Regional Vice President jobs at Protective Life - 2728 jobs
Regional VP - AL, TN
Protective Life 4.6
Regional vice president job at Protective Life
The work we do has an impact on millions of lives, and you can be a part of it.We help protect our customers against life's uncertainties. Regardless of where you work within the company, you'll be helping provide protection and peace of mind when our customers need it most.
Protective Life is currently seeking an experienced annuity wholesaler to join our Distribution Group as a RegionalVicePresident to cover the independent and bank channels with the territory consisting of state of Alabama, Eastern TN, Panhandle of Florida, southern Louisiana, and southern Mississippi. We offer a competitive compensation package that includes a base salary, strong corporate benefit package and uncapped commission plan. Your responsibilities include:1. Develop and maintain a high level of annuity production through the execution of a detailed business plan including training, motivating, and developing successful working relationships with specified Financial Institutions. 2. Support and advocate for corporate objectives; act as a steward of company resources; and a leader within the Annuity Distribution group.3. Execute senior wholesaling functions in assigned geographic territories - Cultivate a successful business to attain activity and sales goals with top producers in all distribution channels.4. Coordinate and execute a regional business plan with Internal Wholesalers - Act as key driver to a three person sales team supporting an assigned geographic territory. Adhere to required activity requirements aligning within territory management strategy. 5. Execute on specific activity expectations to maximize opportunities to grow advisor relationships and sales. Qualifications include:BS/BA Degree5+ years of experience required in annuity wholesale distribution. Previous external sales management is preferred. Proven track record of developing sales results in assigned territory. Experience in all channels of annuity distribution is optimal. State Life and Health License and FINRA Series 6 and 63 required
#LI-SB1 Employee Benefits: We aim to protect the wellbeing of our employees and their families with a broad benefits offering. In addition to offering comprehensive health, dental and vision insurance, we support emotional wellbeing through mental health benefits and an employee assistance program. Work/life balance is important and Protective offers a variety of paid time away benefits (
e.g.
, paid time off, paid parental leave, short-term disability, and a cultural observance day). The financial health of our employees is just as important as physical and emotional health. Some of the financial wellbeing benefits include contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching. All employees are encouraged to protect their overall wellbeing by engaging in ProHealth Rewards, Protective's platform to improve wellbeing while earning cash rewards.
Eligibility for certain benefits may vary by position in accordance with the terms of the Company's benefit plans.
Accommodations for Applicants with a Disability:If you require an accommodation to complete the application and recruitment process due to a disability, please email ************************. This information will be held in confidence and used only to determine an appropriate accommodation for the application and recruitment process.
Please note that the above email is solely for individuals with disabilities requesting an accommodation. General employment questions should not be sent through this process.
We are proud to be an equal opportunity employer committed to being inclusive and attracting, retaining, and growing an inclusive workforce.
$98k-149k yearly est. Auto-Apply 60d+ ago
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VP, Collections Strategy Delivery Leader
Synchrony Financial 4.4
San Francisco, CA jobs
Role Summary/Purpose: Synchrony is looking for a dynamic and innovative leader capable of rethinking existing processes and working smarter to deliver the design, testing, implementation and validation of collections and internal recovery contact strategies for all of Synchrony's platforms (businesses), clients and products. In 2025, the Collections Strategy Delivery team triggered >1 billion customer communications (emails + SMS / text + calls + letters). The VP, Collections Strategy Delivery Leader is also responsible for supporting strategic initiatives (including new client introductions, new product introductions, conversions, deconversions) and for critical, regulatory sensitive sub-processes such as right to cure, delinquency-based closure, and delinquency-based charge-offs. The role is responsible for leading and developing a global team of 36 employees (19 U.S. and 17 India). This role reports to the SVP, Collections & Recovery Strategy within the Credit organization.
Essential Responsibilities:
Design, test, implement and validate collections and internal recovery contact strategies for the email, SMS / text, phone (dialer, dialer messaging, outbound IVR) and letter channels. The scope may be expanded to include implementation of other collections contact strategies (e.g., skip). The Collections Strategy Delivery team utilizes multiple platforms and tools including Fiserv, Rules, Strategy Manager (Experian PowerCurve), SAS, Jira and Tableau and works with several internal teams and vendors.
Lead the capacity management and prioritization of all Collections Strategy Delivery work and communicate to key stakeholders. Create and implement robust and transparent prioritization and scheduling processes that enable customers to understand available capacity, prioritize new work and obtain accurate scheduled implementation dates.
Lead Collections Strategy Delivery support for strategic initiatives (including new client introductions, new product introductions, conversions, deconversions) and infrastructure initiatives (e.g., cloud migrations for system of record and analytics). For conversions, the team owns all collections-related mapping and coding.
Develop future state vision, roadmap and organizational design to reach future state, review with management and key stakeholders, and then drive implementation with regular progress reviews.
Lead Collections Strategy Delivery work for Synchrony Prism including (1) how to get new scores and attributes from source systems to decisioning platforms faster and (2) process automation opportunities.
Own the Level 3 (L3) Collections Strategy Delivery process including validating Critical to Compliance (CTC) mapping and updating the Risk Assessment Questionnaire (RAQ) and Process, Risks & Controls Self-Assessment (PRCSA). Prevent, detect and remediate issues.
Ensure accounts are closed due to delinquency and charged-off in accordance with Synchrony credit policy.
Own and manage the implementation and execution of global exclusions for all collections work strategies.
Lead the development / build and validation of all new collections strategy emails.
Own collections queue management (~900 different queues utilized by collections process owners and strategies). Responsible for reclassification and site placement of all delinquent accounts.
Develop and run daily exception reports to ensure collections strategies are being executed correctly and partner with business and IT to investigate and resolve any production issues.
Provide “expert case” support that includes researching any questions or potential issues identified by Collections Strategy, Recovery Strategy or other teams.
Identify, prioritize and sponsor process improvement projects.
Ensure robust governance, processes and controls are in place. Ensure compliance with applicable laws, regulations and company policies including for complex, regulatory sensitive processes such as right to cure, delinquency-based account closure and delinquency-based charge-off.
Partner with Legal, Compliance, Fair Lending and other groups to complete gap assessment for new laws, regulations and regulatory guidance and, if necessary, lead and implement changes to ensure compliance.
Ensure design, test, implementation and validation processes are reliable, sustainable, repeatable and auditable. Ensure team has documented procedures and job aids, robust change control, separate development and validation resources, and proper automation/code documentation & controls. Support regulatory exams, internal audits and second line of defense reviews as required.
Lead selection of development methodologies, processes, tools (e.g., Jira) and infrastructure.
Serve as business customer for all Strategy Manager (Experian Power Curve decision engine) upgrades and changes, including coding, testing, and validating all application changes.
Monitor daily collections inventory and investigate and resolve any issues (ex. sudden unexpected changes in dialer download volumes).
Manage closed loop feedback process to make Collections Operations team aware of any associate errors that cause accounts to be misdirected.
Perform other duties and/or special projects as assigned
Qualifications/Requirements:
Bachelor's degree with a minimum 10+ years of financial services or collections experience or, in lieu of a Bachelor's degree, 14+ years of financial services or collections experience
5+ years of management experience
Ability and flexibility to travel for business as required
Desired Characteristics:
Credit card or unsecured consumer lending experience
Collections experience
Experience managing software development, coding or configuration
Experience with agile software development or agile project management
Experience as a manager of managers
Experience managing global multi-site teams
Demonstrated ability to build and lead high performing teams
Strong leadership with the ability to manage tight deadlines with a process focus
Strong relationship building, communication (verbal, written) and influencing skills; must be able to communicate with and influence executives
Process ownership and issue management experience
Grade/Level: 14
The salary range for this position is 170,000.00 - 290,000.00 USD Annual and is eligible for an annual bonus based on individual and company performance.
Actual compensation offered within the posted salary range will be based upon work experience, skill level or knowledge.
Salaries are adjusted according to market in CA, NY Metro and Seattle.
Eligibility Requirements:
You must be 18 years or older
You must have a high school diploma or equivalent
You must be willing to take a drug test, submit to a background investigation and submit fingerprints as part of the onboarding process
You must be able to satisfy the requirements of Section 19 of the Federal Deposit Insurance Act.
New hires (Level 4-7) must have 9 months of continuous service with the company before they are eligible to post on other roles. Once this new hire time in position requirement is met, the associate will have a minimum 6 months' time in position before they can post for future non-exempt roles. Employees, level 8 or greater, must have at least 18 months' time in position before they can post. All internal employees must consistently meet performance expectations and have approval from your manager to post (or the approval of your manager and HR if you don't meet the time in position or performance expectations).
Legal authorization to work in the U.S. is required. We will not sponsor individuals for employment visas, now or in the future, for this job opening. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Our Commitment:
When you join us, you'll be part of an inclusive culture where your individual skills, experience, and voice are not only heard - but valued. Together, we're building a future where we can all belong, connect, and turn ideals into action. More than 50% of our workforce is engaged in our Employee Resource Groups (ERGs), where community and passion intersect to offer a safe space to learn and grow.
This starts when you choose to apply for a role at Synchrony. We ensure all qualified applicants will receive consideration for employment without regard to age, race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or veteran status. We're proud to have an award-winning culture for all.
Reasonable Accommodation Notice:
Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities. Please tell us if you require a reasonable accommodation to apply for a job or to perform your job. Examples of reasonable accommodation include making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment.
If you need special accommodations, please call our Career Support Line so that we can discuss your specific situation. We can be reached at **************. Representatives are available from 8am - 5pm Monday to Friday, Central Standard Time
Job Family Group:
Credit
$153k-208k yearly est. 2d ago
VP, Recovery Legal Strategy
Synchrony Financial 4.4
Cincinnati, OH jobs
Role Summary/Purpose: The VP, Recovery Legal Strategy will lead end-to-end strategy development and analytics for Synchrony's Legal Recovery business, with responsibility for $100-150MM annual recovery income / net loss impact and $30-35MM expense budget. This role is accountable for delivering superior business performance through innovation and advanced analytics across the entire Legal Recovery process lifecycle. The VP develops, executes, and continuously optimizes strategies to maximize net loss reduction within budget and to ensure regulatory and compliance excellence. Collaborating closely with Recovery Operations, Legal, Compliance, Fair Lending Technology, Finance, and Business Intelligence / Reporting, this leader drives top-tier results through rigorous analytics and continuous business transformation. The person in this role will also be backup for the VP, Recovery Debt Sales Strategy role.
Our Way of Working
We're proud to offer you choice and flexibility. At Synchrony, our way of working allows you to have the option to work from home, near one of our Hubs or come into one of our offices. Occasionally you may be required to commute to our nearest office for in person engagement activities such as business or team meetings, training and culture events.
Essential Responsibilities:
Own the development, testing, execution, and ongoing optimization of legal recovery strategies for all Synchrony businesses / platforms, clients and products, including segmentation, legal vs. non-legal channel optimization, legal channel management, and post-judgment recovery including dormant (non-performing) judgment strategies.
Lead advanced analytics and predictive modeling initiatives (e.g., CHAID/CART, champion-challenger testing) to enhance legal recovery effectiveness, profitability, and efficiency.
Lead rigorous business case development, risk assessment, implementation, and validation of all new or modified strategies, ensuring swift and successful rollouts.
Develop a transformational legal recovery strategy vision and multi-year roadmap. Lead discussions with executives to ensure they understand and support the future state vision and roadmap. Conduct benchmarking and industry research to identify legal strategy and operational best practices.
Actively manage a portfolio of legal recovery strategies, including tracking performance and providing regular updates to senior management and to other stakeholders.
Drive cross-functional partnerships with Recovery Operations, Legal, Compliance, Fair Lending, Business Intelligence / Reporting, Model Development, external law firms, and other stakeholders to ensure aligned, effective, and compliant execution.
Monitor legal recovery performance, capitalize on opportunities to improve liquidation rates, operational efficiencies, accuracy, and cost management.
Ensure strict compliance with all applicable laws, regulations, regulatory guidelines and company policies; proactively prevent, detect, and remediate any Legal Recovery strategy issues.
Develop, implement, and maintain robust documentation, controls, and governance for all legal recovery strategies / non-model tools (NMTs); lead legal strategy support for second line reviews, internal audits and regulatory exams.
Perform other duties and/or special projects as assigned.
Qualifications/Requirements:
Bachelor's degree in a quantitative major (e.g., STEM, economics, business); in lieu of a degree 11+ years of strategy, analytics, collections/recovery, risk, or legal/recovery management experience.
8+ years of strategy, analytics, collections/recovery, risk, or legal/recovery management experience.
5+ years of experience with data analytics and segmentation platforms (e.g., SAS, SQL, Python/R, CHAID / CART decision tree software).
Desired Characteristics:
3+ years of experience leading legal recovery strategy, attorney management, or litigation recoveries in the financial industry (preferably for a credit card issuer).
Expertise in legal/regulatory frameworks impacting recoveries (FDCPA, Fair Lending, UDAAP, etc.).
Demonstrated success developing and executing strategy, testing protocols, and delivering measurable results in a regulated financial services environment.
Experience managing processes, risks and controls.
Exceptional communication, cross-functional leadership, and executive influencing skills.
Outstanding project management, organizational, and change leadership abilities.
Advanced degree (Master's or JD) preferred.
Grade/Level: 12
The salary range for this position is 135,000.00 - 230,000.00 USD Annual and is eligible for an annual bonus based on individual and company performance.
Actual compensation offered within the posted salary range will be based upon work experience, skill level or knowledge.
Salaries are adjusted according to market in CA, NY Metro and Seattle.
Eligibility Requirements:
You must be 18 years or older
You must have a high school diploma or equivalent
You must be willing to take a drug test, submit to a background investigation and submit fingerprints as part of the onboarding process
You must be able to satisfy the requirements of Section 19 of the Federal Deposit Insurance Act.
New hires (Level 4-7) must have 9 months of continuous service with the company before they are eligible to post on other roles. Once this new hire time in position requirement is met, the associate will have a minimum 6 months' time in position before they can post for future non-exempt roles. Employees, level 8 or greater, must have at least 18 months' time in position before they can post. All internal employees must consistently meet performance expectations and have approval from your manager to post (or the approval of your manager and HR if you don't meet the time in position or performance expectations).
Legal authorization to work in the U.S. is required. We will not sponsor individuals for employment visas, now or in the future, for this job opening. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Our Commitment:
When you join us, you'll be part of an inclusive culture where your individual skills, experience, and voice are not only heard - but valued. Together, we're building a future where we can all belong, connect, and turn ideals into action. More than 50% of our workforce is engaged in our Employee Resource Groups (ERGs), where community and passion intersect to offer a safe space to learn and grow.
This starts when you choose to apply for a role at Synchrony. We ensure all qualified applicants will receive consideration for employment without regard to age, race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or veteran status. We're proud to have an award-winning culture for all.
Reasonable Accommodation Notice:
Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities. Please tell us if you require a reasonable accommodation to apply for a job or to perform your job. Examples of reasonable accommodation include making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment.
If you need special accommodations, please call our Career Support Line so that we can discuss your specific situation. We can be reached at **************. Representatives are available from 8am - 5pm Monday to Friday, Central Standard Time
Job Family Group:
Credit
$121k-164k yearly est. 2d ago
AVP, Technology - PayPal Savings Technology Lead
Synchrony Financial 4.4
Cincinnati, OH jobs
Role Summary/Purpose: The AVP, PayPal Savings Technology Lead is responsible for providing technical expertise and process execution to support the PayPal Savings program. This individual acts as the technical point of contact, coordinating technology oversight, program delivery, solution architecture, governance, audits, issue management, and support the identification of key technology risks. This role will be responsible for oversight across cross functional and cross client teams to ensure compliance with Synchrony standards.
Our Way of Working
We're proud to offer you choice and flexibility. At Synchrony, our way of working allows you to have the option to work from home, near one of our Hubs or come into one of our offices. Occasionally you may be required to commute to our nearest office for in person engagement activities such as business or team meetings, training and culture events.
Essential Responsibilities:
Partner with key stakeholders (including GMs, PayPal leaders, product and technology leads, architects and other stakeholders) to implement deposit product features and provide ongoing communication through project execution.
Provide oversight over all the phases of SDLC including but not limited to technical requirements, design/architecture, build, testing, QA, and Production deployment.
Manage technology relationship with PayPal and internal cross-functional business and technology teams.
Support project and program management for the PayPal Savings program, focusing on Synchrony governance and oversight requirements of PayPal led initiatives
Coordinate internal cross functional workstreams to ensure leadership is up to date on status of the program.
Ability to analyze production defects, troubleshoot systems, identify root cause, and implement fixes.
Own technology L3 governance activities related to PayPal Savings, including the ongoing identification, assessment of key operational risks (RCSA's) and the effectiveness of controls that address those risks.
Act as the primary technical liaison for internal and external audits, coordinating documentation requests, managing responses, and driving resolution of audit findings.
Document IT oversight governance of key processes, reviews, controls, and governance processes, including but not limited to projects, production incidents, disaster recovery testing.
Participate in issue management processes including Enterprise Governance, Risk Management and Compliance (EGRC) processes.
Perform other duties and/or special projects as assigned.
Qualifications/Requirements:
Bachelor's degree in Computer Science, Engineering, or a related field with minimum 4+ years of experience in Information Technology OR in lieu of the Bachelor's degree, High School diploma and minimum 8 years of experience in Information Technology.
Prior experience as technical lead/technical project or program manager
Experience owning and delivering a mission critical projects on time and within budget
Willing to work in a fast-paced environment with PayPal as well as internal cross functional teams
Ability to develop and maintain strong collaborative relationships at all levels across IT and Business Stakeholders.
Excellent written and oral communication skills. Adept at presenting complex topics, influencing and executing with timely / actionable follow-through.
Desired Characteristics:
Prior work experience in Banking/FinTech company
Ability to drive strong partnerships with second line teams
Demonstrated ability to manage complexity and multiple initiatives
Experience in retail deposits, regulatory, or risk
Experience dealing with sensitive data and software development in highly regulated environment
Demonstrated experience in working with partners and clients
Leadership experience operating at a strategic level as part of a cross functional team
Experience operating as part of a cross functional team
Use of advanced technical & analytical competencies in driving effective strategic goals
Advanced experience with SAS/SQL or other related analytic tools
Experience in leading QA teams
Experience with Client/Partner management
Grade/Level: 11
The salary range for this position is 90,000.00 - 155,000.00 USD Annual and is eligible for an annual bonus based on individual and company performance.
Actual compensation offered within the posted salary range will be based upon work experience, skill level or knowledge.
Salaries are adjusted according to market in CA, NY Metro and Seattle.
Eligibility Requirements:
You must be 18 years or older
You must have a high school diploma or equivalent
You must be willing to take a drug test, submit to a background investigation and submit fingerprints as part of the onboarding process
You must be able to satisfy the requirements of Section 19 of the Federal Deposit Insurance Act.
New hires (Level 4-7) must have 9 months of continuous service with the company before they are eligible to post on other roles. Once this new hire time in position requirement is met, the associate will have a minimum 6 months' time in position before they can post for future non-exempt roles. Employees, level 8 or greater, must have at least 18 months' time in position before they can post. All internal employees must consistently meet performance expectations and have approval from your manager to post (or the approval of your manager and HR if you don't meet the time in position or performance expectations).
Legal authorization to work in the U.S. is required. We will not sponsor individuals for employment visas, now or in the future, for this job opening. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Our Commitment:
When you join us, you'll be part of an inclusive culture where your individual skills, experience, and voice are not only heard - but valued. Together, we're building a future where we can all belong, connect, and turn ideals into action. More than 50% of our workforce is engaged in our Employee Resource Groups (ERGs), where community and passion intersect to offer a safe space to learn and grow.
This starts when you choose to apply for a role at Synchrony. We ensure all qualified applicants will receive consideration for employment without regard to age, race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or veteran status. We're proud to have an award-winning culture for all.
Reasonable Accommodation Notice:
Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities. Please tell us if you require a reasonable accommodation to apply for a job or to perform your job. Examples of reasonable accommodation include making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment.
If you need special accommodations, please call our Career Support Line so that we can discuss your specific situation. We can be reached at **************. Representatives are available from 8am - 5pm Monday to Friday, Central Standard Time
Job Family Group:
Information Technology
$92k-115k yearly est. 2d ago
AVP, Portfolio Credit Home and Auto
Synchrony Financial 4.4
New York, NY jobs
Role Summary/Purpose: As the AVP, Portfolio Credit Home and Auto you will assume ownership of full life cycle credit risk management for Home Core portfolios, with specific attention to a strategic client. You will be responsible to provide Credit Risk reporting and analysis for assigned portfolios with primary accountability for identifying and managing consumer credit risk, across all components of the cardholder life-cycle through data gathering and analytics. You will support and interact with the client teams, credit strategy teams and the client, as well as with key contacts throughout Synchrony.
Essential Responsibilities:
Work closely with retail clients to to mitigate risk for both Synchrony and the retailer while continuing to grow the portfolio
Work effectively cross-functionally to drive smart growth and client satisfaction while delivering safety and soundness in the portfolio
Prepare and present client facing and leadership team presentations to facilitate informed decisions
Maintain and develop client reporting and ad-hoc analytics with SAS, Tableau and other data tools to draw conclusions and drive recommendations
Be a leader in driving enhanced strategies, using champion/challenger leanings to manage credit and fraud risk
Provide analytics and input for deal and promotional pricing activities
Coordinate multisite/country resources to ensure delivery and accuracy of monthly MIS and reporting needs to meet internal and external requirements
Coordinate planning cycle with client teams to ensure consistency in business plans
Responsible for providing clear guidance to the organization on risk appetite and prudent growth
Maintain effective and credible challenge of critical decisions and business processes
Perform other duties and/or special projects as assigned
Qualifications/Requirements:
Bachelor's degree and 5+ years in a consumer and/or commercial Credit/Risk, Finance, or Analytics role; or in lieu of a bachelor's degree, 8+ years in a consumer and/or commercial Credit/Risk, Finance or Analytics role.
3+ years' experience analyzing large data sets to derive strategic actionable credit insights including SAS, SQL, R or Python Programming Skills or other related analytic tools
Ability and flexibility to travel for business as required
Desired Characteristics:
Ability to accurately condense large amounts of information and present in a simple, cogent manner to senior level management and clients
Strong analytical skills, highly comfortable working in a quantitative environment.
Experience operating as part of a cross functional team.
Use of advanced technical & analytical competencies in driving effective strategic goals.
Strong communication and presentation skills.
Familiarity with consumer lending products and practices.
Advanced experience with SAS/SQL or other related analytic tools.
Grade/Level: 11
The salary range for this position is 115,000.00 - 200,000.00 USD Annual and is eligible for an annual bonus based on individual and company performance.
Actual compensation offered within the posted salary range will be based upon work experience, skill level or knowledge.
Salaries are adjusted according to market in CA, NY Metro and Seattle.
Eligibility Requirements:
You must be 18 years or older
You must have a high school diploma or equivalent
You must be willing to take a drug test, submit to a background investigation and submit fingerprints as part of the onboarding process
You must be able to satisfy the requirements of Section 19 of the Federal Deposit Insurance Act.
New hires (Level 4-7) must have 9 months of continuous service with the company before they are eligible to post on other roles. Once this new hire time in position requirement is met, the associate will have a minimum 6 months' time in position before they can post for future non-exempt roles. Employees, level 8 or greater, must have at least 18 months' time in position before they can post. All internal employees must consistently meet performance expectations and have approval from your manager to post (or the approval of your manager and HR if you don't meet the time in position or performance expectations).
Legal authorization to work in the U.S. is required. We will not sponsor individuals for employment visas, now or in the future, for this job opening. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Our Commitment:
When you join us, you'll be part of an inclusive culture where your individual skills, experience, and voice are not only heard - but valued. Together, we're building a future where we can all belong, connect, and turn ideals into action. More than 50% of our workforce is engaged in our Employee Resource Groups (ERGs), where community and passion intersect to offer a safe space to learn and grow.
This starts when you choose to apply for a role at Synchrony. We ensure all qualified applicants will receive consideration for employment without regard to age, race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or veteran status. We're proud to have an award-winning culture for all.
Reasonable Accommodation Notice:
Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities. Please tell us if you require a reasonable accommodation to apply for a job or to perform your job. Examples of reasonable accommodation include making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment.
If you need special accommodations, please call our Career Support Line so that we can discuss your specific situation. We can be reached at **************. Representatives are available from 8am - 5pm Monday to Friday, Central Standard Time
Job Family Group:
Credit
$127k-160k yearly est. 2d ago
VP, Model Validation and Validation COE
Synchrony Financial 4.4
Costa Mesa, CA jobs
Role Summary/Purpose: The VP, Fraud/GEN AI Validation COE is responsible for performing model validation for all the fraud models, and ensure they are meeting the related MRM policies, standards, procedures as well as regulations (SR 11-7). In addition, this role will establish and maintain a validation center of excellence to support the model governance team in designing the quality assurance process and leading the execution across all validations, act as an incubation center to test and run innovation, provide standardized training and staff development, and support the improvement of the model risk professional practice to improve the model stakeholder experience.
This role requires high level of expertise with minimal technical supervision to serve as project lead as well as being accountable for validation results. The COE will closely partner with the model governance lead as well as other validation leads to drive tangible improvements to the model risk practice.
Our Way of Working
We're proud to offer you choice and flexibility. At Synchrony, our way of working allows you to have the option to work from home near one of our Hubs or come into one of our offices. Occasionally you may be required to commute to our nearest office for in person engagement activities such as business or team meetings, training and culture events.
Essential Responsibilities:
Candidate will be responsible for work related to model validation and validation COE, both of which are outlined below:
Model Validation COE - The candidate is expected to draw experience from validation to establish a validation center of excellence and support the model governance lead to drive best practice, specifically the objectives of the COE are:
GEN AI Model Risk Management: Lead the creation and implementation of a comprehensive, end-to-end governance framework for Generative AI models, establishing clear standards, procedures, documentation templates, and process to effectively manage model risks such as hallucination, accuracy, and bias. This framework will enable the organization to consistently monitor and control these critical aspects throughout the model lifecycle, ensuring reliable and trustworthy AI outputs with disciplined and transparent oversight.
Quality assurance and Capacity Planning: Establish and maintain a quality assurance process to thoroughly review and assess validation practices. Proactively challenge the status quo to identify gaps or improvement opportunities in validation efforts. Provide guidance on best practices, support capacity planning, and collaborate with the Model Governance team to recommend and implement enhancements that strengthen the overall validation framework.
Strategy & Innovation: Serve as an incubation center to explore, test, and implement innovative approaches-leveraging Generative AI capabilities-to accelerate and improve the speed, efficiency, and quality of model validation processes.
Professional Practice: Support the Model Governance team to improve 1LOD model owner experience and bring value focused validation practice.
Model Validation:
Accountable for all fraud model risk management and drive the timeline and completion of the projects with minimal guidance.
Supervisory role working with junior reviewers in validation projects.
Handle escalation of issues and dispute with model owner level independently. See through the issues remediation, root cause analysis, and potential risk acceptance.
Support regulatory examinations and internal audits of the modeling process and selected models samples.
Perform other duties and/or special projects as assigned.
Qualifications/Requirements:
5+ years of experience in acquisition/transaction fraud model development or model validation in financial services, with experience in CI/CD frameworks preferred.
Experience in generative AI model validation, framework development, or complex use case development.
Proven experience automating validation processes and reducing cycle times using AutoML, generative AI, and related tools, including the ability to design and build necessary supporting infrastructure
Master's degree in Statistics, Mathematics, Data Science, or a related quantitative field; or 9+ years of equivalent experience in model development/validation within financial services, banking, or retail.
4+ years hands-on experience with data science and statistical tools such as Python, SPARK, Data Lake, AWS SageMaker, H2O, and SAS.
4+ years of machine learning experience, including handling large datasets and trend analysis.
4+ years applying US regulatory requirements for Model Risk Management.
Ability and flexibility to travel for business as required
Desired Characteristics:
Strong knowledge of Model Risk Management regulatory requirements with a proven track record of compliance delivery.
Experience in people and project management, including developing actionable plans, executing effectively, and meeting deadline-driven objectives.
Familiarity with credit card and consumer finance products and business models.
Knowledge of Credit Card/Consumer Finance products and business model.
Excellent written and oral communication and presentation skills.
Grade/Level: 12
The salary range for this position is 135,000.00 - 230,000.00 USD Annual and is eligible for an annual bonus based on individual and company performance.
Actual compensation offered within the posted salary range will be based upon work experience, skill level or knowledge.
Salaries are adjusted according to market in CA, NY Metro and Seattle.
Eligibility Requirements:
You must be 18 years or older
You must have a high school diploma or equivalent
You must be willing to take a drug test, submit to a background investigation and submit fingerprints as part of the onboarding process
You must be able to satisfy the requirements of Section 19 of the Federal Deposit Insurance Act.
New hires (Level 4-7) must have 9 months of continuous service with the company before they are eligible to post on other roles. Once this new hire time in position requirement is met, the associate will have a minimum 6 months' time in position before they can post for future non-exempt roles. Employees, level 8 or greater, must have at least 18 months' time in position before they can post. All internal employees must consistently meet performance expectations and have approval from your manager to post (or the approval of your manager and HR if you don't meet the time in position or performance expectations).
Legal authorization to work in the U.S. is required. We will not sponsor individuals for employment visas, now or in the future, for this job opening. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Our Commitment:
When you join us, you'll be part of an inclusive culture where your individual skills, experience, and voice are not only heard - but valued. Together, we're building a future where we can all belong, connect, and turn ideals into action. More than 50% of our workforce is engaged in our Employee Resource Groups (ERGs), where community and passion intersect to offer a safe space to learn and grow.
This starts when you choose to apply for a role at Synchrony. We ensure all qualified applicants will receive consideration for employment without regard to age, race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or veteran status. We're proud to have an award-winning culture for all.
Reasonable Accommodation Notice:
Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities. Please tell us if you require a reasonable accommodation to apply for a job or to perform your job. Examples of reasonable accommodation include making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment.
If you need special accommodations, please call our Career Support Line so that we can discuss your specific situation. We can be reached at **************. Representatives are available from 8am - 5pm Monday to Friday, Central Standard Time
Job Family Group:
Credit
$143k-205k yearly est. 2d ago
AVP, Portfolio Credit Home and Auto
Synchrony Financial 4.4
Cincinnati, OH jobs
Role Summary/Purpose: As the AVP, Portfolio Credit Home and Auto you will assume ownership of full life cycle credit risk management for Home Core portfolios, with specific attention to a strategic client. You will be responsible to provide Credit Risk reporting and analysis for assigned portfolios with primary accountability for identifying and managing consumer credit risk, across all components of the cardholder life-cycle through data gathering and analytics. You will support and interact with the client teams, credit strategy teams and the client, as well as with key contacts throughout Synchrony.
Essential Responsibilities:
Work closely with retail clients to to mitigate risk for both Synchrony and the retailer while continuing to grow the portfolio
Work effectively cross-functionally to drive smart growth and client satisfaction while delivering safety and soundness in the portfolio
Prepare and present client facing and leadership team presentations to facilitate informed decisions
Maintain and develop client reporting and ad-hoc analytics with SAS, Tableau and other data tools to draw conclusions and drive recommendations
Be a leader in driving enhanced strategies, using champion/challenger leanings to manage credit and fraud risk
Provide analytics and input for deal and promotional pricing activities
Coordinate multisite/country resources to ensure delivery and accuracy of monthly MIS and reporting needs to meet internal and external requirements
Coordinate planning cycle with client teams to ensure consistency in business plans
Responsible for providing clear guidance to the organization on risk appetite and prudent growth
Maintain effective and credible challenge of critical decisions and business processes
Perform other duties and/or special projects as assigned
Qualifications/Requirements:
Bachelor's degree and 5+ years in a consumer and/or commercial Credit/Risk, Finance, or Analytics role; or in lieu of a bachelor's degree, 8+ years in a consumer and/or commercial Credit/Risk, Finance or Analytics role.
3+ years' experience analyzing large data sets to derive strategic actionable credit insights including SAS, SQL, R or Python Programming Skills or other related analytic tools
Ability and flexibility to travel for business as required
Desired Characteristics:
Ability to accurately condense large amounts of information and present in a simple, cogent manner to senior level management and clients
Strong analytical skills, highly comfortable working in a quantitative environment.
Experience operating as part of a cross functional team.
Use of advanced technical & analytical competencies in driving effective strategic goals.
Strong communication and presentation skills.
Familiarity with consumer lending products and practices.
Advanced experience with SAS/SQL or other related analytic tools.
Grade/Level: 11
The salary range for this position is 115,000.00 - 200,000.00 USD Annual and is eligible for an annual bonus based on individual and company performance.
Actual compensation offered within the posted salary range will be based upon work experience, skill level or knowledge.
Salaries are adjusted according to market in CA, NY Metro and Seattle.
Eligibility Requirements:
You must be 18 years or older
You must have a high school diploma or equivalent
You must be willing to take a drug test, submit to a background investigation and submit fingerprints as part of the onboarding process
You must be able to satisfy the requirements of Section 19 of the Federal Deposit Insurance Act.
New hires (Level 4-7) must have 9 months of continuous service with the company before they are eligible to post on other roles. Once this new hire time in position requirement is met, the associate will have a minimum 6 months' time in position before they can post for future non-exempt roles. Employees, level 8 or greater, must have at least 18 months' time in position before they can post. All internal employees must consistently meet performance expectations and have approval from your manager to post (or the approval of your manager and HR if you don't meet the time in position or performance expectations).
Legal authorization to work in the U.S. is required. We will not sponsor individuals for employment visas, now or in the future, for this job opening. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Our Commitment:
When you join us, you'll be part of an inclusive culture where your individual skills, experience, and voice are not only heard - but valued. Together, we're building a future where we can all belong, connect, and turn ideals into action. More than 50% of our workforce is engaged in our Employee Resource Groups (ERGs), where community and passion intersect to offer a safe space to learn and grow.
This starts when you choose to apply for a role at Synchrony. We ensure all qualified applicants will receive consideration for employment without regard to age, race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or veteran status. We're proud to have an award-winning culture for all.
Reasonable Accommodation Notice:
Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities. Please tell us if you require a reasonable accommodation to apply for a job or to perform your job. Examples of reasonable accommodation include making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment.
If you need special accommodations, please call our Career Support Line so that we can discuss your specific situation. We can be reached at **************. Representatives are available from 8am - 5pm Monday to Friday, Central Standard Time
Job Family Group:
Credit
$92k-115k yearly est. 2d ago
VP, Model Validation and Validation COE
Synchrony Financial 4.4
Cincinnati, OH jobs
Role Summary/Purpose: The VP, Fraud/GEN AI Validation COE is responsible for performing model validation for all the fraud models, and ensure they are meeting the related MRM policies, standards, procedures as well as regulations (SR 11-7). In addition, this role will establish and maintain a validation center of excellence to support the model governance team in designing the quality assurance process and leading the execution across all validations, act as an incubation center to test and run innovation, provide standardized training and staff development, and support the improvement of the model risk professional practice to improve the model stakeholder experience.
This role requires high level of expertise with minimal technical supervision to serve as project lead as well as being accountable for validation results. The COE will closely partner with the model governance lead as well as other validation leads to drive tangible improvements to the model risk practice.
Our Way of Working
We're proud to offer you choice and flexibility. At Synchrony, our way of working allows you to have the option to work from home near one of our Hubs or come into one of our offices. Occasionally you may be required to commute to our nearest office for in person engagement activities such as business or team meetings, training and culture events.
Essential Responsibilities:
Candidate will be responsible for work related to model validation and validation COE, both of which are outlined below:
Model Validation COE - The candidate is expected to draw experience from validation to establish a validation center of excellence and support the model governance lead to drive best practice, specifically the objectives of the COE are:
GEN AI Model Risk Management: Lead the creation and implementation of a comprehensive, end-to-end governance framework for Generative AI models, establishing clear standards, procedures, documentation templates, and process to effectively manage model risks such as hallucination, accuracy, and bias. This framework will enable the organization to consistently monitor and control these critical aspects throughout the model lifecycle, ensuring reliable and trustworthy AI outputs with disciplined and transparent oversight.
Quality assurance and Capacity Planning: Establish and maintain a quality assurance process to thoroughly review and assess validation practices. Proactively challenge the status quo to identify gaps or improvement opportunities in validation efforts. Provide guidance on best practices, support capacity planning, and collaborate with the Model Governance team to recommend and implement enhancements that strengthen the overall validation framework.
Strategy & Innovation: Serve as an incubation center to explore, test, and implement innovative approaches-leveraging Generative AI capabilities-to accelerate and improve the speed, efficiency, and quality of model validation processes.
Professional Practice: Support the Model Governance team to improve 1LOD model owner experience and bring value focused validation practice.
Model Validation:
Accountable for all fraud model risk management and drive the timeline and completion of the projects with minimal guidance.
Supervisory role working with junior reviewers in validation projects.
Handle escalation of issues and dispute with model owner level independently. See through the issues remediation, root cause analysis, and potential risk acceptance.
Support regulatory examinations and internal audits of the modeling process and selected models samples.
Perform other duties and/or special projects as assigned.
Qualifications/Requirements:
5+ years of experience in acquisition/transaction fraud model development or model validation in financial services, with experience in CI/CD frameworks preferred.
Experience in generative AI model validation, framework development, or complex use case development.
Proven experience automating validation processes and reducing cycle times using AutoML, generative AI, and related tools, including the ability to design and build necessary supporting infrastructure
Master's degree in Statistics, Mathematics, Data Science, or a related quantitative field; or 9+ years of equivalent experience in model development/validation within financial services, banking, or retail.
4+ years hands-on experience with data science and statistical tools such as Python, SPARK, Data Lake, AWS SageMaker, H2O, and SAS.
4+ years of machine learning experience, including handling large datasets and trend analysis.
4+ years applying US regulatory requirements for Model Risk Management.
Ability and flexibility to travel for business as required
Desired Characteristics:
Strong knowledge of Model Risk Management regulatory requirements with a proven track record of compliance delivery.
Experience in people and project management, including developing actionable plans, executing effectively, and meeting deadline-driven objectives.
Familiarity with credit card and consumer finance products and business models.
Knowledge of Credit Card/Consumer Finance products and business model.
Excellent written and oral communication and presentation skills.
Grade/Level: 12
The salary range for this position is 135,000.00 - 230,000.00 USD Annual and is eligible for an annual bonus based on individual and company performance.
Actual compensation offered within the posted salary range will be based upon work experience, skill level or knowledge.
Salaries are adjusted according to market in CA, NY Metro and Seattle.
Eligibility Requirements:
You must be 18 years or older
You must have a high school diploma or equivalent
You must be willing to take a drug test, submit to a background investigation and submit fingerprints as part of the onboarding process
You must be able to satisfy the requirements of Section 19 of the Federal Deposit Insurance Act.
New hires (Level 4-7) must have 9 months of continuous service with the company before they are eligible to post on other roles. Once this new hire time in position requirement is met, the associate will have a minimum 6 months' time in position before they can post for future non-exempt roles. Employees, level 8 or greater, must have at least 18 months' time in position before they can post. All internal employees must consistently meet performance expectations and have approval from your manager to post (or the approval of your manager and HR if you don't meet the time in position or performance expectations).
Legal authorization to work in the U.S. is required. We will not sponsor individuals for employment visas, now or in the future, for this job opening. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Our Commitment:
When you join us, you'll be part of an inclusive culture where your individual skills, experience, and voice are not only heard - but valued. Together, we're building a future where we can all belong, connect, and turn ideals into action. More than 50% of our workforce is engaged in our Employee Resource Groups (ERGs), where community and passion intersect to offer a safe space to learn and grow.
This starts when you choose to apply for a role at Synchrony. We ensure all qualified applicants will receive consideration for employment without regard to age, race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or veteran status. We're proud to have an award-winning culture for all.
Reasonable Accommodation Notice:
Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities. Please tell us if you require a reasonable accommodation to apply for a job or to perform your job. Examples of reasonable accommodation include making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment.
If you need special accommodations, please call our Career Support Line so that we can discuss your specific situation. We can be reached at **************. Representatives are available from 8am - 5pm Monday to Friday, Central Standard Time
Job Family Group:
Credit
$111k-159k yearly est. 2d ago
AVP, Technology - PayPal Savings Technology Lead
Synchrony Financial 4.4
Canton, OH jobs
Role Summary/Purpose: The AVP, PayPal Savings Technology Lead is responsible for providing technical expertise and process execution to support the PayPal Savings program. This individual acts as the technical point of contact, coordinating technology oversight, program delivery, solution architecture, governance, audits, issue management, and support the identification of key technology risks. This role will be responsible for oversight across cross functional and cross client teams to ensure compliance with Synchrony standards.
Our Way of Working
We're proud to offer you choice and flexibility. At Synchrony, our way of working allows you to have the option to work from home, near one of our Hubs or come into one of our offices. Occasionally you may be required to commute to our nearest office for in person engagement activities such as business or team meetings, training and culture events.
Essential Responsibilities:
Partner with key stakeholders (including GMs, PayPal leaders, product and technology leads, architects and other stakeholders) to implement deposit product features and provide ongoing communication through project execution.
Provide oversight over all the phases of SDLC including but not limited to technical requirements, design/architecture, build, testing, QA, and Production deployment.
Manage technology relationship with PayPal and internal cross-functional business and technology teams.
Support project and program management for the PayPal Savings program, focusing on Synchrony governance and oversight requirements of PayPal led initiatives
Coordinate internal cross functional workstreams to ensure leadership is up to date on status of the program.
Ability to analyze production defects, troubleshoot systems, identify root cause, and implement fixes.
Own technology L3 governance activities related to PayPal Savings, including the ongoing identification, assessment of key operational risks (RCSA's) and the effectiveness of controls that address those risks.
Act as the primary technical liaison for internal and external audits, coordinating documentation requests, managing responses, and driving resolution of audit findings.
Document IT oversight governance of key processes, reviews, controls, and governance processes, including but not limited to projects, production incidents, disaster recovery testing.
Participate in issue management processes including Enterprise Governance, Risk Management and Compliance (EGRC) processes.
Perform other duties and/or special projects as assigned.
Qualifications/Requirements:
Bachelor's degree in Computer Science, Engineering, or a related field with minimum 4+ years of experience in Information Technology OR in lieu of the Bachelor's degree, High School diploma and minimum 8 years of experience in Information Technology.
Prior experience as technical lead/technical project or program manager
Experience owning and delivering a mission critical projects on time and within budget
Willing to work in a fast-paced environment with PayPal as well as internal cross functional teams
Ability to develop and maintain strong collaborative relationships at all levels across IT and Business Stakeholders.
Excellent written and oral communication skills. Adept at presenting complex topics, influencing and executing with timely / actionable follow-through.
Desired Characteristics:
Prior work experience in Banking/FinTech company
Ability to drive strong partnerships with second line teams
Demonstrated ability to manage complexity and multiple initiatives
Experience in retail deposits, regulatory, or risk
Experience dealing with sensitive data and software development in highly regulated environment
Demonstrated experience in working with partners and clients
Leadership experience operating at a strategic level as part of a cross functional team
Experience operating as part of a cross functional team
Use of advanced technical & analytical competencies in driving effective strategic goals
Advanced experience with SAS/SQL or other related analytic tools
Experience in leading QA teams
Experience with Client/Partner management
Grade/Level: 11
The salary range for this position is 90,000.00 - 155,000.00 USD Annual and is eligible for an annual bonus based on individual and company performance.
Actual compensation offered within the posted salary range will be based upon work experience, skill level or knowledge.
Salaries are adjusted according to market in CA, NY Metro and Seattle.
Eligibility Requirements:
You must be 18 years or older
You must have a high school diploma or equivalent
You must be willing to take a drug test, submit to a background investigation and submit fingerprints as part of the onboarding process
You must be able to satisfy the requirements of Section 19 of the Federal Deposit Insurance Act.
New hires (Level 4-7) must have 9 months of continuous service with the company before they are eligible to post on other roles. Once this new hire time in position requirement is met, the associate will have a minimum 6 months' time in position before they can post for future non-exempt roles. Employees, level 8 or greater, must have at least 18 months' time in position before they can post. All internal employees must consistently meet performance expectations and have approval from your manager to post (or the approval of your manager and HR if you don't meet the time in position or performance expectations).
Legal authorization to work in the U.S. is required. We will not sponsor individuals for employment visas, now or in the future, for this job opening. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Our Commitment:
When you join us, you'll be part of an inclusive culture where your individual skills, experience, and voice are not only heard - but valued. Together, we're building a future where we can all belong, connect, and turn ideals into action. More than 50% of our workforce is engaged in our Employee Resource Groups (ERGs), where community and passion intersect to offer a safe space to learn and grow.
This starts when you choose to apply for a role at Synchrony. We ensure all qualified applicants will receive consideration for employment without regard to age, race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or veteran status. We're proud to have an award-winning culture for all.
Reasonable Accommodation Notice:
Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities. Please tell us if you require a reasonable accommodation to apply for a job or to perform your job. Examples of reasonable accommodation include making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment.
If you need special accommodations, please call our Career Support Line so that we can discuss your specific situation. We can be reached at **************. Representatives are available from 8am - 5pm Monday to Friday, Central Standard Time
Job Family Group:
Information Technology
**About this role**
The Private Markets Finance & Strategy team partners with Investment Businesses and Enterprise Leaders across BlackRock to drive long-term, margin-accretive growth in our rapidly expanding Private Markets Platform. The team sits at the intersection of Corporate Strategy & Development and Financial Planning & Analysis (FP&A), blending strategy, finance and execution skillsets. We collaborate closely with leadership of our Infrastructure, Private Credit, Private Equity and Real Estate businesses to translate the enterprise-level vision and strategy into business-level execution plans, short- and long-term budgets, forecasts, insightful metrics and financial analysis that drive business decisions.
We are looking to further strengthen the team with a VicePresident, Private Markets Finance & Strategy who will operate at a platform level, working on initiatives and financials across all businesses and asset classes. The VP will contribute to some of the firm's highest and most dynamic growth priorities. The ideal candidate has an affinity for both enterprise-level strategy projects and deep financial analysis. Paired up with project management and senior stakeholder management skillsets, the VP will drive strategy and FP&A initiatives from ideation through execution.
**Responsibilities:**
+ Contribute to the development of Private Markets growth strategies, business plans, budgets and financials both on an enterprise and individual business level
+ Partner with senior management and work 'hand in hand' with investment business leaders and COO teams to translate strategy (e.g., channel strategies, product development) into business goals, execution plans, financials and identify milestones, investment needs and measures of success
+ Be a 'quarterback' between strategy and finance to ensure that business and financial goals are fully in synch across budgeting and strategic planning processes
+ Work closely with FP&A partners to develop and leverage financials, forecasts and insights that underpin strategy, initiatives and drive decision making (e.g., business cases, reporting dashboards)
+ Act as a program and transformation manager to lead and support the execution of FP&A and strategy initiatives, (e.g., developing new strategies, transforming finance processes, conducting benchmarking based on competitive insights)
+ Gather, synthesize, analyze and present market and financial data in support of projects and initiatives
+ Act as strategic and trusted advisor to investment business leaders by being a 'student of the markets and leveraging deep Private Markets expertise, insights on the latest trends and competitive intelligence
+ Communicate strategic priorities as well as financials to senior to stakeholder groups across the firm via presentations, meetings and written communications and connect dots across the organization through strong relationships
**Development Value:**
+ Unique exposure to BlackRock's Private Markets leadership at the global, regional and business unit level
+ Opportunity to build a brand and drive career development in one of the firm's talent engines
+ A collaborative, inquisitive, and high-performing team culture across the global Finance & Strategy team
**Qualifications:**
+ Bachelor's or equivalent degree with strong record of academic achievement; MBA desirable
+ 5-7 years of relevant work experience in Consulting, Finance, Banking or similar
+ Asset management industry and Private Markets expertise strongly preferred
+ Experience with financial processes, e.g. financial modelling, planning, budgeting, forecasting, reconciliation, reporting and valuation
+ Track record of developing and implementing strategies and driving change through creativity, relationship building, and focused execution
+ Student of the markets; fascinated by how privates markets businesses serve their clients and innovate across all assets classes
+ Commercial and pragmatic leader with high standards and ability to balance speed of execution and high quality of their work product
+ Strong quantitative and problem-solving skills; organized with strong follow through and execution
+ Ability to clearly articulate and present ideas both in written presentations and orally to senior management
+ Experience in navigating complex stakeholder environments and working in cross-functional project teams
+ Relationship-builder with professional, positive demeanor and collaborative orientation
+ Proven expertise in Excel and PowerPoint; experience with TM1 / Cognos a plus
For New York, NY Only the salary range for this position is USD$137,500.00 - USD$194,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.
**Our benefits**
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
**Our hybrid work model**
BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
**About BlackRock**
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
For additional information on BlackRock, please visit @blackrock (****************************** | Twitter: @blackrock (****************************** | LinkedIn: **********************************
BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. **View the** **EEOC's Know Your Rights poster and its supplement (************************************************************************************************************ **and the** **pay transparency statement (************************************************************************************************* **.**
BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com . All requests are treated in line with our privacy policy (**************************************************************************************** .
BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
$137.5k-194k yearly 7d ago
Pacific NW Regional Sales Director - Life & Related Products (Future)
NFP Corp 4.3
San Francisco, CA jobs
Who We Are:
Diversified Brokerage Services (part of NFP, an Aon company) is one of the largest brokerage general agencies in the United States specializing in life insurance, and we're proud of our roots, starting as a family run business in 1968 and growing to where we are today. With over 50 years in the insurance industry, we've honed in on our strengths and perfected our processes, resulting in the best possible experience for the advisors we serve. We invite you to learn more about us and discover the “DBS Difference” for yourself!
We're part of NFP, a multiple Best Places to Work award winner in Business Insurance. NFP is an organization of consultative advisors and problem solvers who help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach.
Summary
This position exists to provide DBS with a dedicated resource focused on acquiring and growing relationships with new individual brokers, producer groups and national accounts as well as growing relationships with existing brokers, producer groups and national accounts. This is an independent contributor role with no direct reports. The focus is on providing direction on production goals, account status, trends, and marketing initiatives. This will be accomplished by gaining and maintaining a deep understanding of the client organization's wants, needs, and processes. We work with insurance agents, brokers, and financial advisors across the country to help them secure life insurance products for their clients who want to protect their families or their businesses. We take pride in the fact that we are directly responsible for insuring thousands of people nationwide as one of the leading distributors of life insurance in the nation.
The Regional Sales Director will drive growth in an established, high-performing territory covering Washington, Oregon, Northern California, Idaho, Montana, and Alaska. The ideal candidate will have a strong life insurance background and experience in wholesale and point-of-sale strategies. They will be supported by an experienced internal team and have the opportunity to contribute to one of the nation's most established and successful brokerage agencies.
This will be a fully remote with travel opportunity that offers a competitive base salary of $75,000 + commission, with top performers capable of earning $250,000+ annually. Travel within the assigned region is required approximately 40% of the time to engage with clients, attend industry events, and actively drive business expansion.
Note: This opportunity is for future hiring needs. We frequently recruit for this role due to business growth and the career advancement of current team members. By applying now, qualified candidates will be added to our shortlist and considered when a new opening becomes available. If you are seeking an immediate opportunity, please explore our current openings on the NFP Careers Page: ************************
Essential Duties and Responsibilities
Implement key account strategies and processes with all accounts. Gold sheet, action plan, and strategic marketing plan.
Develop existing broker/account relationships and manage recruiting for new broker/accounts
Regularly communicate the status of your accounts to the DBS team; keeping them informed of pertinent issues, especially during the onboarding process
Continued development of industry, concept, carrier, and product knowledge
Contribute to the overall success and profitability of the agency
Meet or exceed acquired and assigned account production goals
Implement key account strategies and processes with all accounts including Gold Sheet, action plan, and strategic marketing plan
Regularly communicate the status of your accounts to the DBS team, keeping them informed of pertinent issues, especially during the onboarding process
Continued development of industry, concept, carrier, and product knowledge
Education and/or Experience
Past sales and relationship management experience in the life insurance industry required
FINRA: Series 6 or 7, or 63 is required
College degree or other higher education preferred
Life and Health License preferred
Knowledge, Skills, and/or Abilities
Leadership, organizational skills, people skills, flexibility, team orientation, ability to travel, ability to manage a budget, good written and oral communication, ability to plan and prioritize
Team Participation: Must work effectively in a diverse group of people as a team member
Must have the ability to travel within assigned region approx 50% (typically, same-day or short overnight trips and others as required)
MS Office Suite and Salesforce (or similar CRM), Concur (or related expense management) required
Able to quickly learn new business/communications systems and technologies
Ability to communicate in a professional manner
High focus on quality and customer satisfaction
Flexible and able to react to change in a productive and positive manner
Strong work ethic and ability to work with a sense of urgency
Ensures that all DBS customers are provided service that is complete, accurate, prompt, confidential, and courteous
What We Offer:
We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $60,000‑$75,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case‑by‑case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.
#J-18808-Ljbffr
$82k-116k yearly est. 1d ago
Vice President, Corporate Development
Blackrock 4.4
New York, NY jobs
**About this role**
BlackRock's Corporate Strategy and Development group is responsible for supporting the firm in positioning BlackRock to generate robust, long-term growth and shareholder value creation. Our Corporate Strategy team formulates and executes enterprise-level vision and strategy, informs business-level strategies, and drives large multi-functional, cross border assignments and initiatives for the firm. Our Corporate Development team is responsible for realizing enterprise- and business-level strategic priorities inorganically by sourcing, assessing, and executing acquisitions, divestitures, joint ventures, strategic investments, and partnerships.
As a VicePresident in Corporate Development, you will help drive BlackRock's inorganic strategy in support of the firm's long-term growth priorities. You will be an integral part of the team, contributing to some of the firm's most impactful and dynamic projects.
**Primary responsibilities:**
+ Contribute to the evaluation of business opportunities globally including acquisitions, divestitures, joint ventures, strategic investments, and partnerships based on BlackRock's firm-wide strategic priorities
+ Act as a trusted advisor and partner to senior management and business unit leaders to determine strategic objectives and identify inorganic opportunities to meet these goals
+ Lead and manage project teams driving the evaluation and analysis of transactions across asset management and financial technology industries
+ Quarterback the cross-functional due diligence process in partnership with business unit leaders, internal functional experts, and outside advisors to support execution of transactions
+ Ability to own financial modeling and valuation analyses to assess synergy capture, returns on invested capital, pro forma financial statement impact, and shareholder value creation analysis
+ Contribute to the negotiation of transaction terms and structure
+ Synthesize data into high-quality presentations and written communications for senior leadership and executives
+ Develop and maintain industry and competitive intelligence
+ Drive a collaborative and supportive work environment, actively serving as a team leader through recruiting, managing, and mentoring team members
**An ideal candidate will demonstrate:**
+ A passionate interest in financial markets and the asset management industry
+ A desire to work in a high-energy environment with a dedicated commitment to excellence
+ An ability to work as a team player, accept substantial individual responsibility, and proactively create value for the team
**Qualifications:**
+ Bachelor's or equivalent degree with strong record of academic achievement; MBA desirable
+ 4-7 years relevant work experience; M&A background in financial services, investment banking, and/or private equity desired
+ Strong knowledge of financial institutions including asset & wealth management, banking, insurance, capital markets, and financial technology industries preferred
+ Experience with the end-to-end transaction life cycle, including sourcing, deal structuring, due diligence, negotiations, documentation, and integration
+ Excellent problem-solving, quantitative, and analytical skills alongside strong familiarity with financial statement analysis, valuation, and financial modeling
+ Experience leading and/or contributing to cross-functional project teams
+ Superior communication skills and ability to clearly articulate recommendations to internal and external audiences across all levels of seniority
For New York, NY Only the salary range for this position is USD$137,500.00 - USD$194,000.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare, leave benefits, and retirement benefits. BlackRock operates a pay-for-performance compensation philosophy and your total compensation may vary based on role, location, and firm, department and individual performance.
**Our benefits**
To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.
**Our hybrid work model**
BlackRock's hybrid work model is designed to enable a culture of collaboration and apprenticeship that enriches the experience of our employees, while supporting flexibility for all. Employees are currently required to work at least 4 days in the office per week, with the flexibility to work from home 1 day a week. Some business groups may require more time in the office due to their roles and responsibilities. We remain focused on increasing the impactful moments that arise when we work together in person - aligned with our commitment to performance and innovation. As a new joiner, you can count on this hybrid model to accelerate your learning and onboarding experience here at BlackRock.
**About BlackRock**
At BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving for retirement, paying for their children's educations, buying homes and starting businesses. Their investments also help to strengthen the global economy: support businesses small and large; finance infrastructure projects that connect and power cities; and facilitate innovations that drive progress.
This mission would not be possible without our smartest investment - the one we make in our employees. It's why we're dedicated to creating an environment where our colleagues feel welcomed, valued and supported with networks, benefits and development opportunities to help them thrive.
For additional information on BlackRock, please visit @blackrock (****************************** | Twitter: @blackrock (****************************** | LinkedIn: **********************************
BlackRock is proud to be an equal opportunity workplace. We are committed to equal employment opportunity to all applicants and existing employees, and we evaluate qualified applicants without regard to race, creed, color, national origin, sex (including pregnancy and gender identity/expression), sexual orientation, age, ancestry, physical or mental disability, marital status, political affiliation, religion, citizenship status, genetic information, veteran status, or any other basis protected under applicable federal, state, or local law. **View the** **EEOC's Know Your Rights poster and its supplement (************************************************************************************************************ **and the** **pay transparency statement (************************************************************************************************* **.**
BlackRock is committed to full inclusion of all qualified individuals and to providing reasonable accommodations or job modifications for individuals with disabilities. If reasonable accommodation/adjustments are needed throughout the employment process, please email Disability.Assistance@blackrock.com . All requests are treated in line with our privacy policy (**************************************************************************************** .
BlackRock will consider for employment qualified applicants with arrest or conviction records in a manner consistent with the requirements of the law, including any applicable fair chance law.
$137.5k-194k yearly 3d ago
VP, Trust & Family Office Strategy
Goldman Sachs Group, Inc. 4.8
San Francisco, CA jobs
A leading global investment firm is seeking a Trust Relationship Strategist in San Francisco to provide wealth management solutions for high net worth clients. The role requires a Bachelor's degree, a JD and/or MBA, and strong background in estate planning. Responsibilities include managing trust services, leading business development initiatives, and ensuring high-quality client service. The position offers competitive salary, with potential bonuses and comprehensive benefits, fostering a diverse and inclusive workplace.
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$131k-197k yearly est. 2d ago
North America Regional Sales Director - Central
Valid8 Financial, Inc. 3.6
Sunnyvale, CA jobs
A leading financial technology company in Sunnyvale is seeking an experienced Sales Manager to develop and execute strategic plans to achieve sales targets and build strong customer relationships. The ideal candidate will bring 7 to 10 years of experience in sales or marketing roles and possess excellent communication and negotiation skills. This position offers a competitive compensation range of $120k to $180k, alongside several attractive benefits including paid time off and a 401k retirement savings plan.
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$120k-180k yearly 3d ago
Private Banker VP: Wealth Strategy & Growth
Jpmorgan Chase & Co 4.8
Palo Alto, CA jobs
A leading financial services firm in Palo Alto seeks a Private Banker to manage client relationships and provide personalized wealth management advice. The role requires over six years of experience in Private Banking and a Bachelor's Degree. Key responsibilities include advising clients on their financial needs and generating new business. Applicants also need Series 7, 66, and Insurance licenses. This position offers a collaborative environment with ample opportunities for career growth.
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$141k-187k yearly est. 3d ago
VP, Direct Lending, Investment Operations
Aquarian 3.9
New York, NY jobs
Aquarian Holdings ("Aquarian") is a diversified global holding company with a strategic portfolio of insurance and asset management solutions. Aquarian Insurance Holdings acquires and operates insurance companies with a focus on life and annuity underwriting, deploying strategies to grow balance sheet profitability by writing new insurance/reinsurance, improving investment income, and optimizing operations. After launching in 2017, Aquarian finalized its first investment in 2018 in Investors Heritage, a regional life insurer domiciled in Kentucky that focuses on pre-need policies. Working closely with management, Aquarian helped the company grow with expanded product offerings and distribution channels, building on its 60-year track record of exceptional client service.
Aquarian continued to deepen its expertise and grow its existing offerings in insurance and reinsurance through its acquisitions of Hudson Life and Annuity Company in 2021 and Somerset Re in 2022.
Aquarian Investments complements the insurance operations, combining best practices from the world's leading financial services firms with its own distinct strategy, approach, and organizational culture. Aquarian has continued to expand into alternative assets and private credit through the launches of Aquarian Liquid Credit, Aquarian Strategic Opportunities, Aquarian Private Credit, and Aquarian Real Estate Partners.
Aquarian has since grown its business to approximately $25.8 billion in AUM, with 40 investment professionals, multiple funds, and insurance and reinsurance companies, all committed to providing meaningful investment opportunities to millions of people.
In November 2025, Aquarian announced the signing of a definitive merger agreement under which an affiliate will acquire Brighthouse Financial in an all-cash transaction valued at approximately $4.1 billion. Brighthouse is one of the largest providers of annuities and life insurance in the U.S., with approximately $208 billion of AUM. Following the anticipated close of the transaction in 2026, Brighthouse Financial will operate as a standalone entity within the Aquarian portfolio.
Role Summary
The VicePresident of Direct Lending Operations is responsible for overseeing the full lifecycle of operational support for the firm's direct lending and private credit strategies. This role serves as a critical control and execution point between investment teams, borrowers, lenders, legal counsel, third-party administrators, and internal stakeholders.
A core component of this role includes acting as, or overseeing, Administrative Agent functions for bilateral and syndicated loan transactions, ensuring accurate execution of loan documentation, cash flows, compliance, and ongoing borrower and lender servicing.
This position is onsite 5 days a week at our New York City office.
Key Responsibilities:
Direct Lending & Private Credit Operations
Lead end-to-end operational support for direct lending transactions, including originations, closings, fundings, amendments, restructurings, and payoffs.
Oversee loan settlement, funding mechanics, interest accruals, principal amortization, fee calculations, and covenant tracking.
Partner closely with investment professionals to structure operationally sound transactions and scalable post-close processes.
Ensure accurate and timely booking of loan activity across portfolio accounting, general ledger, and performance reporting systems.
Administrative Agent Responsibilities
Act as Administrative Agent (or oversee agented functions) for bilateral and syndicated direct lending transactions.
Coordinate execution of credit agreements, amendments, consents, and waivers with legal counsel, borrowers, and lender groups.
Manage borrower communications related to funding notices, interest and fee notices, borrowing base certificates, and covenant deliverables.
Calculate and distribute interest, principal, fees, and expense allocations to lenders in accordance with governing documents.
Maintain official loan records, registers, and notice dissemination to all lender participants.
Oversee lender onboarding, KYC documentation, and ongoing lender servicing requirements.
Qualifications:
Education: Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
Experience: 4-6 years of experience in direct lending, investment operations, trade support, or loan agency.
Technical Skills: Proficiency in Microsoft Office suite with a strong emphasis on Excel.
Analytical Skills: Strong analytical and problem-solving abilities, with attention to detail and accuracy.
Communication: Excellent verbal and written communication skills, with the ability to present complex information clearly and concisely.
Team Player: Ability to work collaboratively within a team and manage multiple tasks in a fast-paced environment.
Preferred Qualifications:
Experience with private loans, structured products, and other fixed income instruments.
Knowledge of loan servicing and settlement combined with experience using dedicated loan systems (e.g., Wall Street Office, ClearPar).
Familiarity with regulatory frameworks and compliance standards in the investment industry.
Knowledge of programming or data analysis tools (e.g., SQL, Python) is a plus.
Aquarian is an equal opportunity employer. Aquarian is committed to creating and maintaining a workplace in which all employees have an opportunity to participate and contribute to the success of the business and are valued for their skills, experience and unique perspectives. Aquarian does not discriminate on the basis of race, color, creed, religion, sex, national origin, veteran status, mental or physical handicap or disability, age, citizenship status, alienage, ancestry, marital status, sexual orientation, gender identity or expression or any other criteria prohibited under applicable federal, state or local law. Aquarian makes reasonable accommodations for applicants and employees with disabilities in accordance with applicable law.
$145k-236k yearly est. 1d ago
VP, Central Planning & Analysis - Finance Strategy for CIB
Jpmorgan Chase & Co 4.8
New York, NY jobs
A leading global financial services firm is seeking a VicePresident for its Central Planning & Analysis Team in New York. This role involves owning core planning and analysis activities, collaborating with key stakeholders, and supporting the digital transformation agenda. The ideal candidate will have over 10 years of experience in finance and exceptional leadership skills. Opportunities for strategic influence and senior management interaction abound in this dynamic position.
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$121k-157k yearly est. 2d ago
Associate/Director, Credit Sales (VP Level)
Canadian Imperial Bank of Commerce 3.8
New York, NY jobs
* Responsible for creating new sales and management of the assigned book of business* Will be able to deliver on sales volume and revenue targets* Work with our business partners in trading and DCM* Maintain a thorough understanding of the client's needs in order to build relationships, and supply additional products when possible* Requires in depth knowledge of the organization, products, and/or services* Fulfills Business needs via inbound/ outbound calling activities* Analyze customer needs and makes suggestions about alternative products and services* Act as a product specialist and maintain expert knowledge to meet the needs of the business to successfully establish rapport, and find a solution* Hold accountability of risk and compliance process* Comprehensive knowledge of financial markets, specifically IG Credit functions and products.* Detailed working knowledge of the industry and market to assess impact of market conditions.* Excellent interpersonal and relationship building skills in order to develop, manage and leverage relationships with clients, internal and/or external business partners.* Significant presentation/interactive skills sufficient to clearly articulate complex conceptual information/ideas on issues involving extensive interpretation and opinion.* Creativity skills sufficient to resolve complex problems and/or identify innovative alternatives or opportunities.* Working knowledge of all Canadian and U.S. legislation and regulatory requirements in order to either advise clients or market transactions effectively.* Developed understanding of CIBC World Markets businesses as well as significant knowledge of: + FIC products and services. + FIC-related competitive, legislative, and economic environment.* Comprehensive understanding of elements of profitability, risk, and cost control.* Knowledge of business/finance typically acquired through University business degree or equivalent combination of education and industry experience and relevant post-graduate education as specified by US-FIC.* Unquestioned professionalism, ethics and reputation and proven ability to exercise strong independent judgment when making business decisions and/or representing CIBC World Markets.* Highly developed people management and team building skills.* Strategic thinking capability with ability to identify and exploit trends and opportunities.* We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program\*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.* Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.* We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.At CIBC, we are in business to help our clients, employees and shareholders achieve what is important to them. Our ability to create value for all CIBC stakeholders is driven by a business culture based on common values: Trust, Teamwork and Accountability. Working with CIBC makes you a part of a work environment committed to our clients, employees and communities - a place where you can excel. Every day, our 44,000 employees help our clients achieve their financial goals, because what matters to our clients, matters to us.
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A leading global financial services company is seeking a Portfolio Manager in New York to manage high-net-worth clients' investments. Responsibilities include daily portfolio management under senior guidance, contributing to investment strategies, and interacting with clients. Candidates should have 6-10 years in asset management, a strong academic background, and excellent communication skills. This full-time role offers a competitive salary range and a comprehensive benefits package.
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$133k-190k yearly est. 2d ago
Regional Sales Director - APD
Protective Life 4.6
Regional vice president job at Protective Life
The work we do has an impact on millions of lives, and you can be a part of it.We help protect our customers against life's uncertainties. Regardless of where you work within the company, you'll be helping provide protection and peace of mind when our customers need it most.
The Asset Protection Division of Protective Life Corporation has been providing F&I solutions for the automotive industry since 1962. We proudly serve thousands of dealerships in the automotive, RV, powersports and marine industries by providing innovative F&I products, training and technology.
SUMMARY:The Regional Sales Director is responsible for the oversight and directing a network of independent insurance agents to drive sales growth of our specialty(RV, Powersports, Marine) product portfolio in the southwest region of the U.S. This includes acquisition of new customer accounts, maintaining and developing existing specialty dealer relationships, and servicing current agent partnerships KEY RESPONSIBILITIES· Drive sales growth by acquiring new business and cultivating new agency relationships.· Work with agents to develop and execute strategy for sales revenue growth through additional sale of products to existing clients. Gather customer insight and drive solutions to enhance the customer experience. · Build and maintain relationships with senior level personnel within customer accounts. · Conducts financial reviews with executive ownership of all dealership groups within their region. · Utilize CRM to actively track and analyze sales leads and customer interactions to enhance business relationships with customers and drive sales growth. COMMUNICATIONS:This position is in continuous contact with external and internal customers. As an ambassador of our company and brand, this position requires strong presentation skills and communication skills.
PROFESSIONAL SPECIFICATIONS:· Bachelor's degree preferred· Prior sales management experience required· 5-7 years industry experience preferred
REQUIREMENTS· Must possess strong leadership abilities, including managing and motivating a team Strong focus on customer service, which includes excellent listening skills, verbal communication skills, and interpersonal skills· Must have a proven track record of developing sales results in an assigned territory. · Possess an organized approach in problem solving ability· Must have own vehicle with a good driving record· Must be able to travel up to 75% of the time by air or car
#LI-SB1
Employee Benefits: We aim to protect the wellbeing of our employees and their families with a broad benefits offering. In addition to offering comprehensive health, dental and vision insurance, we support emotional wellbeing through mental health benefits and an employee assistance program. Work/life balance is important and Protective offers a variety of paid time away benefits (
e.g.
, paid time off, paid parental leave, short-term disability, and a cultural observance day). The financial health of our employees is just as important as physical and emotional health. Some of the financial wellbeing benefits include contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching. All employees are encouraged to protect their overall wellbeing by engaging in ProHealth Rewards, Protective's platform to improve wellbeing while earning cash rewards.
Eligibility for certain benefits may vary by position in accordance with the terms of the Company's benefit plans.
Accommodations for Applicants with a Disability:If you require an accommodation to complete the application and recruitment process due to a disability, please email ************************. This information will be held in confidence and used only to determine an appropriate accommodation for the application and recruitment process.
Please note that the above email is solely for individuals with disabilities requesting an accommodation. General employment questions should not be sent through this process.
We are proud to be an equal opportunity employer committed to being inclusive and attracting, retaining, and growing an inclusive workforce.