL area. Ensures the generation of revenue by cultivating commercial relationships with companies of revenues between $30MM to $1Bln. This leader will be the point person in the market. Pay Range: $165,621 - $223,588 - $281,556Pay Range: Local Minimum Wage - $0.00 - $0.00**Job Responsibilities:*** **Strategic Planning**: Partnering with regional leadership to create a strategic plan for the Commercial Group and creating action plans to ensure the achievement of the plan including setting and tracking individualized goals for each team member in regards to production and revenue, and forecasting results for management based on existing pipelines.* **Management of the Team**: Monitoring and coaching performance of team members, ensuring that relationships are created and maintained, taking appropriate action to ensure goals are achieved (including sourcing deals personally if needed), while taking corrective actions if goals are not being achieved and leveraging expertise and knowledge to develop an outstanding team. Attracting, developing and coaching a successful sales team. Responsible for hiring, training, development, and handling of salary administration, performance reviews, and employee relations issues.* **Relationship Management/Revenue Generation**: Ability to infuse the team's network of clients and centers of influence with fresh prospects at any time in order to expand opportunities. Serves as an escalation point for any and all client relationships, addressing any issues and removing obstacles to ensure a smooth and beneficial transaction. Personally manages client relationships as needed or deemed necessary. Assist team with generating revenue, deposit gathering and fee production. Work with product partners on cross-sell efforts to deepen relationships and improve profitability.* **Credit Quality**: Ensuring the team is pro-actively monitoring the credit quality of their portfolios through timely financial statement gathering, monitoring client's compliance with ongoing required reporting and properly analyzing financial information. Partnering with the credit team to recommend and take appropriate corrective actions as needed.**Job Requirements**:* High School Diploma or equivalent, required* Bachelor's degree, preferred* 15+ years of experience in commercial lending (either production or credit roles)* Excellent interpersonal and verbal and written communication skills* Knowledge of regulatory compliance requirements. Ability to stay abreast of industry trends, as well as legislation and regulations that impact the business.* Strong negotiation skills* Knowledge of financial analysis; credit analysis skills* Strong relationship management and business development/sales skills* Excellent customer service and community relations skills* Adhere to all regulatory and compliance issues linked to the job and the team and understand how these issues help the bank achieve the vision of remaining an independent bank. Staff member is expected to consistently adhere to regulatory and compliance policies and standards linked to their job as listed. Staff member will not repeatedly act in a manner signifying intentional or willful noncompliance, nor exhibit gross negligence or a general disregard for compliance and regulatory standards. Staff member must ensure compliance with applicable federal, state and local laws and regulations. Staff member must complete all required compliance training on a timely basis. Staff member will maintain knowledge of and adhere to Flagstar's internal compliance policies and procedures. Staff member must take responsibility to keep up to date with changing regulations and policies.Flagstar is an Equal Opportunity EmployerFlagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Please click the following link for detailed information: #J-18808-Ljbffr
    $60k-77k yearly est. 3d ago
  • Mortgage Loan Processor - REMOTE

    Amerisave Mortgage 4.3company rating

    Denver, CO jobs

    AmeriSave Mortgage has set the standard in online mortgage lending with over $130 billion in funded loan volume. As one of the top-rated, largest privately-owned online mortgage lenders in the nation, our mission is to deliver beneficial, responsible home lending solutions with unwavering integrity, dedication and excellence. Our employees are the driving force behind our success. We believe in the power of a dynamic and talented workforce and creating an environment where your contributions are not just recognized, they're celebrated. Your success is our success, and we are seeking skilled professionals who are ready to bring their A-game, exceed benchmarks and enhance the overall excellence of AmeriSave, while also growing and advancing their careers. At AmeriSave, we're one team with one shared dream - to be the best. Let's redefine excellence together! What we're looking for: AmeriSave is currently hiring Loan Processors to join our winning team. We offer advanced technology and support roles that enable our processors to easily manage larger pipelines and earn lucrative bonuses that are paid out every pay period. The ideal candidate has superb customer service skills, is well versed in general mortgage knowledge and guidelines, and loves working in a fast-paced environment. Candidates must be detail oriented with strong written and verbal communication skills. This is a remote opportunity to work from home. Schedules are Monday - Friday, 9am - 6pm your local time with 2 weekend days per month for 4 hours each. What You'll Do: * Responsible for a pipeline of 40-50 loans per month, both refinances and home equity loans * Review loan application package for completeness and accuracy, reconcile application against system input * Responsible for gathering required documentation from customer and third parties in support of the loan approval decision * Responsible for prompt, professional communication to customers, loan officers & underwriters * Responsible for calculating and analyzing income, assets and liabilities * Utilization of AUSSIE and company procedures * Establish an ongoing relationship by delivering best-in-class customer service What You'll Need: * Minimum of 2 years recent mortgage loan experience * Must be self-directed, motivated, and comfortable working in an extremely fast paced environment * Must be proficient in Microsoft Office, DU, LP, CRM * Exceptional problem-solving and customer service skills * Detail-oriented and demonstrate excellent decision making skills * Excellent communication skills Please note that the compensation and benefit information that follows is a good faith estimate for this position only and is provided pursuant to applicable state and local laws on pay transparency. It is estimated based on what a successful applicant in the relevant state might be paid. Compensation The hourly rate for this position is $19 per hour, against commission based on individual performance. Target annual compensation for this position is $60,000 to $120,000. Benefits: * 401(k) * Dental insurance * Disability insurance * Employee discounts * Health insurance * Life insurance * Paid training * Referral program * Vision insurance Supplemental pay types: * Bonus * Referral bonuses AmeriSave is an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. California Consumer Privacy Act Disclosure Acknowledgment Employment Applicants, New Hires, and Employees Residing in California AmeriSave Mortgage Corporation's Privacy Policy Statement ("Policy") can be reviewed here: ******************************** AmeriSave Mortgage Corporation's California Consumer Privacy Act ("CCPA") Recruitment Disclosure can be reviewed here: ****************************************************** When AmeriSave's Human Resources Department makes future requests for personal information, the same Policy is applicable. By applying, you understand this acknowledgment covers current and future personal information requests. You also acknowledge the business purpose of the personal information collected and that future requests may occur while applying for a position at AmeriSave and/or during employment, if applicable.
    $39k-49k yearly est. Auto-Apply 4d ago
  • Senior Tax Manager, Private Client Services | Hybrid

    Eisneramper LLP 4.8company rating

    Chicago, IL jobs

    A leading accounting firm is looking for a Tax Senior Manager in Chicago, Illinois. This role involves supervising teams and fostering client relationships while overseeing tax planning for ultra-high net worth individuals. The ideal candidate will have at least 8 years of experience in tax compliance and a CPA certification. The company promotes work-life balance with a hybrid work model and offers a competitive salary range of $110,000 to $180,000 depending on experience. #J-18808-Ljbffr
    $110k-180k yearly 3d ago
  • Experienced Trader

    XR Trading 4.5company rating

    Chicago, IL jobs

    Full-time Description XR Trading is a proprietary trading firm with employees in the Netherlands, Singapore, UK and US. XR participates in a wide variety of marketplaces including global futures, equities, commodities, options, fixed income, and cryptocurrencies. Our culture emphasizes teamwork and focuses on continuous integration and test-driven development. We embrace opportunistic hiring by welcoming exceptional talent even when a specific role may not be open. If you are highly skilled, motivated, and eager to contribute, we encourage applicants to apply so we can explore potential opportunities within XR Trading. Job Function & Responsibilities We are seeking a talented and self-motivated Experienced Trader to join our growing trading team The ideal candidate is willing to develop new trading strategies utilizing our proprietary software, as well as customize our current trading strategies Location Work location is generally flexible and subject to approval Education Bachelor's degree in a technical area such as electrical engineering or computer science Preferred Experience & Skills Preference to those with the ability to do light programming work using multi-dimensional arrays, nested loops, complex conditionals and simple file I/O Preference to those who are fluent in C++ and/or Python Strong mathematical aptitude Values teamwork and is capable of thinking independently Can communicate effectively while under pressure Can adapt to changing situations with ease 5+ years working experience of high volume trading Has demonstrated the ability to use sound judgment while trading Proven ability to develop new, profitable trading strategies Please note: only individuals whose qualifications match our current needs will be contacted for further screening and/or interviews. XR Trading does not hire candidates who are currently on a student visa or who now or in the future will require XR to sponsor them for employment visa. Thank you for your interest in XR Trading! Below is the expected base salary range for this position. This position is also eligible for an annual discretionary bonus as additional compensation as well as company benefits listed below. Base Salary Range $135,000 - $185,000 USD XR's Company Benefits Package 100% Employer-Paid Medical Coverage Dental Coverage Health Savings Account $50,000 Life Insurance Policy Short-term Disability Insurance Long-term Disability Insurance Employee Assistance Program Flexible Spending Accounts Dental Vision 401(k) Retirement Savings Plan XR matches 50 cents to every dollar employee contributes Pre-tax Transit Benefits $50 stipend for each month Annual reimbursement for bike sharing programs Paid Time Off Generous Annual Vacation and Sick Time Maternity, Paternity and Adoptive Parent Leave Continued Education Tuition Reimbursement for relevant Undergraduate and Graduate School 100% reimbursement for successful completion of qualifying Certificate Programs, CFA Exams, and Single Courses Anniversary Program 5 Years of Employment: 2 additional PTO days and a long-weekend trip for two to a local resort of your choice 10 & 20 Years of Employment: 6-Week Paid Sabbatical 15 Years of Employment: 3 additional PTO days and a long-weekend trip for two to a global destination of your choice Other XR Perks Option to Work Fully Remote Regularly Scheduled Company Sponsored Lunch Access to Building Gym Regular Corporate Events Book Club XR Super Week
    $135k-185k yearly 60d+ ago
  • Remote Tax Director - Corporate & Startups Practice

    Escalon Services, Inc. 4.1company rating

    Chicago, IL jobs

    A Business Process Management firm is looking for a Tax Director to oversee tax services for multiple clients, ensuring compliance with regulations. The ideal candidate will have 12+ years of experience in a complex tax environment and possess strong technical tax proficiency. Responsibilities include client interaction, mentoring tax staff, and providing technical guidance. This remote role offers various health benefits and emphasizes professional growth. #J-18808-Ljbffr
    $109k-164k yearly est. 1d ago

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