Manager/partner job description

You have a proven track record of success within the industry as a 2nd Line Manager or Personal Producer.

Experience recruiting a team of sales professionals utilizing personal warm markets and cold sources including social media, job board resources, recruiting events/ networking events, referrals, leveraging 3rd party recruiting vendors, etc.

Experience with sales training and employee development.

Fully licensed Series 7 and 24 (or the ability to obtain these licenses within 6 months in the role).

Relevant college degree

Major responsibilities:

You will actively select and recruit new and experienced financial professionals to the company.

Train and develop both existing and future financial professionals on company’ selling process and product portfolio

Monitor and measure performance to increase productivity, retention and overall success.

Facts: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA) according to Third Party Reports as of 7/30/18. For 65 Consecutive years, we have led the Million Dollar Round Table with more members than any other insurance and financial institution in the world. New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019.

Mission statement and values: Our Mission is to provide financial security and peace of mind through our insurance, annuity and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good , reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. About New York Life

As a mutual company, we are accountable only to you. That means we are fully aligned with our policy owners, not with outside investors or Wall Street. This allows us to focus on delivering lifelong value to our customers. As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our clients’ interests and priorities. New York Life has been around for over 174 years of industry success. We are a Fortune 100 company and are ranked No. 71 on the Fortune 500 in 2019. New York Life is the Largest Mutual Insurer in the U.S. New York Life has the highest financial strength ratings currently awarded to any U.S. life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody’s Investors Service (Aaa), Standard & Poor’s (AA+) Source: Individual Third-Party Ratings Reports as of 7/30/18. We have been in business since 1845, and we have a long and impressive track record of helping generations of Americans protect their families and attain their financial goals. That passion and commitment to protection have continued unabated for nearly two centuries. We’ve seen the nation evolve and events that have affected the lives of Americans: from the Civil War, to the 1906 San Francisco earthquake, to the 1929 stock market crash, to September 11, 2001, to Hurricane Katrina in 2005. What does this mean? It means that New York Life is resilient and able to thrive in all economic conditions. This means we’ll always be there for our policy owners, and for future generations.

New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity.

SMRU 1827570 exp 7/1/20

IND123

Job DescriptionPartner Success Manager If you are a stellar customer service or client relationship professional with 3+ years of experience, please read on.Top Reasons to Work with UsThe Partner Success Manager is responsible for maintaining positive relationships with established partners.What You Will Be DoingAs a Partner Success Manager, you hold a key role in the growth and success of our organization. You have a few primary responsibilities:

1. Building and maintaining partner relationships founded on trust and integrity We are committed to being a true partner to our clients, and the Partner Success Manager is the face of that commitment

2. Having regular customer interactions to facilitate a holistic understating of the customers IT infrastructure and needs

3. Acting as a partner advocate within the company, working closely with all departments to ensure that your partners requirements are understood internally, and that progress is communicated back to the stakeholders

4. Strengthening relationships by keeping partners informed of the ways that emerging technologies can help their business What You Need for this Position-Must have 3-8 years of customer support experience-
-Meeting in-person with key accounts to facilitate stronger relationships with stakeholders
-Ensuring through regular communication with the service team that partners are receiving the excellent level of service
-Setting appropriate expectations for service with the partners
-Working with our internal team to design and quote necessary technology solutions to support the partners business
-Maintaining open channels of communication with IT contacts and end users
-Completing regular reviews of each of the partners you are assigned to, including everything from an audit of recent service tickets, status updates for ongoing projects, and reviews of their inventory...and writing it all up into a concise, aesthetically pleasing report
-Tracking all partner information in the Professional Services Automation (PSA) system
-Identifying and actioning renewals of products and software to ensure partner environments are compliant with security regulations and MVP standards
-Collaborating with the appropriate departments to develop and maintain technology plans that support partner needs What's In It for You-$45-70k salary plus commission potential
-Full benefits, 401k & PTO
-Clear path for advancement If you fit most of these qualifications, please apply today! -
Applicants must be authorized to work in the U.S.



CyberCoders, Inc is proud to be an Equal Opportunity Employer


All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, or any other characteristic protected by law.


Your Right to Work
– In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.

Transformation and Partner Success Manager-054956Description Take the next step toward your new career today!Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation. Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is the largest shareholder. We focus on building relationships and discovering opportunities to better serve our communities and understand the financial needs of every customer we serve. At Woodforest we care and prove it by volunteering with local charities and foodbanks to give back to the communities we serve. By joining Woodforest you will become a part of one of the largest employee-owned banks in the country!The Transformation and Partner Success Manager is responsible for providing operational support primarily related to vendor management and change management. This includes partnership with and oversight of our partners to ensure performance standards and contractual obligations are being met. This also includes overseeing initiatives to ensure seamless integration with minimal disruption to both the customers and the business. Key Responsibilities:· Monitors vendor performance and ensures compliance with contract terms.· Serves as a liaison between vendors and Bank business units; coordinating ongoing system and product training; and communicating needs and resolving issues as needed.· Maintains, audits, and updates vendor related files, documents, and internal portal sites; tracks vendor related data such as invoices and performance metrics.· Reviews, monitors, and provides guidance on development, testing and implementation plans and activities to ensure support of department needs.· Monitors post implementation results, documents improvement areas and updates processes based on lessons learned.Competencies Required:· Strong data management skills with proficiency in database software programs and Microsoft Office products (Excel, Word, Outlook, SharePoint), including knowing how to create links, protect sheets, use drop-down menus, and perform v-lookup. · Excellent organizational and time management skills with the ability to prioritize workload, multi-task, and meet deadlines in a fast-paced environment.· Exceptional customer service and relationship management skills, with an ability to maintain high levels of confidentiality and professionalism.· Ability to follow directions and apply proper policies, procedures, and guidelines.· Working knowledge of bank services, products, policies, and procedures. · Strong attention to detail with high concern for data accuracy.· Passion for delivering unparalleled customer experience.· Excellent written and verbal communication skills with the ability to interact effectively with internal and external parties at all levels.· Ability to work independently while supporting a team environment.Qualifications Minimum Qualifications/Experience:12+ years of experience leading call center projects and change management leadership required, including 5+ years of management experience.· Banking or financial services industry experience highly preferred. Formal Education & Certification:· High School Diploma or equivalent required.· Bachelor's degree preferred. Work Status:· Full-Time. Supervisory Responsibility:· None. Travel:· Up to 20% travel expected. Working Conditions:· Conditions involve lifting no more than ten pounds, sitting most of the time, but may involve walking, moving, or standing for brief periods, and occasionally lifting and carrying articles like files, ledgers, folders, etc.Disclaimer:This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Nothing herein restricts management's right to assign or reassign duties and responsibilities to this job at any time.Woodforest is an Equal Opportunity / Affirmative Action employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status, or other status protected by law or regulation.Job: OperationsPrimary Location: Texas-The WoodlandsSchedule: Full-time Work Locations: TX - Operations Center-0100 25231 Grogans Mill Rd The Woodlands 77380 Unposting Date: OngoingOrganization: Texas - HoustonWoodforest Commitment

Woodforest is a community bank built upon the needs of the customers we serve. We are committed to earning customer loyalty by offering the highest level of customer service as well as competitive products and services by employees who are fair, responsive, and professional.
Our Secret to Success?

Simple, it's our employees. We strive to provide the very best in customer service in the communities we serve. Through the hard work and dedication of our employees, Woodforest has become:

• One of the Largest Employee Owned Community Banks
• A Top Performing Bank in the United States
• A Community Leader Through Volunteer Time and Charitable Giving

Woodforest is privately owned and our Employee Stock Ownership Plan is the largest shareholder. In the spirit of “true ownership” Woodforest employees strive to offer quality banking service and to understand the financial needs of every customer they serve. Our employees live, work and “give back” throughout our many banking communities by supporting organizations and civic events with countless hours of volunteer time and financial support.

Woodforest National Bank offers a unique and diverse working experience in the banking world, staffed by people who truly care about customers! We have full-service banks conveniently located in some of the most popular retail stores.

Commitment to Diversity and Inclusion

Woodforest National Bank is committed to fostering, cultivating and preserving a culture of diversity and inclusion. By bringing together employees from diverse backgrounds and giving each person the opportunity to contribute their best skills, experience and perspectives, we believe that we are able to best serve our customers and sustain the value of our company's culture, reputation and results.

We treat all our stakeholders -- customers, community members, suppliers and each other -- respectfully and fairly, staying true to the values embedded in the Woodforest culture.