A global consulting firm in Boston is searching for a Senior Associate specialized in Operations Consulting. This role involves helping clients optimize their operations to develop competitive advantages while encouraging a leadership culture. Ideal candidates will have a Bachelor's degree, at least 3 years of experience, and exhibit strong problem-solving and data analysis skills. This role offers a salary range of $77,000 - $202,000, along with eligibility for an annual bonus and wide-ranging benefits.
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$77k-202k yearly 3d ago
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Global Head of Enterprise Risk (Hybrid)
Cambridge Associates LLC 4.8
Boston, MA jobs
A leading investment management firm in Boston is seeking a Head of Enterprise Risk to lead their risk management function globally. This senior role requires extensive experience in enterprise risk, leadership skills, and the ability to navigate complex regulatory environments. The candidate will be responsible for developing risk strategies and fostering a proactive risk culture across the organization. Competitive compensation and benefits offered.
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$117k-152k yearly est. 5d ago
National Advisor Consultant
Ameriprise Financial, Inc. 4.5
Boston, MA jobs
As a National Advisor Consultant, you'll promote Columbia Management products through the extensive sales network of Ameriprise Financial Advisors, banks, broker dealers, wire houses and independents via inbound calls. Responsibilities will include:P Advisor, Consultant, Producer, Asset Manager, Financial Planning, Banking, Wholesaler
$57k-79k yearly est. 2d 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.
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$111k-141k yearly est. 5d 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!
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$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.
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A career within Operations Consulting services, will provide you with the opportunity to help our clients optimise all elements of their operations to move beyond the role of a cost effective business enabler and become a source of competitive advantages. We focus on product innovation and development, supply chain, procurement and sourcing, manufacturing operations, service operations and capital asset programmes to drive both growth and profitability.
To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.
As a Senior Associate, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:
Use feedback and reflection to develop self awareness, personal strengths and address development areas.
Delegate to others to provide stretch opportunities, coaching them to deliver results.
Demonstrate critical thinking and the ability to bring order to unstructured problems.
Use a broad range of tools and techniques to extract insights from current industry or sector trends.
Review your work and that of others for quality, accuracy and relevance.
Know how and when to use tools available for a given situation and can explain the reasons for this choice.
Seek and embrace opportunities which give exposure to different situations, environments and perspectives.
Use straightforward communication, in a structured way, when influencing and connecting with others.
Able to read situations and modify behavior to build quality relationships.
Uphold the firm's code of ethics and business conduct.
Basic Qualifications
Minimum Degree Required: Bachelor Degree
Minimum Year(s) of Experience: 3 year(s)
Degree Preferred: Master Degree
Preferred Fields of Study: Business Administration/Management/Analytics, Operations Management/Research, Finance, Engineering, Computer and Information Science
Certification(s) Preferred: CFA, CFP, CIMA
Preferred Knowledge/Skills: Demonstrates thorough abilities and/or a proven record of success in the Asset and Wealth Management industry including the following areas:
Applying proven experience in Wealth Management, and/or Asset Management business models and services;
Applying knowledge of transaction lifecycles of Financial Services products;
Applying knowledge of leading business applications that support various aspects of Asset Servicing and/or Asset Manager value chain;
Maintaining current knowledge of operations and administration of Financial Services including middle and back-office operations;
Applying experience with data and systems interactions including IT tools and technology;
Utilizing project management software / tools;
Learning new technologies;
Understanding of key controls within payments, middle and back-office processes;
Applying knowledge of data analysis, process and business requirements;
Applying knowledge of technology implementations - design through roll‑out;
Being familiar with trends of global organizations;
Demonstrates thorough abilities and/or a proven record of success supporting large teams through the design and implementation of changes to Operations, including people, process and technology including the following areas:
Delivering significant business results that utilizes strategic and creative thinking, problem solving, individual initiative;
Leading project work streams, emphasizing the ability to build collaborative relationships with team members and work autonomously with little direction;
Teaming with others including building productive and collaborative relationships with team members and proactively seeking guidance, clarification and feedback;
Communicating effectively in written and verbal formats in various situations and to various audiences;
Conducting market research and quantitative and qualitative analyses, including the timely synthesis of complex data into meaningful insights and the ability to grasp readily analytical frameworks and employ them effectively to either qualitative or quantitative evidence;
Owning and delivering projects - including bringing together the right perspectives, identifying roadblocks, and integrating feedback from clients and team members;
Structuring and communicating ideas logically;
Seeking opportunities to build and maintain professional relationships;
Approaching new projects with an open mind;
Demonstrating empathy for coworkers and clients;
Learning from mistakes and asking for help when needed;
Persevering through challenges;
Believing in the value created by diverse teams and adapting to a variety of working styles.
Learn more about how we work: **************************
PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: ***********************************
As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race, color, religion, national origin, sex (including pregnancy, sexual orientation, and gender identity), age, disability, genetic information (including family medical history), veteran, marital, or citizenship status, or any other status protected by law.
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.
The salary range for this position is: $77,000 - $202,000. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. All hired individuals are eligible for an annual discretionary bonus. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: ***********************************
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$77k-202k yearly 3d ago
NetSuite Consulting Manager - Not for Profit
Rsm Us LLP 4.4
McLean, VA jobs
NetSuite Consulting Manager page is loaded## NetSuite Consulting Managerlocations: McLeantime type: Full timeposted on: Posted Todayjob requisition id: JR116870We 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.## The NetSuite Consulting Manager is a key leadership role responsible for overseeing end-to-end NetSuite implementation projects, managing delivery teams, and ensuring client success through strategic oversight, solution design, and operational excellence. This role combines project leadership, team development, client relationship management, and technical solution design with a strong focus on quality and continuous improvement. The Consulting Manager also supports business development efforts and drives innovation across the practice.## ## **Key Responsibilities:**## ## **Project Leadership & Delivery*** ## Lead full-cycle NetSuite implementation projects, ensuring scope, schedule, and budget adherence.* ## Oversee project planning, resource allocation, and delivery execution across multiple engagements.* ## Manage project risks, issues, and dependencies proactively to ensure successful outcomes.* ## Serve as the primary escalation point for project teams and clients.* ## Drive project leadership initiatives, including SuiteBilling and ZoneBilling implementations.## ## **Solution Design & Technical Leadership*** ## Design and implement NetSuite solutions for accounting, revenue management, and complex billing processes.* ## Create high-level solution designs and resolve deployment challenges.* ## Analyze enterprise business processes and define future-state architectures.* ## Occasionally implement solutions hands-on while collaborating with senior consultants.## ## **Team Management & Development*** ## Supervise and mentor consultants, providing coaching and career development.* ## Foster a culture of collaboration, accountability, and continuous improvement.## ## **Client Relationship Management*** ## Build strong relationships with key stakeholders and act as a trusted advisor.* ## Ensure alignment with client business objectives and recommend best-fit NetSuite solutions.## ## **Business Development Support*** ## Partner with sales teams to scope opportunities, prepare proposals, and participate in presentations.* ## Support practice growth initiatives and develop new service offerings.## ## **Practice Operations & Continuous Improvement*** ## Monitor key metrics such as project profitability and client satisfaction.* ## Stay current on NetSuite product updates, SuiteApps, and industry trends.## ## **Required Qualifications:*** ## Bachelor's degree, preferably in Accounting or MIS.* ## 8+ years of ERP implementation experience (NetSuite preferred).* ## Strong understanding of accounting principles, revenue management, and billing processes.* ## Experience with SuiteBilling, ZoneBilling, and project leadership.* ## Excellent communication and stakeholder management skills.* ## NetSuite certifications or professional designations are a plus.## 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. For those living in California or applying to a position in California, please for additional information.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.
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$112.1k-225.5k yearly 1d ago
NetSuite Consulting Manager
Rsm Us LLP 4.4
Chicago, IL jobs
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 At times, will implement solutions for customer's hands on, but will also work with other functional and senior consultants to implement the solution* Manages the scope of the project and controls change management.**Required Qualifications:*** Bachelor's degree preferably in Accounting or Management information systems* 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 principals* Experience in developing key controls for SOX Compliance from a systems perspective a plus* 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 - Inventory & Mfg.* Worked in or experience implementing in a discrete or process manufacturing environment, understanding of Inventory transaction processing and warehouse management.* Ecommerce transactions* Point of sale transactions* 3PL management* Experience with complex system integrations* Intercompany transactions* Specific Skills - Order processing* Worked in or experience implementing client with high volume orders and subscription-based orders Ecommerce, web orders* Complex revenue Recognition rules such as ASC 606
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"I can be myself at work."
You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness-and we're committed to fostering a strong sense of belonging in a respectful workplace.
We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.
"I can influence my income."
You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You'll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses.
"I can lead a full life."
You bring unique goals and interests to your job and your life. Whether you're raising a family, you're passionate about where you volunteer, or you want to explore different career paths, we'll give you the resources that can set you up for success.
Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options
Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love
Access on-demand professional development resources that allow you to hone existing skills and learn new ones
Founded in 1931, Capital Group is one of the world's oldest and largest asset management firms with assets under management of $2.7 trillion. Its resources serve as the backbone of Capital Group Private Client Services (PCS), which originated in 1974 as the family office for Capital Group executives. PCS has since grown into a $38B business and its 40+ Private Wealth Advisors (PWAs) advise over 2,000 high net worth individuals and families.
The Outsourced Advisory Solutions (OAS) team is responsible for enabling and enhancing connectivity between PCS and Capital Group's expansive financial advisor network, leveraging PCS' trust, resources and experience for the benefit of our partners and their high net worth clients.
The OAS Private Wealth Consultant (PWC) has responsibility for leveraging the CG brand through the wholesaler, national account, and financial intermediary channels to attract and retain assets for PCS. The Private Wealth Consultant will grow OAS sales by partnering with Capital Group's sales force to help advisors close complex high net worth sales. The PWC will serve as a critical bridge between Capital Group's family office infrastructure and Capital Group's Wealth Management and Institutional Retirement business.
"I can succeed as a Private Wealth Consultant, Outsourced Advisory Solutions at Capital Group."
As a Private Wealth Consultant (PWC), you will lead the OAS sales process in your territory by partnering with the sales force to identify advisors who need help servicing the complex needs of high net worth households and working directly with advisors to close business. You will source new opportunities and you will own the sales process, working in close partnership with the OAS Relationship Managers for onboarding, due diligence, and development of custom solutions.
"I am the person Capital Group is looking for."
You have outstanding professional experience and industry knowledge, including a deep understanding of private wealth and financial advisor needs.
You have a proven record of success as a leader in sales, with a demonstrated ability to build and nurture relationships with colleagues and external advisors.
You are credible and influential, possessing strong executive presence and professional maturity.
You are collaborative, partnering seamlessly with internal and external stakeholders to drive business outcomes.
You have a minimum of a Bachelors' degree, with additional designations CIMA, CFP, CFA or CPWA strongly preferred. Series 65 required.
We are actively seeking candidates located in or near key markets across the Central United States-including cities like Dallas, Houston, Chicago, and surrounding areas.
Base Salary Range: $150,000 - $175,000
"I can apply in less than 4 minutes."
You've reviewed this job posting and you're ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn't what you're looking for, check out our other opportunities and join our talent community.
"I can learn more about Capital Group."
At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That's why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people's lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor.
In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.
You can learn more about our compensation and benefits
here
.
* Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans.
We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.
$150k-175k 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
Sr. Business Consultant
Visa 4.5
San Francisco, CA jobs
Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose - to uplift everyone, everywhere by being the best way to pay and be paid.
Make an impact with a purpose-driven industry leader. Join us today and experience Life at Visa.
Job Description
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.
Qualifications
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
Additional Information
Work Hours: Varies upon the needs of the department.
Travel Requirements: This position requires travel5-10% 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 also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law.
Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code.
U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 153,700.00 to 246,200.00 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.
$111k-141k yearly est. 3d ago
Consulting Manager
Visa 4.5
Ashburn, VA jobs
Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose - to uplift everyone, everywhere by being the best way to pay and be paid.
Make an impact with a purpose-driven industry leader. Join us today and experience Life at Visa.
Job Description
Visa U.S.A. Inc., a Visa Inc. company, needs a Consulting Manager (multiple openings) in Ashburn, Virginia to
Provide a range of consulting services to deliver solutions to Issuers, Acquirers, Merchants, Fintechs, among others, to address areas such as improving profitability, strategic growth, customer experience, digital payments and risk.
Responsible for analyzing client's portfolio metrics, delivering and implementing projects, solutions and actionable insights.
Execute projects including product development, program launch, customer acquisition, lifecycle optimization, retention, benchmark analysis, etc.
20% of domestic travel is required.
Qualifications
Basic Qualifications:
Master's Degree in Business Administration, Data Analytics, Engineering or related field and 36 months of experience in the job offered or in a consultant or engineering-related occupation.
Position requires experience in the following:
Using financial indicators to measure business performance to achieve significant returns on investment;
Steering results and strategy on a multitude of consulting projects simultaneously;
Banking operations and/ or payment schemes, including products & services, business systems and processes, marketing initiatives and card issuance.
P&L Modeling
Project Management and implementation support in client environment
Assessing and recommending automation of workflows to reduce operational latency
Data Analytics and Visualization
Financial Modeling and Forecasting
Customer Experience and Journey Analytics
Additional Information
Worksite: Ashburn, Virginia
This is a hybrid position. Hybrid employees can alternate time between both remote and office. Employees in hybrid roles are expected to work from the office 2-3 set days a week (determined by leadership/site), with a general guidepost of being in the office 50% or more of the time based on business needs.
Travel Requirements:20% of domestic travel is required
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 also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law.
U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is from $130,811.00 to $190,400.00 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.
$130.8k-190.4k yearly 3d ago
Business Consultant, Global Product Excellence
Visa 4.5
Austin, TX jobs
Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose - to uplift everyone, everywhere by being the best way to pay and be paid.
Make an impact with a purpose-driven industry leader. Join us today and experience Life at Visa.
Job Description
TheGlobal Product Excellence teamis a centralcenter of excellencededicated to ensuring that Visa's products meet the highest standards of quality, innovation, and customer satisfaction on a worldwide scale. This global team'scharteris to driveoperational and product excellenceat Visa by defining and promoting best practices in product development, delivery, and continuous improvement. By partnering with product managers, engineers, regional leaders, and other cross-functional stakeholders, the Global Product Excellence team works to enhance product execution andscale product management effectiveness, creating consistent processes and metrics that help us initiate, plan and launch outstanding products across diverse markets. Ultimately, the team's mission is tobridge product strategy with executionandembed a culture of quality and innovationinto our product lifecycle - exceeding customer expectations and supporting our company's leadership in global markets.
TheBusiness Consultant, Global Product Excellencewill serve as the strategic owner of theregional intake processfor the Consumer Payments and Platforms business - the central pathway through which regional and market teams submit product ideas, feature requests, and requirements for review by global product owners. This process is crucial for maintaining a healthy, transparent, and datadriven product pipeline. In this role, you will oversee the intake ecosystem endtoend, ensuring that regional insights and business needs are effectively captured, refined, prioritized, and connected to Visa's global product strategies and portfolio planning. You will partner with regional stakeholders, product managers, and crossfunctional collaborators to ensure a highquality, hightrust process. You will also lead continuous improvement initiatives to strengthen intake governance, tools, workflows, and reporting. This work is essential to ensuring Visa maintains globally coherent and regionally informed product roadmaps, enabling faster decisioning, better allocation of resources, and improved product outcomes across all markets.
Responsibilities:
Own the full regional intake lifecycle, from idea submission and triage to refinement, prioritization, and handoff to global product owners.
Build strong partnerships withregional and market teamsto ensure highquality, wellarticulated product requests based on client feedback, competition, regulatory needs, and local innovation.
Facilitateprioritization cyclesthat align regional needs with global product strategies and capacity constraints.
Collaborate with global product owners, product managers, Sales, Client Services, Technology, Legal, and Strategy teams to ensure intake items are actionable and strategically aligned.
Maintain, update, and improveintake governance documentation, workflow diagrams, templates, and standard operating procedures.
Manage and optimize intake systems such as Jira, Jira Align, Confluence, Power BI / Power Platform dashboards, and other tooling used for pipeline management.
Producerobust reporting and analytics, including throughput, volume trends, cycle times, quality assessments, regional contribution insights, and stakeholder satisfaction trends.
Identify and implementprocess enhancements, including automation, gating improvements, and workflow refinements.
Support global product planning cycles with insights drawn from intake requests, such as regional demand signals and emerging market needs.
Delivertraining, communications, and changemanagement materials, ensuring global stakeholders understand how to engage with the intake process and what to expect.
Collaborate closely with intake managers across other Visa business units toshare best practicesand ensure intake processes are thoughtfully connected.
This is a hybrid position. Expectation of days in the office will be confirmed by your Hiring Manager.
Qualifications
Basic Qualifications:
5 or more years of relevant work experience with a Bachelors Degree or at least 2 years of work experience with an Advanced degree (e.g. Masters, MBA, JD, MD) or 0 years of work experience with a PhD
Preferred Qualifications:
6 or more years of work experience with a Bachelors Degree or 4 or more years of relevant experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or up to 3 years of relevant experience with a PhD
Experience leading cross functional processes within large, global, matrixed organizations.
Understanding of product lifecycle management and product portfolio governance.
Strong analytical and problem-solving skills, with experience building dashboards (Power BI, Excel, Jira reports, etc.) or analyzing pipeline data.
Proficiency with product and workflow tools such as Jira, Jira Align, Confluence, Power Platform, or equivalent systems.
Excellent communication and facilitation skills, including structured writing, presentation development, and cross functional alignment.
Ability to influence without authority and build trust among regional and global stakeholders.
Knowledge of consumer payments, digital wallets, cards, or other financial services products is a plus.
Key Competencies
Process Leadership: Able to build, refine, enforce, and scale structured intake governance.
Strategic Alignment: Connects regional requests to global product strategies and business priorities.
Stakeholder Influence: Navigates complex organizations and builds alignment across regions and functions.
Analytical Insight: Uses data to diagnose process bottlenecks, improve quality, and inform portfolio decisions.
Operational Excellence: Drives clarity, consistency, and rigor across intake workflows and documentation.
Change Management: Introduces new ways of working with thoughtful communication, training, and stakeholder engagement.
Customer & Market Perspective: Understands regional business needs and champions them effectively within global product discussions.
AI Enhanced Productivity: Leverages AI tools and automation (e.g., generative AI, workflow automation, content generation, analytics augmentation) to streamline processes, improve decision quality, enhance documentation, and increase overall operational efficiency.
Additional Information
Work Authorization:Permanent Authorization to work in the U.S. is a precondition of employment for this position. Visa will not sponsor applicants for work visas in connection with this position.
Work Hours: Varies upon the needs of the department.
Travel Requirements: This position requires travel5-10% 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 also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law.
Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code.
U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 121,100.00 to 193,800.00 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.
$80k-105k yearly est. 5d ago
Divisional Wealth Management Consultant - Dallas, San Antonio & Austin
Capital Group 4.4
Lakewood, CO jobs
"I can be myself at work."
You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness-and we're committed to fostering a strong sense of belonging in a respectful workplace.
We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.
"I can influence my income."
You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You'll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses.
"I can lead a full life."
You bring unique goals and interests to your job and your life. Whether you're raising a family, you're passionate about where you volunteer, or you want to explore different career paths, we'll give you the resources that can set you up for success.
Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options
Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love
Access on-demand professional development resources that allow you to hone existing skills and learn new ones
"I can succeed as a Divisional Wealth Management Consultant at Capital Group."
As a Divisional Wealth Management Consultant, you will be responsible for driving sales as part of a Territory Team working with up to 3 Wealth Management Consultants within a specific geographic area. Your role as a DWMC will include educating, training, and motivating financial advisors from all channels, with an ultimate goal of increasing sales in the territory. You have a business-owner mindset, are self-motivated, and are someone who is structured and process-oriented. You are motivated by setting goals and measuring your performance against them. You are a well-rounded collaborator and work skillfully with Senior Sales Force members to identify opportunities for better investor outcomes. You will also need to have strong presentation skills in order to deliver individual, small and large group, and investor-based presentations. Approximately 60% of your time will be spent engaging your Financial Advisors in person and 40% of the time you will be engaging your Financial Advisors virtually.
Territory: Texas (Dallas/San Antonio/ Austin and surrounding areas)
"I am the person Capital Group is looking for."
You have a degree in finance, economics, statistics, or a relevant field of study
You have 3+ years of experience as an internal wholesaler and have spent a significant amount of time in front advisors and clients (virtual and or telephone)
You preferably have experience managing your own sales territory where there was individual sales accountability
You have a proven track record selling mutual funds, ETFs, and Retirement Plan products
You know how to leverage technologies to create custom analysis (Excel, PowerPoint, Bloomberg, Backset, etc.)
You are an excellent communicator including the ability to deliver persuasive, concise, and well-organized presentations and messages
You're well-versed in synthesizing information and presenting it in a distilled manner
* You have the following licenses: Series 7 and 66 or 7, 63, and 65
Capital Group is required by state specific laws to include the salary for this role when hiring a resident in applicable locations. The base salary for this role is $75,000 + applicable sales commissions and bonuses. Specific pricing for the role may vary within the above range based on many factors including, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. In addition, employees are eligible for standard benefits package including paid time off, medical, dental and retirement.
"I can apply in less than 4 minutes."
You've reviewed this job posting and you're ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn't what you're looking for, check out our other opportunities and join our talent community.
"I can learn more about Capital Group."
At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That's why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people's lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor.
In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.
You can learn more about our compensation and benefits
here
.
* Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans.
We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.
$75k yearly 3d 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 ****************************************
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$72k-109k yearly est. 4d ago
Closing Consultant
Capcenter 4.2
Richmond, VA jobs
CapCenter is seeking a Closing Consultant to help pursue our mission: simplifying the homeownership journey with consolidated services, transparent pricing, and most importantly, a
client-centric philosophy.
This is a high growth role that we actively promote into operations and sales opportunities within 18 months.
In the Closing Consultant role, you'll be the primary point of contact for CapCenter clients who are on the path to close a loan. Closing Consultants analyze our clients' applications and supporting documents to ensure each loan meets our rigorous underwriting standards. Alongside your analysis, you'll guide our clients, working internally with realtors, loan officers, underwriters, and insurance advisors so that all parties are set up for success at closing.
Here's what you'll need to know about the role, our team, and what it takes to succeed at CapCenter.
You will
In your first 30 days, you will:
Secure an NMLS license (we'll sponsor it!)
Become a subject matter expert on lending
Complete our introductory Consultative Sales training course
In your first 90 days, you will:
Act as a trusted advisor and advocate for our clients as they prepare for closing
Work collaboratively with others to ensure accuracy and efficiency at each step of the way
Build on your communications and underwriting knowledge through learning modules, proprietary training, and live coaching
Complete a self-assessment to build a blueprint for career progression at CapCenter
You are
A critical thinker: we're happy to teach the content, but you should be hungry to learn, comfortable thinking on your toes, and adept at solving problems.
A communicator: most Americans buy less than five homes in their life - it's critical that you build trust, distill complex financial concepts simply, and listen actively.
Self-aware: you're looking for an opportunity to develop your strengths and weaknesses
Driven to help others: you want to do good
Ambitious: you want to do well
A college graduate with a bachelor's degree
We hire for talent, not experience. You should be a solutions-oriented thinker who is not afraid to roll up your sleeves and tackle challenging problems.
You'll get
NMLS Certification
Competitive salary, variable pay & annual bonus
401k (with matching!), health, dental, & vision
Training to learn the home-ownership experience back to front.
To participate in cross-functional collaboration that fosters lateral and vertical career growth
The opportunity to help people through one of the most stressful and important transactions of their lives.
Our culture is growth oriented. Past Loan Analysts have been promoted into sales, operations, team lead, and market management roles.
$77k-123k yearly est. 3d ago
Member Outreach Consultant (Hybrid)
Georgia United Credit Union 3.7
Duluth, GA jobs
is $21.50 per hour depending on experience and qualification.
Using program scripting, conducts proactive Member Outreach calls to welcome new and existing members, creating a positive and engaging experience from the start.
Offers personalized onboarding assistance, including Online Banking setup, debit card activation, and e-statement enrollment, fostering strong member relationships.
Using scripting, presents and explains credit union services and products to members, emphasizing tailored engagement and solutions that cater to their needs.
Resolves member account discrepancies and escalates complex issues to ensure a seamless experience.
Supports members with technology-related services and troubleshooting to enhance digital engagement.
Utilizes consultative conversations to assess member needs and recommend appropriate services and products, aligning with strategic outreach initiatives.
Proactively identifies and promotes opportunities for personal and auto loans, credit cards, and protection products, contributing to organizational growth and success.
Demonstrates awareness and commitment to achieving individual and team performance goals, in line with the credit union's strategic objectives.
Collaborates with internal teams to support cross-functional growth initiatives and member-centric efforts.
Interviews and gathers documentation to originate, process, and close consumer loans, ensuring member satisfaction.
Evaluates membership applications, loan applications, verifies credit and employment, and recommends decisions in accordance with policy.
Identifies and escalates potentially fraudulent activity while maintaining member confidentiality and trust.
Completes special projects and other duties as assigned, contributing to the credit union's long-term success.
Promotes and establishes strong, positive and productive working relationships within the organization through commitment to the company's purpose, mission and core values.
Statement of Understanding
This is intended to provide a general overview of the essential duties, responsibilities, requirements, and working conditions associated with the position. It is not intended to be an exhaustive or comprehensive list of all tasks or responsibilities. The organization may assign additional duties or modify existing ones as needed, at its discretion. s may be updated periodically to reflect business needs and organizational changes.
Reasonable accommodations may be made in accordance with the Americans with Disabilities Act (ADA) and other applicable laws, so long as such accommodations do not pose undue hardship to the organization or create significant health or safety risks.
Nothing in this job description should be construed as creating an employment contract, either expressed or implied. Employment remains at-will, meaning that either the team member or the organization may end the employment relationship at any time, for any reason not prohibited by law.
Equal Employment Opportunity (EEO)
Georgia United is committed to providing equal employment opportunities and fostering a workplace where all individuals have the chance to succeed. We consider all qualified applicants for employment and advancement without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. We value the unique perspectives and contributions that each team member brings to our organization, believing that a diverse and inclusive workforce strengthens our credit union.
E-Verify
Georgia United participates in the U.S. Department of Homeland Security's E-Verify program. E-Verify is an online system used to confirm the eligibility of employees to work in the United States. This process involves electronically verifying the information provided by new hires against records maintained by the Department of Homeland Security and the Social Security Administration.
Qualifications
BehaviorsDetail Oriented - Capable of carrying out a given task with all details necessary to get the task done well
Team Player - Works well as a member of a group
EducationHigh School (required)
Experience* Proficiency in Microsoft Office Suite, CRM systems, and digital communication tools. (required)
* Strong math and analytical skills preferred. (preferred)
* Digital onboarding, outbound member engagement, or related roles-preferably within a financial institution, preferred. (required)
* At least one year of experience in a service-oriented or financial services role. (required)
Skills
Collaboration (required)
Communication (required)
Attention to Detail (required)
Active Listening (required)
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$21.5 hourly 3d ago
Managing Consultant, Services - Acquiring Business Development
Mastercard 4.7
Atlanta, GA jobs
Our Purpose
Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential.
Title and Summary
Managing Consultant, Services - Acquiring Business DevelopmentOverview
Mastercard Services is our professional services and solutions arm, providing customers with value-added services to enhance business performance and consumer experiences. Our diverse Services portfolio includes payments consulting, marketing, analytics and data insights, security solutions, open finance, and more.
The Services Business Development team is looking for a Managing Consultant to drive growth of our value-added services within the foundational Acquiring space. The ideal candidate has a proven track record of selling to senior executives, navigating matrixed organizations, and utilizing solution-based selling to drive clear value for customers.
Role
Deliver against sales targets for the Services portfolio of solutions across a set of existing and net-new accounts within the Acquiring industry
Manage and expand relationships with client stakeholders, developing trust to enable intimate discussions on client goals and needs; surfacing Services revenue opportunities
Translate client challenges into hypotheses and structure large/complex engagements with imperfect information; leverage deep knowledge of all Mastercard Services capabilities to structure innovative solutions and strategic bundles
Lead internal partners to develop formal and informal pitch materials; ensuring succinct, persuasive content tailored to audience & seniority
Deliver compelling, high-impact pitches, showcasing leadership, expertise and alignment to client needs
Drive intel back into Services & broader Mastercard; supporting the feedback loop that drives Services innovation
All About You
Undergraduate degree required; MBA or relevant post graduate degree preferred
Proven track record in managing a sales pipeline; identifying and advancing sales opportunities and exceeding targets
Demonstrated ability to motivate and influence stakeholders (internal & client) in large/complex environments
Best-in-class narrative-development and storytelling; experience in developing compelling sales narratives and pitch materials for complex client business challenges
Leadership presence & best-in-class pitch/presentation skills; establishing credibility and influencing client audiences
Excellent analytical skills, including financial analysis for business casing, value quantification & pricing
Demonstrated creativity, problem-solving and empathy (ability to think from the perspective of the customer)
Disciplined and process-oriented; proven ability to multi-task in a fast-paced, deadline-driven environment
National Salary Range (Applies Regardless of Location): $139,000-$222,000Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly.
Corporate Security Responsibility
All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must:
Abide by Mastercard's security policies and practices;
Ensure the confidentiality and integrity of the information being accessed;
Report any suspected information security violation or breach, and
Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines.
In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more. Mastercard benefits for interns generally include: 56 hours of Paid Sick and Safe Time; jury duty leave; and on-site fitness facilities in some locations.
$139k-222k yearly Auto-Apply 60d+ ago
Managing Consultant, Services Business Development-Regional Segments
Mastercard 4.7
Atlanta, GA jobs
Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential.
Title and Summary
Managing Consultant, Services Business Development-Regional Segments
Mastercard is a global technology company in the payments industry. Mastercard Services is a key differentiator for the company, providing cutting-edge services that help our customers achieve their objectives. Focused on big ideas which are scalable in a fast-paced business environment, we are responsible for end-to-end solutions for a diverse global customer base. Centered on data-driven technologies and innovation, our services include payments-focused consulting, loyalty and marketing programs, and data-driven analytic platforms.
Mastercard Services comprises of a diverse and dynamic team of experts who enjoy working in a goal-oriented and collaborative culture. As a member of our sales team, you will be on the frontlines - building excitement and generating demand for our unique services - while partnering with solutions experts to achieve the desired end. As part of the team, you will directly contribute to our customers' success stories as well as to Mastercard's positioning as a payments services leader.
We are looking for a Manager to help Mastercard reach more customers through strategic partners focusing on our payment security and Insights solutions in the North America region. We offer several solutions that help our partners grow and protect their transactions, minimize chargebacks, and leverage payments data for business and market insights. This partner ecosystem includes processors, acquirers, Fintechs, data providers, and ISVs. We also source relevant and unique solutions from vetted partner to introduce to Mastercard customers.
The ideal candidate is someone who understands the payments solutions and data space very well and knows how to put together smart partnerships that can be accretive to Mastercard and our partners on the short and long terms. This position is a quota-carrying, revenue-producing role that is responsible for developing and managing channel and alliance partner relationships within the North America region. The role is responsible for executing our strategy with regional nuances for the entire partner lifecycle; new partner recruitment, partner onboarding, partner revenue activation, and partner growth.
Role:
* Define the desired profile of potential partners with the help of management
* Research, identify, qualify and screen potential partners that align with the target partner profile
* Gain qualified partners' commitment to becoming engaged and productive by formulating and conveying a compelling business proposition
* Prior to finalizing contract negotiations with each partner, develop a joint business plan (including sales targets) that is aligned with the Mastercard standards and strategy
* Maintain a solid pipeline of qualified prospective partners to meet established recruitment targets
* Meet assigned revenue targets through sell to/sell with channel partners
* Drive onboarding and activating new partners; focus on ensuring the partners' team members are enabled, equipped and motivated to sell, market, deploy and support the Mastercard offering within established timeframes
* Engage Mastercard resources and stakeholders in support of partnership objectives and sales opportunities (e.g. direct sales, Product Liaisons, marketing, etc)
* Manage channel pipeline and forecast reporting and track progress through the sales cycle
* Drive monthly partner alignment sessions to review partners' pipelines, conduct win/loss analysis, and develop account penetration strategies to identify and build new sales opportunities
* Work with high-performing and high-potential partners to develop an annual joint business plan that defines strategies and activities to meet revenue goals; review and assess plan progress in partner-facing quarterly business reviews, making changes as appropriate
* Provide partner and market feedback loop to internal functions (e.g. sales, product, marketing) on tools and programs
* Assist in field marketing activities (e.g. staff a trade show booth, deliver sales presentations)
All about you:
* Experience in the payments security and data space and familiarity with evolving customer needs and partner landscape
* Experience sourcing, qualifying, screening and forming business relationships with channel partners at the CXO level
* Experience managing major customer / partner relationships to make things happen, grow the pie, and maintain an excellent level of transparency, trust, and collaboration
* Strong personal network within the industry
* Experience developing and managing joint business planning with partners
* Who you are
o Strategic thinker who can quickly develop a point of view on market opportunities to focus on for each solution area and move to action
o Be comfortable with a high degree of ambiguity and build-it-as-we-go mentality (if you are looking for a standard toolkit and clear direction on what to do, this job isn't for you)
o Fan of working with people internally or externally. You don't shy away from approaching people you never met before to pitch what we do and you don't feel bad if you get ignored. It's part of the job.
o Commercial oriented-always looking for the next mega opportunity
o A great listener and collaborator who's always humble enough to keep learning from internal teams and external subject matter experts
National Salary Range (Applies Regardless of Location): $139,000-$222,000
Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly.
Corporate Security Responsibility
All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must:
* Abide by Mastercard's security policies and practices;
* Ensure the confidentiality and integrity of the information being accessed;
* Report any suspected information security violation or breach, and
* Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines.
In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more. Mastercard benefits for interns generally include: 56 hours of Paid Sick and Safe Time; jury duty leave; and on-site fitness facilities in some locations.