Regional Sales Manager
District sales manager job at Snap Finance
At Snap Finance, we believe everyone deserves access to the things they need, regardless of credit history. Since 2012, we've used data, machine learning, and a more human approach to create flexible financing solutions that help people move forward. We're proud of our inclusive, supportive culture, built on empowering our customers, partners, and team members alike. When our people thrive, so does our innovation.
If you're looking to make an impact and grow with a team that values you, come join us!
Job Description
As a key contributor, you will play a significant role in driving the rapid growth of a leading fintech while helping customers and empowering team members. Oversee a team of 8-10 Area Sales Managers (ASM) and Client Success Managers (CSM) and have general management responsibility and ownership of the strategy and execution of initiatives pertaining to the portfolio. Stretch those leadership and mentorship skills!
How you'll make an impact:
* Conduct field training and ride along with ASM's
* Monitor, appraise, and review ASM job performance by conducting portfolio reviews
* Participate in the recruiting and hiring process
* Resolve questions, problems, and issues that come up in the field and escalate them as needed
* Achieve expansion targets and execute a transactional sales cycle
* Proactively focuses on results, outcomes, and achievements, persistently overcoming obstacles as they arise.
* Account and pipeline management
* Work with the team to capture insights and provide ideas for how we continually evolve to meet our client's changing needs
* Role requires up to 75% travel
What you'll need to succeed:
* 2-5+ years of people leadership, with proven ability to develop people and work collaboratively across a wide variety of external and internal partners
* Prior knowledge and/or experience in Retail and B2B is preferred
* Bachelor's degree a plus
* Experienced leader and relationship manager with proven ability to develop strong relationships, sell-in B2B programs and initiatives, and demonstrate tenacity to uncover new opportunities to grow
* Strong project management skills, with excellent ability to prioritize effectively and drive results
* Demonstrate strong relationship management, consultative selling, superb negotiating skills, strategic thought leadership, and execution skills to drive incremental revenue growth
* Self-starter, goal-oriented individual with the ability to lead, motivate, communicate, problem-solve, plan/strategize and GSD (Get Stuff Done)
* Strong executive presence with the ability to lead and influence senior and C-level discussions with clients
* Demonstrates a competitive, positive, "driven" attitude, quickly adapts to different situations, and recovers from setbacks
Why Join Us:
* Generous paid time off
* Competitive medical, dental & vision coverage
* 401K with company match for US
* Company-paid life insurance
* Company-paid short-term and long-term disability
* Access to mental health and wellness resources
* Company-paid volunteer time to do good in your community
* Legal coverage and other supplemental options
* A value-based culture where growth opportunities are endless
More:
Snap values diversity and all qualified applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. Learn more by visiting our website at ********************
California Residents, please review our California Consumer Privacy Act Notice at ***********************************
Auto-ApplyMortgage Market Expansion Manager-Florida Panhandle
Destin, FL jobs
Job Title: Mortgage Market Expansion Manager
Motto Mortgage, a major national mortgage brokerage with over 200 offices nationwide, is launching a strategic expansion in the Florida Panhandle. We are searching for an exceptional Mortgage Loan Officer to help drive this growth and become a key member of our local leadership team.
This opportunity is designed for an individual who combines strong production capability with the leadership presence needed to build and guide a local team. At Motto Mortgage Resolutions, this role is key in establishing a high-performing branch-driving production, strengthening partnerships and influencing long-term strategic direction. If you are motivated by growth, leadership, and the ability to shape a local market with the support of a national brand, this position offers an exceptional opportunity.
Primary Responsibilities
Lead the growth and development of the Panhandle market for Motto Mortgage Resolutions
.
Recruit, train and mentor additional loan officers as the branch scales.
Originate and close residential mortgage loans with attention to service and compliance.
Strengthen relationships with Realtors and local partners.
Ideal Qualifications
· Active NMLS license with a minimum of 3 years as a producing mortgage loan officer.
· Consistent production of 2+ closed loans per month.
· Established Realtor referral network and active membership in at least one local Realtor association.
· Entrepreneurial leader who excels in a growth-driven environment, stays disciplined and committed, and is energized by building high-impact results.
· Strong command of technology and digital tools to drive business and brand presence.
· Excellent communication, organizational and relationship-building abilities.
· Demonstrate drive to build, coach, and lead a high-performing team, with the confidence to establish standards, guide developing talent, and foster a collaborative, growth-focused culture.
What we offer
· National brand strength with proven systems.
· Local autonomy paired with comprehensive corporate resources.
· Lucrative compensation with performance bonuses and incentives tied to branch growth, recognizing your direct impact on team and business success.
· Streamlined technology for CRM/client management, marketing and workflow.
· Ongoing professional development through Internal and external training.
· Wholesale pricing and broad program access.
· Personalized marketing materials and individual loan officer website.
· Product availability across Fannie, Freddie, FHA, VA, Reverse, HELOCs, Jumbo, and Niche/Non-QM programs.
· Flexible, remote work environment designed for productivity and balance.
About the Company
Motto Mortgage Resolutions is an independently owned and operated office of Motto Franchising, LLC. Franchise owners and their loan originators receive extensive support including ongoing education, an ecosystem of technology tools designed to streamline and simplify the loan process, guidance on compliance, recruiting assistance to help grow their businesses, and support in navigating the nuances of the mortgage industry.
The Motto Mortgage network is breaking the mold by giving the power of choice back to consumers with less jargon, more transparency, and even more options to choose from as they shop for the right home loan. With more than 225 offices open across over 40 states, Motto Franchising, LLC's unique national franchise mortgage brokerage model is the first of its kind in the United States. Created to disrupt the mortgage industry, the Motto Mortgage network connects loan originators and real estate agents to provide a seamless, personalized experience and one-stop shopping for consumers. Each Motto Mortgage office is independently owned, operated, and licensed.
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Account Manager - focused on Software Sales
Orland Park, IL jobs
If you have read my s before, this will be a refresher. For those of you who haven't read my s before, welcome to the party....I like to add a little humor, so you will see some comedy scattered in this .
Allow me to introduce myself. My name is Tom Welke. I am Partner & VP at RSM Solutions Inc. So...guess what, this is an actual live person. So, no 'bots', just a real person. I have been recruiting talent for a while (23 years) and been in the tech sector since the 1990s. Due to all of this, I am going to be far more focused on 'fit' than anything else...a fit for you and a fit for the client.
I am actually very good friends with the COO for this firm. He and I have been close personal friends for close to 15 years. The reason I mention this is that I know a little bit about these guys and what creates a good 'fit' here... So, what are those components of a good 'fit'. you might ask? Well here are a few characteristics:
This is an environment where there is an expectation that you will not just do your best work...but want to do your best work. Everyone that you will interact with are also striving to do their best work as well. So, we are seeking that individual that doesn't just want a 'job' but is looking to elevate their career, learn from others, and share their knowledge.
This is not a 'drama filled' environment. This role is not for that kind of person that feels like the world revolves around them. We have all meet salespeople that have a sense of 'bravado' (there is a less politically correct term for this)...this is not that kind of environment. So, I think you get what I am saying...confidence is one thing...being an (carefully placed explative) is another.
This particular client manufactures MES (Manufacturing Execution System) Software that is used by firms both large and small (typically their customer base are typically firms with 500 employees or less) and are primarily focused in the Midwest in terms of its install base (these guys are based in Germany...nope it isn't SAP). This clients MIP (Manufacturing Integration Platform) and Advanced Planning and Scheduling System use AI to help complete this client's overall product portfolio. A great way to describe this firm is that they are smack dab in the middle of the "Smart Factory Revolution". With over 45 years of experience and 520
professionals across 13 locations, they empower manufacturing companies to optimize their
production processes through innovative software solutions. Their software is used by over 1,100,000 people in 1,750 manufacturing companies worldwide.
For this role, we are seeking a Account Exec / Account Manager that is already located in Chicago. In addition, I can only work with US Citizens or Green Card Holders for this role.
If you are not located in Chicago, we would need you to be located in the midwest. This role is about 70% outside sales and 30% inside sales. This is a true 'hunter with hunger' role. There is no cap on commissions here as well. This role has uncapped commissions.
If you are anything like me, my eyes get a little buggy when I see job descriptions with a zillion 'must haves', half of which don't exist. So, due to that, I am going to give you the high level bullet points. If you are interested and apply, I can share all of those bullets. However, this should give you a good idea of what we are looking for and what the responsibilities of the role are.
Here are the key responsibilities:
Lead Sales efforts to the mid-market manufacturing sector.
Build a sales plan to provide integrated software and service solutions to meet prospect and existing customer needs as a strategic business partner.
Drive all aspects of the sales cycle including, proposals, scoping, pricing and contract negotiations, etc.
Develop proven metrics and reporting to drive the team to achieve success with our current and prospective customers
Here is what we are seeking:
Experience working for either an ERP or MES Software firm as an account executive. This ERP or MES experience is an absolute must have.
If you have large scale implementation project sales experience with a Cognizant, IBM Global Services, Accenture, PWC, E&Y, etc, that would be great to see.
Experience in business-to-business sales (especially in the manufacturing space), including prospecting, relationship management and closing complex deals for consulting-intense software solutions in the manufacturing industry, industrial automation, and logistics space (especially at the executive level).
Strong technology skills, familiarity with value-added processes in the manufacturing industry. This should include the digitization needs of manufacturing companies and their processes.
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-ApplyCustomer Retention Manager (Hybrid)
McKinney, TX jobs
Primary Duties & Responsibilities At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.
Role Overview:
Could you be our next Customer Retention Manager? Globe Life is looking for a Customer Retention Manager to join the team!
In this role, you will be responsible for directly managing up to 5 production supervisors who oversee teams of part-time Customer Retention representatives and department Team Leads that provide support to the contact center. This role involves providing ongoing guidance, coaching, and professional development opportunities to drive team growth while creating and maintaining a motivating work environment that inspires staff to consistently meet and exceed performance standards.
The position requires establishing and maintaining the highest standards of quality and productivity across all contact center operations. The manager serves as the primary escalation point for operational issues and strategic decision-making, analyzing daily performance metrics, and proactively implementing data-driven improvement strategies to drive consistent achievement of departmental Key Performance Indicators and organizational objectives.
The role involves partnering with Recruiting to assess staffing needs and ensure optimal team capacity. The manager collaborates with Human Resources to maintain consistency in policy application and appropriately handles disciplinary actions while ensuring detailed, confidential documentation. Additionally, the position ensures all HR processes and personnel actions comply with company policies, procedures, and legal requirements.
This is a hybrid position located in McKinney, Texas (WFH Monday & Friday, In Office Tuesday-Thursday).
What You Will Do:
* Manage a diverse team of full-time and part-time staff across multiple levels, including Supervisors, Team Leads, and Call Center Representatives.
* Conduct comprehensive annual performance reviews for direct reports and ensure supervisors complete timely evaluations for their team members.
* Ensure supervisors fulfill all responsibilities as outlined in the Customer Retention Supervisor Expectations document.
* Collaborate with senior leadership to develop strategies and ensure timely, effective implementation.
* Leverage technology solutions to optimize multi-channel contact methods and increase customer response rates.
* Monitor and evaluate departmental tests and policy changes to ensure expected performance while identifying and addressing adverse trends.
* Establish and maintain comprehensive documentation for all business processes with appropriate controls.
* Utilize data-driven analysis to continuously optimize call center operations and performance metrics.
* Serve as Subject Matter Expert across all areas of responsibility, providing guidance and expertise to the team.
* Support testing and implementation of new programs and technologies within the contact center environment.
* Partner with the training team to develop and maintain current, effective training programs for new hires and existing representatives.
* Communicate with Agency field operations as needed to ensure alignment and support business objectives.
* Complete ad hoc requests, as needed.
What You Can Bring:
* High School Diploma or Equivalent.
* Associate degree and/or equivalent work experience.
* Minimum 5 years' experience in telemarketing/sales management.
* Life insurance or financial industry experience preferred.
* Technical Proficiency: Advanced computer skills in MS Office Suite and ability to quickly adapt to evolving technology solutions that address business needs.
* Analytical & Strategic Thinking: Strong data analysis capabilities with the ability to translate insights into actionable business recommendations for senior leadership.
* Leadership & Communication Skills: Exceptional ability to communicate progress, results, and strategic initiatives to senior leaders while setting clear direction for telemarketing/telesales functions.
* Team Development Skills: Proven expertise in developing, motivating, and retaining high-performing staff members.
* Problem-Solving Skills: Excellent critical thinking and problem-resolution skills with a results-oriented mindset.
* Training & Development Skills: Demonstrated ability to design and deliver effective training programs for telemarketing/telesales teams.
Applicable To All Employees of Globe Life Family of Companies:
* Reliable and predictable attendance of your assigned shift.
* Ability to work full-time and/or part-time based on the position specifications.
How Globe Life Will Support You:
Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life:
* Competitive compensation designed to reflect your expertise and contribution.
* Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
* Robust life insurance benefits and retirement plans, including company-matched 401 (k) and pension plan.
* Paid holidays and time off to support a healthy work-life balance.
* Parental leave to help our employees welcome their new additions.
* Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
* Company-paid counseling for assistance with mental health, stress management, and work-life balance.
* Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
* Discounted Texas Rangers tickets for a proud visit to Globe Life Field.
Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.
Location: 7677 Henneman Way, McKinney, Texas
District Manager - Remote Kansas
Kansas jobs
Join us to create change and have an impact in homes around the world.
At Electrolux, a leading global appliance company, we strive every day to shape living for the better for our consumers, our people, and our planet. We share ideas and collaborate so that together, we can develop solutions that deliver enjoyable and sustainable living.
Come join us as you are. We believe diverse perspectives make us stronger and more innovative. In our global community of people from 100+ countries, we listen to each other, actively contribute, and grow together.
Where you'll be:
Remote Role! Based in Kansas with Travel Required
All About the Role:
The District Manager is responsible for driving profitable sales growth with major retail partners by developing strategic plans, managing product mix, and ensuring budget alignment. This role requires strong relationship-building skills, analytical thinking, and the ability to collaborate across internal teams and customer stakeholders to deliver exceptional results. Success depends on clear communication, problem-solving, and a proactive approach to managing sales performance and operational excellence.
Key Responsibilities:
Develop and execute sales strategies to achieve topline growth and profitability
Collaborate with retail partners and internal teams to expand product assortment and support new product introductions (NPI)
Analyze trends and performance metrics to create actionable plans that maximize sales and margin
Coordinate training initiatives for retail sales teams to strengthen brand advocacy
Partner with merchandising and marketing teams to develop promotional plans and improve key customer metrics
Monitor open orders and backlogs to ensure timely fulfillment and customer satisfaction
Prepare and deliver persuasive presentations and reporting for internal and external stakeholders
Minimum Qualifications
High school or GED
3 years of experience in sales, account management, or business
Strong merchandising and consultative selling skills with a proven ability to close deals in B2B environments
Ability to travel within assigned territory
Benefits highlights:
Discounts on our award-winning Electrolux products and services
Family-friendly benefits
Insurance policy plan
Extensive learning opportunities and flexible career path
Please be advised that we are unable to offer visa sponsorship for this position at this time.
Find more on: Electrolux Group North America:
************************************************************** Electrolux Group Careers: ********************************************
Electrolux Consumer Products, Inc. is an Equal Opportunity Employer (EOE). Qualified applicants are considered for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, disability, or veteran status. If you need assistance or an accommodation during the application process because of a disability, it is available upon request through ******************************. The company is pleased to provide such assistance, and no applicant will be penalized as a result of such a request.
#LI-OG1
Auto-ApplySenior Sales and Training Manager (Hybrid)
Dallas, TX jobs
CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture.
A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down.
CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program.
Position Overview:
The Senior Sales & Training Manager is responsible for performance-driven sales leadership and hands-on coaching and training expertise. This role recruits and inspires a high-performing sales team by modeling best practices in prospecting, pipeline management, and customer service and mentoring and onboarding newly licensed Loan Officers into productive contributors. Duties focus on results and development, setting clear sales goals, monitoring performance metrics, and providing individualized coaching and corrective action plans as needed. This role develops engaging curricula and training assets-from live sessions to digital learning tools-on topics including loan workflows, regulatory compliance, and internal technology platforms. The Sales & Training Manager collaborates cross-functionally with operations, compliance, and IT to ensure seamless process alignment and ongoing professional development.
Job Responsibilities:
* Drive the origination of high-quality refinance and purchase mortgage loans.
* Recruit and motivate a team of Loan Officers (LOs), fostering a culture of accountability, collaboration, and continuous improvement.
* Set and monitor individual and sales goals for LOs; track performance metrics and implement corrective coaching plans.
* Design and deliver comprehensive origination boot camps for newly licensed LOs, covering loan products, compliance requirements, and internal systems (e.g., Encompass 360).
* Lead by example in prospecting, pipeline management, and customer-service excellence.
* Serve as LOs primary mentor; conduct one-on-one skill assessments, provide performance feedback, and co-create personalized development plans.
* Develop and maintain training materials including classroom guides, e-learning modules, job aids, and micro-learnings on topics such as loan origination workflows (purchase & refinance), third-party vendor processes and compliance (FNMA/FHLMC, FHA/VA, S.A.F.E. Act) and internal platforms and technology roll-outs.
* Facilitate live and virtual training sessions, ensuring timely delivery and high engagement; schedule internal CCM training for new LOs as needed.
* Partner with operations, compliance, and IT teams to integrate process changes and system updates into training curricula.
Qualifications and Skills:
* This role requires on-site presence 2 - 3 days per week.
* Minimum 10 years' residential mortgage processing experience.
* Experience with originating refinance and purchase loans independently in both consumer-direct and retail channels.
* Experience with building relationships, mentoring others, and leading cultural change.
* Excellent presentation, facilitation and public-speaking skills.
* Excellent instructional design, technical writing and analytical capabilities.
* Excellent executive-functioning skills, including exceptional organization skills, attention to detail, enthusiasm, proactiveness, problem-solving, and proficient at managing multiple priorities.
* Advanced knowledge of Learning Management Systems (LMS) and virtual-training platforms.
* Skill in working in a collaborative, high-volume team setting.
* Proficient in Encompass 360 and Microsoft Office Suite. (Word, Excel, Outlook, PowerPoint)
This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position.
Pay Range:
* Annual Salary: Up to $250,000.00 + consisting of base plus bonus.
The posted pay range considers a wide range of compensation factors, including candidate background, experience and work location, while also allowing for salary growth within the position.
#LI-CCMREC
CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com
CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: **********************************
California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants.
CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law ("Protected Characteristics"). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion.
CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************
Senior Sales and Training Manager (Hybrid)
Dallas, TX jobs
CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture.
A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down.
CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program.
Position Overview:
The Senior Sales & Training Manager is responsible for performance-driven sales leadership and hands-on coaching and training expertise. This role recruits and inspires a high-performing sales team by modeling best practices in prospecting, pipeline management, and customer service and mentoring and onboarding newly licensed Loan Officers into productive contributors. Duties focus on results and development, setting clear sales goals, monitoring performance metrics, and providing individualized coaching and corrective action plans as needed. This role develops engaging curricula and training assets-from live sessions to digital learning tools-on topics including loan workflows, regulatory compliance, and internal technology platforms. The Sales & Training Manager collaborates cross-functionally with operations, compliance, and IT to ensure seamless process alignment and ongoing professional development.
Job Responsibilities:
Drive the origination of high-quality refinance and purchase mortgage loans.
Recruit and motivate a team of Loan Officers (LOs), fostering a culture of accountability, collaboration, and continuous improvement.
Set and monitor individual and sales goals for LOs; track performance metrics and implement corrective coaching plans.
Design and deliver comprehensive origination boot camps for newly licensed LOs, covering loan products, compliance requirements, and internal systems (e.g., Encompass 360).
Lead by example in prospecting, pipeline management, and customer-service excellence.
Serve as LOs primary mentor; conduct one-on-one skill assessments, provide performance feedback, and co-create personalized development plans.
Develop and maintain training materials including classroom guides, e-learning modules, job aids, and micro-learnings on topics such as loan origination workflows (purchase & refinance), third-party vendor processes and compliance (FNMA/FHLMC, FHA/VA, S.A.F.E. Act) and internal platforms and technology roll-outs.
Facilitate live and virtual training sessions, ensuring timely delivery and high engagement; schedule internal CCM training for new LOs as needed.
Partner with operations, compliance, and IT teams to integrate process changes and system updates into training curricula.
Qualifications and Skills:
This role requires on-site presence 2 - 3 days per week.
Minimum 10 years' residential mortgage processing experience.
Experience with originating refinance and purchase loans independently in both consumer-direct and retail channels.
Experience with building relationships, mentoring others, and leading cultural change.
Excellent presentation, facilitation and public-speaking skills.
Excellent instructional design, technical writing and analytical capabilities.
Excellent executive-functioning skills, including exceptional organization skills, attention to detail, enthusiasm, proactiveness, problem-solving, and proficient at managing multiple priorities.
Advanced knowledge of Learning Management Systems (LMS) and virtual-training platforms.
Skill in working in a collaborative, high-volume team setting.
Proficient in Encompass 360 and Microsoft Office Suite. (Word, Excel, Outlook, PowerPoint)
This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position.
Pay Range:
Annual Salary: Up to $250,000.00 + consisting of base plus bonus.
The posted pay range considers a wide range of compensation factors, including candidate background, experience and work location, while also allowing for salary growth within the position.
#LI-CCMREC
CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com
CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: **********************************
California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants.
CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion.
CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************
Auto-ApplyHead of Retail & Services - Central/East Merchant Sales, ICG
Remote
At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions, enabling the communities we support to grow and succeed in the right ways, all more confidently and more often-that's what we call the courage to thrive. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive. Try new things, learn new skills and discover what you excel at-all from Day One.
As a wholly owned subsidiary of U.S. Bank, Elavon is committed to building the platforms and ecosystems that help over 1.5 million customers around the world to achieve their financial goals-no matter what they need. From transaction processing to customer service, to driving innovation and launching new products, we're building a range of tailored payment solutions powered by the latest technology. As part of our team, you can explore what motivates and energizes your career goals: partnering with our customers, our communities, and each other.
Job Description
Are you ready to bring a strategic vision that inspires and leads a high-performing sales team? Do you thrive on setting ambitious goals and motivating others to achieve them?
Drive growth and lead a high-performing sales team in a fast-paced banking environment as Head of Retail & Services - Central/East Merchant Sales, ICG. This role focuses on setting bold goals, crafting innovative strategies, and building strong customer and industry relationships. If you're ready to shape market success and make a measurable impact, this is your opportunity.
Lead and inspire a high-achieving sales team focused on delivering banking products and services within a defined region or industry segment. This role combines strategic leadership with hands-on execution to drive growth and strengthen customer relationships.
Key Responsibilities
Oversee and guide a team of sales professionals, ensuring alignment with revenue, volume, and market share objectives.
Directly manage key client relationships and support your team in closing opportunities with customers and prospects.
Set and achieve ambitious sales goals, budgets, and marketing strategies for assigned products and services.
Build and maintain profitable customer relationships while identifying market trends and competitor actions to stay ahead.
Develop and manage the annual budget for your area, ensuring financial targets are met.
Foster partnerships with industry associations to expand influence and market presence.
Train, motivate, and provide daily leadership to your team, creating an environment of growth and success.
Basic Qualifications
Bachelor's degree, or equivalent work experience
Typically eight to 10 years of relevant experience
Preferred Skills/Experience
Advanced knowledge of sales and sales strategies
Effective verbal and written communication skills
Strong management and leadership skills
Demonstrated new business development and relationship management skills
Effective customer service/relations skills
Thorough knowledge of banking products/services, banking operations, and current market trends
Ability to make important decisions independently
If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
Benefits:
Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):
Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-Verify
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $111,605.00 - $131,300.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
Auto-ApplySenior Sales Manager (Pipe Fabrication) - FabLogix
Greenville, SC jobs
Job Description
Together We Build - Partnership, Innovation, Excellence, and Safety
At Kelso Industries, 3,500+ employees across 30 companies work together to deliver exceptional HVAC, mechanical, plumbing, refrigeration, and electrical solutions nationwide. Join us to grow your career, make an impact, and be part of a team where innovation, excellence, and safety come first.
Recruiter Notice: We respectfully ask external recruiters and staffing agencies not to submit candidates. We only accept direct applications.
We are seeking a results-driven Senior Sales Manager with strong industry relationships and direct, proven success in pipe fabrication sales across sectors such as
Process Chemical, Power, Petrochemical, Industrial, Life Sciences, Data Center, and Modular Fabrication (highly preferred)
.
This is a fully remote role (U.S.-based) with ~50% travel required. As the Sales Manager, you will focus on developing new leads and creating bidding opportunities for the company. You'll be expected to travel to our FabLogix facility in Duncan, SC, whenever introducing a new client or prospect to ensure alignment and collaboration with the company leadership team.
Key Responsibilities:
Identify, pursue, and secure new business opportunities within targeted market verticals.
Maintain and grow relationships with key clients, EPCs, facility owners, and general contractors.
Develop and execute strategic sales plans to meet revenue and margin targets.
Collaborate with estimating, engineering, and operations to ensure alignment on scope, pricing, and project delivery.
Lead proposal efforts, including bid strategy, client presentation, and negotiation support.
Provide accurate sales forecasts and reporting to executive leadership.
Represent the company at industry events, conferences, and client meetings to enhance brand visibility and market presence.
Gather market intelligence to inform product and service offering enhancements.
Mentor and support junior business development or inside sales team members, as applicable.
Qualifications & Skills:
7-10+ years of progressive sales experience in pipe fabrication
Demonstrated success selling into the Modular industry (i.e. multi-trade large skids for Data Centers and Life Sciences) and one or more of the following industries: Process Chemical, Power Generation, Petrochemical, and Industrial Manufacturing.
Strong network of existing industry relationships and active contacts.
Deep understanding of pipe fabrication processes, materials (carbon steel, stainless, alloy), and modular skids or rack systems.
Experience selling to both direct owners and engineering, procurement, and construction (EPC) firms.
Excellent communication, negotiation, and presentation skills.
Self-motivated and able to manage a dynamic sales pipeline independently.
Preferred Qualifications:
Experience in Salesforce CRM.
Strong network within the industrial construction, power, chemical or manufacturing sectors. Mission Critical network relationships is a strong plus.
Benefits:
Competitive salary and additional commission-based incentives.
Location flexibility. Work remotely from anywhere in the US.
Health, dental, and vision insurance.
401(k) with company match.
Professional development and career growth opportunities.
Paid time off and company holidays.
This role is ideal for a motivated professional eager to lead projects and drive business growth in the industrial piping sector. If you are passionate about leading growth, we want to hear from you.
Why Join Kelso Industries?
Join us and be part of a team dedicated to creating efficient, sustainable, and high-performance environments that make a lasting impact across the industrial, commercial, and institutional sectors.
Here you will experience:
Growth Opportunities: Develop new skills, take on exciting challenges, and advance your career in meaningful ways.
Company Culture: You'll thrive in an environment that supports your growth, values your contributions, and makes work fulfilling and enjoyable.
Impact: Your work directly contributes to meaningful outcomes, allowing you to see the difference you make and feel a sense of purpose every day.
Competitive Compensation & Benefits: You'll be rewarded fairly for your contributions while enjoying perks that enhance your financial security, health, and overall well-being.
Kelso Industries celebrates diversity and is committed to creating an inclusive environment for all employees. We do not discriminate in any aspect of employment based on race, color, religion, national origin, ancestry, gender, sexual orientation, gender identity and/or expression, age, veteran status, disability, or any other characteristic protected by federal, state, or local employment discrimination laws where Kelso does business
Head of Sales USA (Energy or Utility Exp Required) - Remote
Remote
Our client is world's best engineering & technology service providers. They are multi-billion-dollar technology, engineering, construction, and financial services conglomerate specializing in engineering, procurement, and construction (EPC) projects, high-tech manufacturing, digital transformation and technology services.
Job Description
Region:
USA
Work Environment:
Remote USA
Reporting to:
Global Business Unit Head
Reports:
5 to 6 Senior Sales Managers
Domain Expertise
: Renewable Generation, Transmission & Distribution, Energy Trading
Customer Segment
: Utilities / Energy Markets/Merchants / EPC-Developers / Large Energy Users
Travel Requirement
: Up to 60% (on business needs)
Job Details:
Objective:
As a Head of Sales, America Products & Solutions Sales Team, you will be responsible for driving sales growth and achieving revenue targets within the United States.
Key objective is to establish various management level connects (including C-level) and facilitate/accelerate their digital energy solution leadership in the following domains:
Renewable energy grids and hybrid generation plant control rooms
Power system transmission and distribution (PT&D) control rooms,
Energy markets/transaction involving deal to trading, forecasting scheduling, metering, billing and settlements
Substation automation software, Fault Analysis application and asset management solutions
Enterprise utility IT-OT integration solution across grid operation, asset operation, power procurement operation and meter to bill / customer services operation
Monitoring and Control of Grid interactive distributed energy resources - energy storage, electric vehicles ad demand response.
You will be supported by:
Significant infrastructure powered by 7*24 staffed their Network Operation Center in Fairfield, California to provide best-in-class customer support services for products as well as energy operation
Their uniquely designed products & solutions ensuring the best-value delivery, always a well packaged system built upon their Spark integration platform
Their approach for a dedicated vertical focusing on new emerging areas where solutions require innovation and collaborative development
Their solution tailored to customer's needs by supporting fully configurable and scalable architecture for project specific implementation
In this critical leadership role, you will need a deep understanding of energy consulting and the ability to bridge relationships between them and large electric utility companies, energy service/merchant companies, EPC/developer companies and large energy user companies. By leveraging your experience and expertise, you will engage with key customer executives (C-Suite level) to help shape their energy strategy, position Their solutions as strategic enablers to their goals, and drive revenue through long-term, high-value partnerships.
Key Responsibilities
Sales Strategy & Execution
Develop and execute comprehensive sales strategy to meet year on year targets for their Software Products, Solutions and Services across Americas with main focus on USA, ensuring alignment with their business objectives.
Lead the sales team with focus on large-scale, high-value opportunities with electric utility companies as well as any other customers engaging significant deals, leveraging your expertise to drive solution adoption, build trusted relationships, and influence C-suite decision-makers.
Drive the sales team for sales growth by engaging with utility industry leaders and guiding them through their energy transformation journey using Their innovative solutions in protection, automation, renewables, storage, microgrids, electric vehicles, demand response and cybersecurity.
Consultative Selling & Energy Strategy
Function as a trusted energy consultant for large electric utility companies, providing strategic advice and recommendations on power system optimization, automation, grid resilience, and cybersecurity.
Leverage your deep industry knowledge and experience to assess customer needs, identify gaps, and propose innovative solutions that solve business problems and accelerate utility modernization.
Lead discussions at the C-suite level with utility executives, ensuring that Their solutions align with their long-term energy goals and vision, and guide them in implementing transformative digital solutions.
Expertise in Proposal Development & Bid Management
Lead the preparation and submission of complex proposals in response to RFPs, RFIs, and tenders for large-scale energy projects, ensuring all proposals are comprehensive, customer-centric, and aligned with their business objectives
Collaborate with internal teams (technology development, product management, solution engineering, services, finance, legal) to ensure seamless development of proposals that reflect the right combination of build, buy, partner elements, tailored to each customer's specific needs
Diligent in proposal presentations and negotiations, demonstrating how Their solutions will directly benefit the customer's business and energy infrastructure.
Bridge Relationships with Customer Executives
Build and cultivate long-term relationships with C-suite executives and other senior leaders within large electric utility companies, positioning yourself as a strategic advisor who understands their challenges and objectives.
Leverage your established relationships and consulting expertise to navigate complex decision-making processes and advocate Their solutions as key enablers of energy transformation.
Represent them as a thought leader in the energy sector, building credibility and trust among key utility stakeholders through deep, consultative engagement.
Market Intelligence & Thought Leadership
Stay informed about the latest developments in the energy sector, including emerging trends in smart grids, microgrids, renewables integration and cybersecurity for electric utilities
Use this market intelligence to inform Their sales strategies, ensuring that solutions are aligned with the evolving needs of utilities and the broader energy transition.
Represent THEM at industry events, conferences, and forums, strengthening the company's position as a leader in the energy transformation space.
Customer Engagement & Success
Continue engagement with the customer ensuring successful implementation, meeting customer expectations and driving business values.
Act as a point of escalation for any post-sales issues, ensuring customer satisfaction and creating opportunities for upselling or cross-selling additional solutions.
Work with the customer to ensure long-term value realization from Their products and services, positioning the company as a trusted partner in the customer's energy strategy.
Qualifications
Required Qualifications:
25+ years of experience in sales, business development, or technical sales, with at least 15 years of leadership experience within the electric utility or energy sector.
Demonstrated experience in energy consulting and strategic advisory, particularly with large electric utilities, to address challenges in grid modernization, automation, and energy management.
Proven track record of building and maintaining C-suite relationships within major electric utilities and other significant customers, with experience driving large, multi-million-dollar deals.
Expertise in fast track sales strategy and executing complex sales cycles involving multiple stakeholders.
Strong leadership, communication, and negotiation skills with the ability to influence key decision-makers, especially at the C-suite level in utility organizations.
Deep technical understanding of power systems, automation, microgrids, and cybersecurity solutions in the utility sector.
Excellent consultative selling and critical thinking skills, with the ability to craft customized solutions that deliver measurable business outcomes.
Experience in managing multi-faceted bids and proposals, coordinating cross-functional teams to develop compelling, customer-focused solutions.
Skills & Competencies:
Strong leadership, communication, and negotiation skills with the ability to influence key decision-makers, especially at the C-suite level in utility organizations.
Deep technical understanding of power systems, automation, microgrids, and cybersecurity solutions in the utility sector.
Excellent consultative selling and critical thinking skills, with the ability to craft customized solutions that deliver measurable business outcomes.
Experience in managing multi-faceted bids and proposals, coordinating cross-functional teams to develop compelling, customer-focused solutions.
Additional Information
Sales Incentives and Other Benefits:
401K Match up to 4%
Health, Dental and Vision Insurance
Regional Fidelity Channel Manager - Tampa
Tampa, FL jobs
Ready to make a meaningful impact? At Brighton Jones, we're a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we've built a culture of continuous growth, collaboration, and community-recognized with 15 consecutive “Best Places to Work” awards including Inc.com's 2025 list, as well as national honors for community impact. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we're growing fast-and we're looking for driven, curious individuals to join our #OneTeam.
The WAS (Wealth Advisor Solutions) program is a national referral (prospective client referral) program from Fidelity. As the Channel Manager, you will be responsible for owning all things related to WAS in your assigned territory. The Regional FCM will work with the national, regional, and local teams to maximize our WAS partnership in an assigned territory. This involves building strong relationships with Fidelity Branch Leaders and individual Financial Consultants and collaborating with local Brighton Jones client service teams to achieve our annual revenue goals.
Take our Values in Action Self-Assessment to see how our values align! Key Responsibilities:
Deliver measurable results by proactively identifying opportunities to meet and exceed referral revenue goals
Cultivate a strong presence within your territory, building visibility, deep local insights, and trusted community relationships
Develop meaningful connections with referral sources, earning trust quickly and inspiring Fidelity partners to confidently advocate for Brighton Jones
Collaborate with national, regional, and local teams to design and execute thoughtful strategies that drive high-quality lead generation from Fidelity retail branches
Build and nurture strategic relationships with Fidelity Branch Leaders and Financial Consultants to strengthen our partnership and expand our reach
Serve as the primary point of contact for relationship development, referral introductions, and engaging branch presentations
Stay attuned to local market trends, anticipating risks and opportunities that inform and enhance the effectiveness of the WAS program
Manage the referral pipeline with intention, partnering closely with local client service teams to ensure a seamless and client-centered sales experience
Host, network, and engage with Fidelity branch teams to deepen collaboration and foster a culture of partnership
Confidently articulate the Brighton Jones service model-our philosophy, our approach, and what makes us different-in both virtual and in-person settings
Provide clear, timely, and supportive communication to prospective clients throughout their decision-making journey
Represent Brighton Jones with professionalism, warmth, and enthusiasm at community and industry events
Lead ongoing account and relationship management to ensure long-term partnership success
Consistently achieve quarterly and annual referral revenue goals
Other duties may be assigned, as assigned such as:
Periodically conducting research and competitive analysis to stay on top of current market changes and competitive trends
Identifying possible opportunities across all other Brighton Jones services 401(K) Advisory, Tax, OpenPlan, Legal and Real Estate
Helping to identify and develop additional Centers of Influence (COI) in assigned territory
Travel as necessary (up to 50%+ or as needed)
Your Experience:
Four-year college degree required (preferably in Finance, Business or Economics)
3-5 years of experience in a channel - account management / sales related role, preferably in financial services
Time and territory management skills
Excellent written and verbal communication skills
Strong organizational, analytical, and interpersonal skills
Ability to excel in a fast-paced, team-oriented environment
Proficiency in Microsoft Office applications required
Knowledge of Salesforce and Fidelity Wealth Advisor Solutions a plus
This role is part of an emerging market and will be considered remote until an office space is secured. Brighton Jones is a 'work-from-office' culture with a lot of flexibility. This is a full-time, and exempt position.
Visa Sponsorship:
Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.
We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community. Brighton Jones is a team founded on equity and respect, and we're on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically. To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.
Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Auto-ApplyRegional Fidelity Channel Manager - Tampa
Florida jobs
Job DescriptionReady to make a meaningful impact? At Brighton Jones, we're a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we've built a culture of continuous growth, collaboration, and community-recognized with 15 consecutive “Best Places to Work” awards including Inc.com's 2025 list, as well as national honors for community impact. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we're growing fast-and we're looking for driven, curious individuals to join our #OneTeam.
The WAS (Wealth Advisor Solutions) program is a national referral (prospective client referral) program from Fidelity. As the Channel Manager, you will be responsible for owning all things related to WAS in your assigned territory. The Regional FCM will work with the national, regional, and local teams to maximize our WAS partnership in an assigned territory. This involves building strong relationships with Fidelity Branch Leaders and individual Financial Consultants and collaborating with local Brighton Jones client service teams to achieve our annual revenue goals.
Take our Values in Action Self-Assessment to see how our values align! Key Responsibilities:
Deliver measurable results by proactively identifying opportunities to meet and exceed referral revenue goals
Cultivate a strong presence within your territory, building visibility, deep local insights, and trusted community relationships
Develop meaningful connections with referral sources, earning trust quickly and inspiring Fidelity partners to confidently advocate for Brighton Jones
Collaborate with national, regional, and local teams to design and execute thoughtful strategies that drive high-quality lead generation from Fidelity retail branches
Build and nurture strategic relationships with Fidelity Branch Leaders and Financial Consultants to strengthen our partnership and expand our reach
Serve as the primary point of contact for relationship development, referral introductions, and engaging branch presentations
Stay attuned to local market trends, anticipating risks and opportunities that inform and enhance the effectiveness of the WAS program
Manage the referral pipeline with intention, partnering closely with local client service teams to ensure a seamless and client-centered sales experience
Host, network, and engage with Fidelity branch teams to deepen collaboration and foster a culture of partnership
Confidently articulate the Brighton Jones service model-our philosophy, our approach, and what makes us different-in both virtual and in-person settings
Provide clear, timely, and supportive communication to prospective clients throughout their decision-making journey
Represent Brighton Jones with professionalism, warmth, and enthusiasm at community and industry events
Lead ongoing account and relationship management to ensure long-term partnership success
Consistently achieve quarterly and annual referral revenue goals
Other duties may be assigned, as assigned such as:
Periodically conducting research and competitive analysis to stay on top of current market changes and competitive trends
Identifying possible opportunities across all other Brighton Jones services 401(K) Advisory, Tax, OpenPlan, Legal and Real Estate
Helping to identify and develop additional Centers of Influence (COI) in assigned territory
Travel as necessary (up to 50%+ or as needed)
Your Experience:
Four-year college degree required (preferably in Finance, Business or Economics)
3-5 years of experience in a channel - account management / sales related role, preferably in financial services
Time and territory management skills
Excellent written and verbal communication skills
Strong organizational, analytical, and interpersonal skills
Ability to excel in a fast-paced, team-oriented environment
Proficiency in Microsoft Office applications required
Knowledge of Salesforce and Fidelity Wealth Advisor Solutions a plus
This role is part of an emerging market and will be considered remote until an office space is secured. Brighton Jones is a 'work-from-office' culture with a lot of flexibility. This is a full-time, and exempt position.
Visa Sponsorship:
Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.
We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community. Brighton Jones is a team founded on equity and respect, and we're on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically. To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.
Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Regional Fidelity Channel Manager - Dallas
Dallas, TX jobs
Job DescriptionReady to make a meaningful impact? At Brighton Jones, we're a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we've built a culture of continuous growth, collaboration, and community-recognized with 15 consecutive “Best Places to Work” awards including Inc.com's 2025 list, as well as national honors for community impact. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we're growing fast-and we're looking for driven, curious individuals to join our #OneTeam.
The WAS (Wealth Advisor Solutions) program is a national referral (prospective client referral) program from Fidelity. As the Channel Manager, you will be responsible for owning all things related to WAS in your assigned territory. The Regional FCM will work with the national, regional, and local teams to maximize our WAS partnership in an assigned territory. This involves building strong relationships with Fidelity Branch Leaders and individual Financial Consultants and collaborating with local Brighton Jones client service teams to achieve our annual revenue goals.
Take our Values in Action Self-Assessment to see how our values align! Key Responsibilities:
Deliver measurable results by proactively identifying opportunities to meet and exceed referral revenue goals
Cultivate a strong presence within your territory, building visibility, deep local insights, and trusted community relationships
Develop meaningful connections with referral sources, earning trust quickly and inspiring Fidelity partners to confidently advocate for Brighton Jones
Collaborate with national, regional, and local teams to design and execute thoughtful strategies that drive high-quality lead generation from Fidelity retail branches
Build and nurture strategic relationships with Fidelity Branch Leaders and Financial Consultants to strengthen our partnership and expand our reach
Serve as the primary point of contact for relationship development, referral introductions, and engaging branch presentations
Stay attuned to local market trends, anticipating risks and opportunities that inform and enhance the effectiveness of the WAS program
Manage the referral pipeline with intention, partnering closely with local client service teams to ensure a seamless and client-centered sales experience
Host, network, and engage with Fidelity branch teams to deepen collaboration and foster a culture of partnership
Confidently articulate the Brighton Jones service model-our philosophy, our approach, and what makes us different-in both virtual and in-person settings
Provide clear, timely, and supportive communication to prospective clients throughout their decision-making journey
Represent Brighton Jones with professionalism, warmth, and enthusiasm at community and industry events
Lead ongoing account and relationship management to ensure long-term partnership success
Consistently achieve quarterly and annual referral revenue goals
Other duties may be assigned, as assigned such as:
Periodically conducting research and competitive analysis to stay on top of current market changes and competitive trends
Identifying possible opportunities across all other Brighton Jones services 401(K) Advisory, Tax, OpenPlan, Legal and Real Estate
Helping to identify and develop additional Centers of Influence (COI) in assigned territory
Travel as necessary (up to 50%+ or as needed)
Your Experience:
Four-year college degree required (preferably in Finance, Business or Economics)
3-5 years of experience in a channel - account management / sales related role, preferably in financial services
Time and territory management skills
Excellent written and verbal communication skills
Strong organizational, analytical, and interpersonal skills
Ability to excel in a fast-paced, team-oriented environment
Proficiency in Microsoft Office applications required
Knowledge of Salesforce and Fidelity Wealth Advisor Solutions a plus
This role is an in-office, full-time, and exempt position. We are a work from office culture with lots of flexibility
Visa Sponsorship:
Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.
We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community. Brighton Jones is a team founded on equity and respect, and we're on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically. To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.
Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Regional Fidelity Channel Manager - Dallas
Dallas, TX jobs
Ready to make a meaningful impact? At Brighton Jones, we're a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we've built a culture of continuous growth, collaboration, and community-recognized with 15 consecutive “Best Places to Work” awards including Inc.com's 2025 list, as well as national honors for community impact. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we're growing fast-and we're looking for driven, curious individuals to join our #OneTeam.
The WAS (Wealth Advisor Solutions) program is a national referral (prospective client referral) program from Fidelity. As the Channel Manager, you will be responsible for owning all things related to WAS in your assigned territory. The Regional FCM will work with the national, regional, and local teams to maximize our WAS partnership in an assigned territory. This involves building strong relationships with Fidelity Branch Leaders and individual Financial Consultants and collaborating with local Brighton Jones client service teams to achieve our annual revenue goals.
Take our Values in Action Self-Assessment to see how our values align! Key Responsibilities:
Deliver measurable results by proactively identifying opportunities to meet and exceed referral revenue goals
Cultivate a strong presence within your territory, building visibility, deep local insights, and trusted community relationships
Develop meaningful connections with referral sources, earning trust quickly and inspiring Fidelity partners to confidently advocate for Brighton Jones
Collaborate with national, regional, and local teams to design and execute thoughtful strategies that drive high-quality lead generation from Fidelity retail branches
Build and nurture strategic relationships with Fidelity Branch Leaders and Financial Consultants to strengthen our partnership and expand our reach
Serve as the primary point of contact for relationship development, referral introductions, and engaging branch presentations
Stay attuned to local market trends, anticipating risks and opportunities that inform and enhance the effectiveness of the WAS program
Manage the referral pipeline with intention, partnering closely with local client service teams to ensure a seamless and client-centered sales experience
Host, network, and engage with Fidelity branch teams to deepen collaboration and foster a culture of partnership
Confidently articulate the Brighton Jones service model-our philosophy, our approach, and what makes us different-in both virtual and in-person settings
Provide clear, timely, and supportive communication to prospective clients throughout their decision-making journey
Represent Brighton Jones with professionalism, warmth, and enthusiasm at community and industry events
Lead ongoing account and relationship management to ensure long-term partnership success
Consistently achieve quarterly and annual referral revenue goals
Other duties may be assigned, as assigned such as:
Periodically conducting research and competitive analysis to stay on top of current market changes and competitive trends
Identifying possible opportunities across all other Brighton Jones services 401(K) Advisory, Tax, OpenPlan, Legal and Real Estate
Helping to identify and develop additional Centers of Influence (COI) in assigned territory
Travel as necessary (up to 50%+ or as needed)
Your Experience:
Four-year college degree required (preferably in Finance, Business or Economics)
3-5 years of experience in a channel - account management / sales related role, preferably in financial services
Time and territory management skills
Excellent written and verbal communication skills
Strong organizational, analytical, and interpersonal skills
Ability to excel in a fast-paced, team-oriented environment
Proficiency in Microsoft Office applications required
Knowledge of Salesforce and Fidelity Wealth Advisor Solutions a plus
This role is an in-office, full-time, and exempt position. We are a work from office culture with lots of flexibility
Visa Sponsorship:
Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.
We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community. Brighton Jones is a team founded on equity and respect, and we're on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically. To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.
Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Auto-ApplySales Executive, Renewal Manager
Jay, FL jobs
At FIS, our technology and our people are moving forward. We advance the way the world pays, banks and invests. We believe in building inclusive, diverse teams. Together, we innovate to help our colleagues, clients and communities succeed. If you're ready to grow your career and make an impact in fintech, we have one question: Are you FIS?
About the team:
Join our team today! Our team provides a comprehensive suite of core banking solutions designed to support banks of all sizes with modernization, scalability, and digital transformation. We strive to renew existing partnerships with FIS customers across different market segments and product suites in North America.
About the role:
As a Sales Executive, Renewal Manager, you'll be part of a tenured team of self-motivated, high achieving professionals. You'll have an exciting opportunity to provide industry-leading solutions, strategic products, and industry expertise. The role is critical to maintaining revenue continuity, enhancing client satisfaction, and identifying growth opportunities through upselling and cross-selling.
What you will be doing:
Manage end-to-end contract renewal process for existing clients.
Identify current contracts approaching expiration to initiate and conduct retention discussions with the relevant customer.
Prepare and present overviews of the client's current FIS relationships and product suites to establish baseline understanding of the business involved in the renewal.
Prepare, present, and negotiate pricing proposals to retain the client relationship.
Identify “next best” or new products the customer can use to grow their business and facilitate incorporation of those into the renewal discussions.
Focus on account retention and continued revenue growth.
Monitor client health and proactively address churn risks.
What you will need:
Prior experience as a Sales Executive and/or Renewal Manager in FinTech or financial services.
At least 5+ years of experience interacting and partnering with senior management is preferred.
Understanding of banking operations, technology and change landscape, preferably with FIS products and solutions.
Advanced communication, presentation, and negotiation skills.
Ability to travel at least 30%.
Analytical mindset for data-driven renewal strategies.
What we offer you:
At FIS, we are as committed to growing our employees' careers as our own business. We offer:
Opportunities to innovate in fintech
Inclusive and diverse team atmosphere
Professional and personal development
Resources to contribute to your community
Competitive salary and benefits
FIS is committed to providing its employees with an exciting career opportunity and competitive compensation. The pay range for this full-time position is $98,200.00 - $162,040.00 and reflects the minimum and maximum target for new hire salaries for this position based on the posted role, level, and location. Within the range, actual individual starting pay is determined by additional factors, including job-related skills, experience, and relevant education or training. Any changes in work location will also impact actual individual starting pay. Please consult with your recruiter about the specific salary range for your preferred location during the hiring process.
Privacy Statement
FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.
EEOC Statement
FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here
For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.
Sourcing Model
Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.
#pridepass
Auto-ApplySenior Regional Sales Director (South)
Texas jobs
Lead sales and client service initiative for William Blair's Investment Management strategies across the Intermediary Distribution channel throughout Texas and south region. Apply investment product and financial market knowledge to create and maintain key client relationships and grow the territory across the channel.. Mentor internal staff in the development of key relationships with qualified advisors and financial intermediaries to surface leads and identify prospects.
Responsibilities include but may not be limited to:
Advise management of competitive landscape and client base trends and collaborate with the Head of Intermediary Distribution to set sales goals and objectives.
Maintain extensive visibility and contacts outside of William Blair and foster relationships with key financial intermediaries to convey accurate, up-to-date knowledge of William Blair Investment Management products and their associated benefits.
Generate sales through the direct calling program, utilizing strong networking and negotiation skills to close the sale of investment.
Develop and maintain deep expertise of all investments and serve as a technical resource to others.
Cultivate and leverage relationships within William Blair that can help surface leads or provide endorsements with target clients.
Guide and mentor Regional Associates and Regional Directors on identifying and expanding sales opportunities.
Create, maintain and deliver client presentations which highlight investment management products and the advantages of William Blair.
Develop and maintain detailed documentation of client meetings and calling activity to ensure appropriate level of contact and follow-up, and assess success rates and opportunities for improvement.
Additional responsibilities as requested.
Qualifications:
Bachelors Degree in Business Administration or Finance required
8+ years of investment product sales required
SIE Exam, Series 7 and Series 66 (or Series 63 and Series 65) licenses required or must be obtained within 90 days of start
MBA, CFA, CFP, CAIA, CIMA preferred
Strong sales and presentation skills
Deep understanding of investment products and how to position them for maximum effectiveness with different audiences
High degree of energy, motivation and ability to set own priorities
Sustained superior sales production record
Ability to build and maintain working relationships with others to achieve objectives
Ability to provide coaching and guidance to less experienced team members
Excellent verbal and written communication skills
#LI-HK1
Auto-ApplyHead of Sales and Client Development - Global Family Office (GFO) - Americas
Chicago, IL jobs
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
Job Title: GFO Head of Sales - Americas
About Global Family Office (GFO):
The Global Family & Private Investment Offices team (“GFO”) is a full service client delivery business, within the Wealth Management division, specifically dedicated to supporting ultra-high net worth individuals, families (>$200m of investable assets), their charities and foundations, along with the family offices who serve them.
Role:
Responsible and accountable for driving GFO sales and business development activities across the US, Canada and Latin American markets. This role will report to the Head of Global Sales for Wealth Management, and align with the President of GFO. The GFO Head of Sales (Americas) will be a member of the Wealth Management Sales Leadership Team. This is a senior leadership position for the GFO business and responsibilities will include line management of the Americas-based Wealth Strategist and Sales Associate teams, work directly with US Regional Managing Directors on developing and executing market growth plans, and establishing and monitoring sales related processes and best practices.
Major Duties:
Managing Americas' GFO Wealth Strategists and Sales Associates including setting performance and financial targets
Contributing to GFO overall growth strategy throughout the Americas, and accountable for support all new business activities across new new, cross-sell, additions and fee restructures
Working with GFO Regional Managing Directors, and MDs maximize business growth and effectiveness
Leading regional Marketing & Events in collaboration with GFO Regional Managing Directors
Leading coordination of Centers of Influence (COI's) strategy and relationships
Supporting Product development to underpin competitiveness (eg Alternatives) in collaboration with GFO Heads of Banking, Asset Servicing, Investments, Fiduciary and Advisory.
Developing and delivering reporting and other analytics with respect to pipeline forecasting / depth, sales-based activity and other metrics
Experience:
Growth strategy and strategic planning
Client Retention and Growth
Business development
Leading and managing sales campaigns
Product development
Developing and maintaining client relationships
Event planning and organization
Building, managing and developing teams
Minimum of 7 years of financial sales experience
Management experience
FINRA SIE, Series 7, 63 and 24 licenses required
Salary Range:
$171,700 - 300,500 USD
Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.
Working with Us:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at *****************.
We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
Auto-ApplySenior Manager/Director - Sales and Use Tax
Tampa, FL jobs
When it comes to careers in tax and business advisory services, True Partners Consulting (TPC) is clearly different. TPC is an independent tax and business advisory firm delivering technical expertise and exceptional service in the areas of tax and financial reporting to Fortune 1000 and middle market companies, both public and private, throughout the United States. Our experienced team of premier industry professionals is committed to building a global practice built on a culture of respect, recognition, and reward. We want to know, what's TRUE about you? Learn more about us at TPCtax.com/Careers.
About the Role - Sales and Use Tax Senior Manager/Director
We are looking for a sales and use tax senior manager or director to build an indirect tax practice in our Tampa/San Jose offices. The ideal candidate is a go-getter and has the desire to lead and build a practice and ultimately become a partner at our firm.
Requirements
•\tCPA or JD licensure
•\t7+ years of indirect tax experience in public accounting, corporate tax, or large law firm. Experience should include VDAs, tax determinations, audit defense, system implementation, writing rulings
•\tPublic accounting or large law firm experience within last five years
Responsibilities
•\tManage and build an indirect tax team
•\tPossess the fundamental accounting knowledge to generate financial statements and make AJEs for the ultimate preparation of sales and use tax returns
•\tAssist with technical research supporting tax positions taken in tax filings, including drafting written memorandums
•\tContact tax agencies to obtain information, resolve issues, and reconcile notices
•\tKeep up to date on current tax practices and changes in tax law
•\tActively participate in employee training
All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Job Advertisement: About True Partners Consulting
When it comes to careers in tax and business advisory services, True Partners Consulting (TPC) is clearly different. TPC is an independent tax and business advisory firm delivering technical expertise and exceptional service in the areas of tax and financial reporting to Fortune 1000 and middle market companies, both public and private, throughout the United States. Our experienced team of premier industry professionals is committed to building a global practice built on a culture of respect, recognition, and reward. We want to know, what's TRUE about you? Learn more about us at TPCtax.com/Careers.
About the Role - Sales and Use Tax Senior Manager/DirectorWe are looking for a sales and use tax senior manager or director to build an indirect tax practice in our Tampa/San Jose offices. The ideal candidate is a go-getter and has the desire to lead and build a practice and ultimately become a partner at our firm.
RequirementsCPA or JD licensure
7+ years of indirect tax experience in public accounting, corporate tax, or large law firm. Experience should include VDAs, tax determinations, audit defense, system implementation, writing rulings
Public accounting or large law firm experience within last five years
ResponsibilitiesManage and build an indirect tax team
Possess the fundamental accounting knowledge to generate financial statements and make AJEs for the ultimate preparation of sales and use tax returns
Assist with technical research supporting tax positions taken in tax filings, including drafting written memorandums
Contact tax agencies to obtain information, resolve issues, and reconcile notices
Keep up to date on current tax practices and changes in tax law
Actively participate in employee training All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
District Manager
Tyler, TX jobs
Benefits:
401(k) matching
Bonus based on performance
Competitive salary
Employee discounts
Flexible schedule
Health insurance
Opportunity for advancement
The District Manager is responsible for building and coaching an empowered, committed high performing team to achieve results and drive Jackson Hewitt strategies by providing the most amazing service to our clients and achieving operating excellence. This position has full accountability for financial results including all key metrics and growing the overall brand within the assigned district (20-30 locations). Excellent leadership skills, communication abilities and a passion for excellence will prepare the District Manager for a successful career with Jackson Hewitt Do you have what it takes to lead our team to success?
What you'll do here:
Responsible for managing the local P&L, recruiting, staffing, scheduling, store set-up, store operations and implementing marketing initiatives.
Ensures the safety/security of company assets, clients, and employees through regular store visits, and training of store standards/compliance with company and government safety standards.
Responsible for building a high performing team through the recruitment, selection, guidance, training, and development of team members. Builds strong relationships within the local community.
Provide actionable strategies for retention by creating individual development plans; maintain high morale and a high retention rate for top associates.
Act as a coach and mentor to store leadership by using discretion in assessing performance, providing feedback and coaching to improve performance.
Foster an environment where all associates are comfortable expressing their views; creates enthusiasm, passion, and a desire to excel. Set high standards and empower others to achieve.
Manages and develops the Assistant District Manager, and partners with him/her to drive sales and exceptional client service; supervises support staff to drive results in the district.
Manages budgeting, forecasting and the P&L. Identifies business opportunities to improve client attraction and retention, improves margin/profitability, accountable for financial targets and cash control and reduces expenses within the district.
Ensures execution of all company branding and operational standards.
Creates and/or approves work schedules and timecards. Monitors Dayforce during all shifts, works with Human Resources on any employee relations issues or complaints and training.
Partner with HR Business Partner to investigate, assess, and resolve employee relations matters and use company development and performance management tools and processes on a consistent basis.
Maintain relationships with brokers, property managers and landlords. Coordinate with facilities to determine Capex budget and purchases, contractor and new office build out, design and completion schedules.
Analyze store operating policies, practices and procedures and recommend changes as necessary.
Ensure adherence to all Federal, State and Company compliance regulations.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Other duties, assignments and specific projects may be assigned at the discretion of executive management.
Skills you'll bring for success:
A Bachelor's degree preferred.
Minimum of 3-5 years' experience in retail management preferred.
A passion for mentoring and developing others is a must for the District Manager.
Must demonstrate strong interpersonal skills including the ability to lead and engage a team, create a culture of exceptional client service and operational excellence through the execution of goals and objectives and develop strong talent that can be moved throughout the organization.
Must be able to hold an Electronic Filing Identification Number (EFIN).
Must have excellent communication skills (written and oral), solid planning and organizational skills, a strong understanding of the financial aspects of the retail business and prior multi-unit P & L responsibility (preferred).
Proficiency with Microsoft Office Suite: Word, Excel and PowerPoint.
Physical Demand and Work Effort
Frequent walking, standing, bending, stooping, sitting, crawling and lifting.
Ability to stand 8-10 hours per day.
Reliable transportation, own insurance and a valid driver's license required.
Flexible work schedule, including weekends and holidays if needed.
Ability to lift, push or pull up to 40 pounds on a frequent basis.
Local travel up to 50% required (could be higher based on area). Some overnight travel may be required.
What you will get if you join us:
Competitive Salary + Bonus
Unlimited Days Paid Time Off + 11 Paid Holidays
401k + Match
Medical, Dental, and Vision
Pet Insurance
Company Celebrations and Appreciation Events
Fast-paced, innovative culture with an open and collaborative environment
Ample opportunity to develop core and new skillsets and have a stake in your own success
Freedom to create your best work and make a visible impact on the organization
Opportunities for advancement within the organization
Compensation: $55,000.00 - $70,000.00 per year
Working at Jackson Hewitt
Jackson Hewitt is a national brand with local heart. After 40+ years and our name on over 65 million returns, we're not only committed to providing a better tax experience for the hardest-working Americans, but we also strive to change the lives in our communities for the better, too. We offer a full suite of tax preparation services and guidance. Join us.
Taxes are fun (really!)
At Jackson Hewitt, we're proud to offer tax training to beginners and continuing education courses for more seasoned Tax Pros. We offer on-the-job mentorships too, and we're always championing your professional success and personal goals. Enjoy a flexible schedule and work that works around you for a change. Plus, start earning extra income and learning a recession-proof life skill now.
PTIN Certification: Yes
Thank you for your interest in Jackson Hewitt Inc., Jackson Hewitt Technology Services, LLC, Tax Services of America, Inc., or any of its or their subsidiaries, affiliates, or related entities (collectively herein, “Jackson Hewitt” or the “Company,” but excluding independently owned and operated franchise locations). The Company is an equal employment opportunity employer and does not tolerate discrimination against or harassment of any applicant or employee on the basis of race, color, sex, religion, national origin, age, disability, or any other status protected by applicable federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
CANDIDATE ACKNOWLEDGEMENT:
Tax Preparer Applicants: I understand, as a condition of employment, I must be able to obtain a Preparer Tax Identification Number (PTIN) and the IRS will conduct their own background investigation.
I certify that all answers given in connection with my application(s) for employment with Jackson Hewitt Inc. and/or its wholly owned subsidiary Tax Services of America, Inc. (collectively, the “Company”) are true and complete to the best of my knowledge. I understand that a false statement, false answer, misrepresentation or omission may result in a decision not to hire me, the withdrawal of an offer of employment, or the termination of my employment with the Company, regardless of when the false or misleading information or omission is discovered.
I understand that the completion of this application is a preliminary step to employment. It does not obligate the Company to offer employment to me, or for me to accept employment. This application is considered active for a period of time not to exceed (30) days. I understand that a Company representative may contact me during the application process.
By providing my phone number, I consent to receive automated telephone calls and/or text messages from Jackson Hewitt and its agents regarding Jackson Hewitt employment opportunities. Message and data rates may apply. Text STOP to opt-out.
By submitting an application, I certify, agree, and confirm my review and understanding, as set forth in the “Candidate Acknowledgment” set forth on the job posting.
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