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Corporate Affairs Account Manager Lead, Content Studio
USAA 4.7
Plano, TX jobs
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.
$74k-93k yearly est. Auto-Apply 5d ago

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Regional Director - Business Development
HBK 4.4
Erie, PA jobs
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
$120k-172k yearly est. 60d+ ago
Head of Sales & Growth
Check 4.2
San Francisco, CA jobs
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.
$200.5k-220.6k yearly Auto-Apply 60d+ ago
Senior Sales and Training Manager (Hybrid)
Crosscountry Mortgage 4.1
Dallas, TX jobs
CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture. A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down. CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program. Position Overview: The Senior Sales & Training Manager is responsible for performance-driven sales leadership and hands-on coaching and training expertise. This role recruits and inspires a high-performing sales team by modeling best practices in prospecting, pipeline management, and customer service and mentoring and onboarding newly licensed Loan Officers into productive contributors. Duties focus on results and development, setting clear sales goals, monitoring performance metrics, and providing individualized coaching and corrective action plans as needed. This role develops engaging curricula and training assets-from live sessions to digital learning tools-on topics including loan workflows, regulatory compliance, and internal technology platforms. The Sales & Training Manager collaborates cross-functionally with operations, compliance, and IT to ensure seamless process alignment and ongoing professional development. Job Responsibilities: Drive the origination of high-quality refinance and purchase mortgage loans. Recruit and motivate a team of Loan Officers (LOs), fostering a culture of accountability, collaboration, and continuous improvement. Set and monitor individual and sales goals for LOs; track performance metrics and implement corrective coaching plans. Design and deliver comprehensive origination boot camps for newly licensed LOs, covering loan products, compliance requirements, and internal systems (e.g., Encompass 360). Lead by example in prospecting, pipeline management, and customer-service excellence. Serve as LOs primary mentor; conduct one-on-one skill assessments, provide performance feedback, and co-create personalized development plans. Develop and maintain training materials including classroom guides, e-learning modules, job aids, and micro-learnings on topics such as loan origination workflows (purchase & refinance), third-party vendor processes and compliance (FNMA/FHLMC, FHA/VA, S.A.F.E. Act) and internal platforms and technology roll-outs. Facilitate live and virtual training sessions, ensuring timely delivery and high engagement; schedule internal CCM training for new LOs as needed. Partner with operations, compliance, and IT teams to integrate process changes and system updates into training curricula. Qualifications and Skills: This role requires on-site presence 2 - 3 days per week. Minimum 10 years' residential mortgage processing experience. Experience with originating refinance and purchase loans independently in both consumer-direct and retail channels. Experience with building relationships, mentoring others, and leading cultural change. Excellent presentation, facilitation and public-speaking skills. Excellent instructional design, technical writing and analytical capabilities. Excellent executive-functioning skills, including exceptional organization skills, attention to detail, enthusiasm, proactiveness, problem-solving, and proficient at managing multiple priorities. Advanced knowledge of Learning Management Systems (LMS) and virtual-training platforms. Skill in working in a collaborative, high-volume team setting. Proficient in Encompass 360 and Microsoft Office Suite. (Word, Excel, Outlook, PowerPoint) This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position. Pay Range: Annual Salary: Up to $250,000.00 + consisting of base plus bonus. The posted pay range considers a wide range of compensation factors, including candidate background, experience and work location, while also allowing for salary growth within the position. #LI-CCMREC CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: ********************************** California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants. CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion. CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************
$250k yearly Auto-Apply 27d ago
Regional Fidelity Channel Manager - Tampa
Brighton Jones 4.1
Tampa, FL jobs
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.
$70k-100k yearly est. Auto-Apply 38d ago
Regional Director - Business Development
HBK 4.4
Naples, FL jobs
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
$116k-160k yearly est. 54d ago
Regional Fidelity Channel Manager - Tampa
Brighton Jones 4.1
Florida jobs
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.
$70k-99k yearly est. 8d ago
Regional Fidelity Channel Manager - Dallas
Brighton Jones 4.1
Dallas, TX jobs
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.
$81k-113k yearly est. 11d ago
Regional Fidelity Channel Manager - Dallas
Brighton Jones 4.1
Dallas, TX jobs
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.
$81k-113k yearly est. Auto-Apply 39d ago
Director - Specialist Sales Services, Business Development - Loyalty
Mastercard 4.7
San Francisco, CA jobs
**Our Purpose** _Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential._ **Title and Summary** Director - Specialist Sales Services, Business Development - Loyalty Overview Mastercard Services is our professional services and solutions arm, providing customers with value-added services to enhance business performance and consumer experiences. Our diverse Services portfolio includes payments consulting, marketing, analytics and data insights, security solutions, open banking, and more. The Services Business Development team is looking for a Director supporting Sales Services and Business Development to drive growth of our value-added services within the Loyalty space. The ideal candidate has a proven track record of selling to senior executives, navigating matrixed organizations, and utilizing solution-based selling to drive clear value for customers. Role As Director, Specialist Sales you will be responsible for generating new loyalty platform sales within the financial services segment in North America. - Responsible for developing and executing the sales strategy for a key set of prospect accounts within the region to secure multimillion-dollar, multi-year deals - Build and develop an active pipeline, ultimately progressing to signed platform deals - Articulate the benefits of bundling our Loyalty Solutions products with other Services products - Strong communication and influencing skills, should be a compelling presenter to senior client audiences and able to influence large deals - Ability to seamlessly partner across our multiple internal sales, product management, program management and finance teams. - Excellent problem solving and analytics skills and should be able to go head to head with internal stakeholders and customers alike with fact-based thinking - Will serve as the face of Mastercard Services to senior level client stakeholders, including c-suite All About You - Deep understanding of the suite of Mastercard Services value propositions with a thoughtful approach to executing within and across markets - Strong commercial drive with ability to build and monetize senior client relationships based on empathy, thought leadership and subject matter expertise - Strategic software sales experience with expertise in CRM / Martech / Loyalty - Never give up attitude, excellent at 'pounding the pavement' through email/phone cold outreach - Complex hunting sales preferably within Financial Services Segment; rolodex of C-Level / EVP / SVP contacts preferred - Ability to thrive and build robust pipeline with limited lead generation support - Strong networker across relevant stakeholder base with the ability to listen, build common ground and influence in order to effectively advance business opportunities and generate revenues - Strong pipeline management and forecasting skills - Top-level sales skills (internally and externally) combined with strong negotiation capabilities required for large deals Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly. **Corporate Security Responsibility** All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: + Abide by Mastercard's security policies and practices; + Ensure the confidentiality and integrity of the information being accessed; + Report any suspected information security violation or breach, and + Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines. In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more. Mastercard benefits for interns generally include: 56 hours of Paid Sick and Safe Time; jury duty leave; and on-site fitness facilities in some locations. **Pay Ranges** Purchase, New York: $124,000 - $186,000 USD Arlington, Virginia: $124,000 - $186,000 USD Atlanta, Georgia: $108,000 - $162,000 USD Boston, Massachusetts: $124,000 - $186,000 USD Chicago, Illinois: $108,000 - $162,000 USD San Francisco, California: $130,000 - $194,000 USD
$130k-194k yearly 60d+ ago
Director - Specialist Sales Services, Business Development - Loyalty
Mastercard 4.7
Atlanta, GA jobs
Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential. Title and Summary Director - Specialist Sales Services, Business Development - Loyalty Overview Mastercard Services is our professional services and solutions arm, providing customers with value-added services to enhance business performance and consumer experiences. Our diverse Services portfolio includes payments consulting, marketing, analytics and data insights, security solutions, open banking, and more. The Services Business Development team is looking for a Director supporting Sales Services and Business Development to drive growth of our value-added services within the Loyalty space. The ideal candidate has a proven track record of selling to senior executives, navigating matrixed organizations, and utilizing solution-based selling to drive clear value for customers. Role As Director, Specialist Sales you will be responsible for generating new loyalty platform sales within the financial services segment in North America. * Responsible for developing and executing the sales strategy for a key set of prospect accounts within the region to secure multimillion-dollar, multi-year deals * Build and develop an active pipeline, ultimately progressing to signed platform deals * Articulate the benefits of bundling our Loyalty Solutions products with other Services products * Strong communication and influencing skills, should be a compelling presenter to senior client audiences and able to influence large deals * Ability to seamlessly partner across our multiple internal sales, product management, program management and finance teams. * Excellent problem solving and analytics skills and should be able to go head to head with internal stakeholders and customers alike with fact-based thinking * Will serve as the face of Mastercard Services to senior level client stakeholders, including c-suite All About You * Deep understanding of the suite of Mastercard Services value propositions with a thoughtful approach to executing within and across markets * Strong commercial drive with ability to build and monetize senior client relationships based on empathy, thought leadership and subject matter expertise * Strategic software sales experience with expertise in CRM / Martech / Loyalty * Never give up attitude, excellent at 'pounding the pavement' through email/phone cold outreach * Complex hunting sales preferably within Financial Services Segment; rolodex of C-Level / EVP / SVP contacts preferred * Ability to thrive and build robust pipeline with limited lead generation support * Strong networker across relevant stakeholder base with the ability to listen, build common ground and influence in order to effectively advance business opportunities and generate revenues * Strong pipeline management and forecasting skills * Top-level sales skills (internally and externally) combined with strong negotiation capabilities required for large deals Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly. Corporate Security Responsibility All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: * Abide by Mastercard's security policies and practices; * Ensure the confidentiality and integrity of the information being accessed; * Report any suspected information security violation or breach, and * Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines. In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more. Mastercard benefits for interns generally include: 56 hours of Paid Sick and Safe Time; jury duty leave; and on-site fitness facilities in some locations. Pay Ranges Purchase, New York: $124,000 - $186,000 USD Arlington, Virginia: $124,000 - $186,000 USD Atlanta, Georgia: $108,000 - $162,000 USD Boston, Massachusetts: $124,000 - $186,000 USD Chicago, Illinois: $108,000 - $162,000 USD San Francisco, California: $130,000 - $194,000 USD
$130k-194k yearly Auto-Apply 60d+ ago
Director - Specialist Sales Services, Business Development - Loyalty
Mastercard 4.7
Atlanta, GA jobs
**Our Purpose** _Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential._ **Title and Summary** Director - Specialist Sales Services, Business Development - Loyalty Overview Mastercard Services is our professional services and solutions arm, providing customers with value-added services to enhance business performance and consumer experiences. Our diverse Services portfolio includes payments consulting, marketing, analytics and data insights, security solutions, open banking, and more. The Services Business Development team is looking for a Director supporting Sales Services and Business Development to drive growth of our value-added services within the Loyalty space. The ideal candidate has a proven track record of selling to senior executives, navigating matrixed organizations, and utilizing solution-based selling to drive clear value for customers. Role As Director, Specialist Sales you will be responsible for generating new loyalty platform sales within the financial services segment in North America. - Responsible for developing and executing the sales strategy for a key set of prospect accounts within the region to secure multimillion-dollar, multi-year deals - Build and develop an active pipeline, ultimately progressing to signed platform deals - Articulate the benefits of bundling our Loyalty Solutions products with other Services products - Strong communication and influencing skills, should be a compelling presenter to senior client audiences and able to influence large deals - Ability to seamlessly partner across our multiple internal sales, product management, program management and finance teams. - Excellent problem solving and analytics skills and should be able to go head to head with internal stakeholders and customers alike with fact-based thinking - Will serve as the face of Mastercard Services to senior level client stakeholders, including c-suite All About You - Deep understanding of the suite of Mastercard Services value propositions with a thoughtful approach to executing within and across markets - Strong commercial drive with ability to build and monetize senior client relationships based on empathy, thought leadership and subject matter expertise - Strategic software sales experience with expertise in CRM / Martech / Loyalty - Never give up attitude, excellent at 'pounding the pavement' through email/phone cold outreach - Complex hunting sales preferably within Financial Services Segment; rolodex of C-Level / EVP / SVP contacts preferred - Ability to thrive and build robust pipeline with limited lead generation support - Strong networker across relevant stakeholder base with the ability to listen, build common ground and influence in order to effectively advance business opportunities and generate revenues - Strong pipeline management and forecasting skills - Top-level sales skills (internally and externally) combined with strong negotiation capabilities required for large deals Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly. **Corporate Security Responsibility** All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: + Abide by Mastercard's security policies and practices; + Ensure the confidentiality and integrity of the information being accessed; + Report any suspected information security violation or breach, and + Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines. In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more. Mastercard benefits for interns generally include: 56 hours of Paid Sick and Safe Time; jury duty leave; and on-site fitness facilities in some locations. **Pay Ranges** Purchase, New York: $124,000 - $186,000 USD Arlington, Virginia: $124,000 - $186,000 USD Atlanta, Georgia: $108,000 - $162,000 USD Boston, Massachusetts: $124,000 - $186,000 USD Chicago, Illinois: $108,000 - $162,000 USD San Francisco, California: $130,000 - $194,000 USD
$130k-194k yearly 60d+ ago
Senior Regional Sales Director (South)
William Blair 4.9
Texas jobs
Lead sales and client service initiative for William Blair's Investment Management strategies across the Intermediary Distribution channel throughout Texas and south region. Apply investment product and financial market knowledge to create and maintain key client relationships and grow the territory across the channel.. Mentor internal staff in the development of key relationships with qualified advisors and financial intermediaries to surface leads and identify prospects. Responsibilities include but may not be limited to: Advise management of competitive landscape and client base trends and collaborate with the Head of Intermediary Distribution to set sales goals and objectives. Maintain extensive visibility and contacts outside of William Blair and foster relationships with key financial intermediaries to convey accurate, up-to-date knowledge of William Blair Investment Management products and their associated benefits. Generate sales through the direct calling program, utilizing strong networking and negotiation skills to close the sale of investment. Develop and maintain deep expertise of all investments and serve as a technical resource to others. Cultivate and leverage relationships within William Blair that can help surface leads or provide endorsements with target clients. Guide and mentor Regional Associates and Regional Directors on identifying and expanding sales opportunities. Create, maintain and deliver client presentations which highlight investment management products and the advantages of William Blair. Develop and maintain detailed documentation of client meetings and calling activity to ensure appropriate level of contact and follow-up, and assess success rates and opportunities for improvement. Additional responsibilities as requested. Qualifications: Bachelors Degree in Business Administration or Finance required 8+ years of investment product sales required SIE Exam, Series 7 and Series 66 (or Series 63 and Series 65) licenses required or must be obtained within 90 days of start MBA, CFA, CFP, CAIA, CIMA preferred Strong sales and presentation skills Deep understanding of investment products and how to position them for maximum effectiveness with different audiences High degree of energy, motivation and ability to set own priorities Sustained superior sales production record Ability to build and maintain working relationships with others to achieve objectives Ability to provide coaching and guidance to less experienced team members Excellent verbal and written communication skills #LI-HK1
$109k-171k yearly est. Auto-Apply 60d+ ago
Director - Specialist Sales Services, Business Development - Loyalty
Mastercard 4.7
Arlington, VA jobs
Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential. Title and Summary Director - Specialist Sales Services, Business Development - Loyalty Overview Mastercard Services is our professional services and solutions arm, providing customers with value-added services to enhance business performance and consumer experiences. Our diverse Services portfolio includes payments consulting, marketing, analytics and data insights, security solutions, open banking, and more. The Services Business Development team is looking for a Director supporting Sales Services and Business Development to drive growth of our value-added services within the Loyalty space. The ideal candidate has a proven track record of selling to senior executives, navigating matrixed organizations, and utilizing solution-based selling to drive clear value for customers. Role As Director, Specialist Sales you will be responsible for generating new loyalty platform sales within the financial services segment in North America. * Responsible for developing and executing the sales strategy for a key set of prospect accounts within the region to secure multimillion-dollar, multi-year deals * Build and develop an active pipeline, ultimately progressing to signed platform deals * Articulate the benefits of bundling our Loyalty Solutions products with other Services products * Strong communication and influencing skills, should be a compelling presenter to senior client audiences and able to influence large deals * Ability to seamlessly partner across our multiple internal sales, product management, program management and finance teams. * Excellent problem solving and analytics skills and should be able to go head to head with internal stakeholders and customers alike with fact-based thinking * Will serve as the face of Mastercard Services to senior level client stakeholders, including c-suite All About You * Deep understanding of the suite of Mastercard Services value propositions with a thoughtful approach to executing within and across markets * Strong commercial drive with ability to build and monetize senior client relationships based on empathy, thought leadership and subject matter expertise * Strategic software sales experience with expertise in CRM / Martech / Loyalty * Never give up attitude, excellent at 'pounding the pavement' through email/phone cold outreach * Complex hunting sales preferably within Financial Services Segment; rolodex of C-Level / EVP / SVP contacts preferred * Ability to thrive and build robust pipeline with limited lead generation support * Strong networker across relevant stakeholder base with the ability to listen, build common ground and influence in order to effectively advance business opportunities and generate revenues * Strong pipeline management and forecasting skills * Top-level sales skills (internally and externally) combined with strong negotiation capabilities required for large deals Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly. Corporate Security Responsibility All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: * Abide by Mastercard's security policies and practices; * Ensure the confidentiality and integrity of the information being accessed; * Report any suspected information security violation or breach, and * Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines. In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more. Mastercard benefits for interns generally include: 56 hours of Paid Sick and Safe Time; jury duty leave; and on-site fitness facilities in some locations. Pay Ranges Purchase, New York: $124,000 - $186,000 USD Arlington, Virginia: $124,000 - $186,000 USD Atlanta, Georgia: $108,000 - $162,000 USD Boston, Massachusetts: $124,000 - $186,000 USD Chicago, Illinois: $108,000 - $162,000 USD San Francisco, California: $130,000 - $194,000 USD
$130k-194k yearly Auto-Apply 60d+ ago
Sales Executive, Renewal Manager
FIS Capital Markets 4.4
Jay, FL jobs
At FIS, our technology and our people are moving forward. We advance the way the world pays, banks and invests. We believe in building inclusive, diverse teams. Together, we innovate to help our colleagues, clients and communities succeed. If you're ready to grow your career and make an impact in fintech, we have one question: Are you FIS? About the team: Join our team today! Our team provides a comprehensive suite of core banking solutions designed to support banks of all sizes with modernization, scalability, and digital transformation. We strive to renew existing partnerships with FIS customers across different market segments and product suites in North America. About the role: As a Sales Executive, Renewal Manager, you'll be part of a tenured team of self-motivated, high achieving professionals. You'll have an exciting opportunity to provide industry-leading solutions, strategic products, and industry expertise. The role is critical to maintaining revenue continuity, enhancing client satisfaction, and identifying growth opportunities through upselling and cross-selling. What you will be doing: Manage end-to-end contract renewal process for existing clients. Identify current contracts approaching expiration to initiate and conduct retention discussions with the relevant customer. Prepare and present overviews of the client's current FIS relationships and product suites to establish baseline understanding of the business involved in the renewal. Prepare, present, and negotiate pricing proposals to retain the client relationship. Identify “next best” or new products the customer can use to grow their business and facilitate incorporation of those into the renewal discussions. Focus on account retention and continued revenue growth. Monitor client health and proactively address churn risks. What you will need: Prior experience as a Sales Executive and/or Renewal Manager in FinTech or financial services. At least 5+ years of experience interacting and partnering with senior management is preferred. Understanding of banking operations, technology and change landscape, preferably with FIS products and solutions. Advanced communication, presentation, and negotiation skills. Ability to travel at least 30%. Analytical mindset for data-driven renewal strategies. What we offer you: At FIS, we are as committed to growing our employees' careers as our own business. We offer: Opportunities to innovate in fintech Inclusive and diverse team atmosphere Professional and personal development Resources to contribute to your community Competitive salary and benefits FIS is committed to providing its employees with an exciting career opportunity and competitive compensation. The pay range for this full-time position is $98,200.00 - $162,040.00 and reflects the minimum and maximum target for new hire salaries for this position based on the posted role, level, and location. Within the range, actual individual starting pay is determined by additional factors, including job-related skills, experience, and relevant education or training. Any changes in work location will also impact actual individual starting pay. Please consult with your recruiter about the specific salary range for your preferred location during the hiring process. Privacy Statement FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice. EEOC Statement FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis. Sourcing Model Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company. #pridepass
$98.2k-162k yearly Auto-Apply 27d ago
Sr. Manager, FF Par and Direct Sales
Faraday Future 3.9
Gardena, CA jobs
The Company: Faraday Future (FF) is a California-based mobility company, leveraging the latest technologies and world's best talent to realize exciting new possibilities in mobility. We're producing user-centric, technology-first vehicles to establish new paradigms in human-vehicle interaction. We're not just seeking to change how our cars work - we're seeking to change the way we drive. At FF, we're creating something new, something connected, and something with a true global impact. Your Role: The Senior Manager, FF Par and Direct Sales will lead the strategy, operations, and growth of FF Par and direct sales channels. This role is pivotal in driving FF's mission to deliver a seamless, user-centric purchase experience while maximizing sales performance and brand loyalty. This role will oversee a team responsible for managing FF Par unique retail model, ensuring operational excellence, and expanding market reach. Key Responsibilities: Strategic Leadership : Develop and execute a global strategy for FF Par and direct sales channels, aligning with FF's mission and business objectives. Retail Operations : Oversee the operations of FF Par, ensuring consistent user experiences, high operational standards, and compliance with local regulations. Sales Performance : Drive direct sales growth through innovative strategies, leveraging data analytics to optimize conversion rates and user satisfaction. Team Management : Lead, mentor, and develop a high-performing team of regional managers, staff, and sales professionals, fostering a culture of excellence and accountability. User Experience: Implement programs to improve user engagement and satisfaction within retail environments. Market Expansion: Identify and prioritize new markets for FF Par openings, collaborating with business development and marketing teams to establish a strong physical and digital presence. Cross-Functional Collaboration : Partner with marketing, product development, and service teams to align sales strategies with product launches and user support initiatives. Performance Metrics : Establish and monitor KPIs for sales, user satisfaction, and operational efficiency, reporting progress to executive leadership. Innovation: Continuously innovate the direct sales and FF Par models, integrating technology (e.g., online configurators, AR/VR experiences) to enhance user engagement. Compliance and Sustainability : Ensure all sales practices adhere to local laws and FF's commitment to sustainability and ethical business practices. Basic Qualifications: Experience : 13+ years of experience in retail, sales, or direct-to-user environments, with 2+ years in a management role. Automotive or tech industry experience is a plus. Education: Bachelor's degree in business, marketing, or related discipline. Leadership: Demonstrated ability to lead and develop teams in a retail or sales environment. User Orientation: Strong focus on delivering high-touch, user-first experiences. Technology Fluency: Proficiency in CRM and sales tools (e.g., Salesforce); data-literate and KPI-oriented. Collaboration: Able to work cross-functionally with teams in marketing, service, and operations. Adaptability: Comfortable in a fast-paced, evolving company with ambitious goals. Preferred Qualifications: Knowledge of electric vehicle or sustainable mobility sectors Experience launching or scaling DTC (direct-to-user) retail channels Familiarity with digital and omnichannel sales tools Annual Salary Range: ($140K - $180K DOE), plus benefits and incentive plans Perks + Benefits Healthcare + dental + vision benefits (Free for you/discounted for family) 401(k) options Casual dress code + relaxed work environment Culturally diverse, progressive atmosphere Faraday Future is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.
$140k-180k yearly Auto-Apply 29d ago
Senior Sales Manager
Merritt Hospitality, LLC D/B/A HEI Hotels & Resorts 4.3
Tampa, FL jobs
About Us The Westshore Grand, A Tribute Portfolio Hotel, is a unique and stylish hotel that defines an authentically modern Florida lifestyle. The Westshore Grand offers distinctive, luxurious Florida-inspired design, as well as an energetic and service-minded atmosphere. Conveniently located in the Westshore business district, just five miles from downtown Tampa and the Tampa Convention Center, our hotel is ideal for business and for play. Some of the benefits we offer to our associates include free meals, complimentary parking, monthly birthday and anniversary celebrations, and hotel room discounts throughout the Marriott, Starwood, and Ritz Carlton portfolios. Apply today to join our growing team! Don't meet every single requirement of this job? At HEI we are dedicated to building a diverse and inclusive workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we encourage you to still send in your information. You may be the perfect candidate for this or for other roles within our organization! We value U.S. military experience and invite all qualified military candidates to apply. Overview Manage accounts to achieve guest satisfaction and to solicit past and new business to ensure all revenue goals are achieved or exceeded. Responsible for soliciting new group sales accounts, entertaining, and maintaining relationships with existing accounts to meet and exceed revenue goals in rooms, food, beverage, and room rental. Essential Duties and Responsibilities Solicit new and existing accounts to meet and exceed revenue goals through telephone prospecting, outside sales calls, site inspections and written communication. Advanced level of producing room, banquet, and room rental revenue through directly soliciting business via aggressive prospecting, making presentations, developing contracts, negotiating, and closing sales. Maximize revenue by selling all facets of the hotel, both orally and in written form to previous, current, and potential clients. Handle account details so that all pertinent aspects of solicitation and closing are complete and documented. Coordinate various departments' participation in servicing accounts. Develop and conduct persuasive verbal sales presentations to prospective clients. Prepare information for, meet with, and entertain clients as deemed appropriate by potential business from that account. Communicate both verbally and in writing to provide clear direction to all departments in the hotel to ensure high quality of service to customers. Prepare correspondence to customers, internal booking reports and file maintenance. Participate in daily business review meetings, pre-convention meetings, training and other sales-related meetings as required. Attend trade shows, community events and industry meetings. Advanced knowledge of market trends, competition, and key customers of the hotel. Comply with attendance rules and be available to work on a regular basis. Perform any other job-related duties as assigned. Qualifications and Skills: 3+ years of past sales experience preferred. Must have experience at a similar size and quality hotel. Ability to adapt communication style to suit different audiences. Must possess computer skills, including, but not limited to, use of Microsoft Word, Excel, and Delphi. Advanced knowledge of sales skills, revenue management, training, and motivation of peers. Advanced knowledge of hotel and competitive market. Ability to execute appropriate action plans. Desire to participate as part of a team. Must be willing to "pitch-in" and help co-workers with their job duties and be a team player. Knowledge of hotel operations, including marketing plans, security and safety programs, personnel and labor relations, preparation of business plans, repairs, maintenance, budget forecasting, quality assurance programs, hospitality law, and long-range planning. Leadership skills to motivate and develop staff and to ensure accomplishment of goals. Able to set priorities, plan, organize, and delegate. Written communication skills to be concise, well organized, complete, and clear. Ability to work effectively under time constraints and deadlines. Ability to adapt communication style to suit different audiences, such as effectively communicating with supervisors, coworkers, public etc. Compensation Tipped/Service Charge Eligible? No Discretionary Performance Bonus Eligible? No Benefits HEI Hotels and Resorts is committed to providing a comprehensive benefit program that offers you choices for your physical, mental and financial wellness, creating value in your most important investment - you! For your physical and mental wellness we offer competitive Medical and Dental programs through Anthem Blue Cross Blue Shield as well as Vision insurance programs through EyeMed. Our Vacation, Sick and Holiday programs are available for you to rejuvenate with time off. HEI also provides pet insurance through the ASPCA. For your financial wellness, HEI provides a wide array of coverage, including Supplemental, Spousal and Child Life insurance as well as Short and Long-Term Disability plans. Our 401(k) Savings Plan with matching funds, and discounts through our 'YouDecide' and Hotel Room Discount programs provide additional incentives for choosing HEI as the employer of your future. Specific details and eligibility of these programs vary by location and employment status. HEI Hotels and Resorts is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.
$102k-167k yearly est. 1d ago
Product Manager - Sales Technology
Pacific Investment Management Co 4.9
Newport Beach, CA jobs
We are a leading global asset management firm with over 3,000 employees across 20 offices in 15 countries; we help millions of investors around the world pursue their financial goals. We hire critical thinkers. People who thrive in a collaborative culture like ours where we solve real problems while building the future of finance. You Are excited to be part of a vibrant engineering community that values diversity, hard work, and continuous learning. Love solving complex real-world business problems. Recognize that cross-functional collaboration is a core component of success for the team. Believe there are multiple ways to solve most technical problems and are willing to debate the trade-offs. Have become a stronger engineer by making mistakes and learning from them. Are a doer, someone who wants to grow their career and gain experience across technologies and business functions. We Continuously invest in a high-performance and inclusive culture, in which a diversity of backgrounds, experiences and viewpoints are celebrated and valued. Encourage career mobility, so you can benefit from learning different functions and technologies, and we gain the benefits of your experience across teams. Run technology pro bono programs that help the non-profit community and give our engineering community opportunities to volunteer and participate. Offer education reimbursements and ongoing training in technology, communication, and diversity & inclusion. Embrace knowledge sharing through lunch-and-learns, demos, and technical forums. Consider our people to be our greatest asset-we will help you learn what PIMCO Technology has to offer so you can participate in activities that benefit your career while delivering impactful technology solutions. PIMCO is on a journey to deliver data-enabled technology capabilities to our sales, marketing and finance organization. We are looking for a product manager to drive this vision, build, deploy and manage capabilities with speed and at scale. This role will include collaborating with users, engineering and other stakeholders to develop and manage a roadmap and measure impact, adoption and engagement. The successful candidate will have a proven track record of delivering sales technology capabilities in financial services along with strong commercial acumen. RESPONSIBILITIES: Product Strategy and Vision: Develop a multi-year technology roadmap to improve sales capabilities integrating technology, data and operational processes Maintain and updated quarterly & annual roadmaps to consistently deliver business value focusing as efficiency and AM experience Product Development: Collaborate closely with cross-functional teams (engineering, design, success, QA, infrastructure etc.) to develop and launch new products or features Prioritize features, create user stories, and define requirements Design product features by synthesizing client feedback and market intelligence. Build products that are scalable, resilient, available, flexible, and elegantly address business needs Market and User Research: Stay up to date on trends in Asset Management and Sales Technology Gather and analyze user feedback to inform product development Conduct research to understand user needs, market trends, and competitive landscape Stakeholder Management: Build strong relationships with key users and engage with them to understand needs and pain points Gather feedback through regular user interviews, surveys, and focus groups Serve as the primary contact for all stakeholders, including executives, users, and internal teams Present updates, roadmaps, and product metrics to stakeholders Ensure all stakeholders are aligned with product vision and strategy Product Analytics: Make data-driven decisions to enhance the product and meet business objectives Leverage metrics to drive engagement, adoption, and user satisfaction. Develop and monitor KPIs to measure the effectiveness of spend and ensure investments deliver value Platform Success: Collaborate with platform success to develop launch strategies, product training and marketing materials REQUIREMENTS: In-depth understanding of the Asset Management business including multiple client types and sales technology systems Experience with SaaS platforms such as Dynamics/Salesforce and PowerBI/Tableau preferred Expertise in Product Management Skilled at managing competing priorities to deliver as part of a collaborative cross- functional team Strong consultative skills ranging from in gathering competitor insights, problem solving, analytics, strategy development, influencing, facilitation, managing conflicts, and consensus building Broad knowledge across software systems and solutions development Focus on UI/UX Thorough understanding of scrum practices Global outlook Highly motivated and experienced leader with 8+ years of experience driving Technology/Digital Products in Asset or Wealth Management Exceptional track record delivering successful digital products Expertise in Sales Technology is strongly preferred. Experience in sales and servicing technology is desirable Bachelor's in engineering, computer science, or equivalent career experience is required. MBA or CFA is a plus but not required PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance. Salary Range: $ 168,000.00 - $ 240,000.00 Equal Employment Opportunity and Affirmative Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws. Applicants with Disabilities PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
$168k-240k yearly Auto-Apply 24d ago
Director & Zonal Head - Wealth Sales (Rest of West)
Standard Chartered 4.8
Indiana jobs
Apply now Work Type: Office Working Employment Type: Permanent Job Description: Strategy in the region. * Implementation of a business sales model that will be profitable in the long-term. * Building the regional sales strategy. * Manage AMCs at a regional level * Build and deepen relationships with internal stakeholders * Ensure customers view WM as a complete value proposition with Product specialization as a USP Business * Building and retaining the best Wealth Sales team for the Wealth business in the region * Suggest innovative products and product bundles to the product team based on market/customer needs * Maximize business performance opportunity. * Manage all direct costs. * Ensure the implementation of appropriate systems and operational processes. * Accurate submission of MIS * Building a performance-oriented culture in the team * Instil a sense of belonging and team-work. Key Responsibilities Processes * Support the continuous improvement of processes to increase operational efficiency and effectiveness. * Support the effective management of operational risks across the Business and in compliance with applicable internal policies, and external laws and regulations at a global level. * Support the delivery of Business strategy in a safe and well-controlled manner and on an end-to-end basis. * Providing feedback enabling improvement in process and reducing overall TAT * Adherence to Sales and suitability process in line with the bank's policy. People & Talent * Collaborate with RM's and support functions to deliver One Bank, support cross selling efforts and referral program (where applicable), and provide effective client solutions. Risk Management * Do what is right in order to avoid reputational risks and operational losses. * Understand the risk and control environment within area of responsibility and drive rectification as required. * Handle customer issues, complaints, and product enquiries on timely basis in accordance with established procedures. * Ensure that Risk Management matters that are brought to attention are subject to direct remedial action and/or ensure adequate reporting to the relevant Risk Committees and/or line management Governance * Awareness and understanding of the regulatory framework in which the Group operates, and the regulatory requirements and expectations relevant to the role. * Ensure adherence with the highest standards of ethics and compliance with relevant policies, processes and regulations forms part of the culture. * Engage with all audit report findings and ensure feedback is acted upon Regulatory & Business Conduct * Display exemplary conduct and live by the Group's Values and Code of Conduct. * Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct. * Lead to achieve the outcomes set out in the Bank's Conduct Principles: [Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment.] * * Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters. * Serve as a Director of the Board * Exercise authorities delegated by the Board of Directors and act in accordance with Articles of Association (or equivalent) Key stakeholders * Branch Banking Team, SME team & NR Team Skills and Experience * Market & Product Knowledge * Regulatory Framework for Investments * Customer Focus * Process Understanding Qualifications Graduate Competencies Action Oriented Collaborates Customer Focus Gives Clarity & Guidance Manages Ambiguity Develops Talent Drives Vision & Purpose Nimble Learning Decision Quality Courage Instills Trust Strategic Mindset Technical Competencies: This is a generic competency to evaluate candidate on role-specific technical skills and requirements About Standard Chartered We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us. Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion. Together we: * Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do * Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well * Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term What we offer In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing. * Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations. * Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum. * Flexible working options based around home and office locations, with flexible working patterns. * Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits * A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning. * Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential. Recruitment Assessments Some of our roles use assessments to help us understand how suitable you are for the role you've applied to. If you are invited to take an assessment, this is great news. It means your application has progressed to an important stage of our recruitment process. Visit our careers website ****************** Apply now Information at a Glance * * * * *
$104k-157k yearly est. 13d ago
Senior Manager, Sales Engineering
Checkout.com 4.7
San Francisco, CA jobs
We're Checkout.com - you might not know our name, but companies like eBay, ASOS, Klarna, Uber Eats, and Sony do. That moment when you check out online? We make it happen. Checkout.com is where the world checks out. Our global network powers billions of transactions every year, making money move without making a fuss. We spent years perfecting a service most people will never notice. Because when digital payments just work, businesses grow, customers stay, and no one stops to think about why. With 19 offices spanning six continents, we feel at home everywhere - but London is our HQ. Wherever our people work their magic, they're fast-moving, performance-obsessed, and driven by being better every day. Ideal. Because a role here isn't just another job; it's a career-defining opportunity to build the future of fintech. We are seeking a talented and driven Senior Manager Solutions Engineering to join our growing North America team. This is a highly visible, client-facing role where you will act as the primary technical expert for our largest strategic enterprise merchants. You will be the technical bridge between our powerful payments platform and our clients' business needs, playing a critical role in driving revenue and ensuring merchant success from pre-sale through to go-live and beyond. Job Description Lead technical pre-sales discussions, delivering compelling product demonstrations and platform presentations to prospective enterprise merchants. Architect elegant and scalable payment solutions tailored to the unique business requirements and technical landscapes of our largest strategic clients. Act as the primary technical advisor for our strategic enterprise accounts, partnering closely with the Sales team to drive new revenue and identify upsell/cross-sell opportunities in the post-sale phase. Guide merchants through the entire technical integration lifecycle, from initial implementation to a successful go-live, ensuring a seamless and efficient onboarding experience. Serve as the voice of the merchant internally, collaborating with Product, Engineering, Financial Partnerships, and Finance teams to solve complex technical challenges and influence the product roadmap. Become a subject matter expert on the Checkout.com platform and the broader payments ecosystem. Qualifications A minimum of 5+ years of hands-on experience within the payments industry is essential. Exceptional client-facing and communication skills, with a proven ability to build trust and rapport with technical and non-technical stakeholders. Deep understanding of API-based integrations, specifically with REST/JSON APIs, and proficiency with related development tools like Postman. A natural problem-solver with strong analytical and debugging skills, capable of reproducing, isolating, and clearly explaining technical issues using logs, API responses, and other diagnostic tools. The ability to distill complex technical concepts and communicate them effectively to a business audience. Highly organized and adaptable, with the ability to thrive in a fast-paced, high-growth environment and effectively manage shifting priorities. A strong technical acumen is highly preferred, ideally supported by a degree in Computer Science, Engineering, or a related field. Previous experience in a similar role such as a Solutions Engineer, Sales Engineer, or Implementation Engineer is a strong plus. Bring all of you to work We create the conditions for high performers to thrive - through real ownership, fewer blockers, and work that makes a difference from day one. Here, you'll move fast, take on meaningful challenges, and be recognized for the impact you deliver. It's a place where ambition gets met with opportunity - and where your growth is in your hands. We work as one team, and we back each other to succeed. So whatever your background or identity, if you're ready to grow and make a difference, you'll be right at home here. It's important we set you up for success and make our process as accessible as possible. So let us know in your application, or tell your recruiter directly, if you need anything to make your experience or working environment more comfortable. Life at Checkout.com We understand that work is just one part of your life. Our hybrid working model offers flexibility, with three days per week in the office to support collaboration and connection. Curious about what it's like to be part of our team? Visit our Careers Page to learn more about our culture, open roles, and what drives us. For a closer look at daily life at Checkout.com, follow us on LinkedIn and Instagram
$123k-185k yearly est. Auto-Apply 58d ago

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Updated December 31, 2025

Regional Sales Manager jobs at Progressive Leasing - 1604 jobs

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