Senior Business Consultant jobs at Lincoln Financial Group - 1264 jobs

Sr. Consultant, Procurement - Strategic Supplier Relationship Management
Lincoln Financial Group 4.6
Senior business consultant job at Lincoln Financial Group
Alternate Locations: Radnor, PA (Pennsylvania); Charlotte, NC (North Carolina); Fort Wayne, IN (Indiana); Greensboro, NC (North Carolina); Hartford, CT (Connecticut); Omaha, NE (Nebraska) Work Arrangement: Hybrid : Employee will work 3 days a week in a Lincoln office Relocation assistance: is not available for this opportunity. Requisition #: 75426 The Role at a Glance As a Sr. Consultant, Procurement - Strategic Supplier Relationship Management you'll be the driving force behind Lincoln Financial's supplier ecosystem. This role combines strategic oversight with hands-on leadership to ensure our most critical suppliers deliver exceptional value, comply with regulatory standards, and align with enterprise goals. You'll influence procurement transformation, champion innovation, and serve as a trusted advisor to senior leadership-making a tangible impact on cost optimization, risk management, and operational excellence. What you'll be doing Supplier Relationship Leadership (80%) * Act as the primary point of contact and subject matter expert for strategic suppliers, managing escalations and fostering strong partnerships. * Lead governance routines-Quarterly Business Reviews, steering committees, and scorecard evaluations-to ensure accountability and transparency. * Monitor supplier performance, financial health, and risk exposure; implement improvements that enhance quality and reduce costs. * Develop and drive tracking of contracted deliverables (e.g., termination clauses, pricing, SLAs) and obligations in collaboration with business partners. * Align supplier strategies with business objectives, regulatory requirements, and enterprise priorities. * Partner with internal stakeholders and senior management to monitor, evaluate, and review supplier spend; provide thought leadership to reduce expenses and drive additional value. * Identify opportunities for innovation, cost optimization, and process enhancements that deliver measurable impact. Procurement Transformation & Process Innovation (20%) * Drive adoption of new technologies and frameworks that elevate supplier lifecycle management. * Collaborate on change management initiatives to improve onboarding, governance, and stakeholder engagement. * Champion continuous improvement by assessing roadblocks and implementing solutions that advance procurement maturity. * Provide direction and deliver solutions on complex assignments, projects, and initiatives to build and enhance SRM capabilities across the enterprise. What we're looking for Must-Haves * 5 - 7+ Years experience in supplier management or related fields * Bachelor's degree or equivalent work experience. * Strong verbal and written communication skills * Analytical skills and close attention to detail is necessary * Proficiency in procurement tools (e.g., Ariba, ServiceNow). * Experience with strategic supplier management and risk compliance (TPRM, SOX). * Ability to adapt quickly in a changing work environment Application Deadline Applications for this role will be accepted through January 31st, subject to earlier closure due to applicant volume. What's it like to work here? At Lincoln Financial, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future. What's in it for you: * Clearly defined career tracks and job levels, along with associated behaviors for each of Lincoln's core values and leadership attributes * Leadership development and virtual training opportunities * PTO/parental leave * Competitive 401K and employee benefits * Free financial counseling, health coaching and employee assistance program * Tuition assistance program * Work arrangements that work for you * Effective productivity/technology tools and training The pay range for this position is $93,300 - $169,700 with anticipated pay for new hires between the minimum and midpoint of the range and could vary above and below the listed range as permitted by applicable law. Pay is based on non-discriminatory factors including but not limited to work experience, education, location, licensure requirements, proficiency and qualifications required for the role. The base pay is just one component of Lincoln's total rewards package for employees. In addition, the role may be eligible for the Annual Incentive Program, which is discretionary and based on the performance of the company, business unit and individual. Other rewards may include long-term incentives, sales incentives and Lincoln's standard benefits package. About The Company Lincoln Financial (NYSE: LNC) helps people to confidently plan for their version of a successful future. We focus on identifying a clear path to financial security, with products including annuities, life insurance, group protection, and retirement plan services. With our 120-year track record of expertise and integrity, millions of customers trust our solutions and service to help put their goals in reach. Lincoln Financial Distributors, a broker-dealer, is the wholesale distribution organization of Lincoln Financial. Lincoln Financial is the marketing name for Lincoln Financial Corporation and its affiliates including The Lincoln National Life Insurance Company, Fort Wayne, IN, and Lincoln Life & Annuity Company of New York, Syracuse, NY. Lincoln Financial affiliates, their distributors, and their respective employees, representatives and/or insurance agents do not provide tax, accounting or legal advice. Lincoln is committed to creating an inclusive environment and is proud to be an equal opportunity employer. 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. Follow us on Facebook, X, LinkedIn, Instagram, and YouTube. For the latest company news, visit our newsroom. Be Aware of Fraudulent Recruiting Activities If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters. Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview. Please contact Lincoln's fraud team at ******************** if you encounter a recruiter or see a job opportunity that seems suspicious. Additional Information This position may be subject to Lincoln's Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln's current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities. Any unsolicited resumes or candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial are considered property of Lincoln Financial and are not subject to payment of agency fees. Lincoln Financial ("Lincoln" or "the Company") is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex, age, national origin or disability. Opportunities throughout Lincoln are available to employees and applicants are evaluated on the basis of job qualifications. If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling ************. This Employer Participates in E-Verify. See the E-Verify notices. Este Empleador Participa en E-Verify. Ver el E-Verify avisos. Job Segment: Compliance, Management Consulting, Marketing Consultant, Marketing Manager, Social Media, Legal, Management, Marketing
$93.3k-169.7k yearly 14d ago

Looking for a job?

Let Zippia find it for you.

Investment Management Governance Office Business Analyst
City National Bank 4.9
Los Angeles, CA jobs
WHAT IS THE OPPORTUNITY? Working within the Wealth Management division, you will be part of the team that provides oversight and guidance to City National's lines of business with a strong focus on integrated and streamlined investment management governance programs. WHAT WILL YOU DO? Build and sustain effective relationships and alliances both internally and across all lines of business and staff areas to help deliver results and to ensure applicable issues are identified, analyzed and managed appropriately. Understand interdependencies across LOBs and support groups to achieve success in supporting remediation of regulatory, internal audit, and self-identified issues. Analyze, evaluate and periodically review current risk management practices relating to RNDIP activities across the organization, including activities at network affiliates. Collaborate closely with colleagues across Risk, Compliance and Internal Audit to strengthen the control environment and enhance risk management practices. Monitor activities of the network affiliates for adherence to CNB's networking agreements and RNDIP policies and procedures Analyze and evaluate RNDIP data (e.g. Network Affiliate Continuous Monitoring Questionnaires, RNDIP sales activity dashboards, monthly reconciliation of RNDIP referral activity to systems of record, etc.), and provide insight to the practical impacts/implications to the impacted business line and/or Network Affiliate. Support development of reporting associated with RNDIP activities to appropriate governance committees. Track completion of required training for RNDIP programs across LOBs. Support execution of activities described in the RNDIP Program Procedure, including completion of annual RNDIP risk assessment summary. Support audit and examination activities. WHAT DO YOU NEED TO SUCCEED? Required Qualifications* Bachelor's Degree Minimum 3 years within or related to financial services Additional Qualifications 3+ years in a role requiring complex problem solving Investment product knowledge preferred Strong interpersonal and influencing skills - and ability to interact with colleagues at all levels in a peer-like way, and achieve goals without direct control over resources Strong emerging end-to-end generalist problem solving skills, e.g., defining and deconstructing problems, prioritizing issues and analysis, structuring and building quantitative and qualitative/conceptual analyses Demonstrated ability to influence change, build relationships, communicate effectively, work under pressure, manage multiple priorities and deliver high caliber results. Proficiency with MS Excel and PowerPoint Excellent time management, organizational, and prioritization skills and ability to balance multiple priorities. An outstanding ability to analyze problems, communicate effectively and confidently (both oral and written), work well in cross-functional teams Quick learning ability, outstanding analytical skills and a structured way of thinking, your attention to details is exceptional Operate well under stress, even faced with tight timelines for ambitious deliverables Excellent relationship and stakeholder management skills Be able to handle uncertainty well, and are able to simplify complexity WHAT'S IN IT FOR YOU? Compensation Starting base salary: $37.96 - $60.64 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
$38-60.6 hourly 12h ago
Investment Management Governance Office Business Analyst
City National Bank 4.9
New York, NY jobs
WHAT IS THE OPPORTUNITY? Working within the Wealth Management division, you will be part of the team that provides oversight and guidance to City National's lines of business with a strong focus on integrated and streamlined investment management governance programs. WHAT WILL YOU DO? Build and sustain effective relationships and alliances both internally and across all lines of business and staff areas to help deliver results and to ensure applicable issues are identified, analyzed and managed appropriately. Understand interdependencies across LOBs and support groups to achieve success in supporting remediation of regulatory, internal audit, and self-identified issues. Analyze, evaluate and periodically review current risk management practices relating to RNDIP activities across the organization, including activities at network affiliates. Collaborate closely with colleagues across Risk, Compliance and Internal Audit to strengthen the control environment and enhance risk management practices. Monitor activities of the network affiliates for adherence to CNB's networking agreements and RNDIP policies and procedures Analyze and evaluate RNDIP data (e.g. Network Affiliate Continuous Monitoring Questionnaires, RNDIP sales activity dashboards, monthly reconciliation of RNDIP referral activity to systems of record, etc.), and provide insight to the practical impacts/implications to the impacted business line and/or Network Affiliate. Support development of reporting associated with RNDIP activities to appropriate governance committees. Track completion of required training for RNDIP programs across LOBs. Support execution of activities described in the RNDIP Program Procedure, including completion of annual RNDIP risk assessment summary. Support audit and examination activities. WHAT DO YOU NEED TO SUCCEED? Required Qualifications* Bachelor's Degree Minimum 3 years within or related to financial services Additional Qualifications 3+ years in a role requiring complex problem solving Investment product knowledge preferred Strong interpersonal and influencing skills - and ability to interact with colleagues at all levels in a peer-like way, and achieve goals without direct control over resources Strong emerging end-to-end generalist problem solving skills, e.g., defining and deconstructing problems, prioritizing issues and analysis, structuring and building quantitative and qualitative/conceptual analyses Demonstrated ability to influence change, build relationships, communicate effectively, work under pressure, manage multiple priorities and deliver high caliber results. Proficiency with MS Excel and PowerPoint Excellent time management, organizational, and prioritization skills and ability to balance multiple priorities. An outstanding ability to analyze problems, communicate effectively and confidently (both oral and written), work well in cross-functional teams Quick learning ability, outstanding analytical skills and a structured way of thinking, your attention to details is exceptional Operate well under stress, even faced with tight timelines for ambitious deliverables Excellent relationship and stakeholder management skills Be able to handle uncertainty well, and are able to simplify complexity WHAT'S IN IT FOR YOU? Compensation Starting base salary: $37.96 - $60.64 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
$38-60.6 hourly 12h ago
Sr. Business Consultant
Visa Inc. 4.5
San Francisco, CA jobs
The Finance Velocity Office was designed to accelerate our path to building a world class finance function. This function is shaping our transformation strategy, improving our business operations, and enhancing the impact we make as a function. Why velocity? Velocity is about both speed and strategy, focused on accelerating in a given direction. We will hone our approach, think big and decide quickly, living our Leadership Principles. This dedicated team is helping to drive global consistency and operating as one team to build a foundation that supports the growth and complexity of our business and improves the day to day interactions of our Finance teams. The Sr. Manager, Finance Transformation Communications and Project Management will join the Finance Velocity office to enhance and drive delivery a communications strategy and own project management responsibilities across a broad portfolio of Finance transformation initiatives. They will partner with change management SMEs and champions across Regions and Functions to develop a programmatic series of communications supporting change programs. In addition, they will work closely with Corporate Communications, Initiative leads and working teams to support developing communications strategies for all transformation initiatives. This role reports to the SD, Global Finance Strategy and Transformation but will interact with the SVP Finance Transformation Officer and her leadership team, and have work product visibility to the entire Finance Organization including the CFO and Finance Leadership Team. Essential Functions: Ability and willingness to jump in and learn about ongoing complex Finance Transformation initiatives to design, develop, and deliver communications on organizational, systems and process changes. Gather and analyze data from multiple sources, ensuring accuracy to create clear, engaging communications for diverse audiences. Proactively manage effective communication channels to keep all stakeholders informed, including emails, memos, whitepapers, .ppt presentations, town hall scripts, calendars, video clips, newsletters, internal social media, Sharepoint sites and more. Maintain updated information regularly. Develop insights driven communication for broad audiences, including executives. Act as the primary liaison for FVO communications with cross functional teams and stakeholders including corporate communications, Visa University/Training Team, and other teams as necessary Partner with SD, Change Management to conduct impact analysis and change management assessment, including change readiness Implement regular check ins with initiative teams using tollgate methodology. Support program milestone tracking and reporting. Organize transformation meetings and governance processes. Maintain progress reports and issue trackers. Assist in creating materials for Transformation Leadership Team Meetings. Work effectively with global, culturally diverse virtual teams. Champion organizational change. This is a hybrid position. Expectation of days in the office will be confirmed by your Hiring Manager. Basic Qualifications: 8 or more years of relevant work experience with a Bachelor Degree or at least 5 years of experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or 2 years of work experience with a PhD Preferred Qualifications: 9 or more years of relevant work experience with a Bachelor's Degree or 7 or more relevant years of experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or 3 or more years of experience with a PhD. Project, change management, Lean, Six Sigma certification a plus. Experience with Microsoft Power BI preferred, including creating dashboards, reports, and data visualizations to support business decision-making. Excellent written and verbal communication skills with the ability to distill complex information into a compelling narrative, and in a variety of formats (ex. presentations, talking points, executive summaries, etc.) Experience in program / project management in a transformation environment, experience in Finance transformation preferred Strong leadership and ability to influence without direct management of partners and stakeholders Ability to adapt quickly to changing priorities, assignments, and roles Entrepreneurial and flexible, strategic thinker who can balance strategy with detailed execution Experience with program management and communications tools Strong attention to detail Exceptional collaboration and partnership skills in a global, matrixed environment with cross functional teams Self-starter, results oriented individual with the ability to roll up their sleeves and handle numerous projects concurrently Ability to anticipate issues before they arise and work to proactively support resolution Proven track record of driving results, even when faced with ambiguous circumstances Exceptional personal accountability and the highest of ethical standards Work Hours: Varies upon the needs of the department. Travel Requirements: This position requires travel 5-10% of the time. Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law, including the requirements of Article 49 of the San Francisco Police Code. U.S. APPLICANTS ONLY: Salary & Benefits U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 149,900.00 to 217,500.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program. #J-18808-Ljbffr
$111k-141k yearly est. 5d ago
Investment Management Governance Office Senior Fiduciary Business Manager
City National Bank 4.9
Los Angeles, CA jobs
WHAT IS THE OPPORTUNITY? Working within the Investment Management Governance Office of the Wealth Management division, this role will be responsible for the fiduciary risk oversight program to include implementation of policies and development of procedures related to fiduciary governance requirements under 12 CFR9, Investment Advisors Act, ERISA and Reg R, supporting the five Fiduciary Management Committees and supporting reporting to the Wealth Management & Fiduciary Committee and the Private Banking and Wealth Management Business and Risk Committee. WHAT WILL YOU DO? Coordinate the annual assessment of the effectiveness of the Investment Management Governance Program related to the Fiduciary activities across Wealth Management to include the oversight of City National Rochdale as the Bank's Sub-Advisor, Third Party Managers and the administrative activities performed by CN Trust & Estates, the Wealth Services team and RBC Delaware Trust. Act as the Alternate Chair of the five Fiduciary Management Committees and assist the Fiduciary Management Committee Secretary in the preparation of the monthly meetings. Working with the impacted LOBs, implement new Fiduciary Policies and new or amended regulations specifically related to 12 CFR 9. Participate as a member of the working group on new strategic initiatives impacting Wealth Management that affect the technical, operational, and business functions and provide insight to the practical impacts/implications to the business line. Work collaboratively with 2nd and 3rd line colleagues and the 1st BCO team to establish effective procedures that align with policy and key controls. Build and sustain effective relationships and alliances both internally and across all lines of business and staff areas to help deliver results and to ensure applicable issues are identified, analyzed and managed appropriately. Understand interdependencies across LOBs and support groups to achieve success in supporting remediation of regulatory, internal audit, and self-identified issues. Contribute to the development of a robust risk culture, risk conduct, and risk literacy within the first line of defense, including design and implementation of preventive and detective controls relating to Fiduciary activities. Design and implement reporting associated with RNDIP and Fiduciary activities to appropriate governance committees. Act as the business teams' liaison for business line risk management, compliance activities, legal engagement, and internal or external audits. Serve on the CNB Product Review Committee alternate for the IMGO Business Officer, and review new products for applicability to Fiduciary programs. Build and sustain effective relationships and alliances both internally and across all lines of business and staff areas to help deliver results and to ensure opportunities are identified, analyzed and managed appropriately. Understand interdependencies to achieve success. Partner with team members to contribute concise communication materials for senior management. Develop presentations for internal and external meeting that are compelling, concise, and graphical to convey message. Prioritize organizational risk management objectives. Direct and participate in special projects as necessary. Cultivate and grow risk talent within the organization through coaching, mentoring, and occasionally assisting with review of applicable training. WHAT DO YOU NEED TO SUCCEED? Required Qualifications* Bachelor's Degree or equivalent Minimum 10 years within or related to financial services Additional Qualifications Preferred Certified Fiduciary and Investment Risk Specialist (CFIRS) MBA or other advanced degree preferred 10 years in a role requiring complex problem solving Fiduciary experience and understanding of the key tenants of Reg 9 preferred Strong interpersonal and influencing skills - and ability to interact with colleagues at all levels in a peer-like way, and achieve goals without direct control over resources Prioritizing issues and analysis Structuring and building quantitative and qualitative/conceptual analyses Demonstrated ability to Influence change, build relationships, communicate effectively, work under pressure, manage multiple priorities and deliver high caliber results. Proficiency with MS Excel and PowerPoint Excellent time management, organizational, and prioritization skills and ability to balance multiple priorities. An outstanding ability to analyze problems, apply quantitative analytical approaches, communicate effectively and confidently (both oral and written), work well in cross-functional teams Quick learning ability, outstanding analytical skills and a structured way of thinking, your attention to details is exceptional Operate well under stress, even faced with tight timelines for ambitious deliverables Significant experience in driving operational change with front line to senior leadership personnel Be able to handle uncertainty well, and are able to simplify complexity WHAT'S IN IT FOR YOU? Compensation Starting base salary: $141,830 - $263,408 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our Benefits and Perks. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. #LI-DN1 #CA-DN1
$141.8k-263.4k yearly 12h ago
Senior ERP Solutions Consultant
Zip 4.7
San Francisco, CA jobs
The simple task of buying software, services, or tools at work has become hopelessly complicated at even the most innovative companies in the world. Today, enterprises spend $120T+ per year globally (>30 times larger than annual consumer e-commerce spend) and rely on vendors more than ever before to run their businesses. Our cofounders started Zip in 2020 to address this seemingly intractable problem with a purpose-built procurement platform that provides a simple, consumer-grade user experience. Within the last 4 years, Zip has created a new category and developed the leading solution in this $50B+ TAM space. Today, the world's leading companies like OpenAI, Snowflake, Anthropic, Coinbase, and Prudential rely on Zip to manage billions of dollars in spend. We have a world-class team coming from category-defining companies like Airbnb, Meta, Stripe, Salesforce, Apple, and Google. With a $2.2 billion valuation and $370 million in funding from Y Combinator, Tiger Global, BOND, DST Global, and CRV, we're focused on developing cutting-edge technology, expanding into new global markets, and-above all-driving incredible value for our customers. Join us! Your Role We're looking for a Senior Solutions Consultant to lead onboarding for new customers and drive their implementation of our product. We're also looking for someone who is excited to be hands-on and influence our product roadmap. As every business needs our type of product, you'll work with a variety of new clients and industries as Zip scales. Current clients include Coinbase, Snowflake, Notion, Canva, Samsara, Databricks, etc. You Will Lead onboarding for new customers, with a heavy emphasis on understanding requirements and creatively configuring the product to solve their problems Responsible for leading the end-to-end implementation for new customers -- roll up your sleeves and build out the customer's processes from scratch Lead training and Q&A sessions with customers and key stakeholders to empower them to utilize the product without additional ongoing help from Zip Proactive project management across many customers, to manage requirements and tasks across onboardings Collaborate closely with the product and engineering teams to determine which customer requests we should and shouldn't support, and set expectations with customers Do whatever it takes to make customers happy + successfully onboard them as quickly as possible Continuously improve the post-sales processes to help our customers accelerate the time to value Qualifications 4+ years' experience working in one of the following roles: Procurement/Sourcing Manager, ERP/P2P Systems Consultant, or managing key customer and stakeholder relationships in a B2B SaaS company Prior experience with the implementation or administration of a procurement tool / ERP (Microsoft Dynamics, SAP Ariba, Sage, Oracle Fusion, Netsuite, etc.) Fantastic communication skills Extreme attention to detail and pride yourself in being incredibly proactive Experience working with product and engineering teams You're able to push back and still make people happy Very comfortable with software configuration (not necessarily technical skills, which would be a plus) Willing to do whatever it takes to make Zip and its customers happy. The OTE compensation range for this role is $110,000 - 150,000 OTE. The salary for this position is determined based on a variety of job-related factors that may include leveling, relevant experience, education, or particular skills and expertise. Perks & Benefits At Zip, we're committed to providing our employees with everything they need to do their best work. Start-up equity Full health, vision & dental coverage Team building events & happy hours Flexible PTO Apple equipment plus home office budget 401k plan We're looking to hire Zipsters and that means hiring people who take ownership, communicate openly, have an underdog mindset, and are excited to increase the pace of innovation for every business in the world. We encourage all candidates to apply even if your experience doesn't exactly match up to our job description. We are committed to building a diverse and inclusive workspace where everyone (regardless of age, religion, ethnicity, gender, sexual orientation, and more) feels like they belong. We look forward to hearing from you! #J-18808-Ljbffr
$110k-150k yearly 2d ago
NetSuite Consulting Manager
Rsm Us LLP 4.4
San Francisco, CA jobs
NetSuite Consulting Manager page is loaded## NetSuite Consulting Managerlocations: San Diego: San Franciscotime type: Full timeposted on: Posted Todayjob requisition id: JR116718We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.## ## We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM.## ## **Responsibilities:*** ## Work with functional and technical team members to design key accounting extensions or functionality to core product or industry offerings to help remove complexities and challenges that customers have* ## Create High level solution implementation design and resolve deployment challenges* ## Analyze and validate enterprise business process and drivers to determine impact on solution and architectures* ## Determine appropriate future state architectures and mechanisms optimizing existing customer solutions* ## Negotiated and white board different strategies and approach with prospects and customers* ## At times, will implement solutions for customer's hands on, but will also work with other functional and senior consultants to implement the solution* ## Maintain relationships with senior technologies in other departments/regions* ## Provide feedback on learning from involvement in project activity to further refine the target architecture Documentation on all designs and implementations should be completed according to the firm's standards* ## Manages the scope of the project and controls change management.## ## ## **Required Qualifications:*** ## 8+ years' experience in ERP application implementations, predominately with NetSuite, but can augment with systems like Oracle, SAP, and Workday* ## Strong understanding of Agile or Waterfall implementation methods* ## 5+ years deep understanding of business processes* ## Excellent Interpersonal and communication Skills* ## 5+ years' experience in accounting industry or project work that developed an understanding of accounting principles* ## Nice to have professional designation, CPIM, CIRM, CSCP or any NetSuite certifications* ## Demonstrated initiative in researching and understanding the implications of emerging technology specific skills* ## Manage and configure MultiBook for multi-currency and multi-entity reporting. Oversee tax engine setup (Legacy and SuiteTax) and ensure accurate tax configurations for non-U.S. countries, with a strong emphasis on Europe and Asia* ## Implement and maintain localization settings for international compliance Design and manage intercompany processes, including NetSuite setup and inventory movements (PO/SO)* ## Drive financial consolidation and develop custom financial reports using NetSuite reporting tools* ## Ensure familiarity with e-invoicing concepts and compliance requirements* ## Collaborate with global teams to support tax and regulatory requirements across multiple jurisdictions* ## Worked in or experience implementing in a discrete or process manufacturing environment, understanding of Inventory transaction processing and warehouse management.* ## Experience with complex system integrations* ## Intercompany transactions* ## Complex revenue Recognition rules such as ASC 606## At RSM, we offer a competitive benefits and compensation package for all our people.We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients.Learn more about our total rewards at .All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership.RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************.RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, .At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.Compensation Range: $112,100 - $225,500Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance. #J-18808-Ljbffr
$112.1k-225.5k yearly 2d ago
RIA Business Development Consultant
Asset Mark 4.1
Charlotte, NC jobs
The Job/What You'll Do: As an RIA Business Development Consultant at AssetMark, the leading provider of investment solutions for independent financial planners, you will join an elite group of top performers at AssetMark by successfully creating and managing business partnering relationships with new RIA advisors to the AssetMark and Adhesion Managed Account platform. In this high-profile role, you'll determine the opportunities that will provide the largest territory growth, and you will be aptly rewarded for your efforts. This is an ideal opportunity for the sales professional whose business development skills routinely turn a first impression and a new presentation into a long-term relationship. Responsibilities: Promote the acquisition of new advisor relationships through the engagement of prospective AssetMark advisors within their respective territories Identify individual objectives, circumstances, and needs of the advisor's business and their client base to assist them in evaluating potential solutions Demonstrate expertise and knowledge to consult with advisors on product details, performance, holdings, positioning, and investment allocations Educate, advise, and consult prospective advisors on our wealth management platform, investment, practice management, and client relationship offerings Influence, persuade, and educate advisors on the key benefits of various platform offerings and assist advisors in the evaluation of platform offerings in light of specific circumstances Proactive and continuous outreach to prospective clients through cold calling, utilizing focus lead lists (Salesforce, Discovery Database, Advisors-in-motion reports, leads garnered through marketing campaigns, etc.) while maintaining a sales pipeline to facilitate a handoff to the regional sales team Confidently present AssetMark's value proposition at advisor-attended events, utilizing existing presentation resources Ability to travel at least 30% of the time within the territory or other field meetings Knowledge, Skills, and Abilities: Demonstrated time management and organizational skills Ability to foster a cohesive and supportive team environment Ability to switch focuses and prioritize competing objectives as needed Self-motivated with proven ability to work independently Proven experience utilizing Salesforce or similar CRM tools to effectively manage territory and pipeline Strong knowledge of SMAs, direct indexing, and tax management services Proficient in using Microsoft Office applications (Excel, Word, PowerPoint) Education & Experience: Bachelor's degree in a business or finance field Experience with RIA operating platforms, including trading and managed account solutions 7+ years of experience in the financial services industry Experience in Face-to-Face Sales Active FINRA licenses: Series 6, 63, and 65, and/or Series 7 and 66 are required Compensation: The Base Salary range for this position is between $120,000-$130,000. This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for a comprehensive sales incentive package and competitive benefits. Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position. #LI-CR1 #LI-hybrid Who We Are & What We Offer: We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they're heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work. Our Mission Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients' lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience. Our Values Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day. We believe in: * Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities. * Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships. * Unyielding Integrity, doing what's right, always. Even when it's hard. * Collective Respect, in being authentic, inclusive and valuing all voices while winning together. * Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions. These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family. Our Culture & Benefits Our culture brings our mission and values to life. Here, we do what's right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family-because thriving at work starts with thriving in life. * Flex Time or Paid Time Off and Sick Time Off * 401K - 6% Employer Match * Medical, Dental, Vision - HDHP or PPO * HSA - Employer contribution (HDHP only) * Volunteer Time Off * Career Development / Recognition * Fitness Reimbursement * Hybrid Work Schedule As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.
$120k-130k yearly 2d ago
Operations Consultant - Sanctions Screening Center of Excellence
Bank of America Corporation 4.7
Charlotte, NC jobs
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for the day-to-day resolution of complex problems and the research and execution of complex transactions for a single site/business unit or smaller business unit(s). Key responsibilities include strategically advising upon the design, development, and implementation of products, systems, and services using discretion within the project management methodologies. Responsibilities: Advises on the design, development, and implementation of complex products, systems, and services in an operations environment using discretionary judgment Advises on projects and directs activities of a team related to special initiatives Advises as a technical expert in assigned area, providing an understanding of the business unit's operations processes and implications on other groups within the operations function Consults on present-state, develops alternative future-state approaches, and facilitates implementations by creating a clear and coherent approach to guide effective program/initiative setup, execution, and control Identifies and recommends responsibilities and accountabilities for key programs/projects Perform sanctions reviews on a variety of different Transactions Ensure compliance with regulators such as OFAC (Office of Foreign Assets Control) Monitor queue volumes and priorities Communicate with different Lines of Business to retrieve information or advise of adverse decisions Required Qualifications: 2+ year experience in Operations or Compliance Experience & knowledge of economic sanctions program requirements and disposition of sanctions alerts or extensive background with wires and/or ACH experience Experience in client due diligence and KYC Highly organized individual - Demonstrates a bias for action and a commitment to achieving sustainable results. Makes timely and fact based decisions Analytical and detail oriented. Ability to work under pressure, meet deadlines and navigate change Ability to work independently, as well as, within a team. Strong risk framework and approach. Ability to prioritize, use own initiative and be flexible Good oral and written communications skills. PC proficiency and excellent Keyboarding/Typing skills. Overtime as required Desired Qualifications: Experience in Global Banking & Markets business process Knowledge of Excel, Word, Outlook Team player attitude, enthusiasm and commitment Monitor work flow and team progress, provide feedback to manager/team Monitor escalations received from Lines of business and response in timely manner Coordinate with other sites/regions to ensure daily SSCOE goals are met Provide training to new hires and up skill training to existing associates Ensure existing training is updated appropriate to adjust for changes in environment over time Line of Business Description: About Sanctions Screening Center of Excellence: The Center of Excellence for economic sanctions monitoring is part of Global Payment Operations (GPO). GPO is the central hub for Bank of America in playing a monumental and mission critical role in establishing, servicing, supporting and monitoring two of the most widely used electronic payment processing vehicles - Wire and ACH - in the financial services arena worldwide. GPO is also accountable for the SSCoE (Sanctions Screening Center of Excellence) that reviews all of Bank of America's customers and transactions to ensure compliance with Bank of America's Economic Sanctions Program. SSCoE serves BAML's eight lines of business, delivering global, regional and local capabilities through secure, fast and reliable technology, and people with the knowledge and experience to deliver timely and accurate review of all sanctions alerts across all products of Bank of America. Team also has the responsibility to provide support to client facing teams and clients where needed to educate on compliance program, drive better quality of data defining the customer and their day-to-day banking transactions. Skills: Customer and Client Focus Problem Solving Risk Management Adaptability Attention to Detail Collaboration Critical Thinking Issue Management Analytical Thinking Decision Making Oral Communications Presentation Skills Shift: 1st shift (United States of America) Hours Per Week: 40
$83k-102k yearly est. 2d ago
Operations Consultant - Sanctions Screening Center of Excellence
Bank of America 4.7
Charlotte, NC jobs
Richmond, Virginia;Charlotte, North Carolina; Newark, Delaware; Scranton, Pennsylvania **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*************************************************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for the day-to-day resolution of complex problems and the research and execution of complex transactions for a single site/business unit or smaller business unit(s). Key responsibilities include strategically advising upon the design, development, and implementation of products, systems, and services using discretion within the project management methodologies. **Responsibilities:** + Advises on the design, development, and implementation of complex products, systems, and services in an operations environment using discretionary judgment + Advises on projects and directs activities of a team related to special initiatives + Advises as a technical expert in assigned area, providing an understanding of the business unit's operations processes and implications on other groups within the operations function + Consults on present-state, develops alternative future-state approaches, and facilitates implementations by creating a clear and coherent approach to guide effective program/initiative setup, execution, and control + Identifies and recommends responsibilities and accountabilities for key programs/projects + Perform sanctions reviews on a variety of different Transactions + Ensure compliance with regulators such as OFAC (Office of Foreign Assets Control) + Monitor queue volumes and priorities + Communicate with different Lines of Business to retrieve information or advise of adverse decisions **Required Qualifications:** + 2+ year experience in Operations or Compliance + Experience & knowledge of economic sanctions program requirements and disposition of sanctions alerts or extensive background with wires and/or ACH experience + Experience in client due diligence and KYC + Highly organized individual - Demonstrates a bias for action and a commitment to achieving sustainable results. Makes timely and fact based decisions + Analytical and detail oriented. + Ability to work under pressure, meet deadlines and navigate change + Ability to work independently, as well as, within a team. + Strong risk framework and approach. + Ability to prioritize, use own initiative and be flexible + Good oral and written communications skills. + PC proficiency and excellent Keyboarding/Typing skills. + Overtime as required **Desired Qualifications:** + Experience in Global Banking & Markets business process + Knowledge of Excel, Word, Outlook + Team player attitude, enthusiasm and commitment + Monitor work flow and team progress, provide feedback to manager/team + Monitor escalations received from Lines of business and response in timely manner + Coordinate with other sites/regions to ensure daily SSCOE goals are met + Provide training to new hires and up skill training to existing associates + Ensure existing training is updated appropriate to adjust for changes in environment over time **Line of Business Description:** About Sanctions Screening Center of Excellence: The Center of Excellence for economic sanctions monitoring is part of Global Payment Operations (GPO). GPO is the central hub for Bank of America in playing a monumental and mission critical role in establishing, servicing, supporting and monitoring two of the most widely used electronic payment processing vehicles - Wire and ACH - in the financial services arena worldwide. GPO is also accountable for the SSCoE (Sanctions Screening Center of Excellence) that reviews all of Bank of America's customers and transactions to ensure compliance with Bank of America's Economic Sanctions Program. SSCoE serves BAML's eight lines of business, delivering global, regional and local capabilities through secure, fast and reliable technology, and people with the knowledge and experience to deliver timely and accurate review of all sanctions alerts across all products of Bank of America. Team also has the responsibility to provide support to client facing teams and clients where needed to educate on compliance program, drive better quality of data defining the customer and their day-to-day banking transactions. **Skills:** + Customer and Client Focus + Problem Solving + Risk Management + Adaptability + Attention to Detail + Collaboration + Critical Thinking + Issue Management + Analytical Thinking + Decision Making + Oral Communications + Presentation Skills **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$83k-102k yearly est. 2d ago
Client Business Partner
BBSI 3.6
Colorado Springs, CO jobs
Everything we do at BBSI is in support of business owners. We facilitate conversations around a broad range of organizational areas that allow business owners to run their companies more effectively. With 69 branches across the country, our large footprint and decentralized structure allow us to offer our clients a high-touch, relationship-based experience. We stand shoulder-to-shoulder with them and enable them to view their businesses-and their roles as owners-differently. Every business owner is on a journey. BBSI is with them every step of the way. The Business Partner role provides leadership to our business-owner clients and our internal team of experts. This person must demonstrate strong business acumen, and possess an entrepreneurial spirit with a genuine desire to proactively and consistently deliver results for our clients and internal teams. The BBSI Business Partner is responsible for leading a multi-million dollar business unit that consults on a broad range of organizational development and operational issues. The primary objective of the Business Partner is to lead a team of subject matter experts in delivery of high-impact solutions that grow revenue and profits for small to mid-size clients as well as partner with client business owners to accelerate growth, reduce loss, and build better companies. The Business Partner will collaborate with client companies to educate, advise, and influence them on matters involving, but not limited to, cultural development, change management, strategic planning, and growth strategy. This position is a full time, exempt position that reports to the Area Manager and works in partnership with other positions within the business unit and branch. Requirements 1. Ability to lead transformative projects with multiple clients across diverse industries 2. Define strategic vision and deliver solutions that competitively position companies for business challenges of both today and tomorrow 3. Prior P&L responsibility and accountability 4. Organization and team development 5. Ability to align culture, vision and strategy 6. Direct operations in organizational development experience 7. Consultative mindset with multiple clients/units experience 8. Proven track record in successfully leading high performance teams 9. Demonstrated proficiency in conducting root cause analysis and generating revenue 10. Ability to benchmark, analyze and deliver measurable results to the business owner 11. Ability to manage time and shifting priorities in a high volume, complex work environment 12. Ownership Mentality 13. Excellent communication skills with ability to write, develop and deliver successful presentations to all levels of an organization 14. Coaching, mentoring, and training experience required 15. Experienced networker - business development responsibility ideal 16. Bachelor's degree required; advanced degree desired 17. At least 10 years of related business experience 18. Six Sigma (Black or Green Belt) or equivalent certification beneficial 19. Roughly 80% of time spent with clients at their location - primarily local 20. Extensive knowledge of MS Office Salary and Other Compensation: The starting salary range for this position is $100,000-125,000 annually. Factors which may affect starting pay within this range may include geography, skills, education, experience, certifications and other qualifications of the candidate. This position is also eligible for incentive pay in accordance with the terms of the Company's plan. Benefits: The Company offers the following benefits for this position, subject to applicable eligibility requirements: medical insurance, health savings account, flexible savings account, dental insurance, vision insurance, 401(k) retirement plan, accidental death and dismemberment, life insurance, voluntary life insurance, voluntary disability insurance, voluntary accident, voluntary critical care, voluntary hospital indemnity, legal, identity & fraud protection, commuter benefits, pet insurance, employee stock purchase program, and an employee assistance program. Paid Time Off: 40 hours of paid sick leave annually (additional sick/front loading/accrual, if any, based on state or regional requirements); vacation accrues up to 80 hours in the first year, up to 120 hours in years 2-4, and up to 160 hours in the fifth year; 6 paid holidays annually, 4 paid volunteer days annually. Diversity and Inclusion are critical parts of our corporate culture. BBSI strives to create a workplace where everyone feels included and empowered to bring their full, authentic selves to work, and is treated fairly. BBSI is an equal opportunity employer and makes employment decisions on the basis of merit. If you meet the above requirements, we welcome the opportunity to learn more about you. For more information, visit us at www. bbsi.com Please apply via this posting and not by contacting our local or corporate offices. Click here to review the BBSI Privacy Policy: *********************************** “California applicants: to see how we protect your data, visit our website at *********************************************************** *Posting expires 2/7/2026
$100k-125k yearly 4d ago
Client Business Partner
BBSI 3.6
San Luis Obispo, CA jobs
Everything we do at BBSI is in support of business owners. We facilitate conversations around a broad range of organizational areas that allow business owners to run their companies more effectively. With 69 branches across the country, our large footprint and decentralized structure allow us to offer our clients a high-touch, relationship-based experience. We stand shoulder-to-shoulder with them and enable them to view their businesses-and their roles as owners-differently. Every business owner is on a journey. BBSI is with them every step of the way. The Business Partner role provides leadership to our business-owner clients and our internal team of experts. This person must demonstrate strong business acumen, and possess an entrepreneurial spirit with a genuine desire to proactively and consistently deliver results for our clients and internal teams. The BBSI Business Partner is responsible for leading a multi-million dollar business unit that consults on a broad range of organizational development and operational issues. The primary objective of the Business Partner is to lead a team of subject matter experts in delivery of high-impact solutions that grow revenue and profits for small to mid-size clients as well as partner with client business owners to accelerate growth, reduce loss, and build better companies. The Business Partner will collaborate with client companies to educate, advise, and influence them on matters involving, but not limited to, cultural development, change management, strategic planning, and growth strategy. This position is a full time, exempt position that reports to the Area Manager and works in partnership with other positions within the business unit and branch. Requirements 1. Ability to lead transformative projects with multiple clients across diverse industries 2. Define strategic vision and deliver solutions that competitively position companies for business challenges of both today and tomorrow 3. Prior P&L responsibility and accountability 4. Organization and team development 5. Ability to align culture, vision and strategy 6. Direct operations in organizational development experience 7. Consultative mindset with multiple clients/units experience 8. Proven track record in successfully leading high performance teams 9. Demonstrated proficiency in conducting root cause analysis and generating revenue 10. Ability to benchmark, analyze and deliver measurable results to the business owner 11. Ability to manage time and shifting priorities in a high volume, complex work environment 12. Ownership Mentality 13. Excellent communication skills with ability to write, develop and deliver successful presentations to all levels of an organization 14. Coaching, mentoring, and training experience required 15. Experienced networker - business development responsibility ideal 16. Bachelor's degree required; advanced degree desired 17. At least 10 years of related business experience 18. Six Sigma (Black or Green Belt) or equivalent certification beneficial 19. Roughly 80% of time spent with clients at their location - primarily local 20. Extensive knowledge of MS Office Salary and Other Compensation: The starting salary range for this position is $107,000-125,000 annually. Factors which may affect starting pay within this range may include geography, skills, education, experience, certifications and other qualifications of the candidate. This position is also eligible for incentive pay in accordance with the terms of the Company's plan. Benefits: The Company offers the following benefits for this position, subject to applicable eligibility requirements: medical insurance, health savings account, flexible savings account, dental insurance, vision insurance, 401(k) retirement plan, accidental death and dismemberment, life insurance, voluntary life insurance, voluntary disability insurance, voluntary accident, voluntary critical care, voluntary hospital indemnity, legal, identity & fraud protection, commuter benefits, pet insurance, employee stock purchase program, and an employee assistance program. Paid Time Off: 40 hours of paid sick leave annually (additional sick/front loading/accrual, if any, based on state or regional requirements); vacation accrues up to 80 hours in the first year, up to 120 hours in years 2-4, and up to 160 hours in the fifth year; 6 paid holidays annually, 4 paid volunteer days annually. Diversity and Inclusion are critical parts of our corporate culture. BBSI strives to create a workplace where everyone feels included and empowered to bring their full, authentic selves to work, and is treated fairly. BBSI is an equal opportunity employer and makes employment decisions on the basis of merit. If you meet the above requirements, we welcome the opportunity to learn more about you. For more information, visit us at www. bbsi.com Please apply via this posting and not by contacting our local or corporate offices. Click here to review the BBSI Privacy Policy: *********************************** “California applicants: to see how we protect your data, visit our website at ***********************************************************
$107k-125k yearly 2d ago
Senior / Principal Oceanographic Survey Consultant
Offshore Energy 4.2
Wallingford, CT jobs
Published: 5 months ago HBO WO Bachelor WO Master Professional (5-10 jaar) Senior professional (>10 jaar) Senior / Principal Oceanographic Survey Consultant At HR Wallingford, we design smart, resilient solutions across the natural and built environments to help everyone live and work more sustainably with water. By harnessing research, data insights and the power of our collective expertise, we help the world to better understand the changing influence and impact of water. Due to our continued success, we are recruiting for a Senior/Principal Oceanographic Survey Consultant to join our Ships and Dredging Group, within which there is a team dedicated to marine survey. Our team of marine survey specialists provide expertise to all technical groups within HR Wallingford. The Senior/Principal Oceanographic Survey Consultant will be a key contributor to HR Wallingford projects, providing technical expertise and project management for a range of clients across the UK and internationally. You will be responsible for ensuring the delivery of high-quality consultancy advice relating to survey, data, analysis and reporting, as well as overseeing survey contractors and providing technical support to clients and other teams within HR Wallingford. In addition, you will contribute to R&D activities and marketing materials, also attending conferences/trade events both in the UK and internationally to share knowledge and expertise. Key qualifications and skills Degree in a relevant field (e.g. oceanography, marine science or equivalent) 5+ years of commercial metocean/oceanography (ADCP, VM-ADCP, CTD, met, waves) experience Monitoring water quality, in particular turbidity / suspended sediment concentration monitoring Familiarity with water and sediment sample analysis (for key parameters such as PSD and suspended sediment concentration) Experience of programming for the processing of oceanographic data as well as using “off the shelf” software for this purpose Data analysis and reporting of metocean data on commercial projects Experience of coastal fieldwork Management of commercial survey teams both onshore and offshore as party chief Designing, deploying and recovering oceanographic moorings Experience in sediment and water chemistry (or quality) monitoring Worked in a range of environments both in the UK and abroad Comparable level of commercial experience (comparable to experience in metocean/oceanography) in bathymetric surveys (including SBES and MBES) Experience with deep sea oceanographic monitoring, geophysical survey, geotechnical investigations, and autonomous systems would be beneficial. Further information Competitive salary from £45,000 dependent on capability/experience Download a full job description and person specification. Check our exceptional benefits at ***************************** We understand the importance of a healthy work-life balance and offer both hybrid working and flexi-time. We are also open to exploring other flexible working arrangements. How to apply If you are excited about this role but are unsure about whether you're the right fit, we encourage you to apply. We're also happy to answer any questions by emailing *************************. Interested? Please apply directly via our website ***************************** providing your CV with covering letter. Additional information Our privacy notice for job applicants, available from our website, explains how we collect and process the personal data you may provide us when you apply for a job with us through our websites, or by any other means. This notice also explains how we'll store and handle that data and keep it. HR Wallingford are an equal opportunity employer and value diversity in our workplace. We do not discriminate, and work to create an inclusive culture across our business. #J-18808-Ljbffr
$106k-138k yearly est. 1d ago
Client Business Partner
BBSI 3.6
Denver, CO jobs
Everything we do at BBSI is in support of business owners. We facilitate conversations around a broad range of organizational areas that allow business owners to run their companies more effectively. With 69 branches across the country, our large footprint and decentralized structure allow us to offer our clients a high-touch, relationship-based experience. We stand shoulder-to-shoulder with them and enable them to view their businesses-and their roles as owners-differently. Every business owner is on a journey. BBSI is with them every step of the way. The Business Partner role provides leadership to our business-owner clients and our internal team of experts. This person must demonstrate strong business acumen, and possess an entrepreneurial spirit with a genuine desire to proactively and consistently deliver results for our clients and internal teams. The BBSI Business Partner is responsible for leading a multi-million dollar business unit that consults on a broad range of organizational development and operational issues. The primary objective of the Business Partner is to lead a team of subject matter experts in delivery of high-impact solutions that grow revenue and profits for small to mid-size clients as well as partner with client business owners to accelerate growth, reduce loss, and build better companies. The Business Partner will collaborate with client companies to educate, advise, and influence them on matters involving, but not limited to, cultural development, change management, strategic planning, and growth strategy. This position is a full time, exempt position that reports to the Area Manager and works in partnership with other positions within the business unit and branch. Requirements 1. Ability to lead transformative projects with multiple clients across diverse industries 2. Define strategic vision and deliver solutions that competitively position companies for business challenges of both today and tomorrow 3. Prior P&L responsibility and accountability 4. Organization and team development 5. Ability to align culture, vision and strategy 6. Direct operations in organizational development experience 7. Consultative mindset with multiple clients/units experience 8. Proven track record in successfully leading high performance teams 9. Demonstrated proficiency in conducting root cause analysis and generating revenue 10. Ability to benchmark, analyze and deliver measurable results to the business owner 11. Ability to manage time and shifting priorities in a high volume, complex work environment 12. Ownership Mentality 13. Excellent communication skills with ability to write, develop and deliver successful presentations to all levels of an organization 14. Coaching, mentoring, and training experience required 15. Experienced networker - business development responsibility ideal 16. Bachelor's degree required; advanced degree desired 17. At least 10 years of related business experience 18. Six Sigma (Black or Green Belt) or equivalent certification beneficial 19. Roughly 80% of time spent with clients at their location - primarily local 20. Extensive knowledge of MS Office Salary and Other Compensation: The starting salary range for this position is $107,000-125,000 annually. Factors which may affect starting pay within this range may include geography, skills, education, experience, certifications and other qualifications of the candidate. This position is also eligible for incentive pay in accordance with the terms of the Company's plan. Benefits: The Company offers the following benefits for this position, subject to applicable eligibility requirements: medical insurance, health savings account, flexible savings account, dental insurance, vision insurance, 401(k) retirement plan, accidental death and dismemberment, life insurance, voluntary life insurance, voluntary disability insurance, voluntary accident, voluntary critical care, voluntary hospital indemnity, legal, identity & fraud protection, commuter benefits, pet insurance, employee stock purchase program, and an employee assistance program. Paid Time Off: 40 hours of paid sick leave annually (additional sick/front loading/accrual, if any, based on state or regional requirements); vacation accrues up to 80 hours in the first year, up to 120 hours in years 2-4, and up to 160 hours in the fifth year; 6 paid holidays annually, 4 paid volunteer days annually. Diversity and Inclusion are critical parts of our corporate culture. BBSI strives to create a workplace where everyone feels included and empowered to bring their full, authentic selves to work, and is treated fairly. BBSI is an equal opportunity employer and makes employment decisions on the basis of merit. If you meet the above requirements, we welcome the opportunity to learn more about you. For more information, visit us at www. bbsi.com Please apply via this posting and not by contacting our local or corporate offices. Click here to review the BBSI Privacy Policy: *********************************** “California applicants: to see how we protect your data, visit our website at *********************************************************** *Posting expires 2/5/2026
$107k-125k yearly 2d ago
Business Solutions Advisor - San Juan Corners Financial Center - Bilingual Spanish Required
Bank of America 4.7
San Juan, TX jobs
San Juan, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (**************************************************************************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise. **Responsibilities:** + Recommends financial advice and guidance that align with client financial goals and needs + Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank + Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities + Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs + Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs + Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience **Required Qualifications:** + Bilingual Spanish required + Has demonstrated experience and proven success with business-to-business sales and/or small business banking + Has strong communication skills with the ability to effectively influence clients + Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution + Has a proven sales track record + Can build productive partnerships and working relationships + Is experienced with outbound phone sales **Desired Qualifications:** + Experience with financial information, spreadsheets and financial skills + Experience with in-person customer service and sales + Experience working with small business clients + Experience meeting or exceeding goals + A working knowledge of small business products and services **Skills:** + Client Management + Client Solutions Advisory + Customer and Client Focus + Referral Identification + Risk Management + Client Experience Branding + Credit Documentation Requirements + Credit and Risk Assessment + Pipeline Management + Referral Management + Attention to Detail + Collaboration + Issue Management + Prospecting + Relationship Building **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$71k-97k yearly est. 1d ago
Business Solutions Advisor - East Houston Financial Center - Bilingual Spanish Required
Bank of America 4.7
Houston, TX jobs
Houston, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*********************************************************************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise. **Responsibilities:** + Recommends financial advice and guidance that align with client financial goals and needs + Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank + Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities + Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs + Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs + Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience **Required Qualifications:** + Bilingual Spanish required. + Has demonstrated experience and proven success with business-to-business sales and/or small business banking + Has strong communication skills with the ability to effectively influence clients + Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution + Has a proven sales track record + Can build productive partnerships and working relationships + Is experienced with outbound phone sales **Desired Qualifications:** + Experience with financial information, spreadsheets and financial skills + Experience with in-person customer service and sales + Experience working with small business clients + Experience meeting or exceeding goals + A working knowledge of small business products and services **Skills:** + Client Management + Client Solutions Advisory + Customer and Client Focus + Referral Identification + Risk Management + Client Experience Branding + Credit Documentation Requirements + Credit and Risk Assessment + Pipeline Management + Referral Management + Attention to Detail + Collaboration + Issue Management + Prospecting + Relationship Building **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$73k-98k yearly est. 2d ago
Business Solutions Advisor - East Houston Financial Center - Bilingual Spanish Required
Bank of America Corporation 4.7
Houston, TX jobs
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise. Responsibilities: Recommends financial advice and guidance that align with client financial goals and needs Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience Required Qualifications: Bilingual Spanish required. Has demonstrated experience and proven success with business-to-business sales and/or small business banking Has strong communication skills with the ability to effectively influence clients Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution Has a proven sales track record Can build productive partnerships and working relationships Is experienced with outbound phone sales Desired Qualifications: Experience with financial information, spreadsheets and financial skills Experience with in-person customer service and sales Experience working with small business clients Experience meeting or exceeding goals A working knowledge of small business products and services Skills: Client Management Client Solutions Advisory Customer and Client Focus Referral Identification Risk Management Client Experience Branding Credit Documentation Requirements Credit and Risk Assessment Pipeline Management Referral Management Attention to Detail Collaboration Issue Management Prospecting Relationship Building Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40
$73k-98k yearly est. 2d ago
Business Solutions Advisor - Main and Ellis Financial Center
Bank of America 4.7
Huntington Beach, CA jobs
Huntington Beach, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (***************************************************************************************************************************************** **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise. **Responsibilities:** + Recommends financial advice and guidance that align with client financial goals and needs + Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank + Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities + Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs + Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs + Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience **Required Qualifications:** + Has demonstrated experience and proven success with business-to-business sales and/or small business banking + Has strong communication skills with the ability to effectively influence clients + Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution + Has a proven sales track record + Can build productive partnerships and working relationships + Is experienced with outbound phone sales **Desired Qualifications:** + Experience with financial information, spreadsheets and financial skills + Experience with in-person customer service and sales + Experience working with small business clients + Experience meeting or exceeding goals + A working knowledge of small business products and services + Bilingual skills **Skills:** + Client Management + Client Solutions Advisory + Customer and Client Focus + Referral Identification + Risk Management + Client Experience Branding + Credit Documentation Requirements + Credit and Risk Assessment + Pipeline Management + Referral Management + Attention to Detail + Collaboration + Issue Management + Prospecting + Relationship Building **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$81k-105k yearly est. 3d ago
Business Solutions Advisor - I-17 / Happy Valley Road Financial Center - Bilingual Mandarin Required
Bank of America 4.7
Phoenix, AZ jobs
Phoenix, Arizona **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (************************************************************************************************************************************************************************ **:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! **Job Description:** This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise. **Responsibilities:** + Recommends financial advice and guidance that align with client financial goals and needs + Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank + Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities + Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs + Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs + Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience **Required Qualifications** : + Has demonstrated experience and proven success with business-to-business sales, or small business banking. + Has strong communication skills with the ability to effectively influence clients. + Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution. + Has a proven sales track record. + Is able to build productive partnerships and working relationships. + Is experienced with outbound phone sales. + Bilingual Mandarin **Desired Qualifications:** + Experience with financial information, spreadsheets and financial skills. + Experience with in-person customer service and sales. + Experience working with small business clients. + Experience meeting or exceeding goals. + A working knowledge of small business products and services. **Skills:** + Client Management + Client Solutions Advisory + Customer and Client Focus + Referral Identification + Risk Management + Client Experience Branding + Credit Documentation Requirements + Credit and Risk Assessment + Pipeline Management + Referral Management + Attention to Detail + Collaboration + Issue Management + Prospecting + Relationship Building **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$69k-90k yearly est. 1d ago
Wealth Consultant
First Citizens 4.8
San Francisco, CA jobs
The Wealth Consultant identifies, engages, acquires, and retains high net worth clients and prospects in holistic wealth management planning. Serves as a primary relationship manager for high net worth clients and families, while coordinating advice and activities with other members of the Wealth team. Determines and develops revenue-producing opportunities in multiple product lines to achieve growth and profitability goals through a diversified financial planning based approach. Serves as a Brand Ambassador by representing and promoting the Wealth line of business within the Bank and across the communities served. Responsibilities Client Acquisition - Identifies and attracts new clients to the Bank's wealth offerings through direct prospecting efforts, client referrals, and by partnering with Bank associates. Builds and cultivates strategic partnerships with centers of influence to enhance acquisition efforts. Responsible for external networking and market development. Relationship Management - Serves as a primary point of contact and advocate for high net worth prospects and clients. Maintains current knowledge and awareness of client circumstances, conditions, and overall relationship with the Bank to develop appropriate wealth plans. Represents the full services offering to clients, including investments, banking, financial planning, insurance, and trust services. Develops and executes a high-touch, client-centric experience to maintain and expand existing client relationships. Assists in the planning and facilitation of client events. Strategic Advice - Provides prospects and clients with expert wealth management advice. Develops strategic, comprehensive, and long-range plans to achieve the financial needs and goals of high net worth clients. Identifies appropriate products, services, and solutions based on client needs, wants and goals. Engages other associates within the department to provide ongoing advice, products and services as the needs of clients evolve. Collaboration - Fosters effective partnerships with Bank stakeholders to support departmental strategic approach. Engages with specialists from the broader business team to coordinate the delivery of wealth management products and services to clients. Qualifications Bachelor's Degree and 8 years of experience in Acquiring clients, Asset Gathering, and providing comprehensive Banking and Financial Planning advice OR High School Diploma or GED and 12 years of experience in Acquiring clients, Asset Gathering, and providing comprehensive Banking and Financial Planning advice Preferred Area of Experience: Client Acquisition, Asset Gathering, comprehensive Financial Planning, Banking, Investment Management, Insurance Planning, Trust & Estate Planning Required License or Certification Type: Series 7, 65 or 66 licenses, and State Life & LTC Insurance License Preferred Qualifications: Advanced Advisor/ Planning Designation Preferred The base pay for this position is generally between $210,000 to $300,000 per year. Actual starting base pay will be determined based on skills, experience, location and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at **************************************** #J-18808-Ljbffr
$72k-109k yearly est. 4d ago