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Sales/Field Sales Manager jobs at Koch Industries

- 2021 jobs
  • Mortgage Sales Manager

    Capcenter 4.2company rating

    Richmond, VA jobs

    The Mortgage Sales Team Lead is responsible for coaching, motivating, and supporting a team of Inside Sales Loan Officers or Mortgage Sales Representatives who engage with warm leads-including credit trigger leads, listing alerts, cash-out refinance opportunities, and other inbound and outbound prospects. This role is focused on driving team performance, improving lead conversion rates, and ensuring an exceptional borrower experience from the first point of contact through pre-qualification. The Team Lead acts as both a high-performing loan originator and a mentor to the sales team. Key Responsibilities Leadership & Team Management Lead, train, and mentor a team of Inside Sales Loan Officers or Lead Specialists to achieve daily, weekly, and monthly sales goals. Monitor performance metrics (call volume, contact rates, conversion rates, funded loans, etc.) and provide coaching for continuous improvement. Conduct daily huddles and one-on-one performance reviews. Partner with management to implement sales strategies, scripts, and process enhancements. Sales & Pipeline Management Proactively make outbound calls to qualified leads from various marketing sources (trigger leads, listing alerts, past customers, etc.). Support team members in managing their pipelines, improving close ratios, and maximizing lead ROI. Ensure all sales activities comply with company policies and mortgage lending regulations (SAFE Act, RESPA, ECOA, etc.). Collaborate with processing and operations teams to ensure smooth handoffs and exceptional borrower experiences. Reporting & Analytics Track team KPIs and provide detailed performance reports to leadership. Analyze lead quality and provide feedback to marketing and lead vendors. Identify trends in borrower behavior and recommend strategies to increase conversion and retention. Qualifications Active NMLS Mortgage Loan Originator License (or ability to obtain one prior to start date). 3+ years of experience in mortgage sales, preferably inside sales or call center environments. 1+ years of leadership, coaching, or team lead experience. Strong understanding of mortgage products (refinance, purchase, cash-out, FHA, VA, conventional). Proven track record of exceeding sales and production goals. Excellent communication, coaching, and motivational skills. Proficiency with CRM systems, LOS platforms, and sales performance dashboards.
    $77k-135k yearly est. 2d ago
  • Sales Manager- Patek Philippe

    KLR Executive Search Group LLC 4.2company rating

    Boston, MA jobs

    About Long's Jewelers For more than a century, Long's Jewelers has been New England's premier destination for fine jewelry, luxury watches, and exceptional client experiences. Family-owned and operated with seven locations across Massachusetts and New Hampshire, Long's is proud to partner with the world's most prestigious brands, including Patek Philippe and Rolex. With a reputation built on trust, integrity, and lasting relationships, Long's offers a truly unique opportunity to be part of a legacy brand. The Opportunity Long's Jewelers is seeking a Sales Manager to lead the flagship Patek Philippe boutique on Newbury Street in Boston. This is a rare opportunity to represent one of the world's most exclusive watchmakers, guiding clients through an experience that is as much about heritage and artistry as it is about ownership. The Sales Manager will be entrusted with fostering meaningful client relationships, mentoring a talented team, and serving as a key ambassador for both Long's and Patek Philippe. Key Responsibilities Represent Patek Philippe with professionalism, discretion, and integrity. Build lasting relationships with high-net-worth clients, offering an exceptional and personalized experience. Lead, coach, and inspire the boutique sales team, cultivating a collaborative and high-performance culture. Partner with leadership to drive strategy, elevate client experiences, and grow the boutique's impact. Serve as a trusted liaison with Patek Philippe leadership in the U.S. and Geneva, bringing insights and training back to the team. Qualifications 5+ years of experience in luxury watches or fine jewelry; high-complication expertise strongly preferred. A proven track record of building and sustaining long-term client relationships. Experience leading and developing high-performing sales teams in a luxury retail environment. Strong organizational, analytical, and communication skills. A passion for horology and an eagerness to represent one of the most respected names in the industry.
    $119k-177k yearly est. 4d ago
  • Corporate Affairs Account Manager Lead, Content Studio

    USAA 4.7company rating

    Plano, TX jobs

    Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity We're building something new-and we're looking for bold, creative, and strategic talent to help shape it. USAA's Corporate Affairs team is growing as part of an exciting transformation to strengthen how we engage with our members and each other in service of our mission. Whether you're a strategic business partner or a creative storyteller, join us to forge smarter connections, deeper partnerships, and stronger outcomes. Together, we're enhancing how we serve the military community and their families-making every interaction more meaningful. As a strategic Account Manager supporting USAA - you'll lead the development and delivery of integrated communications strategies that inform, engage and inspire. With a strong understanding of the financial services landscape, your part strategist, part storyteller and part project manager - deeply attuned to the business, its people, and the channels that matter. You'll collaborate across Corporate Affairs and act as a connector-bringing strategic thinking, content savvy and rigor to every engagement. You'll bring the ability to quickly understand business goals, navigate functional priorities and translate complex strategies into clear, actionable communications. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX or Plano, TX. Relocation assistance is not available for this position. What you'll do: Provides regular counsel and insight to senior management, company leaders, subject-matter experts, and unit staff to develop highly complex effective communication strategies and tactics in support of enterprise strategic initiatives. Prioritizes highly complex communication projects and ensures they support enterprise plans for employee, member, and public initiatives. Serves as a key influencer and integrator of strategic objectives across the enterprise. Creates strategies that employ communications tactics such as press outreach, online advocacy, social networking internal and external social channels, leadership, and other internal and external communication channels, and publications. Measures the effectiveness of communications strategies to ensure objectives are met. Develops and implements highly complex communications plans in support of business objectives and collaborates with colleagues to support positive business outcomes, protect and enhance USAA's reputation, and engage the company's workforce. Develops, manages and executes effective messaging, collateral, processes and strategies in support of business initiatives, craft key messaging for use with federal and local regulators. Partners with various teams within the Marketing & Communications Organization (e.g. Social Business, Content Strategy & Development) and with key enterprise partners in the development of collateral to be used across all mediums, including print, web, email, video, and social media to help deliver the messages on the identified channels. Maintains a command of USAA strategies and possesses in-depth knowledge of financial services industry issues and trends, and actively seeking to link those issues to ongoing or emerging employee, member and/or public communications opportunities. In support of public affairs, leads and/or partners in the development and implementation of all communications to include crisis management, legislative, regulatory and litigation communications. Manages message development and builds relationships with third-party groups. Develops and manages grassroots communications with influential groups. Develops relationships with the news media to leverage USAA's reputation. In support of social media, partners with the Social Business team to plans, directs, and executes USAA's social media strategy to protect, sustain, and enhance USAA's reputation. Develops and mentors junior team members. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's Degree in Communications, Journalism, Marketing, or a related degree required OR 4 additional years of related experience beyond the minimum required may be substituted in lieu of a degree. 8 or more years of progressively responsible experience in internal and/or external communications (including employee communications), preferably within the financial services industry to include media relations experience working with media outlets at national, regional or local levels. Subject Matter Expert writing and editing skills and excellent verbal communication skills. Subject-matter-expert knowledge of the function/discipline and demonstrated application of knowledge, skills and abilities towards work products required. Subject-matter-expert level in communication industry practices and emerging trends required. Experience in translating business objectives into integrated communication strategies and tactics that drive business performance. Project management and collaboration experience including managing cross-functional projects from inception to completion. What sets you apart: Experience in Financial Service communications and/or working within an agency model in an account management or producer role Strong Project Management skills and experience in PM Tools such as Workfront and/or Asana Enjoys collaborating cross-functionally to enhance business outcomes. Experience in video, radio & photography production. Experience shaping creative communications that are pointed at solving a business challenge. US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $127,310 - $243,340. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
    $74k-93k yearly est. Auto-Apply 3d ago
  • Head of Sales & Growth

    Check 4.2company rating

    San Francisco, CA jobs

    Building at Check At Check, we make paying people simple . In doing that, we're not just building our own business- we're building payroll businesses together with every one of our partners. As the inventors of embedded payroll, we're redefining how people get paid and making it easier for payroll businesses to launch, grow, and thrive. Check out the full story | Tune in. Check is far more than just API infrastructure. We're a springboard for building and scaling payroll businesses. Our Team Payroll is broken. Come fix it alongside a team that's as passionate as you are! At Check, you'll use creative problem-solving, critical thinking, and grit to impact every business we build. We view problems to solve and jobs to be done as opportunities to contribute to the solution; we ignore conventional role boundaries in favor of the unique strengths and value each builder brings to our team and to our mission. Join us if you're ready to roll up your sleeves and redefine payroll. Let's simplify the complex, make a real impact, and create a better future for businesses of every size. The Work As Head of Sales & Growth, you will lead Check's Sales and Growth teams across the full lifecycle-driving new partner acquisition and scaling post-sales growth. You'll set the vision and drive the strategy, structure, and execution that enable Check and our partners to grow together. This is a strategic and hands-on role for a leader who pairs commercial thinking with product curiosity. You'll use partner and market insights to shape strategy, inform the roadmap, and drive meaningful growth for our partners and for Check. In this role, you will: Lead Check's Sales and Growth teams, fostering collaboration, accountability, and shared success across new partner acquisition and post-sales expansion. Serve as executive sponsor for key prospects and partners, driving engagement and alignment across the full partner lifecycle. Act as the voice of the partner in shaping Check's roadmap-advocating for partner needs, surfacing insights, and helping define the company's strategic priorities. Establish clarity and narrative around partner performance and pipeline, ensuring internal visibility into where we're winning, where we're at risk, and what actions drive faster revenue growth. Translate product improvements into compelling external messaging, strengthening how Check communicates new capabilities to both prospects and partners. Bring a CRO mindset to accelerate revenue growth, balancing strategic influence with hands-on execution. Tools for the job Many backgrounds could fit this role, but ideal candidates will have some or all of the following: 8+ years of experience in partnerships, business development, or strategic account management, ideally in fintech, SaaS, or platform infrastructure A strong track record of driving joint growth initiatives and influencing product and go-to-market strategies A background that blends strategy and execution, such as experience in management consulting, product management, or GTM strategy Experience leading and developing a high-performing team of managers and senior individual contributors across Sales and Growth Commercial instincts and comfort owning forecasts and performance metrics Strong analytical and storytelling skills that help simplify complexity for partners and internal teams Curiosity for technical products and how they create business value A collaborative, grounded leadership style that balances strategy and execution We build best when we come together on level ground. Travel and Office Policy The Check team is distributed across the US, with offices in New York City and San Francisco. While we embrace remote work, time together in person is where we do our best work. We offer ample opportunities and encourage employees to attend team off-sites, events, and hackathons a couple of times a year! We expect all employees to attend our annual 3-day company retreat in the fall. For our in-office and hybrid employees, our offices are open all week. We provide meals on Tuesdays and Thursdays, and the team hosts regular happy hours, game nights, etc. What we offer: (Variable) For full-time employees, Check offers company-sponsored medical, dental, vision, short-term/long-term disability, and basic life insurance coverage, effective on their first day of work. We also provide stock options, flexible PTO and sick leave, up to 16 weeks of fully paid parental leave for all new parents, flexible return-to-work, 9 annual holidays, a 401 (k) retirement plan, and a $100 monthly stipend for home internet and mobile phone expenses. The actual annual salary for this role is dependent on each candidate's experience, qualifications, and work location: The expected range in San Francisco, NYC, LA, and Seattle is between $200,500 and $220,550, with performance-based compensation also varying between $86,000 to $96,000. For all other locations, the expected range is between $170,500 and $187,550, with performance-based compensation also varying between $73,000 to $83,000. We accept applications on an ongoing basis with no specified deadline. Remote work at Check requires the ability to perform all responsibilities without distraction or disruption, while maintaining quality, effective communication, and productivity. Check is proud to be an Equal Opportunity employer. We do not discriminate based on race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, provided they are consistent with applicable federal, state, and local laws. Check is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. Check participates in E-Verify and will provide the federal government with Form I-9 information from all new employees to confirm that they are authorized to work in the U.S. Check does not use E-Verify to pre-screen applicants.
    $200.5k-220.6k yearly Auto-Apply 48d ago
  • Senior Sales and Training Manager (Hybrid)

    Crosscountry Mortgage 4.1company rating

    Dallas, TX jobs

    CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture. A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down. CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program. Position Overview: The Senior Sales & Training Manager is responsible for performance-driven sales leadership and hands-on coaching and training expertise. This role recruits and inspires a high-performing sales team by modeling best practices in prospecting, pipeline management, and customer service and mentoring and onboarding newly licensed Loan Officers into productive contributors. Duties focus on results and development, setting clear sales goals, monitoring performance metrics, and providing individualized coaching and corrective action plans as needed. This role develops engaging curricula and training assets-from live sessions to digital learning tools-on topics including loan workflows, regulatory compliance, and internal technology platforms. The Sales & Training Manager collaborates cross-functionally with operations, compliance, and IT to ensure seamless process alignment and ongoing professional development. Job Responsibilities: Drive the origination of high-quality refinance and purchase mortgage loans. Recruit and motivate a team of Loan Officers (LOs), fostering a culture of accountability, collaboration, and continuous improvement. Set and monitor individual and sales goals for LOs; track performance metrics and implement corrective coaching plans. Design and deliver comprehensive origination boot camps for newly licensed LOs, covering loan products, compliance requirements, and internal systems (e.g., Encompass 360). Lead by example in prospecting, pipeline management, and customer-service excellence. Serve as LOs primary mentor; conduct one-on-one skill assessments, provide performance feedback, and co-create personalized development plans. Develop and maintain training materials including classroom guides, e-learning modules, job aids, and micro-learnings on topics such as loan origination workflows (purchase & refinance), third-party vendor processes and compliance (FNMA/FHLMC, FHA/VA, S.A.F.E. Act) and internal platforms and technology roll-outs. Facilitate live and virtual training sessions, ensuring timely delivery and high engagement; schedule internal CCM training for new LOs as needed. Partner with operations, compliance, and IT teams to integrate process changes and system updates into training curricula. Qualifications and Skills: This role requires on-site presence 2 - 3 days per week. Minimum 10 years' residential mortgage processing experience. Experience with originating refinance and purchase loans independently in both consumer-direct and retail channels. Experience with building relationships, mentoring others, and leading cultural change. Excellent presentation, facilitation and public-speaking skills. Excellent instructional design, technical writing and analytical capabilities. Excellent executive-functioning skills, including exceptional organization skills, attention to detail, enthusiasm, proactiveness, problem-solving, and proficient at managing multiple priorities. Advanced knowledge of Learning Management Systems (LMS) and virtual-training platforms. Skill in working in a collaborative, high-volume team setting. Proficient in Encompass 360 and Microsoft Office Suite. (Word, Excel, Outlook, PowerPoint) This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position. Pay Range: Annual Salary: Up to $250,000.00 + The posted pay range considers a wide range of compensation factors, including candidate background, experience and work location, while also allowing for salary growth within the position. #LI-CCMREC CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: ********************************** California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants. CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion. CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************
    $250k yearly Auto-Apply 3d ago
  • Senior Sales Manager (Pipe Fabrication) - FabLogix

    Kelso Industries 4.3company rating

    Greenville, SC jobs

    Job Description Together We Build - Partnership, Innovation, Excellence, and Safety At Kelso Industries, 3,500+ employees across 30 companies work together to deliver exceptional HVAC, mechanical, plumbing, refrigeration, and electrical solutions nationwide. Join us to grow your career, make an impact, and be part of a team where innovation, excellence, and safety come first. Recruiter Notice: We respectfully ask external recruiters and staffing agencies not to submit candidates. We only accept direct applications. We are seeking a results-driven Senior Sales Manager with strong industry relationships and direct, proven success in pipe fabrication sales across sectors such as Process Chemical, Power, Petrochemical, Industrial, Life Sciences, Data Center, and Modular Fabrication (highly preferred) . This is a fully remote role (U.S.-based) with ~50% travel required. As the Sales Manager, you will focus on developing new leads and creating bidding opportunities for the company. You'll be expected to travel to our FabLogix facility in Duncan, SC, whenever introducing a new client or prospect to ensure alignment and collaboration with the company leadership team. Key Responsibilities: Identify, pursue, and secure new business opportunities within targeted market verticals. Maintain and grow relationships with key clients, EPCs, facility owners, and general contractors. Develop and execute strategic sales plans to meet revenue and margin targets. Collaborate with estimating, engineering, and operations to ensure alignment on scope, pricing, and project delivery. Lead proposal efforts, including bid strategy, client presentation, and negotiation support. Provide accurate sales forecasts and reporting to executive leadership. Represent the company at industry events, conferences, and client meetings to enhance brand visibility and market presence. Gather market intelligence to inform product and service offering enhancements. Mentor and support junior business development or inside sales team members, as applicable. Qualifications & Skills: 7-10+ years of progressive sales experience in pipe fabrication Demonstrated success selling into the Modular industry (i.e. multi-trade large skids for Data Centers and Life Sciences) and one or more of the following industries: Process Chemical, Power Generation, Petrochemical, and Industrial Manufacturing. Strong network of existing industry relationships and active contacts. Deep understanding of pipe fabrication processes, materials (carbon steel, stainless, alloy), and modular skids or rack systems. Experience selling to both direct owners and engineering, procurement, and construction (EPC) firms. Excellent communication, negotiation, and presentation skills. Self-motivated and able to manage a dynamic sales pipeline independently. Preferred Qualifications: Experience in Salesforce CRM. Strong network within the industrial construction, power, chemical or manufacturing sectors. Mission Critical network relationships is a strong plus. Benefits: Competitive salary and additional commission-based incentives. Location flexibility. Work remotely from anywhere in the US. Health, dental, and vision insurance. 401(k) with company match. Professional development and career growth opportunities. Paid time off and company holidays. This role is ideal for a motivated professional eager to lead projects and drive business growth in the industrial piping sector. If you are passionate about leading growth, we want to hear from you. Why Join Kelso Industries? Join us and be part of a team dedicated to creating efficient, sustainable, and high-performance environments that make a lasting impact across the industrial, commercial, and institutional sectors. Here you will experience: Growth Opportunities: Develop new skills, take on exciting challenges, and advance your career in meaningful ways. Company Culture: You'll thrive in an environment that supports your growth, values your contributions, and makes work fulfilling and enjoyable. Impact: Your work directly contributes to meaningful outcomes, allowing you to see the difference you make and feel a sense of purpose every day. Competitive Compensation & Benefits: You'll be rewarded fairly for your contributions while enjoying perks that enhance your financial security, health, and overall well-being. Kelso Industries celebrates diversity and is committed to creating an inclusive environment for all employees. We do not discriminate in any aspect of employment based on race, color, religion, national origin, ancestry, gender, sexual orientation, gender identity and/or expression, age, veteran status, disability, or any other characteristic protected by federal, state, or local employment discrimination laws where Kelso does business
    $136k-190k yearly est. 19d ago
  • Regional Fidelity Channel Manager - Tampa

    Brighton Jones 4.1company rating

    Tampa, FL jobs

    Ready to make a meaningful impact? At Brighton Jones, we're a purpose-drive, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we've built a culture of continuous growth, collaboration, and community-recognized with 15 consecutive “Best Places to Work” awards including Inc.com's 2025 list, as well as national honors for community impact. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we're growing fast-and we're looking for driven, curious individuals to join our #OneTeam. The WAS (Wealth Advisor Solutions) program is a national referral (prospective client referral) program from Fidelity. As the Channel Manager, you will be responsible for owning all things related to WAS in your assigned territory. The Regional FCM will work with the national, regional, and local teams to maximize our WAS partnership in an assigned territory. This involves building strong relationships with Fidelity Branch Leaders and individual Financial Consultants and collaborating with local Brighton Jones client service teams to achieve our annual revenue goals. Take our Values in Action Self-Assessment to see how our values align! Key Responsibilities: Deliver measurable results by proactively identifying opportunities to meet and exceed referral revenue goals Cultivate a strong presence within your territory, building visibility, deep local insights, and trusted community relationships Develop meaningful connections with referral sources, earning trust quickly and inspiring Fidelity partners to confidently advocate for Brighton Jones Collaborate with national, regional, and local teams to design and execute thoughtful strategies that drive high-quality lead generation from Fidelity retail branches Build and nurture strategic relationships with Fidelity Branch Leaders and Financial Consultants to strengthen our partnership and expand our reach Serve as the primary point of contact for relationship development, referral introductions, and engaging branch presentations Stay attuned to local market trends, anticipating risks and opportunities that inform and enhance the effectiveness of the WAS program Manage the referral pipeline with intention, partnering closely with local client service teams to ensure a seamless and client-centered sales experience Host, network, and engage with Fidelity branch teams to deepen collaboration and foster a culture of partnership Confidently articulate the Brighton Jones service model-our philosophy, our approach, and what makes us different-in both virtual and in-person settings Provide clear, timely, and supportive communication to prospective clients throughout their decision-making journey Represent Brighton Jones with professionalism, warmth, and enthusiasm at community and industry events Lead ongoing account and relationship management to ensure long-term partnership success Consistently achieve quarterly and annual referral revenue goals Other duties may be assigned, as assigned such as: Periodically conducting research and competitive analysis to stay on top of current market changes and competitive trends Identifying possible opportunities across all other Brighton Jones services 401(K) Advisory, Tax, OpenPlan, Legal and Real Estate Helping to identify and develop additional Centers of Influence (COI) in assigned territory Travel as necessary (up to 50%+ or as needed) Your Experience: Four-year college degree required (preferably in Finance, Business or Economics) 3-5 years of experience in a channel - account management / sales related role, preferably in financial services Time and territory management skills Excellent written and verbal communication skills Strong organizational, analytical, and interpersonal skills Ability to excel in a fast-paced, team-oriented environment Proficiency in Microsoft Office applications required Knowledge of Salesforce and Fidelity Wealth Advisor Solutions a plus This role is part of an emerging market and will be considered remote until an office space is secured. Brighton Jones is a 'work-from-office' culture with a lot of flexibility. This is a full-time, and exempt position. Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future. We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community. Brighton Jones is a team founded on equity and respect, and we're on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically. To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth. Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
    $70k-100k yearly est. Auto-Apply 11d ago
  • Regional Fidelity Channel Manager - Tampa

    Brighton Jones 4.1company rating

    Florida jobs

    Job DescriptionReady to make a meaningful impact? At Brighton Jones, we're a purpose-drive, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we've built a culture of continuous growth, collaboration, and community-recognized with 15 consecutive “Best Places to Work” awards including Inc.com's 2025 list, as well as national honors for community impact. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we're growing fast-and we're looking for driven, curious individuals to join our #OneTeam. The WAS (Wealth Advisor Solutions) program is a national referral (prospective client referral) program from Fidelity. As the Channel Manager, you will be responsible for owning all things related to WAS in your assigned territory. The Regional FCM will work with the national, regional, and local teams to maximize our WAS partnership in an assigned territory. This involves building strong relationships with Fidelity Branch Leaders and individual Financial Consultants and collaborating with local Brighton Jones client service teams to achieve our annual revenue goals. Take our Values in Action Self-Assessment to see how our values align! Key Responsibilities: Deliver measurable results by proactively identifying opportunities to meet and exceed referral revenue goals Cultivate a strong presence within your territory, building visibility, deep local insights, and trusted community relationships Develop meaningful connections with referral sources, earning trust quickly and inspiring Fidelity partners to confidently advocate for Brighton Jones Collaborate with national, regional, and local teams to design and execute thoughtful strategies that drive high-quality lead generation from Fidelity retail branches Build and nurture strategic relationships with Fidelity Branch Leaders and Financial Consultants to strengthen our partnership and expand our reach Serve as the primary point of contact for relationship development, referral introductions, and engaging branch presentations Stay attuned to local market trends, anticipating risks and opportunities that inform and enhance the effectiveness of the WAS program Manage the referral pipeline with intention, partnering closely with local client service teams to ensure a seamless and client-centered sales experience Host, network, and engage with Fidelity branch teams to deepen collaboration and foster a culture of partnership Confidently articulate the Brighton Jones service model-our philosophy, our approach, and what makes us different-in both virtual and in-person settings Provide clear, timely, and supportive communication to prospective clients throughout their decision-making journey Represent Brighton Jones with professionalism, warmth, and enthusiasm at community and industry events Lead ongoing account and relationship management to ensure long-term partnership success Consistently achieve quarterly and annual referral revenue goals Other duties may be assigned, as assigned such as: Periodically conducting research and competitive analysis to stay on top of current market changes and competitive trends Identifying possible opportunities across all other Brighton Jones services 401(K) Advisory, Tax, OpenPlan, Legal and Real Estate Helping to identify and develop additional Centers of Influence (COI) in assigned territory Travel as necessary (up to 50%+ or as needed) Your Experience: Four-year college degree required (preferably in Finance, Business or Economics) 3-5 years of experience in a channel - account management / sales related role, preferably in financial services Time and territory management skills Excellent written and verbal communication skills Strong organizational, analytical, and interpersonal skills Ability to excel in a fast-paced, team-oriented environment Proficiency in Microsoft Office applications required Knowledge of Salesforce and Fidelity Wealth Advisor Solutions a plus This role is part of an emerging market and will be considered remote until an office space is secured. Brighton Jones is a 'work-from-office' culture with a lot of flexibility. This is a full-time, and exempt position. Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future. We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community. Brighton Jones is a team founded on equity and respect, and we're on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically. To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth. Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
    $70k-99k yearly est. 11d ago
  • Regional Fidelity Channel Manager - Dallas

    Brighton Jones 4.1company rating

    Dallas, TX jobs

    Ready to make a meaningful impact? At Brighton Jones, we're a purpose-drive, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we've built a culture of continuous growth, collaboration, and community-recognized with 15 consecutive “Best Places to Work” awards including Inc.com's 2025 list, as well as national honors for community impact. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we're growing fast-and we're looking for driven, curious individuals to join our #OneTeam. The WAS (Wealth Advisor Solutions) program is a national referral (prospective client referral) program from Fidelity. As the Channel Manager, you will be responsible for owning all things related to WAS in your assigned territory. The Regional FCM will work with the national, regional, and local teams to maximize our WAS partnership in an assigned territory. This involves building strong relationships with Fidelity Branch Leaders and individual Financial Consultants and collaborating with local Brighton Jones client service teams to achieve our annual revenue goals. Take our Values in Action Self-Assessment to see how our values align! Key Responsibilities: Deliver measurable results by proactively identifying opportunities to meet and exceed referral revenue goals Cultivate a strong presence within your territory, building visibility, deep local insights, and trusted community relationships Develop meaningful connections with referral sources, earning trust quickly and inspiring Fidelity partners to confidently advocate for Brighton Jones Collaborate with national, regional, and local teams to design and execute thoughtful strategies that drive high-quality lead generation from Fidelity retail branches Build and nurture strategic relationships with Fidelity Branch Leaders and Financial Consultants to strengthen our partnership and expand our reach Serve as the primary point of contact for relationship development, referral introductions, and engaging branch presentations Stay attuned to local market trends, anticipating risks and opportunities that inform and enhance the effectiveness of the WAS program Manage the referral pipeline with intention, partnering closely with local client service teams to ensure a seamless and client-centered sales experience Host, network, and engage with Fidelity branch teams to deepen collaboration and foster a culture of partnership Confidently articulate the Brighton Jones service model-our philosophy, our approach, and what makes us different-in both virtual and in-person settings Provide clear, timely, and supportive communication to prospective clients throughout their decision-making journey Represent Brighton Jones with professionalism, warmth, and enthusiasm at community and industry events Lead ongoing account and relationship management to ensure long-term partnership success Consistently achieve quarterly and annual referral revenue goals Other duties may be assigned, as assigned such as: Periodically conducting research and competitive analysis to stay on top of current market changes and competitive trends Identifying possible opportunities across all other Brighton Jones services 401(K) Advisory, Tax, OpenPlan, Legal and Real Estate Helping to identify and develop additional Centers of Influence (COI) in assigned territory Travel as necessary (up to 50%+ or as needed) Your Experience: Four-year college degree required (preferably in Finance, Business or Economics) 3-5 years of experience in a channel - account management / sales related role, preferably in financial services Time and territory management skills Excellent written and verbal communication skills Strong organizational, analytical, and interpersonal skills Ability to excel in a fast-paced, team-oriented environment Proficiency in Microsoft Office applications required Knowledge of Salesforce and Fidelity Wealth Advisor Solutions a plus This role is an in-office, full-time, and exempt position. We are a work from office culture with lots of flexibility Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future. We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community. Brighton Jones is a team founded on equity and respect, and we're on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically. To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth. Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
    $81k-113k yearly est. Auto-Apply 13d ago
  • Regional Fidelity Channel Manager - Dallas

    Brighton Jones 4.1company rating

    Dallas, TX jobs

    Job DescriptionReady to make a meaningful impact? At Brighton Jones, we're a purpose-drive, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we've built a culture of continuous growth, collaboration, and community-recognized with 15 consecutive “Best Places to Work” awards including Inc.com's 2025 list, as well as national honors for community impact. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we're growing fast-and we're looking for driven, curious individuals to join our #OneTeam. The WAS (Wealth Advisor Solutions) program is a national referral (prospective client referral) program from Fidelity. As the Channel Manager, you will be responsible for owning all things related to WAS in your assigned territory. The Regional FCM will work with the national, regional, and local teams to maximize our WAS partnership in an assigned territory. This involves building strong relationships with Fidelity Branch Leaders and individual Financial Consultants and collaborating with local Brighton Jones client service teams to achieve our annual revenue goals. Take our Values in Action Self-Assessment to see how our values align! Key Responsibilities: Deliver measurable results by proactively identifying opportunities to meet and exceed referral revenue goals Cultivate a strong presence within your territory, building visibility, deep local insights, and trusted community relationships Develop meaningful connections with referral sources, earning trust quickly and inspiring Fidelity partners to confidently advocate for Brighton Jones Collaborate with national, regional, and local teams to design and execute thoughtful strategies that drive high-quality lead generation from Fidelity retail branches Build and nurture strategic relationships with Fidelity Branch Leaders and Financial Consultants to strengthen our partnership and expand our reach Serve as the primary point of contact for relationship development, referral introductions, and engaging branch presentations Stay attuned to local market trends, anticipating risks and opportunities that inform and enhance the effectiveness of the WAS program Manage the referral pipeline with intention, partnering closely with local client service teams to ensure a seamless and client-centered sales experience Host, network, and engage with Fidelity branch teams to deepen collaboration and foster a culture of partnership Confidently articulate the Brighton Jones service model-our philosophy, our approach, and what makes us different-in both virtual and in-person settings Provide clear, timely, and supportive communication to prospective clients throughout their decision-making journey Represent Brighton Jones with professionalism, warmth, and enthusiasm at community and industry events Lead ongoing account and relationship management to ensure long-term partnership success Consistently achieve quarterly and annual referral revenue goals Other duties may be assigned, as assigned such as: Periodically conducting research and competitive analysis to stay on top of current market changes and competitive trends Identifying possible opportunities across all other Brighton Jones services 401(K) Advisory, Tax, OpenPlan, Legal and Real Estate Helping to identify and develop additional Centers of Influence (COI) in assigned territory Travel as necessary (up to 50%+ or as needed) Your Experience: Four-year college degree required (preferably in Finance, Business or Economics) 3-5 years of experience in a channel - account management / sales related role, preferably in financial services Time and territory management skills Excellent written and verbal communication skills Strong organizational, analytical, and interpersonal skills Ability to excel in a fast-paced, team-oriented environment Proficiency in Microsoft Office applications required Knowledge of Salesforce and Fidelity Wealth Advisor Solutions a plus This role is an in-office, full-time, and exempt position. We are a work from office culture with lots of flexibility Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future. We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community. Brighton Jones is a team founded on equity and respect, and we're on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically. To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth. Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
    $81k-113k yearly est. 14d ago
  • Sr. Manager, FF Par and Direct Sales

    Faraday Future 3.9company rating

    Gardena, CA jobs

    The Company: Faraday Future (FF) is a California-based mobility company, leveraging the latest technologies and world's best talent to realize exciting new possibilities in mobility. We're producing user-centric, technology-first vehicles to establish new paradigms in human-vehicle interaction. We're not just seeking to change how our cars work - we're seeking to change the way we drive. At FF, we're creating something new, something connected, and something with a true global impact. Your Role: The Senior Manager, FF Par and Direct Sales will lead the strategy, operations, and growth of FF Par and direct sales channels. This role is pivotal in driving FF's mission to deliver a seamless, user-centric purchase experience while maximizing sales performance and brand loyalty. This role will oversee a team responsible for managing FF Par unique retail model, ensuring operational excellence, and expanding market reach. Key Responsibilities: Strategic Leadership : Develop and execute a global strategy for FF Par and direct sales channels, aligning with FF's mission and business objectives. Retail Operations : Oversee the operations of FF Par, ensuring consistent user experiences, high operational standards, and compliance with local regulations. Sales Performance : Drive direct sales growth through innovative strategies, leveraging data analytics to optimize conversion rates and user satisfaction. Team Management : Lead, mentor, and develop a high-performing team of regional managers, staff, and sales professionals, fostering a culture of excellence and accountability. User Experience: Implement programs to improve user engagement and satisfaction within retail environments. Market Expansion: Identify and prioritize new markets for FF Par openings, collaborating with business development and marketing teams to establish a strong physical and digital presence. Cross-Functional Collaboration : Partner with marketing, product development, and service teams to align sales strategies with product launches and user support initiatives. Performance Metrics : Establish and monitor KPIs for sales, user satisfaction, and operational efficiency, reporting progress to executive leadership. Innovation: Continuously innovate the direct sales and FF Par models, integrating technology (e.g., online configurators, AR/VR experiences) to enhance user engagement. Compliance and Sustainability : Ensure all sales practices adhere to local laws and FF's commitment to sustainability and ethical business practices. Basic Qualifications: Experience : 13+ years of experience in retail, sales, or direct-to-user environments, with 2+ years in a management role. Automotive or tech industry experience is a plus. Education: Bachelor's degree in business, marketing, or related discipline. Leadership: Demonstrated ability to lead and develop teams in a retail or sales environment. User Orientation: Strong focus on delivering high-touch, user-first experiences. Technology Fluency: Proficiency in CRM and sales tools (e.g., Salesforce); data-literate and KPI-oriented. Collaboration: Able to work cross-functionally with teams in marketing, service, and operations. Adaptability: Comfortable in a fast-paced, evolving company with ambitious goals. Preferred Qualifications: Knowledge of electric vehicle or sustainable mobility sectors Experience launching or scaling DTC (direct-to-user) retail channels Familiarity with digital and omnichannel sales tools Annual Salary Range: ($140K - $180K DOE), plus benefits and incentive plans Perks + Benefits Healthcare + dental + vision benefits (Free for you/discounted for family) 401(k) options Casual dress code + relaxed work environment Culturally diverse, progressive atmosphere Faraday Future is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.
    $140k-180k yearly Auto-Apply 2d ago
  • Head of Sales, IOT DE

    Tata Consulting Services 4.3company rating

    Edison, NJ jobs

    * The candidate will be responsible for strategizing GTM for TCS IoT/DE offerings for the net new customers from the GTU (prequalified list) and to the existing customers in North America * Identify the market potential for the new transformative digital and IoT/DE offerings and create a business case for the investments. Work with the horizontal solutions and delivery team to incubate and scale these offerings * Drive proactive deal creation by aligning to the CEO's agenda in the targeted companies working with key non-CIO stakeholders * Develop strong, long-term relationships and referrals with both business and technology senior management executives at the targeted firms * Improve the brand awareness and reputation of TCS in North America as the preferred partner for IoT/DE services * Support market research and competitive positioning analysis in partnership with the regional and industry marketing teams * The candidate will manage a team of IoT/DE BDDs responsible for building relationships with Engineering/ Manufacturing related stakeholders in the target customers * Will own new logo acquisition, TCV acquisition from the net new and existing customers, and downstream revenue realization and related governance with customers and internal service units * The candidate should have 20+ years of experience with at least 10 years in selling Engineering Services * Should have experience of selling offerings like Core Engineering (CAD, CAM, CAE), IOT, Embedded Systems, Infotainment, Mobility, MES, Asset Management, GIS, SCADA, GCC takeover, etc. * Should have experience of selling large deals - $25 Mn+ (minimum) * Should have experience of building Hi-Performance teams * Should have experience in selling to physical asset heavy industries - Manufacturing (both discrete and process), Life Sciences, Medical Devices, Telecom Devices, Hi-tech, Utilities, Oil & Gas, Metals, Mining, Construction * Experience of selling to F1000 and G2000 logos in NA market Adhere to the TCS sales, human resources, and corporate ethical policies, standards, and guidelines Open to any major city in the US Qualifications: Engineering degree - ideally Mechanical Engineering (or degrees mapping to Physical asset industries - Civil, Chemical, Petroleum, Bio Medical, Mining) Salary Range: $300,000-$350,000 a year #LI-BA1
    $300k-350k yearly 10d ago
  • Head of Sales and Client Development - Global Family Office (GFO) - Americas

    Northern Trust 4.6company rating

    Chicago, IL jobs

    Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service. Job Title: GFO Head of Sales - Americas About Global Family Office (GFO): The Global Family & Private Investment Offices team (“GFO”) is a full service client delivery business, within the Wealth Management division, specifically dedicated to supporting ultra-high net worth individuals, families (>$200m of investable assets), their charities and foundations, along with the family offices who serve them. Role: Responsible and accountable for driving GFO sales and business development activities across the US, Canada and Latin American markets. This role will report to the Head of Global Sales for Wealth Management, and align with the President of GFO. The GFO Head of Sales (Americas) will be a member of the Wealth Management Sales Leadership Team. This is a senior leadership position for the GFO business and responsibilities will include line management of the Americas-based Wealth Strategist and Sales Associate teams, work directly with US Regional Managing Directors on developing and executing market growth plans, and establishing and monitoring sales related processes and best practices. Major Duties: Managing Americas' GFO Wealth Strategists and Sales Associates including setting performance and financial targets Contributing to GFO overall growth strategy throughout the Americas, and accountable for support all new business activities across new new, cross-sell, additions and fee restructures Working with GFO Regional Managing Directors, and MDs maximize business growth and effectiveness Leading regional Marketing & Events in collaboration with GFO Regional Managing Directors Leading coordination of Centers of Influence (COI's) strategy and relationships Supporting Product development to underpin competitiveness (eg Alternatives) in collaboration with GFO Heads of Banking, Asset Servicing, Investments, Fiduciary and Advisory. Developing and delivering reporting and other analytics with respect to pipeline forecasting / depth, sales-based activity and other metrics Experience: Growth strategy and strategic planning Client Retention and Growth Business development Leading and managing sales campaigns Product development Developing and maintaining client relationships Event planning and organization Building, managing and developing teams Minimum of 7 years of financial sales experience Management experience FINRA SIE, Series 7, 63 and 24 licenses required Salary Range: $171,700 - 300,500 USD Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component. Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at *****************. We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater.
    $171.7k-300.5k yearly Auto-Apply 21d ago
  • Head of Digital Sales Capabilities

    Northern Trust 4.6company rating

    Chicago, IL jobs

    Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service. Lead Product Manager Areas of Oversight Partner Workstation Platform Sales Enablement Capability Objectives Lead the transformation of the Partner Workstation platform to align with sales process optimization in the WM Sales Practice and the field to align directly with Wealth Management's strategic growth objectives. This includes partnering with the WIN team on the creation of single sales focused partner landing page to include Client 360, book of business, share of wallet, cross sell, and new product opportunities. This role requires close partnership with the National Sales Practice and Salesforce to identify and deploy digital leads, pipeline management, unified and standardized sales dashboards, and incentive management features. As a Platform owner, this role will also need to ensure that the Partner Workstation platform is responding to the needs of it's embedded user base and to the DCPX capabilities that are building features on the platform. Partnership with the WM data organization will be critical in order to ensure that Partner Workstation becomes a trusted source of data for Wealth Management leadership and for advanced reporting. Finally, this role will need to work with leadership to ensure that the platform supports best practice as client service standards and segmentation definitions evolve. This role reports directly to Jeremy Julian, Head of Digital Client and Partner Experience (DCPX), and is part of the DCPX Leadership Team. Major Duties :1. Responsible for management of product lifecycle and the issues that impact the delivery of capability or service which include: Discovery and Innovation: Derive market insights and formulate product strategy New Product Planning: Concept, feasibility and definition New Product Introduction: Development and launch of product Post-Launch Product Management: Performance & lifecycle management 2. Leads, motivates and cultivates a team of product managers to manage product group 3. Ensures the development and execution of product roadmaps with 3-5 year horizons that outline the strategic goals as determined and prioritized in partnership with the Product Executive and Business Stakeholders. Partner with Technology Lead to ensure recommended roadmap is feasible and aligns with corporate/C&IS technology strategy 4. Manages the alignment of the business strategy and objectives to the product strategy 5. Ensures reliability, performance, quality and robustness of the product group 6. Ensures that industry and market research is conducted on product viability and competitive threats and understand how they may impact product strategies 7. Assesses the investment needs (capital and expense) through understanding trends, client's needs and roadmap review and makes recommendations to the Product Executive and Business Stakeholders 8. Represents organization with thought leadership - product at industry events, in publications, and at client events 9. Establish, manages and monitor the financial and market progress of product group through metrics and key performance indicators 10. Understand the impact of new regulations on the business and how that may impact the business strategy 11. Serves as main product point of contact for sales teams, communicates new features and their value proposition, oversees RFI, RFPs and due diligence responses 12. Displays a balanced, cross-functional perspective, liaising with the business to improve efficiency, effectiveness and productivity 13. Makes staffing decisions, manages expenses and salary review process for the division 14. Participates in developing division strategic plan and sets goals and priorities based on the direction set for the unit; follows through to ensure that objectives are met 15. Provides leadership and guidance to staff, fostering an environment that encourages employee participation, teamwork, and communication. Knowledge :Excellent oral and written communication skills are required. Proficient in constructing/overseeing logical and conclusive presentations, distilling complex subject matter into management-ready materials Proven business leadership skills, with track record of building products and /or understanding of the core concepts of product management required. Ability to understand and grow the strategic business vision Strong understanding or knowledge of applicable NT product and a strong understanding of client needs and how this impacts the product development agenda/roadmap Proven track record of managing, leading, coaching and developing a team Excellent in building key relationships, influencing and negotiating with clients, partners and leaders across multiple disciplines Program or project management experience is advantageous; planning, analysis, design and governance Knowledge of business strategy development is necessary to provide long term planning and to manage the profitability/performance of a major business segment. Leadership and organizational skills are required to determine the Business Unit's goals, resources needed, and to assess and develop the skills of staff. Experience :A College or University degree and/or relevant proven work experience is required. Related Industry qualification (e.g. ACCA) is required Salary Range: $164,600 - 288,000 USD Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component. Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at *****************. We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater.
    $164.6k-288k yearly Auto-Apply 60d+ ago
  • Sr Manager, SkyTab Sales

    Shift4 4.2company rating

    San Francisco, CA jobs

    Shift4 (NYSE: FOUR) is boldly redefining commerce by simplifying complex payments ecosystems across the world. As the leader in commerce-enabling technology, Shift4 powers billions of transactions annually for hundreds of thousands of businesses in virtually every industry. For more information, visit *************** Summary Their primary role is to focus on developing, implementing, and managing a sales team of Solutions Specialists. The Sr. Manager, SkyTab Sales' duty is to execute strategy and vision to the team as communicated by the Director, SkyTab Sales. They are also responsible for supporting the team by fielding escalations, training, and mentoring. The Sr. Manager, SkyTab Sales is responsible for oversight of a local area office. This includes general oversight of facilities, staff, culture engagement, team building, and disciplinary actions if necessary. Responsibilities Responsible for building out a high performance sales team including hiring and training sales personnel. This includes developing a field sales action plan for the area. Accomplishes Area office objectives by recruiting, selecting, orienting, training, assigning, scheduling, coaching, counseling, and disciplining employees. Ensure the delivery of targets through individual recognition, performance review, people management, and reward. While training and holding a sales team accountable to a quota, the Regional Manager may also need to meet with customers to discuss their evolving needs and to assess the quality of the company's relationship with them Maintain technical and professional knowledge by reviewing professional publications, participating in professional societies and establishing personal networks. Plan for the achievement of individual and area targets in alignment with the strategies and policies of the company. Reports Area KPIs to the Director, SkyTab Sales. Establish objectives for the sales team by forecasting and enforcing sales quotas for personnel. Resolves problems, completes audits, identifies trends, determines area sales system improvements, and implements change when necessary. Supports the company culture by continual reinforcement of the Shift4 Way. Qualifications Motivation for sales Team leadership and management skills Territory management Performance management Strong communications skills Closing skills Building relationships Negotiation Sales planning Customer focus Industry and product knowledge CRM experience Computer and smartphone literacy. 5+ years' experience with a quota-carrying sales position. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class.
    $124k-182k yearly est. Auto-Apply 2d ago
  • Senior Manager/Director - Sales and Use Tax

    True Partners Consulting 4.1company rating

    San Jose, CA jobs

    When it comes to careers in tax and business advisory services, True Partners Consulting (TPC) is clearly different. TPC is an independent tax and business advisory firm delivering technical expertise and exceptional service in the areas of tax and financial reporting to Fortune 1000 and middle market companies, both public and private, throughout the United States. Our experienced team of premier industry professionals is committed to building a global practice built on a culture of respect, recognition, and reward. We want to know, what's TRUE about you? Learn more about us at TPCtax.com/Careers. About the Role - Sales and Use Tax Senior Manager/Director We are looking for a sales and use tax senior manager or director to build an indirect tax practice in our Tampa/San Jose offices. The ideal candidate is a go-getter and has the desire to lead and build a practice and ultimately become a partner at our firm. Requirements •\tCPA or JD licensure •\t7+ years of indirect tax experience in public accounting, corporate tax, or large law firm. Experience should include VDAs, tax determinations, audit defense, system implementation, writing rulings •\tPublic accounting or large law firm experience within last five years Responsibilities •\tManage and build an indirect tax team •\tPossess the fundamental accounting knowledge to generate financial statements and make AJEs for the ultimate preparation of sales and use tax returns •\tAssist with technical research supporting tax positions taken in tax filings, including drafting written memorandums •\tContact tax agencies to obtain information, resolve issues, and reconcile notices •\tKeep up to date on current tax practices and changes in tax law •\tActively participate in employee training All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Job Advertisement: About True Partners Consulting When it comes to careers in tax and business advisory services, True Partners Consulting (TPC) is clearly different. TPC is an independent tax and business advisory firm delivering technical expertise and exceptional service in the areas of tax and financial reporting to Fortune 1000 and middle market companies, both public and private, throughout the United States. Our experienced team of premier industry professionals is committed to building a global practice built on a culture of respect, recognition, and reward. We want to know, what's TRUE about you? Learn more about us at TPCtax.com/Careers. About the Role - Sales and Use Tax Senior Manager/DirectorWe are looking for a sales and use tax senior manager or director to build an indirect tax practice in our Tampa/San Jose offices. The ideal candidate is a go-getter and has the desire to lead and build a practice and ultimately become a partner at our firm. RequirementsCPA or JD licensure 7+ years of indirect tax experience in public accounting, corporate tax, or large law firm. Experience should include VDAs, tax determinations, audit defense, system implementation, writing rulings Public accounting or large law firm experience within last five years ResponsibilitiesManage and build an indirect tax team Possess the fundamental accounting knowledge to generate financial statements and make AJEs for the ultimate preparation of sales and use tax returns Assist with technical research supporting tax positions taken in tax filings, including drafting written memorandums Contact tax agencies to obtain information, resolve issues, and reconcile notices Keep up to date on current tax practices and changes in tax law Actively participate in employee training All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
    $121k-162k yearly est. 2d ago
  • Sales and Marketing Director

    Oakwood Village West 3.8company rating

    Madison, WI jobs

    MISSION STATEMENT We are Called to serve a thriving community of seniors that live with dignity, connection and purpose. CORE VALUES Fully embraces a culture of hospitality and teamwork by living the Oakwood Core Values: * Compassion: We care deeply about the people we serve and the people we work with on a daily basis. We work together to help one another. * Faith: We have a commitment to remain true to the vision and mission of Oakwood. * Inclusion: We include everyone. We welcome opinions and strive to consider different perspectives to create fair, welcoming, and accessible experiences for all. * Integrity: We work to be transparent and fair. We act with honor and respect for our residents, their families, and our co-workers. * Dedication: We care about the people we serve and work with on a daily basis. We are dedicated to providing superior service to one another and our community. ESSENTIAL RESPONSIBILITIES (including but not limited to) for the Sales and Marketing Director: Sales Leadership & Census Management * Drive occupancy and census growth across Independent Living, Assisted Living, and Memory care. * Oversee, coach, and support a five-person sales team responsible for managing the full sales pipeline-from inquiry to waitlist to closing. * Serve as a working manager, actively participating in sales efforts and providing backup coverage for counselors as needed. * Monitor and analyze sales metrics, forecasting, and conversion rates, adjusting strategies to ensure targets are met. * Oversee and participate in the management of the community waitlist, ensuring timely communication and accurate tracking. * Act as the first point of contact for contract-related questions from prospective residents, current residents, and staff members, ensuring clarity, consistency, and compliance with organizational standards. * Support major sales initiatives, including the lease-up of new builds. Marketing & Outreach * Oversee execution of social media, event promotion, and on-the-ground marketing activities. * Partner with the CMO on advertising, campaigns, content development, and reporting. * Gather sales team insights to inform messaging and marketing initiatives. * Represent the organization at community events, outreach activities, and networking opportunities. Collaboration & Leadership * Partner closely with the CMO and other campus leaders to align census strategies with organizational goals. * Ensure consistency in communication and brand standards across marketing channels. * Contribute to a culture of hospitality, teamwork, and mission-driven service. ESSENTIAL QUALIFICATIONS * Demonstrated ability to meet or exceed occupancy/census goals. * Strong working knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). * Proficiency with marketing tools such as CRM systems, Social media platforms and Analytics tools, * Working knowledge of Email marketing platforms, Basic design tools * Excellent communication, presentation, and relationship-building skills. * Strong organizational and analytical abilities. * Ability to balance strategic leadership with hands-on execution in a lean environment. EXPERIENCE, EDUCATION, AND/OR TRAINING for the Sales and Marketing Director * Bachelor's degree in Marketing, Communications, Business, or related field (or equivalent experience). * 5+ years of experience in sales leadership, preferably in senior living, Real Estate, or other related service industry.
    $86k-135k yearly est. 29d ago
  • Senior Sales Manager

    Merritt Hospitality, LLC D/B/A HEI Hotels & Resorts 4.3company rating

    San Diego, CA jobs

    About Us Embodying Southern California's laid-back style, the Wyndham San Diego Bayside pairs a refreshingly vintage vibe with all the modern-day essentials that San Diego visitors crave. Here at the Wyndham San Diego Bayside, we pride ourselves on our diverse culture and the amazing benefits of becoming an associate! Join our team of diverse individuals that work together to create lasting memories for our guests. We offer free lunch, discounted parking and a welcoming environment for all of our associates. Don't meet every single requirement of this job? At HEI we are dedicated to building a diverse and inclusive workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we encourage you to still send in your information. You may be the perfect candidate for this or for other roles within our organization! We value U.S. military experience and invite all qualified military candidates to apply. Overview Live. Lead. Thrive by the Bay. At Wyndham San Diego Bayside, our team lives at the intersection of hospitality and lifestyle where classic service meets a modern coastal rhythm. As a Senior Sales Manager, you'll thrive at one of San Diego's most iconic waterfront hotels, inspiring a culture of excellence while creating moments that move both guests and associates. Manage accounts to achieve guest satisfaction and to solicit past and new business to ensure all revenue goals are achieved or exceeded. Responsible for soliciting new group sales accounts, entertaining, and maintaining relationships with existing accounts to meet and exceed revenue goals in rooms, food, beverage, and room rental. Essential Duties and Responsibilities Solicit new and existing accounts to meet and exceed revenue goals through telephone prospecting, outside sales calls, site inspections and written communication. Advanced level of producing room, banquet, and room rental revenue through directly soliciting business via aggressive prospecting, making presentations, developing contracts, negotiating, and closing sales. Maximize revenue by selling all facets of the hotel, both orally and in written form to previous, current, and potential clients. Handle account details so that all pertinent aspects of solicitation and closing are complete and documented. Coordinate various departments' participation in servicing accounts. Develop and conduct persuasive verbal sales presentations to prospective clients. Prepare information for, meet with, and entertain clients as deemed appropriate by potential business from that account. Communicate both verbally and in writing to provide clear direction to all departments in the hotel to ensure high quality of service to customers. Prepare correspondence to customers, internal booking reports and file maintenance. Participate in daily business review meetings, pre-convention meetings, training and other sales-related meetings as required. Attend trade shows, community events and industry meetings. Advanced knowledge of market trends, competition, and key customers of the hotel. Comply with attendance rules and be available to work on a regular basis. Perform any other job-related duties as assigned. Qualifications and Skills: 3+ years of past sales experience preferred. Must have experience at a similar size and quality hotel. Ability to adapt communication style to suit different audiences. Must possess computer skills, including, but not limited to, use of Microsoft Word, Excel, and Delphi. Advanced knowledge of sales skills, revenue management, training, and motivation of peers. Advanced knowledge of hotel and competitive market. Ability to execute appropriate action plans. Desire to participate as part of a team. Must be willing to "pitch-in" and help co-workers with their job duties and be a team player. Knowledge of hotel operations, including marketing plans, security and safety programs, personnel and labor relations, preparation of business plans, repairs, maintenance, budget forecasting, quality assurance programs, hospitality law, and long-range planning. Leadership skills to motivate and develop staff and to ensure accomplishment of goals. Able to set priorities, plan, organize, and delegate. Written communication skills to be concise, well organized, complete, and clear. Ability to work effectively under time constraints and deadlines. Ability to adapt communication style to suit different audiences, such as effectively communicating with supervisors, coworkers, public etc. The Bayside Mindset At Wyndham San Diego Bayside , hospitality is a lifestyle and a shared rhythm-rooted in coastal ease, powered by genuine care, and inspired by the spirit of San Diego. Our culture flows like the ocean: warm, inviting, and full of soul. We welcome every guest like a neighbor, blending coastal luxury with personalized service and a sense of place that feels like home. For our team, it is pride in purpose, strength in support, and the freedom to shine-creating unforgettable moments together." "Where sunsets meet smiles, and community meets care." Apply today and bring your talent to the Bay where we are creating unforgettable moments for our guest and our team! Compensation Salary Range: $100,000.00 - $118,000.00 Annually Tipped/Service Charge Eligible? No Discretionary Performance Bonus Eligible? Yes Benefits HEI Hotels and Resorts is committed to providing a comprehensive benefit program that offers you choices for your physical, mental and financial wellness, creating value in your most important investment - you! For your physical and mental wellness we offer competitive Medical and Dental programs through Anthem Blue Cross Blue Shield as well as Vision insurance programs through EyeMed. Our Vacation, Sick and Holiday programs are available for you to rejuvenate with time off. HEI also provides pet insurance through the ASPCA. For your financial wellness, HEI provides a wide array of coverage, including Supplemental, Spousal and Child Life insurance as well as Short and Long-Term Disability plans. Our 401(k) Savings Plan with matching funds, and discounts through our 'YouDecide' and Hotel Room Discount programs provide additional incentives for choosing HEI as the employer of your future. Specific details and eligibility of these programs vary by location and employment status. HEI Hotels and Resorts is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics. Applicants with arrest or Conviction records will be considered for Employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers, the San Francisco Fair Chance Ordinance and the California Fair Chance Act.
    $100k-118k yearly 2d ago
  • Head of Global Sales, Indexes

    Morningstar 4.5company rating

    Chicago, IL jobs

    Morningstar, Inc., a leading global provider of independent investment research, is looking for an innovative sales leader to serve as the Head of Global Index Sales. The Index business is responsible for the creation and distribution of Morningstar's Index Intellectual Property. The group develops new, innovative indexes for use by asset managers, wealth managers, hedge funds, banks, redistributors and asset owners in serving their clients' investment needs. The Role: Morningstar Indexes Team seeks a highly motivated Head of Global Index Sales focused on aggressively growing a book of assigned clients and prospects in the Asset Manager, Market Maker, Hedge Fund and Bank/Broker Dealer client segments. You'll lead a dedicated team based in Chicago, New York City, London, Paris and Singapore, representing Morningstar's suite of Index and Data products You and your team will work with other Morningstar businesses and Data solutions across use cases. This role covers opportunities globally and will require 25-50% travel. This position can be based in New York City or Chicago. Responsibilities Set and deliver revenue targets. Forecast quarterly and annual performance across teams and report progress monthly to index leadership and Morningstar's CRO. Uncover client business needs and work with Index Client Services and Product teams to determine optimal solutions. Master product demonstrations and knowledge of product capabilities and benefits. Forecast and proactively uncover sales opportunities with clients and prospects. Establish and build key client relationships including C- level relationships. Foster the implementation of account strategies by building relationships with internal and external groups, including product, marketing, customer success, and cross-Morningstar teams. Develop and implement sales campaigns to drive performance across Index and adjacent sales teams. Manage sales leaders across regions and client types along with sales operations function to assist in sales processes and efficiencies. External speaking engagement to drive awareness of Morningstar Index Capabilities. What You Will Bring Candidates should have at least ten (10) years of sales and account management experience in the investment index industry with 5 years in sales management. Proven track record of exceeding annual sales targets individually and at a team level. Ability to build long-term client relationships with executive and senior leadership internally and across client types. Strong leadership, long-range strategic planning, time-management skills and the ability to build a strong global team. Excellent verbal and written communication abilities and the ability to deliver professional and persuasive presentations. Ability to understand complex investment concepts. A bachelor's degree is ; MBA or CFA a plus. Total Cash Compensation Range, inclusive of base salary and incentive target: $291,425-$524,575 Compensation and Benefits At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide: Financial Health 75% 401k match up to 7% Stock Ownership Potential Company provided life insurance - 1x salary + commission Physical Health Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages Additional medical Wellness Incentives - up to $300-$600 annual Company-provided long- and short-term disability insurance Emotional Health Trust-Based Time Off 6-week Paid Sabbatical Program 6-Week Paid Family Caregiving Leave Competitive 8-24 Week Paid Parental Bonding Leave Adoption Assistance Leadership Coaching & Formal Mentorship Opportunities Annual Education Stipend Tuition Reimbursement Social Health Charitable Matching Gifts program Dollars for Doers volunteer program Paid volunteering days 15+ Employee Resource & Affinity Groups Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.
    $106k-183k yearly est. Auto-Apply 43d ago
  • Offshore Life Insurance Consultant & Sales Representative

    Btgpactual International 4.9company rating

    Miami, FL jobs

    About the Role: We are looking for a driven and client-focused Offshore Life Insurance Consultant & Sales Representative to join our growing international team. In this role, you'll be responsible for identifying and advising clients-both Brazilian and non-Brazilian-residing outside of Brazil, helping them secure their financial future through tailored offshore life insurance solutions. You'll combine deep product knowledge with a consultative sales approach to build long-term relationships and deliver high-value insurance strategies aligned with each client's financial goals. Key Responsibilities: Identify and develop relationships with Brazilian and international clients interested in offshore life insurance solutions Conduct needs-based consultations to understand clients' financial, tax, and estate planning objectives Recommend customized offshore life insurance products, clearly articulating their features, benefits, and long-term value Create and present tailored proposals and guide clients through the application and onboarding process Stay informed on international insurance regulations, tax considerations, and market trends Provide exceptional after-sales service, including policy renewals, updates, and client support Build and nurture lasting client and partner relationships to support long-term business growth Requirements: Bachelor's degree in Business, Finance, Economics, or a related field Valid Life Insurance License Proven sales experience, ideally in insurance or financial services Solid understanding of offshore life insurance products and international compliance requirements Fluent in both Portuguese and English (spoken and written) Fluent or Advanced Spanish is a plus Strong interpersonal, communication, and consultative selling skills Self-motivated, goal-oriented, and able to work independently or within a team Preferred Qualifications: Experience working with international clients or in cross-border financial services Familiarity with global estate planning and offshore investment strategies By submitting this application, I agree to share the information above. Your information will only be used to evaluate the application process and talent database for BTG Pactual and its subsidiaries in accordance with our privacy policy.
    $138k-192k yearly est. Auto-Apply 60d+ ago

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