Fire Safety Service Senior Sales Executive
Territory sales manager job at Siemens
**Job Family:** Buildings **Req ID:** 464605 Here at Siemens, we take pride in enabling sustainable progress through technology. We do this through empowering customers by combining the real and digital worlds. Improving how we live, work, and move today and for the next generation! We know that the only way a business thrives is if our people are thriving. That's why we always put our people first. Our global, diverse team would be happy to support you and challenge you to grow in new ways. Who knows where our shared journey will take you?
Our Smart Buildings help to create efficient, safe, adaptable, and responsible environments. Our aim isn't just about improving buildings; it's about creating perfect places that improve people's lives.
**Transform the everyday with us!**
The **Service Sales Executive** is committed to supporting our Service Agreements business within our commercial Smart Buildings Total Fire Alarm & Life Safety Service team. Our Sales team supports our Operations team whose focus is to perform fire/life safety service and maintenance in large commercial buildings such as hospitals, universities, and industrial facilities. Our Sales Executives are ambassadors of quality Siemens technology, products and services, and your expertise and regular interaction with the customers will help them optimize and facilitate a safe, emergency-ready workplace.
**As a** **Service Sales Executive you will:**
+ Achieve new order/booking and profit goals based on your assigned quota.
+ Develop and maintain a qualified funnel of opportunities including forecasting expected order intake. Deliver on forecasted results consistently.
+ Develop a comprehensive understanding of the marketplace, competitor offerings, customers, and decision influencers across the region, segments, and verticals within the region. Keep current on automation, electrical, fire, mechanical, and IoT market business and product trends.
+ Develop a vertical market and account management plan that focuses on strategic growth. Identify new business opportunities to grow in new markets or adjacent segments and develop "go to market" strategies to drive business to the end user customer and the standard construction channel.
+ Act as a consultant to multiple levels of the customer's organization by understanding their challenges and recommending services to ensure their building systems perform as required to achieve business goals.
+ Attend industry-specific networking events; actively participate in professional organizations such as NFPA, NFSA, ASHE, NBFAA, AFAA, IFMA, SAME, 7x24, etc. to build a network of contacts and to represent Siemens in the market.
+ Consult with the customer and determine budgeting and investment requirements.
+ Position Siemens as an industry leader among service providers, leveraging Siemens world-class digital service delivery as a key differentiator.
+ Collaborate with operations and internal teams to deliver excellent customer outcomes.
+ Work with your internal sales support to enable you to spend more time with your customers.
+ Collaborate with sales estimators to prepare cost estimates and customer bid packages.
+ Partner with other sales business teams to plan, target, and acquire new projects and accounts.
+ Set pricing based on identified value of the services offered to the customer.
+ Work with operations, finance, legal and other inside and outside resources to obtain the sale.
+ Actively participate in sales department meetings, workshops, and seminars to stay knowledgeable on current market, business, and product trends.
+ Expected to spend minimum 50% of time in customer facing activities, performed in person and on customer site.
+ Have developed organizational, presentation, and negotiation skills
+ Travel overnight ~10% for training and business development as required based on your assigned territory.
**You will make an impact with these qualifications:**
Basic Qualifications:
+ High School Diploma or equivalent education and experience
+ 3+ years' experience with quota-carrying new logo within the commercial fire alarm, sprinkler, suppression, life safety or similar commercial building/construction industries
+ On-the-job experience with:
+ Selling service agreements to multiple levels of the customer's organization
+ Common fire and life safety systems and equipment
+ Building safety inspection codes and standards (IFC, IBC, NFPA, CMS, etc.).
+ Verbal and written communication skills in English
+ Experience with Microsoft Office suite
+ Must be 21 years of age and possess a valid driver's license with limited violations
+ Legally authorized to work in the United States on a continual and permanent basis without company sponsorship
Preferred Qualifications:
+ Bachelor's degree in business or engineering
+ Experience with a CRM (Salesforce.com)
+ Experience with security systems
+ Experience in the healthcare, higher education, and/or commercial real estate markets
**You'll benefit from:**
+ Siemens offers a variety of health and wellness benefits to our employees. Details regarding our benefits can be found here: *****************************************************
+ The pay range for this position is $73,080 - $111,280 plus an uncapped commission structure. The actual wage offered may be lower or higher depending on budget and candidate experience, knowledge, skills, qualifications, and premium geographic location.
+ A **no-cap commission** **structure** that allows you to grow your accounts as much as you want...the sky's the limit!
+ **Extensive Siemens Smart Infrastructure Service and Product portfolios** provide opportunities to expand your customer base.
+ **Fast ramp-up time** with our structured sales development program that provides you with a plan for quickly learning about Siemens products, processes, and people.
+ **Work life blend** and the flexibility to work from home when needed for a better balance to life.
**Ready to create your own journey?** Join us today.
**About Siemens:**
We are a global technology company focused on industry, infrastructure, transport, and healthcare. From more resource-efficient factories, resilient supply chains, and smarter buildings and grids, to sustainable transportation as well as advanced healthcare, we create technology with purpose adding real value for customers.
**Our Commitment to Equity and Inclusion in our Diverse Global Workforce**
We value your unique identity and perspective. We are fully committed to providing equitable opportunities and building a workplace that reflects the diversity of society, while ensuring that we attract the best talent based on qualifications, skills, and experiences. We welcome you to bring your authentic self and transform the everyday with us.
\#LI-SW1 #Zone5-EREF #BALFIRE Low voltage, Electrical wiring, fire alarms, Fire Alarm Sales, fire alarm system, Fire alarm control panel, Building safety interfaces, safety devices, nicet, nfpa, axis ax, wheelock, exceder, 4100es, truealert, safelinc, next-in protection, firelite, fire light, fire-light, silent knight, simplex, siemens, notifier, edwards, est, gamewell, mircom, fike, vigilant, siemens xls, siemens mxl
**Organization:** Smart Infrastructure
**Job Type:** Full-time
**Category:** Sales
Sales Director
Alabama, NY jobs
An exciting opportunity to take the lead of our dynamic sales team and drive strategic growth!
The Sales Director is a key leadership position responsible for driving revenue growth at Alleghany Services. This role oversees the development and execution of the company's sales strategy, supports Account Executives in meeting and exceeding targets, and strengthens customer relationships to ensure long-term business success. The ideal candidate brings a results-oriented mindset, strong team leadership, and deep understanding of strategic sales planning in agricultural or construction industries.
Strategic Leadership
Lead and implement Alleghany's national sales strategy in alignment with aggressive growth targets.
Develop market penetration plans to expand into new regions and customer segments.
Identify and monitor industry trends, competitor activities, and customer insights to refine strategy.
Team Management & Development
Directly manage, coach, and support a team of Account Executives across multiple territories.
Set, communicate, and track individual and team KPIs; provide regular performance feedback.
Design and deliver onboarding, training, and mentorship programs for new sales hires.
Sales Execution & Reporting
Oversee execution of territory-level sales plans to ensure monthly, quarterly, and annual goals are achieved.
Lead weekly sales meetings, pipeline reviews, and forecasting sessions.
Prepare and deliver monthly sales performance reports and insights to executive leadership.
Customer Engagement & Business Development
Serve as a senior resource for Account Executives in high-stakes sales, including attending key client meetings.
Represent Alleghany Services at trade shows, industry events, and client forums.
Work closely with marketing to align messaging, lead generation, and client outreach strategies.
Foster strong, enduring relationships with current and prospective clients.
Knowledge, Skills, and/or Abilities Required:
Minimum 5 years of experience in sales management, preferably in construction, engineering, or agricultural sectors
Proven ability to lead high-performing sales teams and consistently meet or exceed revenue targets
Strong analytical and strategic thinking skills, with experience translating data into action
Exceptional communication, negotiation, and presentation abilities
High attention to detail and organizational strength
Proficiency in Microsoft Office Suite (Outlook, Excel, Word, PowerPoint)
Valid driver's license and ability to travel regionally, including overnight as required
This description reflects the core duties of the Sales Director position but is not intended to be all-inclusive. Responsibilities may evolve based on business needs and growth.
Sales Manager- Patek Philippe
Boston, MA jobs
About Long's Jewelers
For more than a century, Long's Jewelers has been New England's premier destination for fine jewelry, luxury watches, and exceptional client experiences. Family-owned and operated with seven locations across Massachusetts and New Hampshire, Long's is proud to partner with the world's most prestigious brands, including Patek Philippe and Rolex. With a reputation built on trust, integrity, and lasting relationships, Long's offers a truly unique opportunity to be part of a legacy brand.
The Opportunity
Long's Jewelers is seeking a Sales Manager to lead the flagship Patek Philippe boutique on Newbury Street in Boston. This is a rare opportunity to represent one of the world's most exclusive watchmakers, guiding clients through an experience that is as much about heritage and artistry as it is about ownership. The Sales Manager will be entrusted with fostering meaningful client relationships, mentoring a talented team, and serving as a key ambassador for both Long's and Patek Philippe.
Key Responsibilities
Represent Patek Philippe with professionalism, discretion, and integrity.
Build lasting relationships with high-net-worth clients, offering an exceptional and personalized experience.
Lead, coach, and inspire the boutique sales team, cultivating a collaborative and high-performance culture.
Partner with leadership to drive strategy, elevate client experiences, and grow the boutique's impact.
Serve as a trusted liaison with Patek Philippe leadership in the U.S. and Geneva, bringing insights and training back to the team.
Qualifications
5+ years of experience in luxury watches or fine jewelry; high-complication expertise strongly preferred.
A proven track record of building and sustaining long-term client relationships.
Experience leading and developing high-performing sales teams in a luxury retail environment.
Strong organizational, analytical, and communication skills.
A passion for horology and an eagerness to represent one of the most respected names in the industry.
Mortgage Sales Manager
Richmond, VA jobs
The Mortgage Sales Team Lead is responsible for coaching, motivating, and supporting a team of Inside Sales Loan Officers or Mortgage Sales Representatives who engage with warm leads-including credit trigger leads, listing alerts, cash-out refinance opportunities, and other inbound and outbound prospects.
This role is focused on driving team performance, improving lead conversion rates, and ensuring an exceptional borrower experience from the first point of contact through pre-qualification. The Team Lead acts as both a high-performing loan originator and a mentor to the sales team.
Key Responsibilities
Leadership & Team Management
Lead, train, and mentor a team of Inside Sales Loan Officers or Lead Specialists to achieve daily, weekly, and monthly sales goals.
Monitor performance metrics (call volume, contact rates, conversion rates, funded loans, etc.) and provide coaching for continuous improvement.
Conduct daily huddles and one-on-one performance reviews.
Partner with management to implement sales strategies, scripts, and process enhancements.
Sales & Pipeline Management
Proactively make outbound calls to qualified leads from various marketing sources (trigger leads, listing alerts, past customers, etc.).
Support team members in managing their pipelines, improving close ratios, and maximizing lead ROI.
Ensure all sales activities comply with company policies and mortgage lending regulations (SAFE Act, RESPA, ECOA, etc.).
Collaborate with processing and operations teams to ensure smooth handoffs and exceptional borrower experiences.
Reporting & Analytics
Track team KPIs and provide detailed performance reports to leadership.
Analyze lead quality and provide feedback to marketing and lead vendors.
Identify trends in borrower behavior and recommend strategies to increase conversion and retention.
Qualifications
Active NMLS Mortgage Loan Originator License (or ability to obtain one prior to start date).
3+ years of experience in mortgage sales, preferably inside sales or call center environments.
1+ years of leadership, coaching, or team lead experience.
Strong understanding of mortgage products (refinance, purchase, cash-out, FHA, VA, conventional).
Proven track record of exceeding sales and production goals.
Excellent communication, coaching, and motivational skills.
Proficiency with CRM systems, LOS platforms, and sales performance dashboards.
Corporate Affairs Account Manager Lead, Content Studio
Plano, TX jobs
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
We're building something new-and we're looking for bold, creative, and strategic talent to help shape it.
USAA's Corporate Affairs team is growing as part of an exciting transformation to strengthen how we engage with our members and each other in service of our mission.
Whether you're a strategic business partner or a creative storyteller, join us to forge smarter connections, deeper partnerships, and stronger outcomes.
Together, we're enhancing how we serve the military community and their families-making every interaction more meaningful.
As a strategic Account Manager supporting USAA - you'll lead the development and delivery of integrated communications strategies that inform, engage and inspire.
With a strong understanding of the financial services landscape, your part strategist, part storyteller and part project manager - deeply attuned to the business, its people, and the channels that matter. You'll collaborate across Corporate Affairs and act as a connector-bringing strategic thinking, content savvy and rigor to every engagement. You'll bring the ability to quickly understand business goals, navigate functional priorities and translate complex strategies into clear, actionable communications.
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX or Plano, TX. Relocation assistance is not available for this position.
What you'll do:
Provides regular counsel and insight to senior management, company leaders, subject-matter experts, and unit staff to develop highly complex effective communication strategies and tactics in support of enterprise strategic initiatives.
Prioritizes highly complex communication projects and ensures they support enterprise plans for employee, member, and public initiatives. Serves as a key influencer and integrator of strategic objectives across the enterprise.
Creates strategies that employ communications tactics such as press outreach, online advocacy, social networking internal and external social channels, leadership, and other internal and external communication channels, and publications. Measures the effectiveness of communications strategies to ensure objectives are met.
Develops and implements highly complex communications plans in support of business objectives and collaborates with colleagues to support positive business outcomes, protect and enhance USAA's reputation, and engage the company's workforce.
Develops, manages and executes effective messaging, collateral, processes and strategies in support of business initiatives, craft key messaging for use with federal and local regulators.
Partners with various teams within the Marketing & Communications Organization (e.g. Social Business, Content Strategy & Development) and with key enterprise partners in the development of collateral to be used across all mediums, including print, web, email, video, and social media to help deliver the messages on the identified channels.
Maintains a command of USAA strategies and possesses in-depth knowledge of financial services industry issues and trends, and actively seeking to link those issues to ongoing or emerging employee, member and/or public communications opportunities.
In support of public affairs, leads and/or partners in the development and implementation of all communications to include crisis management, legislative, regulatory and litigation communications. Manages message development and builds relationships with third-party groups.
Develops and manages grassroots communications with influential groups. Develops relationships with the news media to leverage USAA's reputation.
In support of social media, partners with the Social Business team to plans, directs, and executes USAA's social media strategy to protect, sustain, and enhance USAA's reputation.
Develops and mentors junior team members.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
Bachelor's Degree in Communications, Journalism, Marketing, or a related degree required OR 4 additional years of related experience beyond the minimum required may be substituted in lieu of a degree.
8 or more years of progressively responsible experience in internal and/or external communications (including employee communications), preferably within the financial services industry to include media relations experience working with media outlets at national, regional or local levels.
Subject Matter Expert writing and editing skills and excellent verbal communication skills.
Subject-matter-expert knowledge of the function/discipline and demonstrated application of knowledge, skills and abilities towards work products required.
Subject-matter-expert level in communication industry practices and emerging trends required.
Experience in translating business objectives into integrated communication strategies and tactics that drive business performance.
Project management and collaboration experience including managing cross-functional projects from inception to completion.
What sets you apart:
Experience in Financial Service communications and/or working within an agency model in an account management or producer role
Strong Project Management skills and experience in PM Tools such as Workfront and/or Asana
Enjoys collaborating cross-functionally to enhance business outcomes.
Experience in video, radio & photography production.
Experience shaping creative communications that are pointed at solving a business challenge.
US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $127,310 - $243,340.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Auto-ApplyHead of Sales & Growth
San Francisco, CA jobs
Building at Check
At Check,
we make paying people simple
. In doing that, we're not just building our own business- we're building payroll businesses together with every one of our partners. As the inventors of embedded payroll, we're redefining how people get paid and making it easier for payroll businesses to launch, grow, and thrive. Check out the full story | Tune in.
Check is far more than just API infrastructure. We're a springboard for building and scaling payroll businesses.
Our Team
Payroll is broken. Come fix it alongside a team that's as passionate as you are! At Check, you'll use creative problem-solving, critical thinking, and grit to impact every business we build. We view problems to solve and jobs to be done as opportunities to contribute to the solution; we ignore conventional role boundaries in favor of the unique strengths and value each builder brings to our team and to our mission.
Join us if you're ready to roll up your sleeves and redefine payroll. Let's simplify the complex, make a real impact, and create a better future for businesses of every size.
The Work
As Head of Sales & Growth, you will lead Check's Sales and Growth teams across the full lifecycle-driving new partner acquisition and scaling post-sales growth. You'll set the vision and drive the strategy, structure, and execution that enable Check and our partners to grow together.
This is a strategic and hands-on role for a leader who pairs commercial thinking with product curiosity. You'll use partner and market insights to shape strategy, inform the roadmap, and drive meaningful growth for our partners and for Check.
In this role, you will:
Lead Check's Sales and Growth teams, fostering collaboration, accountability, and shared success across new partner acquisition and post-sales expansion.
Serve as executive sponsor for key prospects and partners, driving engagement and alignment across the full partner lifecycle.
Act as the voice of the partner in shaping Check's roadmap-advocating for partner needs, surfacing insights, and helping define the company's strategic priorities.
Establish clarity and narrative around partner performance and pipeline, ensuring internal visibility into where we're winning, where we're at risk, and what actions drive faster revenue growth.
Translate product improvements into compelling external messaging, strengthening how Check communicates new capabilities to both prospects and partners.
Bring a CRO mindset to accelerate revenue growth, balancing strategic influence with hands-on execution.
Tools for the job
Many backgrounds could fit this role, but ideal candidates will have some or all of the following:
8+ years of experience in partnerships, business development, or strategic account management, ideally in fintech, SaaS, or platform infrastructure
A strong track record of driving joint growth initiatives and influencing product and go-to-market strategies
A background that blends strategy and execution, such as experience in management consulting, product management, or GTM strategy
Experience leading and developing a high-performing team of managers and senior individual contributors across Sales and Growth
Commercial instincts and comfort owning forecasts and performance metrics
Strong analytical and storytelling skills that help simplify complexity for partners and internal teams
Curiosity for technical products and how they create business value
A collaborative, grounded leadership style that balances strategy and execution
We build best when we come together on level ground.
Travel and Office Policy
The Check team is distributed across the US, with offices in New York City and San Francisco. While we embrace remote work, time together in person is where we do our best work. We offer ample opportunities and encourage employees to attend team off-sites, events, and hackathons a couple of times a year! We expect all employees to attend our annual 3-day company retreat in the fall.
For our in-office and hybrid employees, our offices are open all week. We provide meals on Tuesdays and Thursdays, and the team hosts regular happy hours, game nights, etc.
What we offer: (Variable)
For full-time employees, Check offers company-sponsored medical, dental, vision, short-term/long-term disability, and basic life insurance coverage, effective on their first day of work. We also provide stock options, flexible PTO and sick leave, up to 16 weeks of fully paid parental leave for all new parents, flexible return-to-work, 9 annual holidays, a 401 (k) retirement plan, and a $100 monthly stipend for home internet and mobile phone expenses.
The actual annual salary for this role is dependent on each candidate's experience, qualifications, and work location:
The expected range in San Francisco, NYC, LA, and Seattle is between $200,500 and $220,550, with performance-based compensation also varying between $86,000 to $96,000.
For all other locations, the expected range is between $170,500 and $187,550, with performance-based compensation also varying between $73,000 to $83,000.
We accept applications on an ongoing basis with no specified deadline.
Remote work at Check requires the ability to perform all responsibilities without distraction or disruption, while maintaining quality, effective communication, and productivity.
Check is proud to be an Equal Opportunity employer. We do not discriminate based on race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, provided they are consistent with applicable federal, state, and local laws. Check is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process.
Check participates in E-Verify and will provide the federal government with Form I-9 information from all new employees to confirm that they are authorized to work in the U.S. Check does not use E-Verify to pre-screen applicants.
Auto-ApplyHead of Sales & Growth
New York, NY jobs
Building at Check
At Check,
we make paying people simple
. In doing that, we're not just building our own business- we're building payroll businesses together with every one of our partners. As the inventors of embedded payroll, we're redefining how people get paid and making it easier for payroll businesses to launch, grow, and thrive. Check out the full story | Tune in.
Check is far more than just API infrastructure. We're a springboard for building and scaling payroll businesses.
Our Team
Payroll is broken. Come fix it alongside a team that's as passionate as you are! At Check, you'll use creative problem-solving, critical thinking, and grit to impact every business we build. We view problems to solve and jobs to be done as opportunities to contribute to the solution; we ignore conventional role boundaries in favor of the unique strengths and value each builder brings to our team and to our mission.
Join us if you're ready to roll up your sleeves and redefine payroll. Let's simplify the complex, make a real impact, and create a better future for businesses of every size.
The Work
As Head of Sales and Growth, you will lead Check's Sales and Growth teams across the full lifecycle-driving new partner acquisition and scaling post-sales growth. You'll set the vision and drive the strategy, structure, and execution that enable Check and our partners to grow together.
This is a strategic and hands-on role for a leader who pairs commercial thinking with product curiosity. You'll use partner and market insights to shape strategy, inform the roadmap, and drive meaningful growth for our partners and for Check.
In this role, you will:
Lead Check's Sales and Growth teams, fostering collaboration, accountability, and shared success across new partner acquisition and post-sales expansion.
Serve as executive sponsor for key prospects and partners, driving engagement and alignment across the full partner lifecycle.
Act as the voice of the partner in shaping Check's roadmap-advocating for partner needs, surfacing insights, and helping define the company's strategic priorities.
Establish clarity and narrative around partner performance and pipeline, ensuring internal visibility into where we're winning, where we're at risk, and what actions drive faster revenue growth.
Translate product improvements into compelling external messaging, strengthening how Check communicates new capabilities to both prospects and partners.
Bring a CRO mindset to accelerate revenue growth, balancing strategic influence with hands-on execution.
Tools for the job
Many backgrounds could fit this role, but ideal candidates will have some or all of the following:
8+ years of experience in partnerships, business development, or strategic account management, ideally in fintech, SaaS, or platform infrastructure
A strong track record of driving joint growth initiatives and influencing product and go-to-market strategies
A background that blends strategy and execution, such as experience in management consulting, product management, or GTM strategy
Experience leading and developing a high-performing team of managers and senior individual contributors across Sales and Growth
Commercial instincts and comfort owning forecasts and performance metrics
Strong analytical and storytelling skills that help simplify complexity for partners and internal teams
Curiosity for technical products and how they create business value
A collaborative, grounded leadership style that balances strategy and execution
We build best when we come together on level ground.
Travel and Office Policy
The Check team is distributed across the US, with offices in New York City and San Francisco. While we embrace remote work, time together in person is where we do our best work. We offer ample opportunities and encourage employees to attend team off-sites, events, and hackathons a couple of times a year! We expect all employees to attend our annual 3-day company retreat in the fall.
For our in-office and hybrid employees, our offices are open all week. We provide meals on Tuesdays and Thursdays, and the team hosts regular happy hours, game nights, etc.
What we offer: (Variable)
For full-time employees, Check offers company-sponsored medical, dental, vision, short-term/long-term disability, and basic life insurance coverage, effective on their first day of work. We also provide stock options, flexible PTO and sick leave, up to 16 weeks of fully paid parental leave for all new parents, flexible return-to-work, 9 annual holidays, a 401 (k) retirement plan, and a $100 monthly stipend for home internet and mobile phone expenses.
The actual annual salary for this role is dependent on each candidate's experience, qualifications, and work location:
The expected range in San Francisco, NYC, LA, and Seattle is between $200,500 and $220,550, with performance-based compensation also varying between $86,000 to $96,000.
For all other locations, the expected range is between $170,500 and $187,550, with performance-based compensation also varying between $73,000 to $83,000.
We accept applications on an ongoing basis with no specified deadline.
Remote work at Check requires the ability to perform all responsibilities without distraction or disruption, while maintaining quality, effective communication, and productivity.
Check is proud to be an Equal Opportunity employer. We do not discriminate based on race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, provided they are consistent with applicable federal, state, and local laws. Check is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process.
Check participates in E-Verify and will provide the federal government with Form I-9 information from all new employees to confirm that they are authorized to work in the U.S. Check does not use E-Verify to pre-screen applicants.
Auto-ApplyRegional Fidelity Channel Manager - Tampa
Tampa, FL jobs
Ready to make a meaningful impact? At Brighton Jones, we're a purpose-drive, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we've built a culture of continuous growth, collaboration, and community-recognized with 15 consecutive “Best Places to Work” awards including Inc.com's 2025 list, as well as national honors for community impact. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we're growing fast-and we're looking for driven, curious individuals to join our #OneTeam.
The WAS (Wealth Advisor Solutions) program is a national referral (prospective client referral) program from Fidelity. As the Channel Manager, you will be responsible for owning all things related to WAS in your assigned territory. The Regional FCM will work with the national, regional, and local teams to maximize our WAS partnership in an assigned territory. This involves building strong relationships with Fidelity Branch Leaders and individual Financial Consultants and collaborating with local Brighton Jones client service teams to achieve our annual revenue goals.
Take our Values in Action Self-Assessment to see how our values align! Key Responsibilities:
Deliver measurable results by proactively identifying opportunities to meet and exceed referral revenue goals
Cultivate a strong presence within your territory, building visibility, deep local insights, and trusted community relationships
Develop meaningful connections with referral sources, earning trust quickly and inspiring Fidelity partners to confidently advocate for Brighton Jones
Collaborate with national, regional, and local teams to design and execute thoughtful strategies that drive high-quality lead generation from Fidelity retail branches
Build and nurture strategic relationships with Fidelity Branch Leaders and Financial Consultants to strengthen our partnership and expand our reach
Serve as the primary point of contact for relationship development, referral introductions, and engaging branch presentations
Stay attuned to local market trends, anticipating risks and opportunities that inform and enhance the effectiveness of the WAS program
Manage the referral pipeline with intention, partnering closely with local client service teams to ensure a seamless and client-centered sales experience
Host, network, and engage with Fidelity branch teams to deepen collaboration and foster a culture of partnership
Confidently articulate the Brighton Jones service model-our philosophy, our approach, and what makes us different-in both virtual and in-person settings
Provide clear, timely, and supportive communication to prospective clients throughout their decision-making journey
Represent Brighton Jones with professionalism, warmth, and enthusiasm at community and industry events
Lead ongoing account and relationship management to ensure long-term partnership success
Consistently achieve quarterly and annual referral revenue goals
Other duties may be assigned, as assigned such as:
Periodically conducting research and competitive analysis to stay on top of current market changes and competitive trends
Identifying possible opportunities across all other Brighton Jones services 401(K) Advisory, Tax, OpenPlan, Legal and Real Estate
Helping to identify and develop additional Centers of Influence (COI) in assigned territory
Travel as necessary (up to 50%+ or as needed)
Your Experience:
Four-year college degree required (preferably in Finance, Business or Economics)
3-5 years of experience in a channel - account management / sales related role, preferably in financial services
Time and territory management skills
Excellent written and verbal communication skills
Strong organizational, analytical, and interpersonal skills
Ability to excel in a fast-paced, team-oriented environment
Proficiency in Microsoft Office applications required
Knowledge of Salesforce and Fidelity Wealth Advisor Solutions a plus
This role is part of an emerging market and will be considered remote until an office space is secured. Brighton Jones is a 'work-from-office' culture with a lot of flexibility. This is a full-time, and exempt position.
Visa Sponsorship:
Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.
We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community. Brighton Jones is a team founded on equity and respect, and we're on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically. To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.
Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Auto-ApplyRegional Fidelity Channel Manager - Tampa
Florida jobs
Job DescriptionReady to make a meaningful impact? At Brighton Jones, we're a purpose-drive, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we've built a culture of continuous growth, collaboration, and community-recognized with 15 consecutive “Best Places to Work” awards including Inc.com's 2025 list, as well as national honors for community impact. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we're growing fast-and we're looking for driven, curious individuals to join our #OneTeam.
The WAS (Wealth Advisor Solutions) program is a national referral (prospective client referral) program from Fidelity. As the Channel Manager, you will be responsible for owning all things related to WAS in your assigned territory. The Regional FCM will work with the national, regional, and local teams to maximize our WAS partnership in an assigned territory. This involves building strong relationships with Fidelity Branch Leaders and individual Financial Consultants and collaborating with local Brighton Jones client service teams to achieve our annual revenue goals.
Take our Values in Action Self-Assessment to see how our values align! Key Responsibilities:
Deliver measurable results by proactively identifying opportunities to meet and exceed referral revenue goals
Cultivate a strong presence within your territory, building visibility, deep local insights, and trusted community relationships
Develop meaningful connections with referral sources, earning trust quickly and inspiring Fidelity partners to confidently advocate for Brighton Jones
Collaborate with national, regional, and local teams to design and execute thoughtful strategies that drive high-quality lead generation from Fidelity retail branches
Build and nurture strategic relationships with Fidelity Branch Leaders and Financial Consultants to strengthen our partnership and expand our reach
Serve as the primary point of contact for relationship development, referral introductions, and engaging branch presentations
Stay attuned to local market trends, anticipating risks and opportunities that inform and enhance the effectiveness of the WAS program
Manage the referral pipeline with intention, partnering closely with local client service teams to ensure a seamless and client-centered sales experience
Host, network, and engage with Fidelity branch teams to deepen collaboration and foster a culture of partnership
Confidently articulate the Brighton Jones service model-our philosophy, our approach, and what makes us different-in both virtual and in-person settings
Provide clear, timely, and supportive communication to prospective clients throughout their decision-making journey
Represent Brighton Jones with professionalism, warmth, and enthusiasm at community and industry events
Lead ongoing account and relationship management to ensure long-term partnership success
Consistently achieve quarterly and annual referral revenue goals
Other duties may be assigned, as assigned such as:
Periodically conducting research and competitive analysis to stay on top of current market changes and competitive trends
Identifying possible opportunities across all other Brighton Jones services 401(K) Advisory, Tax, OpenPlan, Legal and Real Estate
Helping to identify and develop additional Centers of Influence (COI) in assigned territory
Travel as necessary (up to 50%+ or as needed)
Your Experience:
Four-year college degree required (preferably in Finance, Business or Economics)
3-5 years of experience in a channel - account management / sales related role, preferably in financial services
Time and territory management skills
Excellent written and verbal communication skills
Strong organizational, analytical, and interpersonal skills
Ability to excel in a fast-paced, team-oriented environment
Proficiency in Microsoft Office applications required
Knowledge of Salesforce and Fidelity Wealth Advisor Solutions a plus
This role is part of an emerging market and will be considered remote until an office space is secured. Brighton Jones is a 'work-from-office' culture with a lot of flexibility. This is a full-time, and exempt position.
Visa Sponsorship:
Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.
We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community. Brighton Jones is a team founded on equity and respect, and we're on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically. To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.
Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Regional Fidelity Channel Manager - Dallas
Dallas, TX jobs
Ready to make a meaningful impact? At Brighton Jones, we're a purpose-drive, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we've built a culture of continuous growth, collaboration, and community-recognized with 15 consecutive “Best Places to Work” awards including Inc.com's 2025 list, as well as national honors for community impact. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we're growing fast-and we're looking for driven, curious individuals to join our #OneTeam.
The WAS (Wealth Advisor Solutions) program is a national referral (prospective client referral) program from Fidelity. As the Channel Manager, you will be responsible for owning all things related to WAS in your assigned territory. The Regional FCM will work with the national, regional, and local teams to maximize our WAS partnership in an assigned territory. This involves building strong relationships with Fidelity Branch Leaders and individual Financial Consultants and collaborating with local Brighton Jones client service teams to achieve our annual revenue goals.
Take our Values in Action Self-Assessment to see how our values align! Key Responsibilities:
Deliver measurable results by proactively identifying opportunities to meet and exceed referral revenue goals
Cultivate a strong presence within your territory, building visibility, deep local insights, and trusted community relationships
Develop meaningful connections with referral sources, earning trust quickly and inspiring Fidelity partners to confidently advocate for Brighton Jones
Collaborate with national, regional, and local teams to design and execute thoughtful strategies that drive high-quality lead generation from Fidelity retail branches
Build and nurture strategic relationships with Fidelity Branch Leaders and Financial Consultants to strengthen our partnership and expand our reach
Serve as the primary point of contact for relationship development, referral introductions, and engaging branch presentations
Stay attuned to local market trends, anticipating risks and opportunities that inform and enhance the effectiveness of the WAS program
Manage the referral pipeline with intention, partnering closely with local client service teams to ensure a seamless and client-centered sales experience
Host, network, and engage with Fidelity branch teams to deepen collaboration and foster a culture of partnership
Confidently articulate the Brighton Jones service model-our philosophy, our approach, and what makes us different-in both virtual and in-person settings
Provide clear, timely, and supportive communication to prospective clients throughout their decision-making journey
Represent Brighton Jones with professionalism, warmth, and enthusiasm at community and industry events
Lead ongoing account and relationship management to ensure long-term partnership success
Consistently achieve quarterly and annual referral revenue goals
Other duties may be assigned, as assigned such as:
Periodically conducting research and competitive analysis to stay on top of current market changes and competitive trends
Identifying possible opportunities across all other Brighton Jones services 401(K) Advisory, Tax, OpenPlan, Legal and Real Estate
Helping to identify and develop additional Centers of Influence (COI) in assigned territory
Travel as necessary (up to 50%+ or as needed)
Your Experience:
Four-year college degree required (preferably in Finance, Business or Economics)
3-5 years of experience in a channel - account management / sales related role, preferably in financial services
Time and territory management skills
Excellent written and verbal communication skills
Strong organizational, analytical, and interpersonal skills
Ability to excel in a fast-paced, team-oriented environment
Proficiency in Microsoft Office applications required
Knowledge of Salesforce and Fidelity Wealth Advisor Solutions a plus
This role is an in-office, full-time, and exempt position. We are a work from office culture with lots of flexibility
Visa Sponsorship:
Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.
We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community. Brighton Jones is a team founded on equity and respect, and we're on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically. To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.
Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Auto-ApplyRegional Fidelity Channel Manager - Dallas
Dallas, TX jobs
Job DescriptionReady to make a meaningful impact? At Brighton Jones, we're a purpose-drive, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we've built a culture of continuous growth, collaboration, and community-recognized with 15 consecutive “Best Places to Work” awards including Inc.com's 2025 list, as well as national honors for community impact. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we're growing fast-and we're looking for driven, curious individuals to join our #OneTeam.
The WAS (Wealth Advisor Solutions) program is a national referral (prospective client referral) program from Fidelity. As the Channel Manager, you will be responsible for owning all things related to WAS in your assigned territory. The Regional FCM will work with the national, regional, and local teams to maximize our WAS partnership in an assigned territory. This involves building strong relationships with Fidelity Branch Leaders and individual Financial Consultants and collaborating with local Brighton Jones client service teams to achieve our annual revenue goals.
Take our Values in Action Self-Assessment to see how our values align! Key Responsibilities:
Deliver measurable results by proactively identifying opportunities to meet and exceed referral revenue goals
Cultivate a strong presence within your territory, building visibility, deep local insights, and trusted community relationships
Develop meaningful connections with referral sources, earning trust quickly and inspiring Fidelity partners to confidently advocate for Brighton Jones
Collaborate with national, regional, and local teams to design and execute thoughtful strategies that drive high-quality lead generation from Fidelity retail branches
Build and nurture strategic relationships with Fidelity Branch Leaders and Financial Consultants to strengthen our partnership and expand our reach
Serve as the primary point of contact for relationship development, referral introductions, and engaging branch presentations
Stay attuned to local market trends, anticipating risks and opportunities that inform and enhance the effectiveness of the WAS program
Manage the referral pipeline with intention, partnering closely with local client service teams to ensure a seamless and client-centered sales experience
Host, network, and engage with Fidelity branch teams to deepen collaboration and foster a culture of partnership
Confidently articulate the Brighton Jones service model-our philosophy, our approach, and what makes us different-in both virtual and in-person settings
Provide clear, timely, and supportive communication to prospective clients throughout their decision-making journey
Represent Brighton Jones with professionalism, warmth, and enthusiasm at community and industry events
Lead ongoing account and relationship management to ensure long-term partnership success
Consistently achieve quarterly and annual referral revenue goals
Other duties may be assigned, as assigned such as:
Periodically conducting research and competitive analysis to stay on top of current market changes and competitive trends
Identifying possible opportunities across all other Brighton Jones services 401(K) Advisory, Tax, OpenPlan, Legal and Real Estate
Helping to identify and develop additional Centers of Influence (COI) in assigned territory
Travel as necessary (up to 50%+ or as needed)
Your Experience:
Four-year college degree required (preferably in Finance, Business or Economics)
3-5 years of experience in a channel - account management / sales related role, preferably in financial services
Time and territory management skills
Excellent written and verbal communication skills
Strong organizational, analytical, and interpersonal skills
Ability to excel in a fast-paced, team-oriented environment
Proficiency in Microsoft Office applications required
Knowledge of Salesforce and Fidelity Wealth Advisor Solutions a plus
This role is an in-office, full-time, and exempt position. We are a work from office culture with lots of flexibility
Visa Sponsorship:
Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.
We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community. Brighton Jones is a team founded on equity and respect, and we're on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically. To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.
Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Head of Sales, IOT DE
Edison, NJ jobs
* The candidate will be responsible for strategizing GTM for TCS IoT/DE offerings for the net new customers from the GTU (prequalified list) and to the existing customers in North America * Identify the market potential for the new transformative digital and IoT/DE offerings and create a business case for the investments. Work with the horizontal solutions and delivery team to incubate and scale these offerings
* Drive proactive deal creation by aligning to the CEO's agenda in the targeted companies working with key non-CIO stakeholders
* Develop strong, long-term relationships and referrals with both business and technology senior management executives at the targeted firms
* Improve the brand awareness and reputation of TCS in North America as the preferred partner for IoT/DE services
* Support market research and competitive positioning analysis in partnership with the regional and industry marketing teams
* The candidate will manage a team of IoT/DE BDDs responsible for building relationships with Engineering/ Manufacturing related stakeholders in the target customers
* Will own new logo acquisition, TCV acquisition from the net new and existing customers, and downstream revenue realization and related governance with customers and internal service units
* The candidate should have 20+ years of experience with at least 10 years in selling Engineering Services
* Should have experience of selling offerings like Core Engineering (CAD, CAM, CAE), IOT, Embedded Systems, Infotainment, Mobility, MES, Asset Management, GIS, SCADA, GCC takeover, etc.
* Should have experience of selling large deals - $25 Mn+ (minimum)
* Should have experience of building Hi-Performance teams
* Should have experience in selling to physical asset heavy industries - Manufacturing (both discrete and process), Life Sciences, Medical Devices, Telecom Devices, Hi-tech, Utilities, Oil & Gas, Metals, Mining, Construction
* Experience of selling to F1000 and G2000 logos in NA market
Adhere to the TCS sales, human resources, and corporate ethical policies, standards, and guidelines
Open to any major city in the US
Qualifications:
Engineering degree - ideally Mechanical Engineering (or degrees mapping to Physical asset industries - Civil, Chemical, Petroleum, Bio Medical, Mining)
Salary Range: $300,000-$350,000 a year
#LI-BA1
Sales and Trading Production Management
New York, NY jobs
As a member of the Reliability and Production Engineering team within Sales and Trading Production Management, you will be supporting critical trading applications in a fast paced, exciting, and dynamic Trading Floor environment. You will work within a team of technologists acting as the first point of contact for Compliance, Risk, High Touch Trading Desks, and Development teams.
Our team is responsible for:
* Coordinating the preparation and trading of Initial Public Offerings (IPOs), working closely with NYSE, NASDAQ, BATS, and IEX.
* Investigation of user queries. E.g. order rejects, trade breaks, exchange issues. Liaising with clients, exchanges, vendors, and internal teams where appropriate.
* Notifying the business units of system issues or failures in a timely manner. Communicating with global counterparts when necessary.
* Creation of new tools and automation of processes to better support and proactively monitor our environment (Python Preferred).
* Liaising with users and development teams on potential improvements to our trading applications
* Proactive & reactive monitoring of processes, connections & trade flows.
* Incident and problem management adhering to ITIL framework
* Assisting Compliance/ Risk on regulatory inquiries and user permissions.
* Testing failure scenarios to identify problems and improve outage recovery procedures.
Qualifications
* Must enjoy working within a team and have the ability to communicate well cross functionally
* Ability to translate business needs into technical specifications
* Excellent problem solving skills and passion for developing new and creative solutions to complex problems
* Ability to interact with Traders and the drive to learn about securities and markets
* Good business knowledge of Equities would include the ability to demonstrate an understanding of different instruments and how and where they trade. This would also include the ability to describe an order book and the different order types that can be used
* Understanding of SQL and Sybase databases.
* Understanding of operating systems (UNIX, PC)
* Understanding of real time distributed application architectures and experience with message based protocols e.g. FIX.
* Incident management skills - Ability to own issues from start to finish, with a commitment to determining root cause and follow ups.
* Proficiency in a scripting language such as Python
* Knowledge of Agile methodology and cycle is a plus
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Expected base pay rates for the role will be between $90,000 and $150,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-ApplySales and Marketing Director
Madison, WI jobs
MISSION STATEMENT We are Called to serve a thriving community of seniors that live with dignity, connection and purpose. CORE VALUES Fully embraces a culture of hospitality and teamwork by living the Oakwood Core Values: * Compassion: We care deeply about the people we serve and the people we work with on a daily basis. We work together to help one another.
* Faith: We have a commitment to remain true to the vision and mission of Oakwood.
* Inclusion: We include everyone. We welcome opinions and strive to consider different perspectives to create fair, welcoming, and accessible experiences for all.
* Integrity: We work to be transparent and fair. We act with honor and respect for our residents, their families, and our co-workers.
* Dedication: We care about the people we serve and work with on a daily basis. We are dedicated to providing superior service to one another and our community.
ESSENTIAL RESPONSIBILITIES (including but not limited to) for the Sales and Marketing Director:
Sales Leadership & Census Management
* Drive occupancy and census growth across Independent Living, Assisted Living, and Memory care.
* Oversee, coach, and support a five-person sales team responsible for managing the full sales pipeline-from inquiry to waitlist to closing.
* Serve as a working manager, actively participating in sales efforts and providing backup coverage for counselors as needed.
* Monitor and analyze sales metrics, forecasting, and conversion rates, adjusting strategies to ensure targets are met.
* Oversee and participate in the management of the community waitlist, ensuring timely communication and accurate tracking.
* Act as the first point of contact for contract-related questions from prospective residents, current residents, and staff members, ensuring clarity, consistency, and compliance with organizational standards.
* Support major sales initiatives, including the lease-up of new builds.
Marketing & Outreach
* Oversee execution of social media, event promotion, and on-the-ground marketing activities.
* Partner with the CMO on advertising, campaigns, content development, and reporting.
* Gather sales team insights to inform messaging and marketing initiatives.
* Represent the organization at community events, outreach activities, and networking opportunities.
Collaboration & Leadership
* Partner closely with the CMO and other campus leaders to align census strategies with organizational goals.
* Ensure consistency in communication and brand standards across marketing channels.
* Contribute to a culture of hospitality, teamwork, and mission-driven service.
ESSENTIAL QUALIFICATIONS
* Demonstrated ability to meet or exceed occupancy/census goals.
* Strong working knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
* Proficiency with marketing tools such as CRM systems, Social media platforms and Analytics tools,
* Working knowledge of Email marketing platforms, Basic design tools
* Excellent communication, presentation, and relationship-building skills.
* Strong organizational and analytical abilities.
* Ability to balance strategic leadership with hands-on execution in a lean environment.
EXPERIENCE, EDUCATION, AND/OR TRAINING for the Sales and Marketing Director
* Bachelor's degree in Marketing, Communications, Business, or related field (or equivalent experience).
* 5+ years of experience in sales leadership, preferably in senior living, Real Estate, or other related service industry.
Payments Sales Manager - Public Sector - Executive Director
Washington jobs
Join the Public Sector Payments Sales team! As a key member of the team, you will drive new business development and manage end-to-end client relationship experiences.
As a Public Sector Payments Sales Manager (PSM) within the Corporate & eCommerce Sales team, you are responsible for managing and maintaining a portfolio of public sector clients. The PSM identifies new business opportunities, proposes and delivers appropriate Treasury Services products and solutions for new/existing clients who look to the PSM to be their trusted financial services advisor. It is the goal of the PSM to deliver exceptional service while employing risk mitigation processes for both the client and the Firm.
Job Responsibilities
Executes the North America Public Sector strategy by identifying new business opportunities across a suite of solutions
Develops and maintains an active sales pipeline and maintains an active calling plan; regularly engaging clients and prospects to communicate key Treasury Services messages to drive business results
Manages customer expectations by communicating up front timelines and deliverables
Serves as a trusted advisor, leveraging core knowledge to recommend and promote Treasury Services solutions to clients while working within the risk parameters that protect the firm
Works with internal partners, including bankers, product, and technology partners to maintain and grow an existing portfolio; builds collaborative internal relationships to develop and foster partnerships with key stakeholders including Public Sector Leaders, Bankers, Service and Implementation partners and other internal partners
Develops account plans for select clients
Takes ownership of escalating Treasury Management client issues to the appropriate partner (Service, Implementation, etc.)
Required qualifications, skills and capabilities:
8+ years of experience in treasury management, sales and relationship management experience
Strong understanding of government processes
Proficient in consultative selling and pipeline development and account planning; demonstrated ability to position and close new business
Ability to recognize a client's needs and apply solution selling, which requires a deep comprehension of TS products
Strong verbal and written communication skills; strong problem solving skills
Understanding of Compliance, Know Your Customer and Risk Awareness
This role supports US Federal government contracts that require, U.S. citizenship or lawful permanent status
Preferred qualifications, skills and capabilities:
Highly proficient in Microsoft Applications (PowerPoint, Excel and Word)
Auto-ApplyPayments Sales Manager - Public Sector - Executive Director
Washington, DC jobs
Join the Public Sector Payments Sales team! As a key member of the team, you will drive new business development and manage end-to-end client relationship experiences. As a Public Sector Payments Sales Manager (PSM) within the Corporate & eCommerce Sales team, you are responsible for managing and maintaining a portfolio of public sector clients. The PSM identifies new business opportunities, proposes and delivers appropriate Treasury Services products and solutions for new/existing clients who look to the PSM to be their trusted financial services advisor. It is the goal of the PSM to deliver exceptional service while employing risk mitigation processes for both the client and the Firm.
Job Responsibilities
+ Executes the North America Public Sector strategy by identifying new business opportunities across a suite of solutions
+ Develops and maintains an active sales pipeline and maintains an active calling plan; regularly engaging clients and prospects to communicate key Treasury Services messages to drive business results
+ Manages customer expectations by communicating up front timelines and deliverables
+ Serves as a trusted advisor, leveraging core knowledge to recommend and promote Treasury Services solutions to clients while working within the risk parameters that protect the firm
+ Works with internal partners, including bankers, product, and technology partners to maintain and grow an existing portfolio; builds collaborative internal relationships to develop and foster partnerships with key stakeholders including Public Sector Leaders, Bankers, Service and Implementation partners and other internal partners
+ Develops account plans for select clients
+ Takes ownership of escalating Treasury Management client issues to the appropriate partner (Service, Implementation, etc.)
Required qualifications, skills and capabilities:
+ 8+ years of experience in treasury management, sales and relationship management experience
+ Strong understanding of government processes
+ Proficient in consultative selling and pipeline development and account planning; demonstrated ability to position and close new business
+ Ability to recognize a client's needs and apply solution selling, which requires a deep comprehension of TS products
+ Strong verbal and written communication skills; strong problem solving skills
+ Understanding of Compliance, Know Your Customer and Risk Awareness
+ This role supports US Federal government contracts that require, U.S. citizenship or lawful permanent status
Preferred qualifications, skills and capabilities:
+ Highly proficient in Microsoft Applications (PowerPoint, Excel and Word)
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
Washington,DC $142,500.00 - $250,000.00 / year
Payments Sales Manager - Public Sector - Executive Director
Washington, DC jobs
Join the Public Sector Payments Sales team! As a key member of the team, you will drive new business development and manage end-to-end client relationship experiences.
As a Public Sector Payments Sales Manager (PSM) within the Corporate & eCommerce Sales team, you are responsible for managing and maintaining a portfolio of public sector clients. The PSM identifies new business opportunities, proposes and delivers appropriate Treasury Services products and solutions for new/existing clients who look to the PSM to be their trusted financial services advisor. It is the goal of the PSM to deliver exceptional service while employing risk mitigation processes for both the client and the Firm.
Job Responsibilities
Executes the North America Public Sector strategy by identifying new business opportunities across a suite of solutions
Develops and maintains an active sales pipeline and maintains an active calling plan; regularly engaging clients and prospects to communicate key Treasury Services messages to drive business results
Manages customer expectations by communicating up front timelines and deliverables
Serves as a trusted advisor, leveraging core knowledge to recommend and promote Treasury Services solutions to clients while working within the risk parameters that protect the firm
Works with internal partners, including bankers, product, and technology partners to maintain and grow an existing portfolio; builds collaborative internal relationships to develop and foster partnerships with key stakeholders including Public Sector Leaders, Bankers, Service and Implementation partners and other internal partners
Develops account plans for select clients
Takes ownership of escalating Treasury Management client issues to the appropriate partner (Service, Implementation, etc.)
Required qualifications, skills and capabilities:
8+ years of experience in treasury management, sales and relationship management experience
Strong understanding of government processes
Proficient in consultative selling and pipeline development and account planning; demonstrated ability to position and close new business
Ability to recognize a client's needs and apply solution selling, which requires a deep comprehension of TS products
Strong verbal and written communication skills; strong problem solving skills
Understanding of Compliance, Know Your Customer and Risk Awareness
This role supports US Federal government contracts that require, U.S. citizenship or lawful permanent status
Preferred qualifications, skills and capabilities:
Highly proficient in Microsoft Applications (PowerPoint, Excel and Word)
Auto-ApplyDirector, Head of Solution Sales, South Asia
Indiana jobs
Apply now Work Type: Office Working Employment Type: Permanent : * Head of Solutions Sales for India and South Asia, Markets, directly reporting into Head of Corporate Sales, India, and South Asia. The role will also have direct coverage responsibility for large International Corporates with a focus on structured solutions.
* As Solution Sales Head, be responsible, directly and through the team, for driving origination of Structured Solution Sales transactions for all client segments including International Corporates, Commercial Bank, Global Subsidiaries Companies (MNCs) and Public Sector entities.
* It is a multi-asset sales mandate across Rates & Currencies, Commodities, Credit Derivatives, Structured Finance and Structured Investments for India, Bangladesh and Sri Lanka.
* It would entail constant engagement with clients, as a trusted partner, on bespoke financial markets solutions to enable them to manage their financial markets related risks, financing and liquidity needs better. These may include discussions around Risk management, Tactical market moves, Regulatory aspects, Economic and Macro factors, hedging solutions etc.
* The role would entail direct coverage responsibility of select Large Clients in India, in addition to managing a team, with the objective of achieving Client Income targets.
* Engagement with broader Corporate Sales team in South Asia and across the globe is critical for success to originate better and deliver best in class client solutions. This role also requires strong collaboration with Markets Structuring team, across the globe, as well as trading / XVA teams, to take the deals to execution.
* This role shall entail engagement with Coverage bankers, Banking / Financing teams, M&A, Credit Risk, Market Risk, Legal, Compliance teams
* Expert level understanding and extensive experience of Rates & Currencies derivatives. Superior understanding of corporate client's needs and application around Commodities, Credit Markets, structured financing and investments. Good understanding of concepts and application of XVA in a large global bank is a key requirement for the job.
Key Responsibilities
Strategy
* Maintain awareness and understanding of the Group's business strategy and model appropriate to the role
* Involvement with GAMS on accounts and engagement with FAMs where applicable to promote business.
* Manage, maintain and improve origination across assigned existing.
Business
* As Solution Sales Head, be responsible, directly and through the team, for driving origination of Structured Solution Sales transactions for all client segments including International Corporates, Commercial Bank, Global Subsidiaries Companies (MNCs) and Public Sector entities.
* It is a multi-asset sales mandate across Rates & Currencies, Commodities, Credit Derivatives, Structured Finance and Investments for India, Bangladesh and Sri Lanka.
* It would entail constant engagement with clients, as a trusted partner, on bespoke financial markets solutions to enable them to manage their financial markets related risks, financing and liquidity needs better. These may include discussions around Risk management, Tactical market moves, Regulatory aspects, Economic and Macro factors, hedging solutions etc.
* The role is likely to entail direct coverage responsibility of select Large Clients in India, in addition to managing a team, with the objective to achieving Client Income targets.
* Engage with Corporate Sales team at large, is a prerequisite, in South Asia and across the globe, to leverage their existing relationships to originate and deliver structured and bespoke deals. This role also requires strong collaboration with Markets Structuring team, across the globe, as well as trading / XVA teams, to take the deals to execution.
* This role shall entail engagement with Coverage bankers, Banking / Financing teams, M&A, Credit Risk, Market Risk, Legal, Compliance teams.
* Awareness and understanding of the wider business, economic and market environment in which the Group operates.
Processes
* Ensure adherence in letter and spirit to all internal and external regulations, and established operations, credit, processes etc.
* Bound by Code of Conduct of the Bank.
People & Talent
* Lead through example and build the appropriate culture and values. Set appropriate tone and expectations from peers and work in collaboration with risk and control partners.
* Set and monitor job descriptions and objectives for direct reports and provide feedback and rewards in line with their performance against those responsibilities and objectives.
Risk Management
* Ensuring Here for Good approach to all internal and external activities
* Ensure business is conducted in a controlled, compliant manner and within Group and Markets Code of Conduct
Governance
* Awareness and understanding of the regulatory framework, in which the Group operates and the regulatory requirements and expectations relevant to the role.
* Responsible for delivering "effective governance" capability to challenge fellow executives effectively and willingness to work with any
Regulatory & Business Conduct
* Display exemplary conduct and live by the Group's Values and Code of Conduct.
* Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
* Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
* Lead the portfolio of clients to achieve the outcomes set out in the Bank's Conduct Principles: [Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment.] *
* Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
Key stakeholders
* Corporate Sales team
* Structuring, Trading and XVA
* CCR, Credit Risk, Market Risk
* Coverage Bankers, Banking/ Financing, M&A Teams
* Legal
* Compliance
* Operations
Skills and Experience
* Client Relationship Management
* Markets
* Industry Knowledge
* Knowledge of Customers
* Knowledge of Product Line
* Managing Change
* Planning: Tactical, Strategic
Qualifications
* Education MBA, Chartered Accountant, Chartered Financial Analyst
* Languages English, Hindi
Competencies
Action Oriented
Collaborates
Courage
Customer Focus
Decision Quality
Develops Talent
Drives Vision & Purpose
Gives Clarity & Guidance
Instills Trust
Manages Ambiguity
Strategic Mindset
Nimble Learning
Technical Competencies: This is a generic competency to evaluate candidate on role-specific technical skills and requirements
About Standard Chartered
What we offer
Apply now
Information at a Glance
*
*
*
*
*
Director & Zonal Head - Wealth Sales (Rest of West)
Indiana jobs
Apply now Work Type: Office Working Employment Type: Permanent Job Description: Strategy in the region.
* Implementation of a business sales model that will be profitable in the long-term.
* Building the regional sales strategy.
* Manage AMCs at a regional level
* Build and deepen relationships with internal stakeholders
* Ensure customers view WM as a complete value proposition with Product specialization as a USP
Business
* Building and retaining the best Wealth Sales team for the Wealth business in the region
* Suggest innovative products and product bundles to the product team based on market/customer needs
* Maximize business performance opportunity.
* Manage all direct costs.
* Ensure the implementation of appropriate systems and operational processes.
* Accurate submission of MIS
* Building a performance-oriented culture in the team
* Instil a sense of belonging and team-work.
Key Responsibilities
Processes
* Support the continuous improvement of processes to increase operational efficiency and effectiveness.
* Support the effective management of operational risks across the Business and in compliance with applicable internal policies, and external laws and regulations at a global level.
* Support the delivery of Business strategy in a safe and well-controlled manner and on an end-to-end basis.
* Providing feedback enabling improvement in process and reducing overall TAT
* Adherence to Sales and suitability process in line with the bank's policy.
People & Talent
* Collaborate with RM's and support functions to deliver One Bank, support cross selling efforts and referral program (where applicable), and provide effective client solutions.
Risk Management
* Do what is right in order to avoid reputational risks and operational losses.
* Understand the risk and control environment within area of responsibility and drive rectification as required.
* Handle customer issues, complaints, and product enquiries on timely basis in accordance with established procedures.
* Ensure that Risk Management matters that are brought to attention are subject to direct remedial action and/or ensure adequate reporting to the relevant Risk Committees and/or line management
Governance
* Awareness and understanding of the regulatory framework in which the Group operates, and the regulatory requirements and expectations relevant to the role.
* Ensure adherence with the highest standards of ethics and compliance with relevant policies, processes and regulations forms part of the culture.
* Engage with all audit report findings and ensure feedback is acted upon
Regulatory & Business Conduct
* Display exemplary conduct and live by the Group's Values and Code of Conduct.
* Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
* Lead to achieve the outcomes set out in the Bank's Conduct Principles: [Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment.] *
* Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
* Serve as a Director of the Board
* Exercise authorities delegated by the Board of Directors and act in accordance with Articles of Association (or equivalent)
Key stakeholders
* Branch Banking Team, SME team & NR Team
Skills and Experience
* Market & Product Knowledge
* Regulatory Framework for Investments
* Customer Focus
* Process Understanding
Qualifications
Graduate
Competencies
Action Oriented
Collaborates
Customer Focus
Gives Clarity & Guidance
Manages Ambiguity
Develops Talent
Drives Vision & Purpose
Nimble Learning
Decision Quality
Courage
Instills Trust
Strategic Mindset
Technical Competencies: This is a generic competency to evaluate candidate on role-specific technical skills and requirements
About Standard Chartered
We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.
Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.
Together we:
* Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
* Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
* Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term
What we offer
In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.
* Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
* Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
* Flexible working options based around home and office locations, with flexible working patterns.
* Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
* A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
* Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.
Recruitment Assessments
Some of our roles use assessments to help us understand how suitable you are for the role you've applied to. If you are invited to take an assessment, this is great news. It means your application has progressed to an important stage of our recruitment process.
Visit our careers website ******************
Apply now
Information at a Glance
*
*
*
*
*
Head of Global Sales, Indexes
Chicago, IL jobs
Morningstar, Inc., a leading global provider of independent investment research, is looking for an innovative sales leader to serve as the Head of Global Index Sales. The Index business is responsible for the creation and distribution of Morningstar's Index Intellectual Property. The group develops new, innovative indexes for use by asset managers, wealth managers, hedge funds, banks, redistributors and asset owners in serving their clients' investment needs.
The Role: Morningstar Indexes Team seeks a highly motivated Head of Global Index Sales focused on aggressively growing a book of assigned clients and prospects in the Asset Manager, Market Maker, Hedge Fund and Bank/Broker Dealer client segments. You'll lead a dedicated team based in Chicago, New York City, London, Paris and Singapore, representing Morningstar's suite of Index and Data products You and your team will work with other Morningstar businesses and Data solutions across use cases. This role covers opportunities globally and will require 25-50% travel. This position can be based in New York City or Chicago.
Responsibilities
Set and deliver revenue targets.
Forecast quarterly and annual performance across teams and report progress monthly to index leadership and Morningstar's CRO.
Uncover client business needs and work with Index Client Services and Product teams to determine optimal solutions.
Master product demonstrations and knowledge of product capabilities and benefits.
Forecast and proactively uncover sales opportunities with clients and prospects.
Establish and build key client relationships including C- level relationships.
Foster the implementation of account strategies by building relationships with internal and external groups, including product, marketing, customer success, and cross-Morningstar teams.
Develop and implement sales campaigns to drive performance across Index and adjacent sales teams.
Manage sales leaders across regions and client types along with sales operations function to assist in sales processes and efficiencies.
External speaking engagement to drive awareness of Morningstar Index Capabilities.
What You Will Bring
Candidates should have at least ten (10) years of sales and account management experience in the investment index industry with 5 years in sales management.
Proven track record of exceeding annual sales targets individually and at a team level.
Ability to build long-term client relationships with executive and senior leadership internally and across client types.
Strong leadership, long-range strategic planning, time-management skills and the ability to build a strong global team.
Excellent verbal and written communication abilities and the ability to deliver professional and persuasive presentations.
Ability to understand complex investment concepts.
A bachelor's degree is ; MBA or CFA a plus.
Total Cash Compensation Range, inclusive of base salary and incentive target:
$291,425-$524,575
Compensation and Benefits
At Morningstar we believe people are at their best when they are at their healthiest. That's why we champion your wellness through a wide-range of programs that support all stages of your personal and professional life. Here are some examples of the offerings we provide:
Financial Health
75% 401k match up to 7%
Stock Ownership Potential
Company provided life insurance - 1x salary + commission
Physical Health
Comprehensive health benefits (medical/dental/vision) including potential premium discounts and company-provided HSA contributions (up to $500-$2,000 annually) for specific plans and coverages
Additional medical Wellness Incentives - up to $300-$600 annual
Company-provided long- and short-term disability insurance
Emotional Health
Trust-Based Time Off
6-week Paid Sabbatical Program
6-Week Paid Family Caregiving Leave
Competitive 8-24 Week Paid Parental Bonding Leave
Adoption Assistance
Leadership Coaching & Formal Mentorship Opportunities
Annual Education Stipend
Tuition Reimbursement
Social Health
Charitable Matching Gifts program
Dollars for Doers volunteer program
Paid volunteering days
15+ Employee Resource & Affinity Groups
Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.
Auto-Apply