Groundfloor is a member-led neighborhood space designed for people who want a dependable place to work alongside others, without forced networking or constant programming. Our spaces are calm, well-run, and flexible - which also makes them a strong fit for the right kinds of private rentals and events.
Overview
We're looking for a self-directed Private Events Sales Manager to own and grow private event and rental bookings for our Echo Park, Los Angeles location. This is a commission-based, part-time role built for someone who values autonomy, flexibility, and meaningful upside.
You will run this channel as your own business within Groundfloor. You'll own the full sales cycle, from lead generation through closing and coordination, with clear ownership over performance and results.
What You'll Do
Private Events & Rentals
Own and grow private event and rental revenue for the LA location
Proactively source leads through outreach, partnerships, referrals, and creative prospecting
Manage the full booking process from first inquiry through signed agreement
Qualify clients and clearly communicate space constraints and expectations
Maintain a simple pipeline and forecast bookings
Coordinate with the Groundfloor team to ensure smooth execution of rentals
Be on-site for select private rentals to support setup, hosting, and handoff
Who This Is For
Experience in event sales, venue rentals, hospitality, or a related field
Entrepreneurial mindset and comfort owning revenue outcomes
Highly self-directed with strong follow-through
Confident representing the brand in person and setting boundaries with clients
Motivated by commission, independence, and performance-based growth
Compensation
This is a performance-based, commission-only role with uncapped upside. Your earnings scale directly with the revenue you generate.
Private Events
30% commission on all private event and rental bookings you close
Example:
$10,000 in bookings = $3,000 commission
$20,000 in bookings = $6,000 commission
$30,000 in bookings = $9,000 commission
Our target is $30K+ in monthly private event bookings, which represents approximately $9,000/month in commission from events alone.
Schedule & Structure
Part-time, commission-based
Flexible, self-directed hours
On-site for private rentals as needed
Fully remote outside of on-site responsibilities
Los Angeles-based
Perks
Free Groundfloor membership
Full ownership over a revenue channel
Flexible schedule with real autonomy
High-upside commission structure
Opportunity to help shape how private events scale across future Groundfloor locations
$30k yearly 5d ago
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PGIM - Associate, RFP Writer (Hybrid)
PGIM 4.5
Newark, NJ jobs
Job Classification:
Sales - SalesA GLOBAL FIRM WITH A DIVERSE & INCLUSIVE CULTURE
As the Global Asset Management business of Prudential, we're always looking for ways to improve financial services. We're passionate about making a meaningful impact - touching the lives of millions and solving financial challenges in an ever-changing world. We also believe talent is key to achieving our vision and are intentional about building a culture on respect and collaboration. When you join PGIM, you'll unlock a motivating and impactful career - all while growing your skills and advancing your profession at one of the world's leading global asset managers! If you're not afraid to think differently and challenge the status quo, come and be a part of a dedicated team that's investing in your future by shaping tomorrow today. At PGIM, You Can!
What you will do
We are looking for an astute, determined professional like you to join our RFP team as an RFP Associate. The team sits within the Business Development organization and collaborates closely with Product Strategy and Portfolio Management. This rewarding opportunity will enable you to make a big impact in our organization, so if this sounds exciting, then PGIM might be the place.
This is a hybrid role based in Newark, NJ, where the team is working 3 days a week in the office.
What you can expect
Assist with RFP requests, investor diligence inquiries, and market surveys
Track, coordinate, and complete requests
Confirm source-data accuracy and appropriate application in responses
Ensure clarity, brevity, and consistency
Coordinate with internal stakeholders (portfolio teams, business development, legal, compliance, and others) to:
Gather information and tailor responses
Ensure timely delivery of proposals
Project-manage document completion
Fulfill internal requests for information used for standard and ad hoc client reporting
Manage Consultant Database Updates
Maintain updated content in our RFP database
Collaborate with a team of experienced RFP / Investor Services colleagues located across the globe
What you will bring
3+ years of marketing, product marketing, client services, or RFP experience
Excellent communication skills, both verbal and written;
Advanced knowledge of Microsoft office suite, using styles and formatting in Word and Excel
Outstanding project management, relationship management, and organizational skills
Ability to work in a fast-paced, deadline-driven environment
High degree of professionalism and client service mindset
Excellent writing, verbal, and editing skills
What will set you apart?
Knowledge of Private Credit &/or Private Real Estate (Equity/Debt) markets preferred
*PGIM welcomes all applicants, even if you don't meet every requirement. If your skills align with the role, we encourage you to apply.
Note: Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $95,000 - $115,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits.
#LI-Hybrid
#LI-SC1
What we offer you:
Market competitive base salaries, with a yearly bonus potential at every level.
Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave.
401(k) plan with company match (up to 4%).
Company-funded pension plan.
Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.
Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service.
Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week.
Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.
Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law.
If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com.
If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.
$95k-115k yearly Auto-Apply 45d ago
Director Partner Operations
Alliant Credit Union 4.8
Chicago, IL jobs
Job Description
In this hybrid role based at our Chicago Headquarters, you will lead the development, execution, and optimization of Alliant Credit Union's partnership operations program. Oversee partner onboarding and ongoing operations and close collaboration across departments to deliver innovative partner solutions. Ensure operational excellence, partner satisfaction, and measurable outcomes that align with Alliant's growth objectives in the partner space.
Essential Responsibilities
Develop programmatic support of partners from onboarding and launch through to ongoing operations.
Design, develop, and manage project plans in a complex, dynamic environment, revising as needed to meet changing requirements.
Assist with transitioning newly-won business from the business development team to vertical business units.
Support and manage discovery, ideation, and product solutioning with partners.
Drive opportunities to closure with legal, finance, and product counterparts.
Oversee product implementation and maintain a feedback loop for enhancements.
Develop and maintain relationships with partners, understanding their needs and provide solutions to enhance their experience.
Establish KPIs and monitor and analyze partnership performance metrics, identify opportunities for growth and make data-driven recommendations.
Provide regular reports and insights to executive leadership on partnership performance.
Manage and resolve any issues or escalations from partners in a timely and effective manner.
Ensure compliance with legal and regulatory requirements in partnership arrangements.
Plan, oversee and lead the work of the team to meet functional and individual operational objectives and goals. Coach, mentor, and develop staff, including overseeing new employee onboarding and providing career development planning and opportunities. Responsible for hire, fire, performance, discipline and problem-resolution decisions.
Adhere to and ensure compliance of all business transactions with policy and process of the Bank Secrecy Act. Ensures compliance with all applicable state and federal laws, company procedures and policies. Maintains integrity and ethics in all actions and conversations with or regarding credit union members and their accounts; complies with Privacy Act directives.
The responsibilities listed do not contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this position. Duties, responsibilities and activities may change at any time with or without notice.
Education
Minimum - 4 Year Bachelors Degree in Business, Marketing, Finance or related
Preferred - Graduate Degree in Business, Marketing, Finance or related
Years of Experience
Miniumum - 10 Years of Program management, partnerships, operations or strategic roles or related
Minimum - 3 Years of People Management
In Lieu of Education
12 Years of Program management, partnerships, operations or strategic roles including people management
Compensation & Benefits:
Typical hiring range: $149,700.00 to $256,700.00 Annually. Actual compensation will be determined using factors such as experience, skills & knowledge.
Benefits: Alliant provides a benefits package including health care, vision, dental, and 401k with employer match including:
Annual performance bonus
Work from home up to 3 days a week
Paid parental leave
Employee discount programs
Time off including paid personal and sick days
11 paid holidays
Education reimbursement
*Note that eligibility and cost of benefits can vary depending on the number of regularly scheduled hours, and job status such as regular full-time, regular part-time, or temporary employment.
$149.7k-256.7k yearly 2d ago
Commercial Loan Agent - Plain City
Richwood Bank 3.9
Plain City, OH jobs
Commercial Loan Agent
At Richwood Bank, our purpose is to inspire, protect, and celebrate anything that makes communities thrive.
Have you ever wanted to work for a company that exceptionally lives its values? One hundred and fifty years ago, we began as a small community bank. Today, we are still a community bank - as well as a payroll processing team, a marketing agency, a coffee shop, and more. We have flipped the switch on traditional banking. Yet, we have always aimed to provide the very best customer experience, contribute to the greater good of our local communities, and make every effort to be the best employer in the area with a company culture that works hard to develop, recognize, and award its team members.
Richwood Bank has a comprehensive benefits package for full time employees including but not limited to, medical and wellness program, dental, vision, employee assistance plan, life insurance and supplemental short-term disability. Full-time and part-time employees have access to a 401(k) plan, an enhanced Wellness program, tuition reimbursement and tons of professional development opportunities!
The Loan Agent will work directly with Lenders to process loans and requests. The Loan Agent role will assist Lenders in all stages of the lending process, application to post-closing. Loan Agents are part of and supervised by Loan Administration and will work for Loan Administration while assisting lenders daily. The purpose of the Agent position is to help lenders move the loan from application to processing, to closing, in a timely manner while assisting Loan Administration in the process of processing/ uploading to post-closing. This is all to ensure a high customer confidence in closing a loan in a timely manner while providing the Disney of Banking experience.
Richwood Bank prides itself on a unique company culture and all team members should be active and engaged participants.
Essential Functions
Enters basic loan application information to Lending Operating System.
Collects Customer financial information and input into correct processing software
Performs Uniform Commercial Code (UCC) and federal tax lien searches as needed
Uploads Secretary of State Documents, Operating Agreements, etc. for applicable business entities
Processes and mail denied/withdrawn loan applications
Processes Credit Card charges for loan fees
Executes construction draw documentation and release funds on approval of lender
May be required to complete construction draw inspections with detained inspection description from lender
Uploads construction Draws to Web Director and maintains the Advances Missing Docs log in the Loan Portal
Works with loan processing to order appraisals, title work, homeowner's insurance and any loan conditions.
Communicates with insurance agents, realtors, homeowner's association representatives as needed
Prints and review closing packages and review for closing
Confirm collateral, terms (length, rate, LTV, borrowers), covenants (accounts, financial statements, etc.), match approval certificate.
Stacks Loan File
Attends loan closing and prepares all post-documentation for filing (mortgage, title, UCC, notice to buyers)
Scans all documents and prepares files for loan administration processing
Notarizes documents as needed
Fills out and submits loan maintenance forms when loan addendums are needed
Familiar with Tran Codes and Loan GL Accounts
TMS/loan ticket creation
Sends Wires
Orders mortgage release documents if needed
Reviews mortgage releases and sign off
Assists the lender in maintaining excellent communication with customers regarding status of loan applications and process
Keeps Outlook calendar updated with closings, appointments, and Loan Officer vacations
Attends Loan & Loan Agent meetings and other committees
Communicates potential top 100 customers to leadership based on financial review and new upcoming loans
Helps to develop and educate newer staff members as needed
Allow employees from other departments to shadow day to day activities as requested
Skills and Abilities
Able to multi-task when needed
Project management
Excellent customer service skills
Mathematical skills
In-depth knowledge of our bank products and services
Work well under pressure and in a fast-paced environment
Ability to identify opportunities to educate customers of more products and services that may fit their needs (cross promotion)
Strong communication skills
High degree of accuracy
Detailed and organized
Maintain confidentiality at all times
Maintain a positive can-do attitude towards your team and customers
Knowledge of various federal regulations including Bank Secrecy Act, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm-Leach-Bailey Act, Regulation E and teller roles and responsibilities relating to each act
Punctual
Driven to succeed and open minded to learn more about new technology within our industry
Education
High School Diploma or GED required; college preferred
2 year's experience in banking preferred
Equal Opportunity Employer/Disability/Veterans. Richwood Bank is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
$53k-76k yearly est. 1d ago
Part-time Barista - Marysville
Richwood Bank 3.9
Marysville, OH jobs
Barista - Marysville
At Richwood Bank, our purpose is to inspire, protect, and celebrate anything that makes communities thrive.
Have you ever wanted to work for a company that exceptionally lives its values? One hundred and fifty years ago, we began as a small community bank. Today, we are still a community bank - as well as a payroll processing team, a marketing agency, a coffee shop, and more. We have flipped the switch on traditional banking. Yet, we have always aimed to provide the very best customer experience, contribute to the greater good of our local communities, and make every effort to be the best employer in the area with a company culture that works hard to develop, recognize, and award its team members.
Richwood Bank has a comprehensive benefits package for full-time employees including, but not limited to, medical and wellness program, dental, vision, employee assistance plan, life insurance and supplemental short-term disability. Full time and part time employees have access to a 401(k) plan, an enhanced Wellness program, tuition reimbursement, and tons of professional development opportunities!
The Barista position is housed within a Richwood branch coffee shop and is responsible for serving all products with friendly, individualized attention. They are responsible for educating customers about the premium coffees and teas served at Richwood Coffee and identifying opportunities to upgrade customer plans for coffee. Additionally, they communicate when supplies or branded materials need stocked or ordered.
Richwood Bank prides itself on its unique company culture and all team members should be active and engaged participants.
Essential Functions
Smiles and greets all customers upon entering the branch.
Develops a rapport with customers by learning their names, favorite drinks, etc.
Verbally receives and creates customer orders in a friendly, efficient, and personalized manner
Responds proactively to prevent customer service situations
Accurately scans orders into the Point-of-Sale system (POS) and reports balances to customers
Answers customer questions regarding coffee blends, preparation, and product freshness
Ensures that customers are educated on our Coffee Shop history, program, products, services, and Beneficiaries
Maintains the highest quality and product standards
Follows all Crimson Cup drink recipes and procedures
Educate themselves on the diverse types of coffee, tea products, blends, and roasts
Restocks supplies when necessary and informs Barista Lead when additional supplies or branded materials are needed
Routinely cleans the bar area, floor, windows, and grinders, and takes out trash, etc.
Reports potential safety hazards to the branch manager
Informs the Branch Manager on duty of any operational inconsistencies and strengths noted with processes
Willing and able to work a Monday through Saturday
To be classified as a full-time employee, Baristas must work at least forty (40) hours per week. Part-time employees are required to work at least twenty (20) hours per week, to maintain their part-time status. Baristas working less than twenty (20) hours per week will be classified as seasonal employees.
Skills and Abilities
Excellent customer service skills
Work well under pressure and in a fast-paced environment
Strong communication skills
High degree of accuracy
Detailed and organized
Maintain a positive morale and professional attitude towards your team and customers
Punctual
Excellent verbal and written skills.
Maintains positive morale and professional attitude.
Excellent verbal and written skills.
Well-organized and detail oriented.
Equal Opportunity Employer/Disability/Veterans. Richwood Bank is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
$23k-28k yearly est. 23d ago
Government Accounting & Advisory Accountant
Clearpoint Cpas Pc 4.6
Johnson City, TN jobs
Full-time, Part-time Description
At ClearPoint CPA's, our mission is to provide clear, insightful, and premier accounting and consulting that empowers businesses and individuals to move forward with confidence. We are committed to building lasting relationships through personalized service, industry expertise, and a steadfast dedication to clarity, integrity, and results.
We're building a team that values true collaboration, prioritizes continuous professional development, celebrates both individual and collective successes, and communicates with openness and respect. If you're looking for a workplace where your ideas matter, your growth is supported, and your contributions have real impact, you'll feel right at home here. Join us and be part of a team committed to helping each other thrive.
We are currently searching for a detail-oriented and motivated accountant to join our Government Accounting & Advisory Team for local governments in Virginia and Tennessee. The consulting services group of ClearPoint CPAs focuses primarily on assisting localities in areas such as:
· Audit readiness
· Financial management assistance
· Internal controls
Requirements
· 3-5 years of governmental accounting experience
· Strong working knowledge of Excel
· Attention to detail and ability to manage multiple client engagements efficiently
· Strong communication skills and a client-first mindset
Preferred:
· Bachelor's Degree in Accounting
· Governmental accounting or audit experience
· Strong analytical skills
· Ability to work effectively in a team environment
Work Location:
· Johnson City, TN or Norton, VA
· Remote work may be an option
· Minimal travel
Job Types:
· Full-time or Flex positions available.
Salary:
· Compensatory with experience. This is a salaried position.
Benefits:
· Competitive base salary + performance bonuses
· Comprehensive benefits: health, dental, vision, 401(k), life, HSA, short-term disability insurance, long term insurance, hospitalization insurance, cancer insurance, and accident insurance.
· Generous PTO + holidays
$103k-131k yearly est. 54d ago
Financial Services Specialist (Remote)
Global Financial Impact 3.9
California jobs
About Us
We seek motivated, positive, and energetic individuals with a passion for teaching financial literacy basics, adding value, and inspiring families to dream again. We are the fastest-growing financial services brokerage in the world to meet a growing demand for financial literacy and support, not only in the United States but globally.
Our World-Class Training and Development Program will prepare you to achieve independence and gain the skills necessary to succeed as an entrepreneur. If you're new to the industry, you'll find our part-time options ideal for transitioning at your own pace to a full-time role.
Role Description
Teach the basics of financial literacy i.e how money works, how it grows, and how taxes work
Conduct Financial Needs Analysis to uncover financial goals of the client
Formulate tailored financial plans for them
Narrow down the best company that fits the clients needs out of the 25+ platinum providers we have on our shelf
Conduct semi annual and annual reviews
Experience
All experience levels are welcome, you'll be partnered with an experienced and successful broker who will guide you through every step, ensuring you're fully equipped to succeed. Our team is composed of individuals from diverse backgrounds doctors, nurses, lawyers, realtors, construction workers, military personnel, and more.
Helpful traits and skills include:
Entrepreneurial Mindset
Leadership
Self-Motivation
Organization & Initiative
High Ambition & Positive Energy
Work Schedule & Benefits
Flexible Schedule & Remote: The pandemic reshaped this industry, allowing us to support families, individuals, and business owners across the U.S. via Zoom. You'll have the flexibility to design your workday around your life and/or current employment.
Personal & Professional Growth: Benefit from our world-class training and mentorship programs designed to help each team member achieve their full potential with achievable advancement opportunities.
Cutting-Edge Technology: Multiple partnerships with fintech companies that offer proprietary software to streamline the client experience.
Rewarding Career: Make a lasting difference by teaching financial literacy and helping people achieve their financial dreams and goals, while also protecting their families.
Supportive Team Environment: Our successful plug-and-play system, paired with friendly competition, motivates our team to reach outstanding achievement levels.
Compensation
Financial Services is the most lucrative industry in the world, 100% Uncapped Commission- varies by client can be a $2,000, while another client can be a $10,000
Multiple income streams: Personal Income, Agency Bonus, Agency Income, Yearly Renewals 1-2%, and Referrals
Biweekly paydays every Tuesday and Friday (Paid 8 to 9 times a month)
Non-Negotiable Qualifications
Willingness to get licensed in 7-10 days via a state-approved course
Ability to pass a background check
Legally authorized to work in the United States
No Felonies
Find us on:
Instagram | LinkedIn | TikTok | GFI Website
At Globe Life we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to Make Tomorrow Better.
Role Overview:
Could you be our next Part-Time Insurance Verification Specialist? Globe Life is looking for a Part-Time Insurance Verification Specialist to join the team!
In this role, you will verify life and health insurance applications directly with potential customers. This is a vital part of our Company's New Business and Underwriting process. The information you verify and gather directly affects whether the Company will decline or issue a policy.
This is a remote / work-from-home position.
What You Will Do:
Make outbound calls to potential customers to verify and document required information to finalize applications for underwriting assessment.
Use the Quality Assurance database and conduct appropriate assessments on what additional customer information or verification is needed.
Clearly explain the application process to potential customers.
Accurately complete additional paperwork as needed.
Maintain appropriate levels of communication with management regarding actions taken within the Quality Assurance database.
Transfer calls to the appropriate department as needed.
Successfully meet the minimum expectation for departmental key performance indicators (K.P.I's).
Be enlisted in special projects that encompass making numerous outbound calls, recording activities requested by/from customers, etc.
What You Can Bring:
Minimum typing requirement of 35 wpm.
Bilingual English and Spanish preferred
Superior customer service skills required - friendly, efficient, good listener.
Proficient use of the computer, keyboard functions, and Microsoft Office.
Ability to multitask and work under pressure.
Knowledge of medical terminology and spelling is a plus.
Excellent organization and time management skills.
Must be detail-oriented.
Have a desire to learn and grow within the Company.
Applicable To All Employees of Globe Life Family of Companies:
Reliable and predictable attendance of your assigned shift.
Ability to work full-time and/or part-time based on the position specifications.
$28k-31k yearly est. 60d+ ago
Associate/Vice President, US Wealth Advisory Model Portfolio Sales
Blackrock 4.4
Princeton, NJ jobs
About this role
Due to our continued phenomenal growth, we are actively seeking client-facing sales professionals with a proven successful track record of managing an assigned territory to help identify, develop, and own client relationships. The model portfolio landscape is one of the fastest growing areas of the Asset Management Industry and continues to expand at a rapid pace. BlackRock is a leader and pioneer in this space with a variety of different model solutions for clients to choose from.
Business Description
BlackRock's US Wealth Advisory business manages the firm's relationships with US retail investors and financial advisors. Representing a full suite of strategies from Model Portfolios, iShares ETFs, and mutual funds to Alternatives, SMAs and sub-advisory relationships USWAs mandate is to deliver One BlackRock to retail.
Role Description
BlackRock Model Specialists in US Wealth Advisory are responsible for accelerating the growth of Model Portfolios. The scope of their role will include 3 core elements:
(1) Be the authority on Model Portfolios to sell a broad range of Model Portfolios constructed by BlackRock to the largest and fastest growing firms.
(2) As a sole practitioner and independent business owner covering a specific territory, identify and drive Model Sales opportunities with a focus on the whole portfolio to deliver the entirety of BlackRock Solutions to Financial Advisors.
(3) Deliver deep Portfolio Construction expertise, education, and market insights through the presentation of BlackRock & iShares content in client meetings, scaled in-person and digital events. The role is located in multiple locations including Princeton, San Francisco & Atlanta.
Primary Responsibilities
Demonstrate mastery of BlackRock Model Portfolios and Model Portfolio landscape.
Deliver fiduciary and investment insights through portfolio construction conversations.
Accelerate the growth of Model Portfolios within a given geography
Embrace data-driven segmentation and the BlackRock sales process to drive deeper relationships with the largest and fastest growing firms and advisors.
Profile to learn more about our clients and deploy the appropriate resources.
Partner with portfolio solutions, product strategists, and Centers of Influence in the territory to deliver the firm.
Embrace technology to deliver an exceptional client experience.
Experience
Experienced Sales Professionals who have a track record of client ownership
Goal-oriented and ambitious candidates with capacity and drive to reach and exceed sales quotas
Candidates with proven relationship building skills
Strong Passion for Asset Management Industry and Capital Markets
Skills and Qualifications
Bachelor's degree required
CIMA or CFA preferred
Minimum 3+ years as an experienced Model, ETF, or mutual fund wholesaler (external)
Strong financial services background with knowledge of investment trends and advisor practices
Exceptional verbal and written communication skills
Strong territory management and sales skills, including profiling and resource deployment
NASD Series 7 and 66 (or 63 & 65) required
Clean U-4
Part-time travel is required within the territory
For San Francisco, CA Only the salary range for this position is USD$100,000.00 - USD$110,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. For Princeton, NJ, Chicago, IL, Boston, MA and Atlanta, GA Only the salary range for this position is USD$100,000.00 - USD$110,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Our benefits
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
Our hybrid work model
BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
About BlackRock
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: **********************************
BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC's Know Your Rights poster and its supplement and the pay transparency statement.
BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our privacy policy.
BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
$100k-110k yearly Auto-Apply 23d ago
Part-time Barista - Marysville
Richwood Bank 3.9
Marysville, OH jobs
Job Description
Barista - Marysville
At Richwood Bank, our purpose is to inspire, protect, and celebrate anything that makes communities thrive.
Have you ever wanted to work for a company that exceptionally lives its values? One hundred and fifty years ago, we began as a small community bank. Today, we are still a community bank - as well as a payroll processing team, a marketing agency, a coffee shop, and more. We have flipped the switch on traditional banking. Yet, we have always aimed to provide the very best customer experience, contribute to the greater good of our local communities, and make every effort to be the best employer in the area with a company culture that works hard to develop, recognize, and award its team members.
Richwood Bank has a comprehensive benefits package for full-time employees including, but not limited to, medical and wellness program, dental, vision, employee assistance plan, life insurance and supplemental short-term disability. Full time and part time employees have access to a 401(k) plan, an enhanced Wellness program, tuition reimbursement, and tons of professional development opportunities!
The Barista position is housed within a Richwood branch coffee shop and is responsible for serving all products with friendly, individualized attention. They are responsible for educating customers about the premium coffees and teas served at Richwood Coffee and identifying opportunities to upgrade customer plans for coffee. Additionally, they communicate when supplies or branded materials need stocked or ordered.
Richwood Bank prides itself on its unique company culture and all team members should be active and engaged participants.
Essential Functions
Smiles and greets all customers upon entering the branch.
Develops a rapport with customers by learning their names, favorite drinks, etc.
Verbally receives and creates customer orders in a friendly, efficient, and personalized manner
Responds proactively to prevent customer service situations
Accurately scans orders into the Point-of-Sale system (POS) and reports balances to customers
Answers customer questions regarding coffee blends, preparation, and product freshness
Ensures that customers are educated on our Coffee Shop history, program, products, services, and Beneficiaries
Maintains the highest quality and product standards
Follows all Crimson Cup drink recipes and procedures
Educate themselves on the diverse types of coffee, tea products, blends, and roasts
Restocks supplies when necessary and informs Barista Lead when additional supplies or branded materials are needed
Routinely cleans the bar area, floor, windows, and grinders, and takes out trash, etc.
Reports potential safety hazards to the branch manager
Informs the Branch Manager on duty of any operational inconsistencies and strengths noted with processes
Willing and able to work a Monday through Saturday
To be classified as a full-time employee, Baristas must work at least forty (40) hours per week. Part-time employees are required to work at least twenty (20) hours per week, to maintain their part-time status. Baristas working less than twenty (20) hours per week will be classified as seasonal employees.
Skills and Abilities
Excellent customer service skills
Work well under pressure and in a fast-paced environment
Strong communication skills
High degree of accuracy
Detailed and organized
Maintain a positive morale and professional attitude towards your team and customers
Punctual
Excellent verbal and written skills.
Maintains positive morale and professional attitude.
Excellent verbal and written skills.
Well-organized and detail oriented.
Equal Opportunity Employer/Disability/Veterans. Richwood Bank is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
$23k-28k yearly est. 25d ago
Director - Client Development, Capital One Ad Solutions - Travel Partnerships (Remote)
Capital One 4.7
Sacramento, CA jobs
Capital One Shopping is looking for a Director, Travel, to join the Partnerships Team. In this role, you will be responsible for cultivating relationships with our key travel partners, ensuring their success in leveraging Capital One Ads' solutions. This client-facing position requires an individual with a strong understanding of product, data, and strategic account management to develop and implement customized solutions for our top travel merchants. You will serve as the primary liaison between our clients and internal teams.
**Key Responsibilities Include:**
+ Partner with key external stakeholders, including C-suite level contacts, to foster and expand Capital One Ads' presence within the travel sector.
+ Utilize data and analytical methodologies to optimize and grow your assigned portfolio of travel accounts.
+ Educate, support, and train agencies, industry partners, and other stakeholders on Capital One Shopping's offerings.
+ Collaborate with Product, Revenue Management, and other internal teams to drive business growth.
+ Manage a broad portfolio of enterprise travel relationships, demonstrating the ability to influence and build consensus across multiple teams.
+ Create and deliver executive-level presentations and materials.
**An ideal candidate will possess:**
+ Strong strategic, analytical, and data-analysis skills.
+ Demonstrated experience in strategic client-facing interactions (in-person, phone, email).
+ Excellent written and verbal communication skills.
+ Experience in identifying, creating, and building strategies to achieve organizational objectives.
+ Prior experience taking full ownership of client relationships and partnering with internal stakeholders to create customized solutions for partners to drive results.
+ A strong commitment to team culture, collaboration, and open communication.
**Basic Qualifications** **:**
+ Bachelor's Degree or Military experience
+ At least 12 years of experience in strategic client-facing sales or account management roles in the travel industry
+ At least 8 years of experience managing, selling, and developing relationships with merchants in the travel industry
+ At least 8 years of experience reviewing or analyzing data
**Preferred Qualifications** **:**
+ MBA
+ 10+ years of affiliate, enterprise sales, or performance marketing experience
+ 8+ years of leading high functioning Sales teams
+ Robust existing relationships and a comprehensive understanding of the Travel ecosystem, including key stakeholders and partners
+ Experience managing technical integrations
**At this time, Capital One will not sponsor a new applicant for employment authorization for this position.**
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
Remote (Regardless of Location): $181,800 - $207,500 for Director, Capital One Ad Solutions
Richmond, VA: $181,800 - $207,500 for Director, Capital One Ad Solutions
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website (******************************************* . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.
No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to **********************
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
$181.8k-207.5k yearly 60d+ ago
Regional Sales Director (Remote)
Globe Life Inc. 4.6
McKinney, TX jobs
Primary Duties & Responsibilities At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.
Role Overview:
Could you be our next Regional Sales Director? Globe Life is looking for a Regional Sales Director to join the team!
In this role, you will be responsible for working with 4-6 agencies to direct and impact company systems, including training systems, recruiting and onboarding processes, and leadership development and advancement.
This is a remote / work from home position.
What You Will Do:
* Work directly with each Agency Owner to set and implement goals and objectives.
* Mentor middle management to achieve career goals and advancement, including candidates for new Agency Owners.
* Assist Agency Owner with coaching inspection and correction on deviations from systems or objectives.
* Overall Growth of the agencies assigned by implementing & inspecting company systems.
* Other duties as assigned.
What You Can Bring:
* 10+ years insurance industry experience.
* College degree preferred.
* Good communication skills, verbal and written.
* Accountability and conflict resolution skills.
* Computer savvy.
Applicable To All Employees of Globe Life Family of Companies:
* Reliable and predictable attendance of your assigned shift.
* Ability to work full time and/or part time based on the position specifications.
How Globe Life Will Support You:
Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life:
* Competitive compensation designed to reflect your expertise and contribution.
* Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
* Robust life insurance benefits and retirement plans, including company-matched 401k and pension plan.
* Paid holidays and time off to support a healthy work-life balance.
* Parental leave to help our employees welcome their new additions.
* Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
* Company-paid counseling for assistance with mental health, stress management, and work-life balance.
* Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
* Discounted Texas Rangers tickets for a proud visit to Globe Life Field.
Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.
Location: McKinney, Texas
$101k-124k yearly est. 18d ago
Commercial Loan Agent
Richwood Bank 3.9
Springfield, OH jobs
Job Description
Commercial Loan Agent
At Richwood Bank, our purpose is to inspire, protect, and celebrate anything that makes communities thrive.
Have you ever wanted to work for a company that exceptionally lives its values? One hundred and fifty years ago, we began as a small community bank. Today, we are still a community bank - as well as a payroll processing team, a marketing agency, a coffee shop, and more. We have flipped the switch on traditional banking. Yet, we have always aimed to provide the very best customer experience, contribute to the greater good of our local communities, and make every effort to be the best employer in the area with a company culture that works hard to develop, recognize, and award its team members.
Richwood Bank has a comprehensive benefits package for full time employees including but not limited to, medical and wellness program, dental, vision, employee assistance plan, life insurance and supplemental short-term disability. Full-time and part-time employees have access to a 401(k) plan, an enhanced Wellness program, tuition reimbursement and tons of professional development opportunities!
The Loan Agent will work directly with Lenders to process loans and requests. The Loan Agent role will assist Lenders in all stages of the lending process, application to post-closing. Loan Agents are part of and supervised by Loan Administration and will work for Loan Administration while assisting lenders daily. The purpose of the Agent position is to help lenders move the loan from application to processing, to closing, in a timely manner while assisting Loan Administration in the process of processing/ uploading to post-closing. This is all to ensure a high customer confidence in closing a loan in a timely manner while providing the Disney of Banking experience.
Richwood Bank prides itself on a unique company culture and all team members should be active and engaged participants.
Essential Functions
Enters basic loan application information to Lending Operating System.
Collects Customer financial information and input into correct processing software
Performs Uniform Commercial Code (UCC) and federal tax lien searches as needed
Uploads Secretary of State Documents, Operating Agreements, etc. for applicable business entities
Processes and mail denied/withdrawn loan applications
Processes Credit Card charges for loan fees
Executes construction draw documentation and release funds on approval of lender
May be required to complete construction draw inspections with detained inspection description from lender
Uploads construction Draws to Web Director and maintains the Advances Missing Docs log in the Loan Portal
Works with loan processing to order appraisals, title work, homeowner's insurance and any loan conditions.
Communicates with insurance agents, realtors, homeowner's association representatives as needed
Prints and review closing packages and review for closing
Confirm collateral, terms (length, rate, LTV, borrowers), covenants (accounts, financial statements, etc.), match approval certificate.
Stacks Loan File
Attends loan closing and prepares all post-documentation for filing (mortgage, title, UCC, notice to buyers)
Scans all documents and prepares files for loan administration processing
Notarizes documents as needed
Fills out and submits loan maintenance forms when loan addendums are needed
Familiar with Tran Codes and Loan GL Accounts
TMS/loan ticket creation
Sends Wires
Orders mortgage release documents if needed
Reviews mortgage releases and sign off
Assists the lender in maintaining excellent communication with customers regarding status of loan applications and process
Keeps Outlook calendar updated with closings, appointments, and Loan Officer vacations
Attends Loan & Loan Agent meetings and other committees
Communicates potential top 100 customers to leadership based on financial review and new upcoming loans
Helps to develop and educate newer staff members as needed
Allow employees from other departments to shadow day to day activities as requested
Skills and Abilities
Able to multi-task when needed
Project management
Excellent customer service skills
Mathematical skills
In-depth knowledge of our bank products and services
Work well under pressure and in a fast-paced environment
Ability to identify opportunities to educate customers of more products and services that may fit their needs (cross promotion)
Strong communication skills
High degree of accuracy
Detailed and organized
Maintain confidentiality at all times
Maintain a positive can-do attitude towards your team and customers
Knowledge of various federal regulations including Bank Secrecy Act, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm-Leach-Bailey Act, Regulation E and teller roles and responsibilities relating to each act
Punctual
Driven to succeed and open minded to learn more about new technology within our industry
Education
High School Diploma or GED required; college preferred
2 year's experience in banking preferred
Equal Opportunity Employer/Disability/Veterans. Richwood Bank is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
About Us
We seek motivated, positive, and energetic individuals with a passion for teaching financial literacy basics, adding value, and inspiring families to dream again. We are the fastest-growing financial services brokerage in the world to meet a growing demand for financial literacy and support, not only in the United States but globally.
Our World-Class Training and Development Program will prepare you to achieve independence and gain the skills necessary to succeed as an entrepreneur. If you're new to the industry, you'll find our part-time options ideal for transitioning at your own pace to a full-time role.
Role Description
Teach the basics of financial literacy i.e how money works, how it grows, and how taxes work
Conduct Financial Needs Analysis to uncover financial goals of the client
Formulate tailored financial plans for them
Narrow down the best company that fits the clients needs out of the 25+ platinum providers we have on our shelf
Conduct semi annual and annual reviews
Experience
All experience levels are welcome, you'll be partnered with an experienced and successful broker who will guide you through every step, ensuring you're fully equipped to succeed. Our team is composed of individuals from diverse backgrounds doctors, nurses, lawyers, realtors, construction workers, military personnel, and more.
Helpful traits and skills include:
Entrepreneurial Mindset
Leadership
Self-Motivation
Organization & Initiative
High Ambition & Positive Energy
Work Schedule & Benefits
Flexible Schedule & Remote: The pandemic reshaped this industry, allowing us to support families, individuals, and business owners across the U.S. via Zoom. You'll have the flexibility to design your workday around your life and/or current employment.
Personal & Professional Growth: Benefit from our world-class training and mentorship programs designed to help each team member achieve their full potential with achievable advancement opportunities.
Cutting-Edge Technology: Multiple partnerships with fintech companies that offer proprietary software to streamline the client experience.
Rewarding Career: Make a lasting difference by teaching financial literacy and helping people achieve their financial dreams and goals, while also protecting their families.
Supportive Team Environment: Our successful plug-and-play system, paired with friendly competition, motivates our team to reach outstanding achievement levels.
Compensation
Financial Services is the most lucrative industry in the world, 100% Uncapped Commission- varies by client can be a $2,000, while another client can be a $10,000
Multiple income streams: Personal Income, Agency Bonus, Agency Income, Yearly Renewals 1-2%, and Referrals
Biweekly paydays every Tuesday and Friday (Paid 8 to 9 times a month)
Non-Negotiable Qualifications
Willingness to get licensed in 7-10 days via a state-approved course
Ability to pass a background check
Legally authorized to work in the United States
No Felonies
Find us on:
Instagram | LinkedIn | TikTok | GFI Website
Primary Duties & Responsibilities At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.
Role Overview:
Could you be our next Bilingual Part-Time Insurance Verification Specialist? Globe Life is looking for a Bilingual Part-Time Insurance Verification Specialist to join the team!
In this role, you will verify life and health insurance applications directly with potential customers. This is a vital part of our Company's New Business and Underwriting process. The information you verify and gather directly affects whether the Company will decline or issue a policy.
This is a remote / work-from-home position.
What You Will Do:
* Make outbound calls to potential customers to verify and document required information to finalize applications for underwriting assessment.
* Use the Quality Assurance database and conduct appropriate assessments on what additional customer information or verification is needed.
* Clearly explain the application process to potential customers.
* Accurately complete additional paperwork as needed.
* Maintain appropriate levels of communication with management regarding actions taken within the Quality Assurance database.
* Transfer calls to the appropriate department as needed.
* Successfully meet the minimum expectation for departmental key performance indicators (K.P.I's).
* Be enlisted in special projects that encompass making numerous outbound calls, recording activities requested by/from customers, etc.
What You Can Bring:
* Minimum typing requirement of 35 wpm.
* Bilingual English and Spanish preferred
* Superior customer service skills required - friendly, efficient, good listener.
* Proficient use of the computer, keyboard functions, and Microsoft Office.
* Ability to multitask and work under pressure.
* Knowledge of medical terminology and spelling is a plus.
* Excellent organization and time management skills.
* Must be detail oriented.
* Have a desire to learn and grow within the Company.
Applicable To All Employees of Globe Life Family of Companies:
* Reliable and predictable attendance of your assigned shift.
* Ability to work full time and/or part time based on the position specifications.
How Globe Life Will Support You:
Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life:
* Competitive compensation designed to reflect your expertise and contribution.
* Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
* Robust life insurance benefits and retirement plans, including company-matched 401k and pension plan.
* Paid holidays and time off to support a healthy work-life balance.
* Parental leave to help our employees welcome their new additions.
* Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
* Company-paid counseling for assistance with mental health, stress management, and work-life balance.
* Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
* Discounted Texas Rangers tickets for a proud visit to Globe Life Field.
Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.
Location: McKinney, TX
$28k-31k yearly est. 18d ago
Associate/Vice President, US Wealth Advisory Model Portfolio Sales
Blackrock 4.4
Princeton, NJ jobs
**About this role** Due to our continued phenomenal growth, we are actively seeking client-facing sales professionals with a proven successful track record of managing an assigned territory to help identify, develop, and own client relationships. The model portfolio landscape is one of the fastest growing areas of the Asset Management Industry and continues to expand at a rapid pace. BlackRock is a leader and pioneer in this space with a variety of different model solutions for clients to choose from.
**Business Description**
BlackRock's US Wealth Advisory business manages the firm's relationships with US retail investors and financial advisors. Representing a full suite of strategies from Model Portfolios, iShares ETFs, and mutual funds to Alternatives, SMAs and sub-advisory relationships USWAs mandate is to deliver One BlackRock to retail.
**Role Description**
BlackRock Model Specialists in US Wealth Advisory are responsible for accelerating the growth of Model Portfolios. The scope of their role will include 3 core elements:
(1) Be the authority on Model Portfolios to sell a broad range of Model Portfolios constructed by BlackRock to the largest and fastest growing firms.
(2) As a sole practitioner and independent business owner covering a specific territory, identify and drive Model Sales opportunities with a focus on the whole portfolio to deliver the entirety of BlackRock Solutions to Financial Advisors.
(3) Deliver deep Portfolio Construction expertise, education, and market insights through the presentation of BlackRock & iShares content in client meetings, scaled in-person and digital events. The role is located in multiple locations including Princeton, San Francisco & Atlanta.
**Primary Responsibilities**
+ Demonstrate mastery of BlackRock Model Portfolios and Model Portfolio landscape.
+ Deliver fiduciary and investment insights through portfolio construction conversations.
+ Accelerate the growth of Model Portfolios within a given geography
+ Embrace data-driven segmentation and the BlackRock sales process to drive deeper relationships with the largest and fastest growing firms and advisors.
+ Profile to learn more about our clients and deploy the appropriate resources.
+ Partner with portfolio solutions, product strategists, and Centers of Influence in the territory to deliver the firm.
+ Embrace technology to deliver an exceptional client experience.
**Experience**
+ Experienced Sales Professionals who have a track record of client ownership
+ Goal-oriented and ambitious candidates with capacity and drive to reach and exceed sales quotas
+ Candidates with proven relationship building skills
+ Strong Passion for Asset Management Industry and Capital Markets
**Skills and Qualifications**
+ Bachelor's degree required
+ CIMA or CFA preferred
+ Minimum 3+ years as an experienced Model, ETF, or mutual fund wholesaler (external)
+ Strong financial services background with knowledge of investment trends and advisor practices
+ Exceptional verbal and written communication skills
+ Strong territory management and sales skills, including profiling and resource deployment
+ NASD Series 7 and 66 (or 63 & 65) required
+ Clean U-4
+ Part-time travel is required within the territory
For San Francisco, CA Only the salary range for this position is USD$100,000.00 - USD$110,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.
For Princeton, NJ, Chicago, IL, Boston, MA and Atlanta, GA Only the salary range for this position is USD$100,000.00 - USD$110,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
**Our benefits**
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
**Our hybrid work model**
BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
**About BlackRock**
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
For additional information on BlackRock, please visit @blackrock (****************************** | Twitter: @blackrock (****************************** | LinkedIn: **********************************
BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. **View the** **EEOC's Know Your Rights poster and its supplement (************************************************************************************************************ **and the** **pay transparency statement (************************************************************************************************* **.**
BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com . All requests are treated in line with our privacy policy (**************************************************************************************** .
BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
$100k-110k yearly 60d+ ago
Director, Client Development Affiliate Marketing - Capital One Ad Solutions (Remote)
Capital One 4.7
Sacramento, CA jobs
Capital One Ad Solutions is looking for a Director to join the Partnerships Team. You'll be responsible for partnering with our top merchants to help them succeed leveraging Capital One Ad Solution's suite of products. In this client-facing role, the team is looking for a sales leader with product, data, sales, and strategic account management experience, to help integrate and create bespoke solutions for our top merchants. You'll act as a key liaison between our clients and internal teams, and be responsible for successfully executing their marketing campaigns from start to finish.
Key Responsibilities Include:
+ Partner with key external stakeholders including C-suite level contacts to help grow and cultivate Capital One Shopping
+ Integrate Capital One Ad Solution's products and services with our merchant partners
+ Leverage data and analytical methodologies to optimize and grow your book of business
+ Teach, support, and train agencies, industry partners, and other stakeholders on Capital One Ad Solutions
+ Work with Product, Revenue Management, and other key stakeholders to help drive our business
+ Technical skills (utilizing analytic platforms, APIs, and proprietary tools) are a plus
+ Building a pipeline of enterprise accounts, and owning a broad portfolio of enterprise relationships; proven ability to influence and build consensus across multiple teams
+ Demonstrated success leveraging data, analytical and communication skills
+ Create and deliver executive level decks & materials
+ Travel onsite for merchant visits and/or industry conferences
An ideal candidate will possess:
+ Strong strategic, analytical, and data-analysis skills
+ Demonstrated experience and results in strategic client facing (in-person, phone, email) interactions
+ Excellent communication skills, both written and verbal
+ Experience in identifying, creating, and building strategies to achieve organizational objectives
+ Prior experience in taking full ownership of client relationships and the ability to partner with internal stakeholders to create customized solutions for partners
+ Experience partnering on and creating product roadmaps
+ A strong deference to team culture, collaboration, and open communication
+ Demonstrable expertise in developing and executing successful retail partnership programs, joint marketing initiatives, and co-op advertising campaigns
+ Collaborate across our client team and within the commerce & retail media organization to solve, innovate, build skills and develop thought leadership and best practices
Basic Qualifications:
+ At least 12 years of experience in a strategic client facing sales or account management roles
+ At least 8 years of experience reviewing or analyzing data
Preferred Qualifications:
+ Bachelor's Degreee
+ 10+ years of affiliate, enterprise sales or performance marketing experience
+ 8+ years of leading high functioning Sales teams
+ Proven track record of managing, selling, and developing relationships with Strategic Merchants
+ Experience managing technical sales and integrations
+ Demonstrated success selling and managing merchants on sophisticated ad platforms
+ Strong data, analytical and communication skills
At this time, Capital One will not sponsor a new applicant for employment authorization for this position.
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
Remote (Regardless of Location): $181,800 - $207,500 for Director, Capital One Ad Solutions
Richmond, VA: $181,800 - $207,500 for Director, Capital One Ad Solutions
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website (******************************************* . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.
No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to **********************
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
About Us
We seek motivated, positive, and energetic individuals with a passion for teaching financial literacy basics, adding value, and inspiring families to dream again. We are the fastest-growing financial services brokerage in the world to meet a growing demand for financial literacy and support, not only in the United States but globally.
Our World-Class Training and Development Program will prepare you to achieve independence and gain the skills necessary to succeed as an entrepreneur. If you're new to the industry, you'll find our part-time options ideal for transitioning at your own pace to a full-time role.
Role Description
Teach the basics of financial literacy i.e how money works, how it grows, and how taxes work
Conduct Financial Needs Analysis to uncover financial goals of the client
Formulate tailored financial plans for them
Narrow down the best company that fits the clients needs out of the 25+ platinum providers we have on our shelf
Conduct semi annual and annual reviews
Experience
All experience levels are welcome, you'll be partnered with an experienced and successful broker who will guide you through every step, ensuring you're fully equipped to succeed. Our team is composed of individuals from diverse backgrounds doctors, nurses, lawyers, realtors, construction workers, military personnel, and more.
Helpful traits and skills include:
Entrepreneurial Mindset
Leadership
Self-Motivation
Organization & Initiative
High Ambition & Positive Energy
Work Schedule & Benefits
Flexible Schedule & Remote: The pandemic reshaped this industry, allowing us to support families, individuals, and business owners across the U.S. via Zoom. You'll have the flexibility to design your workday around your life and/or current employment.
Personal & Professional Growth: Benefit from our world-class training and mentorship programs designed to help each team member achieve their full potential with achievable advancement opportunities.
Cutting-Edge Technology: Multiple partnerships with fintech companies that offer proprietary software to streamline the client experience.
Rewarding Career: Make a lasting difference by teaching financial literacy and helping people achieve their financial dreams and goals, while also protecting their families.
Supportive Team Environment: Our successful plug-and-play system, paired with friendly competition, motivates our team to reach outstanding achievement levels.
Compensation
Financial Services is the most lucrative industry in the world, 100% Uncapped Commission- varies by client can be a $2,000, while another client can be a $10,000
Multiple income streams: Personal Income, Agency Bonus, Agency Income, Yearly Renewals 1-2%, and Referrals
Biweekly paydays every Tuesday and Friday (Paid 8 to 9 times a month)
Non-Negotiable Qualifications
Willingness to get licensed in 7-10 days via a state-approved course
Ability to pass a background check
Legally authorized to work in the United States
No Felonies
Find us on:
Instagram | LinkedIn | TikTok | GFI Website
$40k-61k yearly est. 60d+ ago
Commercial Loan Agent
Richwood Bank 3.9
Springfield, OH jobs
At Richwood Bank, our purpose is to inspire, protect, and celebrate anything that makes communities thrive.
Have you ever wanted to work for a company that exceptionally lives its values? One hundred and fifty years ago, we began as a small community bank. Today, we are still a community bank - as well as a payroll processing team, a marketing agency, a coffee shop, and more. We have flipped the switch on traditional banking. Yet, we have always aimed to provide the very best customer experience, contribute to the greater good of our local communities, and make every effort to be the best employer in the area with a company culture that works hard to develop, recognize, and award its team members.
Richwood Bank has a comprehensive benefits package for full time employees including but not limited to, medical and wellness program, dental, vision, employee assistance plan, life insurance and supplemental short-term disability. Full-time and part-time employees have access to a 401(k) plan, an enhanced Wellness program, tuition reimbursement and tons of professional development opportunities!
The Loan Agent will work directly with Lenders to process loans and requests. The Loan Agent role will assist Lenders in all stages of the lending process, application to post-closing. Loan Agents are part of and supervised by Loan Administration and will work for Loan Administration while assisting lenders daily. The purpose of the Agent position is to help lenders move the loan from application to processing, to closing, in a timely manner while assisting Loan Administration in the process of processing/ uploading to post-closing. This is all to ensure a high customer confidence in closing a loan in a timely manner while providing the Disney of Banking experience.
Richwood Bank prides itself on a unique company culture and all team members should be active and engaged participants.
Essential Functions
Enters basic loan application information to Lending Operating System.
Collects Customer financial information and input into correct processing software
Performs Uniform Commercial Code (UCC) and federal tax lien searches as needed
Uploads Secretary of State Documents, Operating Agreements, etc. for applicable business entities
Processes and mail denied/withdrawn loan applications
Processes Credit Card charges for loan fees
Executes construction draw documentation and release funds on approval of lender
May be required to complete construction draw inspections with detained inspection description from lender
Uploads construction Draws to Web Director and maintains the Advances Missing Docs log in the Loan Portal
Works with loan processing to order appraisals, title work, homeowner's insurance and any loan conditions.
Communicates with insurance agents, realtors, homeowner's association representatives as needed
Prints and review closing packages and review for closing
Confirm collateral, terms (length, rate, LTV, borrowers), covenants (accounts, financial statements, etc.), match approval certificate.
Stacks Loan File
Attends loan closing and prepares all post-documentation for filing (mortgage, title, UCC, notice to buyers)
Scans all documents and prepares files for loan administration processing
Notarizes documents as needed
Fills out and submits loan maintenance forms when loan addendums are needed
Familiar with Tran Codes and Loan GL Accounts
TMS/loan ticket creation
Sends Wires
Orders mortgage release documents if needed
Reviews mortgage releases and sign off
Assists the lender in maintaining excellent communication with customers regarding status of loan applications and process
Keeps Outlook calendar updated with closings, appointments, and Loan Officer vacations
Attends Loan & Loan Agent meetings and other committees
Communicates potential top 100 customers to leadership based on financial review and new upcoming loans
Helps to develop and educate newer staff members as needed
Allow employees from other departments to shadow day to day activities as requested
Skills and Abilities
Able to multi-task when needed
Project management
Excellent customer service skills
Mathematical skills
In-depth knowledge of our bank products and services
Work well under pressure and in a fast-paced environment
Ability to identify opportunities to educate customers of more products and services that may fit their needs (cross promotion)
Strong communication skills
High degree of accuracy
Detailed and organized
Maintain confidentiality at all times
Maintain a positive can-do attitude towards your team and customers
Knowledge of various federal regulations including Bank Secrecy Act, Community Reinvestment Act, Americans with Disabilities Act, Right to Financial Privacy Act, Gramm-Leach-Bailey Act, Regulation E and teller roles and responsibilities relating to each act
Punctual
Driven to succeed and open minded to learn more about new technology within our industry
Education
High School Diploma or GED required; college preferred
2 year's experience in banking preferred
Equal Opportunity Employer/Disability/Veterans. Richwood Bank is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
$52k-76k yearly est. 38d ago
Associate/Vice President, US Wealth Advisory Model Portfolio Sales
Blackrock, Inc. 4.4
Princeton, NJ jobs
About this role Due to our continued phenomenal growth, we are actively seeking client-facing sales professionals with a proven successful track record of managing an assigned territory to help identify, develop, and own client relationships. The model portfolio landscape is one of the fastest growing areas of the Asset Management Industry and continues to expand at a rapid pace. BlackRock is a leader and pioneer in this space with a variety of different model solutions for clients to choose from.
Business Description
BlackRock's US Wealth Advisory business manages the firm's relationships with US retail investors and financial advisors. Representing a full suite of strategies from Model Portfolios, iShares ETFs, and mutual funds to Alternatives, SMAs and sub-advisory relationships USWAs mandate is to deliver One BlackRock to retail.
Role Description
BlackRock Model Specialists in US Wealth Advisory are responsible for accelerating the growth of Model Portfolios. The scope of their role will include 3 core elements:
(1) Be the authority on Model Portfolios to sell a broad range of Model Portfolios constructed by BlackRock to the largest and fastest growing firms.
(2) As a sole practitioner and independent business owner covering a specific territory, identify and drive Model Sales opportunities with a focus on the whole portfolio to deliver the entirety of BlackRock Solutions to Financial Advisors.
(3) Deliver deep Portfolio Construction expertise, education, and market insights through the presentation of BlackRock & iShares content in client meetings, scaled in-person and digital events. The role is located in multiple locations including Princeton, San Francisco & Atlanta.
Primary Responsibilities
* Demonstrate mastery of BlackRock Model Portfolios and Model Portfolio landscape.
* Deliver fiduciary and investment insights through portfolio construction conversations.
* Accelerate the growth of Model Portfolios within a given geography
* Embrace data-driven segmentation and the BlackRock sales process to drive deeper relationships with the largest and fastest growing firms and advisors.
* Profile to learn more about our clients and deploy the appropriate resources.
* Partner with portfolio solutions, product strategists, and Centers of Influence in the territory to deliver the firm.
* Embrace technology to deliver an exceptional client experience.
Experience
* Experienced Sales Professionals who have a track record of client ownership
* Goal-oriented and ambitious candidates with capacity and drive to reach and exceed sales quotas
* Candidates with proven relationship building skills
* Strong Passion for Asset Management Industry and Capital Markets
Skills and Qualifications
* Bachelor's degree required
* CIMA or CFA preferred
* Minimum 3+ years as an experienced Model, ETF, or mutual fund wholesaler (external)
* Strong financial services background with knowledge of investment trends and advisor practices
* Exceptional verbal and written communication skills
* Strong territory management and sales skills, including profiling and resource deployment
* NASD Series 7 and 66 (or 63 & 65) required
* Clean U-4
* Part-time travel is required within the territory
For San Francisco, CA Only the salary range for this position is USD$100,000.00 - USD$110,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.
For Princeton, NJ, Chicago, IL, Boston, MA and Atlanta, GA Only the salary range for this position is USD$100,000.00 - USD$110,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Our benefits
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
Our hybrid work model
BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
About BlackRock
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
For additional information on BlackRock, please visit @blackrock | Twitter: @blackrock | LinkedIn: **********************************
BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. View the EEOC's Know Your Rights poster and its supplement and the pay transparency statement.
BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com. All requests are treated in line with our privacy policy.
BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.