Territory Manager jobs at Mohawk Industries

If you have read my s before, this will be a refresher. For those of you who haven't read my s before, welcome to the party....I like to add a little humor, so you will see some comedy scattered in this . Allow me to introduce myself. My name is Tom Welke. I am Partner & VP at RSM Solutions Inc. So...guess what, this is an actual live person. So, no 'bots', just a real person. I have been recruiting talent for a while (23 years) and been in the tech sector since the 1990s. Due to all of this, I am going to be far more focused on 'fit' than anything else...a fit for you and a fit for the client. I am actually very good friends with the COO for this firm. He and I have been close personal friends for close to 15 years. The reason I mention this is that I know a little bit about these guys and what creates a good 'fit' here... So, what are those components of a good 'fit'. you might ask? Well here are a few characteristics: This is an environment where there is an expectation that you will not just do your best work...but want to do your best work. Everyone that you will interact with are also striving to do their best work as well. So, we are seeking that individual that doesn't just want a 'job' but is looking to elevate their career, learn from others, and share their knowledge. This is not a 'drama filled' environment. This role is not for that kind of person that feels like the world revolves around them. We have all meet salespeople that have a sense of 'bravado' (there is a less politically correct term for this)...this is not that kind of environment. So, I think you get what I am saying...confidence is one thing...being an (carefully placed explative) is another. This particular client manufactures MES (Manufacturing Execution System) Software that is used by firms both large and small (typically their customer base are typically firms with 500 employees or less) and are primarily focused in the Midwest in terms of its install base (these guys are based in Germany...nope it isn't SAP). This clients MIP (Manufacturing Integration Platform) and Advanced Planning and Scheduling System use AI to help complete this client's overall product portfolio. A great way to describe this firm is that they are smack dab in the middle of the "Smart Factory Revolution". With over 45 years of experience and 520 professionals across 13 locations, they empower manufacturing companies to optimize their production processes through innovative software solutions. Their software is used by over 1,100,000 people in 1,750 manufacturing companies worldwide. For this role, we are seeking a Account Exec / Account Manager that is already located in Chicago. In addition, I can only work with US Citizens or Green Card Holders for this role. If you are not located in Chicago, we would need you to be located in the midwest. This role is about 70% outside sales and 30% inside sales. This is a true 'hunter with hunger' role. There is no cap on commissions here as well. This role has uncapped commissions. If you are anything like me, my eyes get a little buggy when I see job descriptions with a zillion 'must haves', half of which don't exist. So, due to that, I am going to give you the high level bullet points. If you are interested and apply, I can share all of those bullets. However, this should give you a good idea of what we are looking for and what the responsibilities of the role are. Here are the key responsibilities: Lead Sales efforts to the mid-market manufacturing sector. Build a sales plan to provide integrated software and service solutions to meet prospect and existing customer needs as a strategic business partner. Drive all aspects of the sales cycle including, proposals, scoping, pricing and contract negotiations, etc. Develop proven metrics and reporting to drive the team to achieve success with our current and prospective customers Here is what we are seeking: Experience working for either an ERP or MES Software firm as an account executive. This ERP or MES experience is an absolute must have. If you have large scale implementation project sales experience with a Cognizant, IBM Global Services, Accenture, PWC, E&Y, etc, that would be great to see. Experience in business-to-business sales (especially in the manufacturing space), including prospecting, relationship management and closing complex deals for consulting-intense software solutions in the manufacturing industry, industrial automation, and logistics space (especially at the executive level). Strong technology skills, familiarity with value-added processes in the manufacturing industry. This should include the digitization needs of manufacturing companies and their processes.

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

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

HBK is growing, now a Top 50 accounting firm according to Accounting Today magazine and a Top 100 registered investment advisory according to Financial Advisor Magazine. Our hundreds of collaborating professionals have created and fostered thousands of close, caring, supportive client relationships. Growth requires talent, so we continue to seek capable, dedicated professionals in all aspects of financial services. Our recruits choose their career paths. We want you to excel in your career as part of a dynamic team, and we provide the support and the resources to help you succeed. The breadth and depth of experience we offer you is unique in the marketplace. We are entrepreneurs working with entrepreneurs, owners working with people who are owners of small and mid-size businesses, the heartbeat of our country. We are more consultants than number crunchers, an influence in our communities as well as our clients and their finances. When we go home at night, we know we've made something happen for our clients. If you want a career that is all about helping people, you're the kind of person we're looking for. Please read on to discover if you could see yourself joining the HBK Family as our newest Regional Director, Business Development. QUALIFICATIONS Bachelor's degree in business, Accounting, or Marketing is desirable Financial Services experience is desirable B2B sales experience required Proficient in lead generations through various platforms Existing relationships in the market are desirable Must be able to work independently as well as with large teams High energy and positive attitude required Flexibility to attend marketing and other networking events during weekends and evenings when needed MS Office proficiency (PowerPoint, Word, & Excel) CRM Experience ESSENTIAL FUNCTIONS: Responsible for Business Development and Client Engagement for the Region. Assist in securing new clients and new revenue streams for the firm and develop strong, collaborative relationships with Principals and Managers as part of a pursuit team. Must be skilled at obtaining new relationships as well as cross-selling existing HBK brands to our existing client base Will also serve to increase the sales effectiveness of our Principals and Managers by keeping them on track through the sales process and applying a unified method of prospecting and business development as adopted by the firm Work with our other Regional Directors across our markets to deliver a unified go-to-market strategy as well as encourage pursuing larger national clients Must be skilled at discovery and identifying needs, presenting solutions, guiding clients through the buying experience, assisting, and negotiating the closure of opportunities with our principal group including proposal building and conducting client meetings. Screen digital leads to find good fit opportunities for the firm, thus avoiding using other professional's time. Will lead or co-lead Practice Development meetings in the region. BENEFITS WE OFFER: Competitive Base Salary + Commission Employee Referral Bonuses Anniversary Bonus Paid Time Off 401(k) plan with company match and profit sharing Affordable Medical, dental, and vision insurance Company Paid Life Insurance Affordable Short- & Long-Term Disability Insurance Affordable Accidental and Critical Illness Insurance 9 Paid holidays Disability Insurance Annual Performance Reviews And Much More… HBK provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. #HBKCPA

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

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

HBK is growing, now a Top 50 accounting firm according to Accounting Today magazine and a Top 100 registered investment advisory according to Financial Advisor Magazine. Our hundreds of collaborating professionals have created and fostered thousands of close, caring, supportive client relationships. Growth requires talent, so we continue to seek capable, dedicated professionals in all aspects of financial services. Our recruits choose their career paths. We want you to excel in your career as part of a dynamic team, and we provide the support and the resources to help you succeed. The breadth and depth of experience we offer you is unique in the marketplace. We are entrepreneurs working with entrepreneurs, owners working with people who are owners of small and mid-size businesses, the heartbeat of our country. We are more consultants than number crunchers, an influence in our communities as well as our clients and their finances. When we go home at night, we know we've made something happen for our clients. If you want a career that is all about helping people, you're the kind of person we're looking for. Please read on to discover if you could see yourself joining the HBK Family as our newest Regional Director, Business Development. QUALIFICATIONS Bachelor's degree in business, Accounting, or Marketing is desirable Financial Services experience is desirable B2B sales experience required Proficient in lead generations through various platforms Existing relationships in the market are desirable Must be able to work independently as well as with large teams High energy and positive attitude required Flexibility to attend marketing and other networking events during weekends and evenings when needed MS Office proficiency (PowerPoint, Word, & Excel) CRM Experience ESSENTIAL FUNCTIONS: Responsible for Business Development and Client Engagement for the Region. Assist in securing new clients and new revenue streams for the firm and develop strong, collaborative relationships with Principals and Managers as part of a pursuit team. Must be skilled at obtaining new relationships as well as cross-selling existing HBK brands to our existing client base Will also serve to increase the sales effectiveness of our Principals and Managers by keeping them on track through the sales process and applying a unified method of prospecting and business development as adopted by the firm Work with our other Regional Directors across our markets to deliver a unified go-to-market strategy as well as encourage pursuing larger national clients Must be skilled at discovery and identifying needs, presenting solutions, guiding clients through the buying experience, assisting, and negotiating the closure of opportunities with our principal group including proposal building and conducting client meetings. Screen digital leads to find good fit opportunities for the firm, thus avoiding using other professional's time. Will lead or co-lead Practice Development meetings in the region. BENEFITS WE OFFER: Competitive Base Salary + Commission Employee Referral Bonuses Anniversary Bonus Paid Time Off 401(k) plan with company match and profit sharing Affordable Medical, dental, and vision insurance Company Paid Life Insurance Affordable Short- & Long-Term Disability Insurance Affordable Accidental and Critical Illness Insurance 9 Paid holidays Disability Insurance Annual Performance Reviews And Much More… HBK provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. #HBKCPA

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

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

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

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

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

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

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

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

Join the Public Sector Payments Sales team! As a key member of the team, you will drive new business development and manage end-to-end client relationship experiences. As a Public Sector Payments Sales Manager (PSM) within the Corporate & eCommerce Sales team, you are responsible for managing and maintaining a portfolio of public sector clients. The PSM identifies new business opportunities, proposes and delivers appropriate Treasury Services products and solutions for new/existing clients who look to the PSM to be their trusted financial services advisor. It is the goal of the PSM to deliver exceptional service while employing risk mitigation processes for both the client and the Firm. Job Responsibilities Executes the North America Public Sector strategy by identifying new business opportunities across a suite of solutions Develops and maintains an active sales pipeline and maintains an active calling plan; regularly engaging clients and prospects to communicate key Treasury Services messages to drive business results Manages customer expectations by communicating up front timelines and deliverables Serves as a trusted advisor, leveraging core knowledge to recommend and promote Treasury Services solutions to clients while working within the risk parameters that protect the firm Works with internal partners, including bankers, product, and technology partners to maintain and grow an existing portfolio; builds collaborative internal relationships to develop and foster partnerships with key stakeholders including Public Sector Leaders, Bankers, Service and Implementation partners and other internal partners Develops account plans for select clients Takes ownership of escalating Treasury Management client issues to the appropriate partner (Service, Implementation, etc.) Required qualifications, skills and capabilities: 8+ years of experience in treasury management, sales and relationship management experience Strong understanding of government processes Proficient in consultative selling and pipeline development and account planning; demonstrated ability to position and close new business Ability to recognize a client's needs and apply solution selling, which requires a deep comprehension of TS products Strong verbal and written communication skills; strong problem solving skills Understanding of Compliance, Know Your Customer and Risk Awareness This role supports US Federal government contracts that require, U.S. citizenship or lawful permanent status Preferred qualifications, skills and capabilities: Highly proficient in Microsoft Applications (PowerPoint, Excel and Word)

The Citi Commercial Bank (CCB) engages with mid-sized companies, across a variety of sectors to develop their businesses and enter new markets. The Services division provides our Commercial Bank clients with access to Citi's global reach and local transactional banking expertise for insights, advice and guidance on domestic and international growth. The role will be primarily responsible for establishing a consistent and highly effective Services Sales team to focus on 1) drive growth with existing clients across all industries 2) technical expertise for designing complex solution structures and 3) enhancing the client. This role reflects the opportunity in this segment, while helping to directionally support North America to deliver on the ambitious client growth goals. Citi's Services division offers the industry's most comprehensive suite of Treasury and Trade Solutions (TTS) including cash management, payments, receivables, liquidity management and investment services, working capital solutions, commercial card programs, and trade finance. With a full range of digital and mobile enabled platforms, tools and analytics, TTS continues to lead the way in delivering innovative and tailored solutions to its clients. Combined with a worldwide network of experienced transaction services professionals, TTS is well suited to serve clients anywhere they do business - especially to the growing CCB sector. As NAM Solutions Sales Head, you will be accountable for the following: + Championing the growth of our existing client partnerships closely with the CCB Bankers and wider leadership from Onboarding, Product, Services and Marketing. Core goal is to drive new, profitable business in line with CCB goals and strategy. + Develop and execute a client sales strategy that drives increased market share, revenue growth leveraging wallet share and data analytics, and to orientate our sales effort in the direction of the most important opportunities, going wider and deeper for our CCB clients. + Support the roll-out of a sales management process that ensures globally consistent usage of our Client Relationship Management platforms and Deal Design best-practice across Cash Management, Trade and Cards origination, that leverages clear R&R's and disciplined deal management processes. + As part of the CCB NAM and Global TTS-CCB Sales leadership, articulate sales priorities and initiatives as aligned with the global and cluster sales goals, and within the boundaries of the CCB target market. + Utilize the agreed TTS-CCB scorecard goals to establish and monitor monthly origination, wins, pipeline, and revenue growth KPI's across in the agreed target market coverage names and overall sales goals. + Influence, partner and align with key partners across the organization to meet the ambitious NAM targets. + Partner with the CCB NAM Business Development Head to graduate new clients into the Solution Sales organizations Key Responsibilities: + The head of this role will be required to execute the design of the Global Solution Sales and Business Development structure via the following structural components - and hold new responsibilities across Cash Management, Trade and Cards Origination sales goals: + Drive growth with existing clients across all industries - deepen client wallets across Services solution suite + Deepen client wallet through end-to-end solutioning and execution. Drive Data Initiatives and Campaigns for the Acquisition Journey and align earlier engagement with CCB on discussions with wallet opportunities. + Technical Expertise and Execution - Concentrated Support for Global Expansion and Product Diversity + Concentrate Ecosystem Mapping and Client Focus with resource alignment for High-Growth Industries, Product Complexity and Global Mandates / Solutions and RFP's. Support GSS clients (L2's) in line with account planning and wider opportunity-focus with more complex and unique solutioning needed. + Subsidiary and Outbound Flow Capture - Enhance Connectivity for Global Corridor Capture Align Global CCB Corridor Desks with CSG Sales for Complex Deal Structuring and concentrate on the 8 CCB Priority Markets and Related Flow Capture. Agree new standards and targets with CCB Banking on origination partnership for Cash Management products, Trade and Cards. In addition, key accountability will be held for the following sales and role-related disciplines: + Act as a client advocate in managing the Citi network to ensure best practice sharing, client satisfaction and wider product relevance and commercialization against specific and growing trends of the CCB and TTS partnership. + Ensure country sales pipeline management discipline & execution against defined Sales KPI's for the country - and support RFP & implementation activities where required to help oversee timely revenue ramp up of new business. + Drive sales performance across TTS Sales & monitor the Banker-led sales processes and pipeline to help step-in as an escalation point if required to deliver optimal solutions to clients. + Introduce Cash, Trade, Cards and Issuer -related origination goals and institute related trainings to ensure all salespeople roles have adequate insight and understanding of solutioning. + Ensure consistent, proficient delivery of all sales management reporting and disciplines including account planning, calling intensity and lead generation. + Design consistent Scorecards for each Sales Role, along with a set of key performance indicators to ensure we are measuring key aspects of our business to identify progress on an ongoing basis. + Ensure that our upstream sales process (prospecting, origination, deal design, among other) supports a world class onboarding experience for existing Commercial Bank clients. + Work in partnership with marketing to leverage previous TTS-sales best-practices and institute deeper, more comprehensive alignment on industry events, proprietary events and with internal channel and network socialization (CCB EDGE, Seismic, etc). Key Candidate Expectations: + An experienced strategic leader who has strong communication and interpersonal skills and can create great client impact. An influential executive that helps us drive our Services growth agenda for CCB through a world class sales process and sales management governance. + A disciplined approach to sales management and ideally relevant experience in Treasury & Trade Solutions and the Commercial Bank segment - with a proven ability to spot and develop opportunities to build alliances and partnerships to drive innovative solutions, + Manage and coordinate the complexities of multiple geographies, while leading a team of professionals, to strengthen and ease the knowledge, insight and differentiators about the NAM region. + Help to manage significant exposure to senior stakeholders, influencing strategic thinking and direction - with a strong pathway to further Services and CCB leadership opportunities. + Leverage experience with building teams through attracting new talent, coaching and mentoring, and upskill the team with the required traits to continually sell Citi differentiation in NAM. Knowledge/Experience: + Deep, broad and diverse functional experience (i.e. marketing, credit, product development, analytics) with a strong track record of driving business innovation and leveraging management information and data analytics to drive results. + Extensive and relevant experience senior leadership in leading and managing teams. + Extensive direct people management experience. + An accomplished Business Manager who understands well the Services (TTS) value proposition. + Proven track record of successfully managing a large and complex business. + Strong communication and interpersonal skills to deal internally and with clients of large global organizations with multiple wallets in multiple locations. + Strong and demonstrated leadership skills managing a diverse team with the ability to motivate and influence and foster innovation. + Superior problem analysis/solving, analytical, interpersonal and teamwork skills. + Proven track record on delivering results, recognized for his or her execution skills. + Exceptional understanding of Trade and Cash products. + Experience in and understanding of new technology developments, their applications and how those enable product delivery at the highest level for our clients. + Experience or understanding of e-commerce solution capabilities and their advantages. Qualifications/Competencies: + Undergraduate Degree, MBA preferred. + Exceptional leadership and management skills. + Exceptional strategic planning and analytical skills; ability to conceptualize and execute on the vision. + High level of personal integrity and interest in building the business in the region. + Ability to work with multiple organizations and stakeholders, including Senior Management. + Competent in allocating resources across multiple priorities with varying levels of complexity. ------------------------------------------------------ **Job Family Group:** Institutional Sales ------------------------------------------------------ **Job Family:** Institutional Product Sales ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** New York New York United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $250,000.00 - $500,000.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Most Relevant Skills** Please see the requirements listed above. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Dec 15, 2025 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

The Citi Commercial Bank (CCB) engages with mid-sized companies, across a variety of sectors to develop their businesses and enter new markets. The Services division provides our Commercial Bank clients with access to Citi's global reach and local transactional banking expertise for insights, advice and guidance on domestic and international growth. The role will be primarily responsible for establishing a consistent and highly effective Services Sales team to focus on 1) drive growth with existing clients across all industries 2) technical expertise for designing complex solution structures and 3) enhancing the client. This role reflects the opportunity in this segment, while helping to directionally support North America to deliver on the ambitious client growth goals. Citi's Services division offers the industry's most comprehensive suite of Treasury and Trade Solutions (TTS) including cash management, payments, receivables, liquidity management and investment services, working capital solutions, commercial card programs, and trade finance. With a full range of digital and mobile enabled platforms, tools and analytics, TTS continues to lead the way in delivering innovative and tailored solutions to its clients. Combined with a worldwide network of experienced transaction services professionals, TTS is well suited to serve clients anywhere they do business - especially to the growing CCB sector. As NAM Solutions Sales Head, you will be accountable for the following: * Championing the growth of our existing client partnerships closely with the CCB Bankers and wider leadership from Onboarding, Product, Services and Marketing. Core goal is to drive new, profitable business in line with CCB goals and strategy. * Develop and execute a client sales strategy that drives increased market share, revenue growth leveraging wallet share and data analytics, and to orientate our sales effort in the direction of the most important opportunities, going wider and deeper for our CCB clients. * Support the roll-out of a sales management process that ensures globally consistent usage of our Client Relationship Management platforms and Deal Design best-practice across Cash Management, Trade and Cards origination, that leverages clear R&R's and disciplined deal management processes. * As part of the CCB NAM and Global TTS-CCB Sales leadership, articulate sales priorities and initiatives as aligned with the global and cluster sales goals, and within the boundaries of the CCB target market. * Utilize the agreed TTS-CCB scorecard goals to establish and monitor monthly origination, wins, pipeline, and revenue growth KPI's across in the agreed target market coverage names and overall sales goals. * Influence, partner and align with key partners across the organization to meet the ambitious NAM targets. * Partner with the CCB NAM Business Development Head to graduate new clients into the Solution Sales organizations Key Responsibilities: * The head of this role will be required to execute the design of the Global Solution Sales and Business Development structure via the following structural components - and hold new responsibilities across Cash Management, Trade and Cards Origination sales goals: * Drive growth with existing clients across all industries - deepen client wallets across Services solution suite * Deepen client wallet through end-to-end solutioning and execution. Drive Data Initiatives and Campaigns for the Acquisition Journey and align earlier engagement with CCB on discussions with wallet opportunities. * Technical Expertise and Execution - Concentrated Support for Global Expansion and Product Diversity * Concentrate Ecosystem Mapping and Client Focus with resource alignment for High-Growth Industries, Product Complexity and Global Mandates / Solutions and RFP's. Support GSS clients (L2's) in line with account planning and wider opportunity-focus with more complex and unique solutioning needed. * Subsidiary and Outbound Flow Capture - Enhance Connectivity for Global Corridor Capture Align Global CCB Corridor Desks with CSG Sales for Complex Deal Structuring and concentrate on the 8 CCB Priority Markets and Related Flow Capture. Agree new standards and targets with CCB Banking on origination partnership for Cash Management products, Trade and Cards. In addition, key accountability will be held for the following sales and role-related disciplines: * Act as a client advocate in managing the Citi network to ensure best practice sharing, client satisfaction and wider product relevance and commercialization against specific and growing trends of the CCB and TTS partnership. * Ensure country sales pipeline management discipline & execution against defined Sales KPI's for the country - and support RFP & implementation activities where required to help oversee timely revenue ramp up of new business. * Drive sales performance across TTS Sales & monitor the Banker-led sales processes and pipeline to help step-in as an escalation point if required to deliver optimal solutions to clients. * Introduce Cash, Trade, Cards and Issuer -related origination goals and institute related trainings to ensure all salespeople roles have adequate insight and understanding of solutioning. * Ensure consistent, proficient delivery of all sales management reporting and disciplines including account planning, calling intensity and lead generation. * Design consistent Scorecards for each Sales Role, along with a set of key performance indicators to ensure we are measuring key aspects of our business to identify progress on an ongoing basis. * Ensure that our upstream sales process (prospecting, origination, deal design, among other) supports a world class onboarding experience for existing Commercial Bank clients. * Work in partnership with marketing to leverage previous TTS-sales best-practices and institute deeper, more comprehensive alignment on industry events, proprietary events and with internal channel and network socialization (CCB EDGE, Seismic, etc). Key Candidate Expectations: * An experienced strategic leader who has strong communication and interpersonal skills and can create great client impact. An influential executive that helps us drive our Services growth agenda for CCB through a world class sales process and sales management governance. * A disciplined approach to sales management and ideally relevant experience in Treasury & Trade Solutions and the Commercial Bank segment - with a proven ability to spot and develop opportunities to build alliances and partnerships to drive innovative solutions, * Manage and coordinate the complexities of multiple geographies, while leading a team of professionals, to strengthen and ease the knowledge, insight and differentiators about the NAM region. * Help to manage significant exposure to senior stakeholders, influencing strategic thinking and direction - with a strong pathway to further Services and CCB leadership opportunities. * Leverage experience with building teams through attracting new talent, coaching and mentoring, and upskill the team with the required traits to continually sell Citi differentiation in NAM. Knowledge/Experience: * Deep, broad and diverse functional experience (i.e. marketing, credit, product development, analytics) with a strong track record of driving business innovation and leveraging management information and data analytics to drive results. * Extensive and relevant experience senior leadership in leading and managing teams. * Extensive direct people management experience. * An accomplished Business Manager who understands well the Services (TTS) value proposition. * Proven track record of successfully managing a large and complex business. * Strong communication and interpersonal skills to deal internally and with clients of large global organizations with multiple wallets in multiple locations. * Strong and demonstrated leadership skills managing a diverse team with the ability to motivate and influence and foster innovation. * Superior problem analysis/solving, analytical, interpersonal and teamwork skills. * Proven track record on delivering results, recognized for his or her execution skills. * Exceptional understanding of Trade and Cash products. * Experience in and understanding of new technology developments, their applications and how those enable product delivery at the highest level for our clients. * Experience or understanding of e-commerce solution capabilities and their advantages. Qualifications/Competencies: * Undergraduate Degree, MBA preferred. * Exceptional leadership and management skills. * Exceptional strategic planning and analytical skills; ability to conceptualize and execute on the vision. * High level of personal integrity and interest in building the business in the region. * Ability to work with multiple organizations and stakeholders, including Senior Management. * Competent in allocating resources across multiple priorities with varying levels of complexity. * ----------------------------------------------------- Job Family Group: Institutional Sales * ----------------------------------------------------- Job Family: Institutional Product Sales * ----------------------------------------------------- Time Type: Full time * ----------------------------------------------------- Primary Location: New York New York United States * ----------------------------------------------------- Primary Location Full Time Salary Range: $250,000.00 - $500,000.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. * ----------------------------------------------------- Most Relevant Skills Please see the requirements listed above. * ----------------------------------------------------- Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. * ----------------------------------------------------- Anticipated Posting Close Date: Dec 15, 2025 * ----------------------------------------------------- Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.

Join the Commercial and Investment Bank Payments Sales team! As a key leader on the team, you will drive the end-to-end client experience. As a Payments Sales Manager (PSM) within the Media & Communications Industries team, you will be responsible for developing new business from clients within a specific segment. You will be expected to sell products with value to the Firm as well as build a strong pipeline. In order to achieve the sales goal, each PSM is expected to execute a comprehensive selling strategy in conjunction with Product and the Banking coverage teams. You will also be required to collaborate with Client Service, Implementations, Operations, Technology, Risk, Credit, and Legal in order to optimize delivery. You will also be responsible for actively gaining a thorough understanding of the market, the industry in which the client operates, the client's organizational and operating structure, buying process and business objectives to effectively position JPMorgan and solutions optimally. Job responsibilities: Deepen and grow existing client relationships Work to develop new profitable business from prospective clients Build and lead the Payments strategy for industry sub-segments including but not limited to, Telecommunications, Entertainment and Sports Engage JPMorgan Payments Solutions, Bankers and clients at senior and strategic levels to provide integrated treasury solutions within a consultative and client driven framework Partner with internal product stakeholders when representing the client perspective in the development/evolution of complex products and solutions Understand clients' business goals, environments, strategies, and industry trends to better determine their requirements and identify potential new business opportunities for JP Morgan Payments via appropriate solutions; traditional Treasury Services, Merchant Services, Trade & Working Capital and Commercial Card Understand the competition's capabilities and gaps and how to position JP Morgan Payments Manage client visitation and contact; promoting sales through frequent client meetings and discussions covering new products, market and industry developments Manage proposal writing and the entire sales process including both competitive RFIs/RFPs Develop and enhance in-depth client knowledge and share it with the client coverage team for both new business development and management of client risk Work closely with the coverage team to drive efforts to expand existing business with current clients, providing feedback to product managers and generating cross-sell opportunities by maintaining strong working relationships with other JP Morgan lines of business; partner with Sales Success Office, Client Service, and Implementations to retain, grow, and enhance existing client relationships Required qualifications, capabilities and skills 8+ years of cash management, sales and relationship management experience Possesses knowledge and understanding of Payments products, including merchant acquiring and Trade Competence in assessing new opportunities/contacting key decision makers Strong account planning and demonstrated execution Strong creative solution and problem solving skills Excellent verbal and written communication skills as well as negotiation skills Proven ability to build and develop relationships Superb attention to detail and time management skills Understanding of Compliance and KYC processes Effective collaboration, relationship-building and interpersonal skills Preferred qualifications, capabilities and skills Association for Financial Professionals (AFP) - Certified Treasury Professional Designation