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  • Area Sales Manager

    Lobel Financial 3.6company rating

    Lobel Financial job in Cincinnati, OH

    Take your career to new heights with Lobel Financial, where your ambition and drive can help shape the future of automotive finance! Lobel Financial is a trusted leader in the automotive finance sector with over 40 years of experience in full spectrum automotive lending. We are dedicated to partnering with auto dealers to provide auto loans that empower families across the country to achieve their vehicle ownership dreams. By partnering with automotive dealers nationwide, we deliver exceptional service and industry leading auto finance solutions that drive growth and success. Job Description: We are on the lookout for highly motivated Area Sales Managers who are eager to take their careers to the next level. In this role, you will be responsible for managing a specific geographic area while fostering strong relationships with automotive dealers and driving substantial sales growth. Your primary objective will be to influence auto dealers to submit retail auto loan applications and ensure they consistently meet Lobel financials' performance standards Key Responsibility: Consistently Exceed Goals: Develop and implement strategies to not only meet but exceed sales goals within your assigned territory. Foster Mutually Beneficial Partnerships: Build and maintain strong relationships with automotive dealers to enhance collaboration and increase profitability for both companies Prospect New Dealers: Actively seek and onboard new dealerships, expanding Lobel financials' reach and market presence. Influence Outcomes and Drive Service Excellence: Communicate the value of Lobel financials' products and services effectively; providing outstanding support to dealer accounts in your sphere of influence. Plan and Organize: Strategically plan and organize your daily activities to maximize potential selling opportunities and generate revenue for Lobel Financial. Training and Development: Educate assigned dealers on Lobel Financial's program offerings, ensuring they are well-equipped to utilize our platform effectively. Travel Requirements: Embrace the travel aspect of this role and become a road warrior, spending quality time in dealerships and building relationships firsthand. Qualifications: Proven sales experience, particularly in automotive finance or subprime finance sectors, with a track record of meeting or exceeding sales targets consistently. Must possess strong relationship-building skills with a dealer-centric approach. Excellent communication, negotiation, and interpersonal skills. Ability to work independently, manage multiple priorities, and thrive in a fast-paced environment. A results-driven mindset with a focus on revenue generation and business growth. Willingness to travel extensively to engage with dealer's clients and prospects alike. Previous experience delivering positive outcomes in subprime auto finance environment. Must reside in the defined territory. Why Join Us: At Lobel Financial, we are committed to fostering a supportive work environment that encourages professional growth and unlimited earning potential. As part of a company with ambitious growth plans and a solid reputation in the automotive finance industry, you will have the opportunity to make a significant impact on our company's growth in your area of responsibility. About Lobel Financial: Lobel Financial is a full-spectrum auto financing solution that specializes in the acquisition and servicing of prime to sub-prime motor vehicle retail installment contracts. We are head quartered in Southern California and have a market presence coast-to-coast. Employees choose Lobel because of the work-life balance, positive company culture, reward system, benefits and flexibility. If you are an employee and you want to work with a company that is consistently growing, offers competitive salaries and benefits, promotes their employees, and provides a stable work environment, then you've found it with Lobel. Lobel Financial is an equal opportunity employer.
    $74k-101k yearly est. 6d ago
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  • Customer Service Representative- Bilingual Preferred

    Loanmax Title Loans 3.8company rating

    Fort Collins, CO job

    LoanMax- Customer Service Representative- Bilingual Preferred Are you looking for a stable, full-time position with career potential? If so, you've come to the right place! We are currently hiring for our location at 2030 S College Ave, Fort Collins, CO 80525 Incentives: Full-Time Position: Monday - Friday 10am-6pm, Saturday 9am-2pm, closed on Sundays! Weekly Pay Health Benefits Paid Holidays Vacations Retention Bonus Paid Time Off Paid On-site Training Competitive Salaries Requirements: Must be at least 18 years old Must be able to work full time Have a high school degree or equivalent Basic computer and data entry experience Collections experience preferred Criminal background check Consumer credit check Drug screen Primary Responsibilities: Provide superior customer service Loan processing Cash handling Collection calls Additional duties as assigned How to Apply: Apply via portal on job website (please include your resume) Requisition Close Date: 1/29/26 Note: Resume must include employment history, employment dates, description of each position, and educational background. Hiring manager will be calling from area code 404 (GA). Please keep an eye out for that area code. Our Background LoanMax is one of America's most respected loan companies. We believe our customer service representatives are the heart of our business. We take pride in providing our customers with excellent service, and we have high expectations for our managers. We are looking for an individual who is motivated, honest, dependable, and seeking a career providing superior customer service.
    $29k-37k yearly est. 1d ago
  • Commercial Banker Senior

    City National Bank of Florida 4.1company rating

    Tallahassee, FL job

    About The Role The Commercial Banker Senior is pivotal in driving production by managing and nurturing relationships with small to mid-sized businesses generating less than $25 million in gross sales. This role actively collaborates with the sales team to establish, build, and maintain strong banking relationships, significantly contributing to the overall success and growth of the assigned sales territory. As the primary relationship manager, the banker represents the bank in all client interactions and oversees the credit process, including credit underwriting, portfolio management, risk identification, and adherence to loan covenants. Key responsibilities also encompass ongoing portfolio management, collateral monitoring, and ensuring compliance with the bank's risk and credit grading standards. The position demands strong individual initiative and effective collaboration to achieve and exceed business objectives. Principal Duties and Responsibilities: Consistently meets and exceeds individual and/or team sales goals, including deposits, loans, and other applicable metrics. Independently expands existing relationships and solicits new business through client referrals and cold-calling efforts to meet or exceed the Bank's strategic goals. Independently analyzes creditworthiness and conducts preliminary financial statement analysis against bank risk standards and applicable product requirements to determine potential creditworthiness. Generates proposals and develops sales strategies at an expert level. Develops, expands, and maintains referral sources. Documents the relationship management process. Works with clients to analyze problems and propose solutions. Acts as the client's advocate in securing suitable credit and cross-selling products and services. Structures and completes secured and unsecured business loans. Evaluates business, management, industry, financial, and structural risks, and documents assessments in credit approval documents. Organizes and leads involved sales initiatives, including generating complex, customized proposals. Works to develop and maintain solid relationships with all partners. Maintains expert-level knowledge of all bank products and services. Participates in special projects as needed. Must be willing to participate in community organizations and activities. Qualifications: 8-10 years experience in Commercial Banking Required Must have strong credit and lending understanding and experience. Must be highly capable of meeting sales goals, independent activity in direct banking sales and credit support as well as maximizing cross-sell opportunities and relationship profitability. Knowledge of commercial banking products and services including credit analysis, underwriting, and treasury management products and services. Demonstrated strong financial acumen and high level of problem solving skills. Effective communicator, results oriented, demonstrates the ability to excel in high-pressure situations. Exhibit strong interpersonal skills with the ability to cultivate long term relationships and influence others internally and externally. Knowledge of Microsoft Office products: Word, Excel and Outlook. Formal credit training, preferred. Education: Bachelor's degree in Business Administration, or an equivalent combination of education and relevant professional experience, may be considered. Special information to candidates: City National Bank of Florida is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all applicants. We do not discriminate on the basis of race, color, religion, sex, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other status protected under federal, state, or Florida law. City National Bank of Florida complies with the Americans with Disabilities Act (ADA) and applicable Florida laws. Qualified individuals with disabilities who require a reasonable accommodation in order to complete the online application or participate in the hiring process may contact our Human Resources Talent Attraction Department at ************ or by email at **********************************.
    $65k-90k yearly est. 1d ago
  • Technical Account Manager (Western USA)

    Ajax Systems Inc. 3.6company rating

    San Francisco, CA job

    Ajax Systems is an international technological company and Europe's largest security system manufacturer. In addition, the company offers solutions for video surveillance, smart homes, fire detection, and flood prevention. The product portfolio includes 180 wireless and wired devices for security and automation. Today, Ajax protects over 3.5 million users in 187 countries worldwide. The company employs 4,100 specialists. We develop local teams because we understand local experts best comprehend market specifics. The company has sales representatives worldwide, including Italy, Spain, Germany, France, the United Kingdom, the USA, Australia, South Africa and other regions. The Global Business Development team is like-minded people who share the ambitious goals of Ajax Systems. The company emerged against the backdrop of revolution and war. That's why resilience is the cornerstone of the brand's DNA, and the fight against evil by creating the best security and automation devices is Ajax's unwavering mission. Ajax Systems is a Ukrainian success story, a place of incredible strength and energy. Qualifications Minimum of 5 years' professional experience in alarm systems, video surveillance, security, IT, telecommunications, or related industries. Strong working knowledge of CCTV systems, access control technologies and fire alarm systems. Proven hands‑on experience in designing and installing video surveillance, fire alarm, or other security systems. Experience delivering offline and online technical training to technical audiences. Excellent presentation, communication, and interpersonal skills. Flexible and willing to travel for business trips, trade shows, and other professional events. Self‑motivated and independent, with an outgoing personality and a proactive approach to work. NICET and ESA certifications are an asset to the role Responsibilities Conduct technical seminars, exhibitions, presentations, and webinars on Ajax products for both customers and company employees. Present product roadmaps and new feature updates to Ajax Systems distributors and dealers. Proactively manage and schedule open classes, private classes and on‑demand requests for training and support for Ajax products and technologies. Promote and demonstrate product solutions tailored to customer requirements; provide technical consultations and support to key clients. Perform market research and competitive product analysis to identify strengths, opportunities, and areas for improvement. Build and maintain long‑term relationships with key company partners. Test product features and prepare technical documentation for new products and solutions, collaborating closely with cross‑functional teams. Support the sales team by following up on leads through the company's CRM portal. Analyze customer needs in partnership with the sales department to identify optimal product solutions. Actively participate in the beta testing of new products and services providing expert feedback to product management to refine solutions. We offer Competitive compensation that includes a base salary and performance‑based bonuses Car allowance, petrol and all business costs covered by the company Health & Life insurance 401(k) Growth Opportunities Impactful work Innovative Environment #J-18808-Ljbffr
    $115k-164k yearly est. 3d ago
  • Technology Investment Banking Vice President, Software (Menlo Park, CA)

    Morgan Stanley 4.6company rating

    Menlo Park, CA job

    Morgan Stanleys Investment Banking Group provides industry regional and product expertise to corporations institutions and government clients in order to develop and execute innovative and customized solutions to the most challenging strategic and financing issues faced in the global marketplace. The Banking Group is comprised of a number of industry groups that work closely with product team members in Mergers & Acquisitions Global Capital Markets Real Estate and other industry groups throughout the Firm to provide relevant market insight, product creativity and execution expertise to clients. These solutions include initial public offerings; public and private equity and equity-linked financings; mergers acquisitions and restructurings; defense advisory assignments; strategic partnerships; public and private debt placements; share repurchases; and hedging swaps and derivative transactions. Our Menlo Park office is looking for a Vice President with prior experience in the Software industry to join the Technology Investment Banking Group. The successful candidate will have the opportunity to work with regional and international clients on a wide range of complex transactions including acquisitions, divestitures, mergers, joint ventures, corporate restructurings, shareholder relations, recapitalizations, leveraged buyouts and defenses against unsolicited takeover attempts, strategic advisory assignments and executions of public and private capital markets transactions such as initial public offerings. The successful candidate will work closely with professionals throughout the firm to deliver high quality advice to our clients. You will play an important role on a team that includes who will encourage you to go beyond the numbers and think creatively. Qualifications 6 years of relevant experience within investment banking or an MBA with 3 years of experience and with a proven track record working on complex executed deals across M&A and various industry sectors Experience in the software industry is strongly preferred but not required Strong written and verbal communication, client and interpersonal skills Commercial instinct and ability to perform under pressure and tight deadlines Bachelor's degree is required; an MBA and / or CFA designation would be an asset Series licensed or must obtain What you can expect from Morgan Stanley We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion and giving back - aren't just beliefs; they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley you'll find an opportunity to work alongside the best and the brightest in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work‑life journey offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move around the business for those who show passion and grit in their work. To learn more about our offices across the globe please copy and paste into your browser. Expected base pay rates for the role will be $275,000 per year at the commencement of employment. However base pay if hired will be determined on an individualized basis and is only part of the total compensation package which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long‑term incentive packages and other Morgan Stanley-sponsored benefit programs. Morgan Stanleys goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, stereotype gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership / union status, pregnancy, veteran or military service status, genetic information or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M / F / Disability / Vet). Key Skills Change Management Financial Services Growing Experience Managed Care Management Experience Analysis Skills Senior Leadership Performance Management Process Management Leadership Experience Negotiation Analytics Employment Type: Full-Time Experience: years Vacancy: 1 #J-18808-Ljbffr
    $275k yearly 1d ago
  • Attorney - Intellectual Property

    Grayrobinson, P.A 4.5company rating

    Miami, FL job

    GrayRobinson, a full-service law and government-consulting firm with 16 offices in Florida and Washington, D.C., has an opening in our Miami office for an intellectual property attorney with 3+ years of experience. The successful candidate will have notable experience handling complex intellectual property litigation with an emphasis on trademark, unfair competition, patent, and trade secret cases, and will demonstrate knowledge of current intellectual property litigation, prosecution, data privacy, and technology-related legal issues. Candidates must be admitted to the Florida Bar or willing to seek admission in the 12 months following date of employment. Must have litigation experience, excellent analytical, research, and writing skills. Additional skills include the ability to successfully work on multiple projects simultaneously and autonomously, with keen attention to detail. Familiarity with e-discovery and e-discovery programs a plus. International experience and foreign language skill also a plus but not necessary. We offer a competitive salary and a comprehensive benefits package in a fast-paced professional environment. GrayRobinson, P.A. is an Equal Opportunity Employer. Please click here to submit your cover letter and resume and apply. #J-18808-Ljbffr
    $52k-95k yearly est. 1d ago
  • Portfolio Manager III-AFFORDABLE HOUSING

    City National Bank 4.9company rating

    Los Angeles, CA job

    PORTFOLIO MANAGER III- AFFORDABLE HOUSING WHAT IS THE OPPORTUNITY? The Portfolio Manager is part of the credit management team focused on the long-term risk-adjusted returns for the bank within the assigned business segment and/or geographic area(s). This individual manages a sub-set of existing credits and is a key partner in the origination of new credits. Primary responsibilities include: Provide comprehensive credit recommendations and presentations to key risk partners related to prospect(s) and existing clients of the bank (including moderate to complex new credit structures, modifications, and extensions) based on a comprehensive review of the borrower(s) and guarantor(s)' financials (which may include current and historical financial statements, tax returns, projections and/or cash flow proformas.) This individual is expected to present credit recommendations within the bank's risk appetite and framework and follow the bank's policies, processes and procedures. This individual is expected to be responsive to their clients' credit needs with an elevated level of client service and credit acumen to address their needs appropriately and timely. This individual is responsible for the ongoing oversight and management of its portfolio (including timely risk rating assessments, reporting covenants, covenant compliance, and the preparation of quarterly and annual reports.) The Commercial Real Estate Credit Solutions team provides underwriting and proactive portfolio management expertise to the Bank's CRE clients, including private individuals and family offices, and institutional funds/investors/developers. Colleagues will partner with the origination team to provide tailored CRE lending solutions to clients, while proactively identifying risk on new and existing credits within the portfolio through a combination of internal and external resources. CRE portfolio includes a variety of loan products secured or supported by varying asset types. This position will support the Bank's Affordable Housing credit portfolio, which focuses on construction, bridge, and perm loans as well as other credit offerings nationwide to for-profit and non-profit Affordable Housing developers and investors. It is important that this person understand the benefits of building relationships with clients that may include various CNB internal business partners and their services and products, as appropriate. Candidate will partner with the team responsible for building and maintaining the Affordable Housing loan portfolio, and will be a key contributor to CNB's Community Reinvestment Act (CRA) initiatives. Candidate must have in-depth experience and exercise a strong understanding of the Low Income Housing Tax Credit (LIHTC) Program and other Federal, State, and Local Affordable Housing Programs to assist in underwriting and portfolio management efforts. Candidate to be able to conduct detailed financial and risk analysis of affordable housing projects, developers, investors, tax credit equity syndicators, and municipal and or nonprofit partners. Maintains awareness of competitive products, practices, and changes in market conditions and compliance requirements. WHAT WILL YOU DO? Teamwork: Mentors junior colleagues, fosters a culture of continuous improvement and professional growth. Portfolio Management: Owns and manages an assigned credit portfolio, ensuring alignment with organizational goals and risk management practices, including underwriting all types of credit exposures, managing credit risk, and responding to prospective client inquiries. Credit Analysis: Analyzes credit data and perform underwriting to assess creditworthiness and recommend appropriate structures to the Sales team and client. Prepare underwriting memorandums and approval documents for presentation to Credit Risk. Performance Monitoring: Performs portfolio management activities to monitor and analyze portfolio performance, including periodic reviews and covenant tracking. Data Analysis: Analyzes credit data to support underwriting and creditworthiness assessments including developing and presenting individual credit recommendations. Risk Management: Practices effective risk management, maintaining high standards of credit quality and origination in alignment with Bank's credit risk appetite, and compliance with institutional and regulatory requirements. Collaboration: Partners with Relationship Manager(s) to successfully manage credit account relationships. Work closely with cross-functional teams to ensure cohesive and effective credit operations to achieve the Bank's strategic initiatives. Participate in ad-hoc projects to support the organization's priorities. Client Service: Provides exceptional client service by maintaining professionalism and effectively interacting with clients to understand their needs and provide tailored credit solutions. Participate in joint sales pitches with Relationship Manager(s). WHAT DO YOU NEED TO SUCCEED? Required Qualifications* Bachelor's Degree or equivalent in Finance, Business or related field Minimum 4 years of progressively increasing credit underwriting and portfolio management experience in relevant industry/industries Additional Qualifications Advanced experience in credit management and lending operations, with a strong understanding of risk management principles Desire to build leadership and coaching skills, with the ability to train and develop talent Strong communication and collaboration skills, with the ability to work effectively with senior leadership and cross-functional teams Advanced analytical skills, with the ability to interpret complex data and make informed decisions Industry-specific knowledge and expertise WHAT'S IN IT FOR YOU? Compensation Starting base salary: $111,408 - $189,738 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.
    $111.4k-189.7k yearly 8d ago
  • US Corporate Tax Leader | Team & Client Mentor

    Escalon Services Inc. 4.1company rating

    Palo Alto, CA job

    A growing fintech company in Palo Alto, CA is seeking a qualified individual for a senior position requiring extensive knowledge of US corporate tax legislation. The ideal candidate will have a master's degree in Accounting or Finance, along with a relevant CPA license. This role includes team management, direct client interaction, and active review of tax deliverables, ensuring compliance and timely submissions. #J-18808-Ljbffr
    $80k-132k yearly est. 1d ago
  • Technical Documentation Specialist

    Source One Technical Solutions 4.3company rating

    Fort Worth, TX job

    Top 3 must-have skill sets: Excellent written and verbal communication in English. Proficient in Microsoft Office suite. Prior experience with SAP is a plus. MBR Preparation & Scanning Receive, review, and prepare MBRs for scanning (verify completeness, paginate, remove staples, repair pages as needed). Operate scanning equipment to digitize MBRs at required resolution and format (e.g., searchable PDF), ensuring zero page loss and high image quality. Maintain standardized file naming and folder structures to enable rapid retrieval and audit readiness. Records Control & Retrieval Manage secure storage and access permissions for scanned and physical MBRs. Respond to internal requests (Quality, Manufacturing, Supply Chain, Engineering) by locating, retrieving, and providing MBRs Track requests, turnaround times, and document issuance/return to maintain chain-of-custody. Compliance & Data Integrity Adhere to GxP, GDP (Good Documentation Practices), and company SOPs at all times. Conduct routine self-checks and peer reviews to ensure accuracy, completeness, and traceability. Support audits/inspections by preparing document packs, access lists, and evidence of control. Physical & Inventory Controls Maintain organized physical archives; perform periodic inventory and reconciliation of records. Required Qualifications: High school diploma or equivalent; some college or vocational training preferred. 1-3 years of experience in document control, records management, or manufacturing operations. Familiarity with GxP/GDP and SOP-driven environments. Proficiency with scanners and document management systems Strong attention to detail, accuracy, and time management
    $26k-36k yearly est. 4d ago
  • Summer Analyst - FICC & Equities Sales & Trading

    Goldman Sachs Group, Inc. 4.8company rating

    San Francisco, CA job

    A leading global investment firm in San Francisco is seeking a Summer Analyst for a dynamic internship program. This program lasts nine to ten weeks and provides students the opportunity to engage in real responsibilities and training with experienced professionals. Ideal candidates are pursuing a bachelor's or graduate degree with a strong interest in finance. The position offers a competitive salary of $110,000 and champions employee growth through diverse opportunities. #J-18808-Ljbffr
    $110k yearly 5d ago
  • President & CEO

    Kentucky Society of Association Executives Inc. 3.5company rating

    Sacramento, CA job

    The President & Chief Executive Officer of LeadingAge California reports to the Board of Directors and is responsible for the overall management and leadership of the organization's activities. The President & CEO works closely with the Executive Committee and the Board on the continued development and implementation of LeadingAge California's strategic vision and plan, and the policies and programs to advance the interests of its membership. The President & CEO works to help set the direction and priorities for LeadingAge California and leads the members and staff to achieve the specific goals and objectives needed to accomplish that strategy. The President & CEO is charged with listening to all facets of the membership and building consensus amongst the Board of Directors and members to help ensure all are protected and ultimately benefit from decisions on a wide variety of matters. The President & CEO of LeadingAge California must: Create momentum and leadership in state and national discussions on issues effecting older adults through proactive advocacy and developing strong relationships based on trust and professionalism. Become well known to key legislators and regulators in Sacramento. Build strong external working relationships with LeadingAge national, other California associations, and resident groups in general and to get critical mass to push legislative initiatives of interest to Keep California in the forefront of anticipating changes nationally and educate members to stay ahead of trends. Engage member communities to help build relationships and become highly knowledgeable of the strategic priorities facing distinct membership. Become personally known to the members, understand the diversity of the membership and continue to successfully balance the needs of the membership segments. Foster an environment where members effectively collaborate and all the voices of the diverse membership, small and large, are heard. Communicate effectively and ensure members are well served, appreciate the value of, and remain active in LeadingAge California. Promote the value of LeadingAge California to members, create exclusivity in being a member, and retain members who might otherwise be tempted to join other organizations. Lead the team and be viewed as a respected, respectful, collaborative, team leader and excellent communicator who has the ability to coach, mentor, learn from and inspire others to accomplish their goals. Build a high-performing leadership team by filling vacancies, setting expectations, holding people accountable, and making any structural changes needed to effectively manage LeadingAge California. ESSENTIAL DUTIES Leads strategy and develops the strategic plan for the organization and long-term program plans related to public policy, advocacy, leadership development, education, and membership needs, in collaboration with the board and planning committee. Leads the implementation of long-term plans and programs, as approved by the Board. Directs effective advocacy on behalf of membership with state and federal regulators and legislators. Ensures the organization's management and professional teams are appropriately staffed, developed, and focused on LeadingAge California's priorities. Manages the organization's financial assets in a manner which ensures the viability of LeadingAge California; compliance with laws and regulations, and consistency with the values of the organization. Serves as primary staff for the Board of Directors and Executive Committee to ensure that they are informed and involved in decisions as appropriate. Maintains working relationships with related organizations, agencies, and affiliates to promote the organization's initiatives. Promotes the organization's vision, goals, policies and positions to all stakeholders. Recruits, hires, manages, trains, motivates and retains human resources to carry out program planning and implementation in accordance with available resources and strategic planning goals, and manages staff output through effective planning, coordination and implementation of policies and procedures. Creates appropriate infrastructure and fills vacancies as needed. Maintains a personal awareness of the diverse needs of the organization's membership. Actively promotes and supports the organization's commitment to diversity, member board education and leadership. REQUIRED COMPETENCIES Strategic leadership - visionary, with the ability to analyze strategic opportunities for the organization, based on a deep understanding of both the driving forces in the older adult services field, public policy and advocacy priorities, and the capabilities of member organizations; acumen to develop strategies that meet the needs of different membership. Entrepreneurial orientation and initiative - the capacity to recognize new opportunities for the association, re-examine traditional association offerings, and create new business models in a changing environmental landscape for associations and its members. Collaborative orientation - the ability to distinguish when collaboration accomplishes more than one organization (or person) can accomplish alone, forge relationships across competitive partners when needed, recognize when to lead and when to follow to achieve desirable outcomes; be a consensus-builder when needed, particularly with representative organizations. Management Skills - the ability to organize, and inspire a leadership team to deliver content and services that make members more successful than they can be on their own; create a fiscally sound administrative and programmatic structure; develop and execute operational plans; guide and support staff in meeting members' needs, be visible and supportive. Communication and representation skills - the ability to effectively relate to a wide range of stakeholders, from high level government officials to staff of member organizations, inspire trust and confidence, and represent the entire not-for-profit field of aging. Must be extroverted, communicate effectively in a variety of settings, be comfortable with public speaking, and serve as the face of the organization. Leadership style - the ability to flex and adapt to changing circumstances with ease and grace. A charismatic leader who is approachable, inspirational and motivational, intellectually curious, bright, inquisitive, sees the big picture and finds innovative solutions to tricky problems. PREFERRED EDUCATION AND EXPERIENCE Bachelor's degree in a relevant field is required; master's degree preferred. 10 years of progressively responsible leadership experience in aging, health care, policy or association. Prior experience leading an organization preferred. Experience working in California's political environment. Comfortable working in a very diverse setting. Prior experience working with a board of directors. Experience working in a non-profit setting and resonance with the mission and values of LeadingAge California. WORKING CONDITIONS General office working conditions. Frequent travel required. This does not list all duties of the job. You may be asked by your supervisors or managers to perform other duties. You will be evaluated in part based on your performance of the tasks listed in this job description. #J-18808-Ljbffr
    $186k-336k yearly est. 3d ago
  • Senior Private Banker Associate for Growth & Strategy

    Citigroup Inc. 4.6company rating

    San Francisco, CA job

    A major financial services company is seeking an Associate Banker SAFE Act in San Francisco, CA. The role focuses on generating revenue growth and acquiring target clients, particularly in Investments. Candidates should have 6-10 years of experience, investment knowledge, and the ability to manage relationships. Responsibilities include sales strategy creation, prospecting, and client support. This full-time position offers a competitive salary range of $142,320 to $213,480 along with comprehensive employee benefits. #J-18808-Ljbffr
    $142.3k-213.5k yearly 2d ago
  • Wealth Strategy & Private Banking Advisor

    Jpmorgan Chase & Co 4.8company rating

    Dallas, TX job

    A leading financial institution is seeking an experienced Private Banker in Dallas, Texas. The role demands strong client relationship management skills and expertise in wealth management. Candidates should have at least three years of experience in Private Banking or Financial Services and hold a Bachelor's Degree. The successful candidate will manage client assets, generate new business, and provide tailored financial solutions. This position requires strong communication skills and a proactive approach to meeting client needs. #J-18808-Ljbffr
    $54k-88k yearly est. 2d ago
  • Head of Sales, NA - SaaS GTM & Growth Leader

    Antler 3.7company rating

    San Francisco, CA job

    A tech company is seeking a Head of Sales (North America) to build and lead their sales motion in the US. You will own revenue targets, coach Account Executives, and shape the systems necessary for success. Ideal candidates have experience leading SaaS sales teams, building go-to-market strategies, and navigating fast-paced environments. This role offers an opportunity to significantly impact the company's growth in the North American market, focusing on both startups and large enterprises. #J-18808-Ljbffr
    $140k-214k yearly est. 4d ago
  • Marketing Operations Director - Data-Driven MarTech Leader

    Technology Credit Union 3.8company rating

    San Jose, CA job

    A financial service organization is seeking a Director of Marketing Operations in San Jose to oversee strategic marketing initiatives, improve processes, and manage marketing technology. The ideal candidate will have over 6 years of marketing experience, strong analytical skills, and proven leadership capabilities. Responsibilities include optimizing campaign workflows and collaborating across departments. A Bachelor's degree in Marketing or Business Administration is required, with a Master's preferred. Compensation includes a salary range of $132,000 to $188,000 plus benefits. #J-18808-Ljbffr
    $132k-188k yearly 3d ago
  • Field Technical Account Manager - Western USA

    Ajax Systems Inc. 3.6company rating

    San Francisco, CA job

    A leading international security company seeks a professional with at least 5 years of experience in alarm systems and video surveillance. The role involves conducting technical seminars, delivering training, and providing support and consultations to key clients. The ideal candidate will have strong communication skills and a proactive work ethic, along with relevant certifications. This position is based in San Francisco and offers competitive compensation and growth opportunities. #J-18808-Ljbffr
    $115k-164k yearly est. 3d ago
  • Investment Banker - Pharma/BioTech - Vice President

    Jpmorgan Chase & Co 4.8company rating

    San Francisco, CA job

    Job Information Job Identification 210562876 Job Category Client Management Business Unit Corporate & Investment Bank Posting Date 11/05/2024, 10:38 PM Job Schedule Full time Job Description We are seeking a seasoned Vice President to join our industry-leading team. As a Vice President in Investment Banking, you will demonstrate good business acumen and proven track record in developing clients and marketing total business solutions. You will be responsible for supporting an outstanding network of relationships with corporate and institutional clients that lie at the heart of our Investment Banking franchise. You'll bring to our team deep experience identifying and #J-18808-Ljbffr
    $155k-236k yearly est. 3d ago
  • Investment Banking Associate, Technology - San Francisco

    Moelis & Company 4.9company rating

    San Francisco, CA job

    Investment Banking Associate, Technology - San Francisco page is loaded## Investment Banking Associate, Technology - San Franciscolocations: San Franciscotime type: Full timeposted on: Posted 30+ Days Agojob requisition id: REQ101872*We are passionate about our business and our culture, and are seeking individuals with that same drive.*We are currently seeking an experienced Associate to join our Technology financial advisory practice in San Francisco.Moelis Associates are expected to assume significant levels of responsibility requiring intellectual curiosity, leadership and analytical aptitude. The day-to-day responsibilities of an Associate include: financial analysis and modeling, managing a team, preparing client presentations and interacting with senior bankers and clients. A sophisticated level of interpersonal skill is required.Ideal candidates must also possess:* Excellent analytical and presentation skills* Knowledge of basic accounting and financial concepts; ability to analyze and value businesses* Experience in Investment Banking (corporate finance/M&A) or equivalent* A drive for results, and ability to perform well under pressure and against tight deadlines* Team player mentality, and ability to effectively interact with a wide variety of internal groups and clients* Strong multi-tasking skills* Exceptional Microsoft Office suite (Excel a must) and financial reporting skills* Undergraduate degree; focus in finance, business, accounting, economics, mathematics is preferred Expected Salary Range USD $175,000 - $225,000*We are an Equal Opportunity Employer. Applicants are considered for employment opportunities without regard to race, age,* *religion, color, sex (including pregnancy* *and gender identity), parental status, national origin, marital status, veteran status, sexual orientation, political affiliation, citizenship status, genetic information (including family medical history), disability (in compliance with the Americans with Disabilities Act and any other applicable law), or any other characteristic or status protected under any applicable US, state or other law.* *This policy applies to all terms and conditions of employment, including recruitment and hiring, appraisal systems, promotions, and training.*Moelis & Company is a leading global independent investment bank that provides innovative strategic advice and solutions to a diverse client base, including corporations, governments and financial sponsors. The Firm assists its clients in achieving their strategic goals by offering comprehensive integrated financial advisory services across all major industry sectors. Moelis & Company's experienced professionals advise clients on their most critical decisions, including mergers and acquisitions, recapitalizations and restructurings, capital markets transactions, and other corporate finance matters. The Firm serves its clients from 23 geographic locations in North and South America, Europe, the Middle East, Asia and Australia. For further information, please visit: or follow us on X . #J-18808-Ljbffr
    $175k-225k yearly 1d ago
  • Commercial Banker Senior

    City National Bank of Florida 4.1company rating

    Hollywood, FL job

    About The Role The Commercial Banker Senior is pivotal in driving production by managing and nurturing relationships with small to mid-sized businesses generating less than $25 million in gross sales. This role actively collaborates with the sales team to establish, build, and maintain strong banking relationships, significantly contributing to the overall success and growth of the assigned sales territory. As the primary relationship manager, the banker represents the bank in all client interactions and oversees the credit process, including credit underwriting, portfolio management, risk identification, and adherence to loan covenants. Key responsibilities also encompass ongoing portfolio management, collateral monitoring, and ensuring compliance with the bank's risk and credit grading standards. The position demands strong individual initiative and effective collaboration to achieve and exceed business objectives. Principal Duties and Responsibilities: Consistently meets and exceeds individual and/or team sales goals, including deposits, loans, and other applicable metrics. Independently expands existing relationships and solicits new business through client referrals and cold-calling efforts to meet or exceed the Bank's strategic goals. Independently analyzes creditworthiness and conducts preliminary financial statement analysis against bank risk standards and applicable product requirements to determine potential creditworthiness. Generates proposals and develops sales strategies at an expert level. Develops, expands, and maintains referral sources. Documents the relationship management process. Works with clients to analyze problems and propose solutions. Acts as the client's advocate in securing suitable credit and cross-selling products and services. Structures and completes secured and unsecured business loans. Evaluates business, management, industry, financial, and structural risks, and documents assessments in credit approval documents. Organizes and leads involved sales initiatives, including generating complex, customized proposals. Works to develop and maintain solid relationships with all partners. Maintains expert-level knowledge of all bank products and services. Participates in special projects as needed. Must be willing to participate in community organizations and activities. Qualifications: 8-10 years experience in Commercial Banking Required Must have strong credit and lending understanding and experience. Must be highly capable of meeting sales goals, independent activity in direct banking sales and credit support as well as maximizing cross-sell opportunities and relationship profitability. Knowledge of commercial banking products and services including credit analysis, underwriting, and treasury management products and services. Demonstrated strong financial acumen and high level of problem solving skills. Effective communicator, results oriented, demonstrates the ability to excel in high-pressure situations. Exhibit strong interpersonal skills with the ability to cultivate long term relationships and influence others internally and externally. Knowledge of Microsoft Office products: Word, Excel and Outlook. Formal credit training, preferred. Education: Bachelor's degree in Business Administration, or an equivalent combination of education and relevant professional experience, may be considered. Special information to candidates: City National Bank of Florida is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all applicants. We do not discriminate on the basis of race, color, religion, sex, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other status protected under federal, state, or Florida law. City National Bank of Florida complies with the Americans with Disabilities Act (ADA) and applicable Florida laws. Qualified individuals with disabilities who require a reasonable accommodation in order to complete the online application or participate in the hiring process may contact our Human Resources Talent Attraction Department at ************ or by email at **********************************.
    $70k-96k yearly est. 1d ago
  • President & CEO

    Kentucky Society of Association Executives Inc. 3.5company rating

    San Diego, CA job

    Principal Responsibilities The President & CEO provides strategic leadership and executive management consistent with DEMA's the strategic plan and the direction of the board. Manages and leads the professional staff and day-to-day operations of the association to achieve the association's mission. Develops and nurtures strategic relationships and represents the association to the media, lawmakers, and other publics. Achieve financial and operational objectives while advancing the association's mission. Governance: Advise and support the board of directors in governing the organization; participate fully in deliberations of the board, board and program committees, and other elements of governance. Produce DEMA Show, the association's annual convention, maintaining its stature as the diving industry's premier business-to-business conference; deliver outstanding attendee experiences, and achieve budget targets. Production of DEMA Show includes maintaining exhibitor relationships while providing excellent exhibitor experiences, maintaining legal and ethical requirements of a non-profit trade-only event, an understanding of the exhibit and attendee sales process, selection of education providers/speakers, and managing show-related vendors. Participate in the development of DEMA's strategic plan. Provide the board with regular reports, including an annual report directed to the DEMA Membership. Provide thought leadership, data, analysis and recommendations to assist in governance and strategic thinking. Develop, propose and execute the annual Plan of Work and DEMA's annual Budget as adopted by the DEMA Board. Develop Board and Operational Policies; New program and service opportunities; amendments to the by-laws and other governing documents. Hire, develop, review, and terminate the professional staff. Establish a member-focused staff culture that supports innovation, continuous improvement, career-long learning and professional development. Support the growth and development of DEMA Committees and ensure that the committees comply with the association's by-laws, agreements, standards, policies and procedures. Provide stewardship of the association's assets, including cash, investments, tangible property and intellectual property. Maintain a strong and effective Visual Identity Standard, protecting the association's trademarks and service marks. Produce additional meetings of the DEMA Board, and other conferences and activities as required by the DEMA Board of Directors. Develop, implement, and market other products, programs, and services. Serve as publisher of the association's Public Policy Digest, GoDiveNow Marketing Digest and other publications. Lead policy advocacy and lobbying efforts for state, U.S. federal, and international as needed: oversee research, media outreach, legislative education and member engagement in the policy process. Manage alliances and relationships with other organizations that support advocacy efforts. Ensure compliance with all regulations. Select, engage, and supervise vendors and contractors and other service providers. Evaluate and sign contracts and other agreements. Work closely with professional advisors to the board, such as the general counsel and official auditor. Develop and manage relationships with sponsors, partners, advertisers, strategic allies, and others. Inform the board regarding the condition and operations of the organization and trends, events, or emerging issues that can impact the association's success. Manage the office, infrastructure, systems, policies and procedures necessary to administer the headquarters operation, serve members and ensure consistent, high-quality, professional operations. Serve in various roles with related subsidiaries, such as Associations West (formerly CalSAE), The American Society of Association Executives (ASAE), the International Association of Exhibitions and Events (IAEE) and others. Requirements Minimum of 15 years of work experience with at least 5 years in a senior executive management position. Previous U.S. non-profit trade association CEO experience is preferred. Experience and qualifications in marketing, business research, use of social media, membership recruitment & retention, and education. Proficient with Microsoft Office suite. Experience with Association/Relationship Management databases. Demonstrated ability to adapt quickly to new technologies and systems. Knowledge of the recreational scuba diving industry is highly desirable. This is a hybrid position, with offices in San Diego, CA. Personal Characteristics Spokesperson, ambassador, and enthusiastic advocate for the association. A leader able to develop credibility with the membership, staff, and board. Experience engaging with a diverse, global constituency. Personable, self-confident, and positive. Self-reflective and excellent written communicator. Willingness to travel approximately 30-50 percent of the time domestically and internationally on behalf of the association. Trustworthy; operates with the highest level of integrity and ethical behavior. Skilled in interpersonal and organizational conflict analysis, management, and resolution. Open, candid management style. #J-18808-Ljbffr
    $168k-312k yearly est. 3d ago

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