A leading accounting firm in New York is seeking a Tax Senior Manager to oversee tax planning and compliance for high net worth individuals. The ideal candidate has over 8 years of experience in tax compliance, exceptional leadership skills, and proficiency in business development. This role offers a hybrid working model and requires CPA or IRS Enrolled Agent Certification. Competitive salary range from $120,000 to $200,000 based on experience.
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$120k-200k yearly 1d ago
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Strategic M&A Due Diligence Manager
Price Waterhouse Coopers 4.5
Boston, MA jobs
A global consulting firm in Boston is seeking a Manager for its Acquisition Advisory team. This role involves managing client service accounts, supervising teams, and leading engagement workstreams. Ideal candidates will possess a Bachelor's Degree, 5 years of relevant experience, and an active CPA or equivalent credential. The position offers a salary range of $99,000 to $232,000, along with comprehensive benefits and an annual discretionary bonus.
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$73k-95k yearly est. 3d ago
VP, Life Insurance Sales - Seattle Territory
Protective Life Corporation 4.6
Seattle, WA jobs
A leading financial services firm is seeking an External Point of Sale Life Wholesaler in Seattle. This role involves wholesaling with Edward Jones Financial Advisors, leading seminars, and providing customer support. Candidates must have a strong background in life insurance sales, relevant licenses, and a disciplined work ethic. The position offers a competitive salary of $125,000 annually along with a comprehensive benefits package, ensuring employee wellbeing and work/life balance.
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$125k yearly 5d ago
Executive Director, Treasury Sales & Team Growth
Jpmorgan Chase & Co 4.8
Seattle, WA jobs
A leading financial services firm located in Seattle, Washington is seeking an experienced Treasury Sales Group Manager. In this role, you will lead a team of Treasury sales professionals, developing strategies to enhance client relationships and performance. You will be responsible for monitoring team performance, providing coaching, and ensuring adherence to risk management protocols. Ideal candidates will have over 7 years of sales experience, strong analytical skills, and excellent communication capabilities. This is an opportunity to make a significant impact in a collaborative environment.
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$131k-191k yearly est. 2d ago
Regional Treasury Management Sales Manager
Seacoast National Bank 4.9
Tampa, FL jobs
can be located in Miami, Ft Lauderdale or Tampa.
The TM Regional Sales Manager is responsible for the oversight and performance of the Treasury Management sales team for Region assigned. Position will be responsible for business within a specific sector of the Seacoast Bank Commercial Banking footprint managing an assigned group of TM Sales Officers and Portfolio Managers.
The role has several core focuses: The recruiting, hiring, management and development of the staff, new TM business development and retention, meeting and exceeding assigned goals around activities, pipeline, won business, fee income and deposit growth.
In addition, the position has distinct expectations around aligning with proper TM business protocols; establishing, maintaining and following a documented strategic sales plan and consistently offering top level communication while creating and enhancing strong working relationships with all business partners across Seacoast.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Overall management, performance and strategic direction of assigned TM sales team. Working with the TM Business Executive and peers from TM Product, Risk and Customer Experience on the
Overall management, performance and strategic direction of assigned TM sales team. Working with the TM Business Executive and peers from TM Product, Risk and Customer Experience on the plan to set needed sales strategy that lead to growth and meeting and exceeding revenue goals. Lead, direct and coach the sales staff assigned via an advisory sales approach with an emphasis on clients cash conversion processes. That process includes specific emphasis on needed ideas and best practices around optimizing processes related to improve liquidity management, payables, receivables, all facets of information reporting and always with an emphasis on mitigating fraud and risk for clients and the Bank.
Drive sales performance through a consistent approach to client and portfolio planning and documenting next steps. Set tight and consistent TM sales pipeline calls. Build accountability toward week-to-week performance, call volumes and pipeline growth
Have premium focus on partnerships, communication, planning with Regional partners of the Commercial and Community Bank. Include key management partners in finalization of strategies and the execution plans for how TM can create successful outcomes for all. Create relationships that go well above normal "one on one" cadence and create mutual trust and transparency.
Utilizes a distinct calling activity focus and strong pipeline disciplines by joint calling activities with the assigned sales team to model behavior and coach the quality of the cash flow conversation.
Aid in total TM sales team plan around rewards, incentives and total compensation. Drive all facets of talent management to secure top talent in needed roles and be well connected within markets and the TM industry to stay on top of recruiting opportunities and market hiring dynamics. Knowing market dynamics while staying very current and demonstrating deeper TM industry expertise. Be willing and capable of delivering presentations and updates both internally within the Bank and within market and industry meetings/conferences.
Drive the continued acquisition and management of low-cost deposits with a partnership with TM product teams
Be a positive contributor to supporting TM Product and TM Sales support for onboarding efforts and be valuable partner in sharing added feedback around sales team impact and client experience thru maintenance and on boarding processes
Identify complex client opportunities early and support formal meetings/structure to vet risk and technology intensive decisions thoroughly before commitments are made and in time to allow risk and technology partners to evaluate.
Partner with the TM pricing team to maximize the profitably of our current customer base - making necessary adjustment to fees and account features.
Active participation in projects designed to acquire, retain and grow customers.
Hold and maintain a consistent diligence to all Bank policies and procedures and work in accordance with Risk Management.
Adhere to Seacoast Bank's Code of Conduct.
EDUCATION AND/OR EXPERIENCE:
Bachelor's degree required; MBA preferred; Certified Treasury Professional designation preferred.
Minimum of 5 years of demonstrated success in Treasury Management leadership capacity or 10 years of deeper level experience in Treasury Management sales or related financial services.
Proven focus on all areas of Banking services innovation and technology with specific emphasis on payments products
Proven proficiency with computer applications, such as Microsoft Office software products and data tools
The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities.
#LI-PF1
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$83k-113k yearly est. 3d ago
Regional Treasury Management Sales Manager
Seacoast National Bank 4.9
Miami, FL jobs
can be located in Miami, Ft Lauderdale or Tampa.
The TM Regional Sales Manager is responsible for the oversight and performance of the Treasury Management sales team for Region assigned. Position will be responsible for business within a specific sector of the Seacoast Bank Commercial Banking footprint managing an assigned group of TM Sales Officers and Portfolio Managers.
The role has several core focuses: The recruiting, hiring, management and development of the staff, new TM business development and retention, meeting and exceeding assigned goals around activities, pipeline, won business, fee income and deposit growth.
In addition, the position has distinct expectations around aligning with proper TM business protocols; establishing, maintaining and following a documented strategic sales plan and consistently offering top level communication while creating and enhancing strong working relationships with all business partners across Seacoast.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Overall management, performance and strategic direction of assigned TM sales team. Working with the TM Business Executive and peers from TM Product, Risk and Customer Experience on the
Overall management, performance and strategic direction of assigned TM sales team. Working with the TM Business Executive and peers from TM Product, Risk and Customer Experience on the plan to set needed sales strategy that lead to growth and meeting and exceeding revenue goals. Lead, direct and coach the sales staff assigned via an advisory sales approach with an emphasis on clients cash conversion processes. That process includes specific emphasis on needed ideas and best practices around optimizing processes related to improve liquidity management, payables, receivables, all facets of information reporting and always with an emphasis on mitigating fraud and risk for clients and the Bank.
Drive sales performance through a consistent approach to client and portfolio planning and documenting next steps. Set tight and consistent TM sales pipeline calls. Build accountability toward week-to-week performance, call volumes and pipeline growth
Have premium focus on partnerships, communication, planning with Regional partners of the Commercial and Community Bank. Include key management partners in finalization of strategies and the execution plans for how TM can create successful outcomes for all. Create relationships that go well above normal "one on one" cadence and create mutual trust and transparency.
Utilizes a distinct calling activity focus and strong pipeline disciplines by joint calling activities with the assigned sales team to model behavior and coach the quality of the cash flow conversation.
Aid in total TM sales team plan around rewards, incentives and total compensation. Drive all facets of talent management to secure top talent in needed roles and be well connected within markets and the TM industry to stay on top of recruiting opportunities and market hiring dynamics. Knowing market dynamics while staying very current and demonstrating deeper TM industry expertise. Be willing and capable of delivering presentations and updates both internally within the Bank and within market and industry meetings/conferences.
Drive the continued acquisition and management of low-cost deposits with a partnership with TM product teams
Be a positive contributor to supporting TM Product and TM Sales support for onboarding efforts and be valuable partner in sharing added feedback around sales team impact and client experience thru maintenance and on boarding processes
Identify complex client opportunities early and support formal meetings/structure to vet risk and technology intensive decisions thoroughly before commitments are made and in time to allow risk and technology partners to evaluate.
Partner with the TM pricing team to maximize the profitably of our current customer base - making necessary adjustment to fees and account features.
Active participation in projects designed to acquire, retain and grow customers.
Hold and maintain a consistent diligence to all Bank policies and procedures and work in accordance with Risk Management.
Adhere to Seacoast Bank's Code of Conduct.
EDUCATION AND/OR EXPERIENCE:
Bachelor's degree required; MBA preferred; Certified Treasury Professional designation preferred.
Minimum of 5 years of demonstrated success in Treasury Management leadership capacity or 10 years of deeper level experience in Treasury Management sales or related financial services.
Proven focus on all areas of Banking services innovation and technology with specific emphasis on payments products
Proven proficiency with computer applications, such as Microsoft Office software products and data tools
The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities.
#LI-PF1
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$83k-110k yearly est. 3d ago
Regional Treasury Management Sales Manager
Seacoast National Bank 4.9
Fort Lauderdale, FL jobs
can be located in Miami, Ft Lauderdale or Tampa.
The TM Regional Sales Manager is responsible for the oversight and performance of the Treasury Management sales team for Region assigned. Position will be responsible for business within a specific sector of the Seacoast Bank Commercial Banking footprint managing an assigned group of TM Sales Officers and Portfolio Managers.
The role has several core focuses: The recruiting, hiring, management and development of the staff, new TM business development and retention, meeting and exceeding assigned goals around activities, pipeline, won business, fee income and deposit growth.
In addition, the position has distinct expectations around aligning with proper TM business protocols; establishing, maintaining and following a documented strategic sales plan and consistently offering top level communication while creating and enhancing strong working relationships with all business partners across Seacoast.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Overall management, performance and strategic direction of assigned TM sales team. Working with the TM Business Executive and peers from TM Product, Risk and Customer Experience on the
Overall management, performance and strategic direction of assigned TM sales team. Working with the TM Business Executive and peers from TM Product, Risk and Customer Experience on the plan to set needed sales strategy that lead to growth and meeting and exceeding revenue goals. Lead, direct and coach the sales staff assigned via an advisory sales approach with an emphasis on clients cash conversion processes. That process includes specific emphasis on needed ideas and best practices around optimizing processes related to improve liquidity management, payables, receivables, all facets of information reporting and always with an emphasis on mitigating fraud and risk for clients and the Bank.
Drive sales performance through a consistent approach to client and portfolio planning and documenting next steps. Set tight and consistent TM sales pipeline calls. Build accountability toward week-to-week performance, call volumes and pipeline growth
Have premium focus on partnerships, communication, planning with Regional partners of the Commercial and Community Bank. Include key management partners in finalization of strategies and the execution plans for how TM can create successful outcomes for all. Create relationships that go well above normal "one on one" cadence and create mutual trust and transparency.
Utilizes a distinct calling activity focus and strong pipeline disciplines by joint calling activities with the assigned sales team to model behavior and coach the quality of the cash flow conversation.
Aid in total TM sales team plan around rewards, incentives and total compensation. Drive all facets of talent management to secure top talent in needed roles and be well connected within markets and the TM industry to stay on top of recruiting opportunities and market hiring dynamics. Knowing market dynamics while staying very current and demonstrating deeper TM industry expertise. Be willing and capable of delivering presentations and updates both internally within the Bank and within market and industry meetings/conferences.
Drive the continued acquisition and management of low-cost deposits with a partnership with TM product teams
Be a positive contributor to supporting TM Product and TM Sales support for onboarding efforts and be valuable partner in sharing added feedback around sales team impact and client experience thru maintenance and on boarding processes
Identify complex client opportunities early and support formal meetings/structure to vet risk and technology intensive decisions thoroughly before commitments are made and in time to allow risk and technology partners to evaluate.
Partner with the TM pricing team to maximize the profitably of our current customer base - making necessary adjustment to fees and account features.
Active participation in projects designed to acquire, retain and grow customers.
Hold and maintain a consistent diligence to all Bank policies and procedures and work in accordance with Risk Management.
Adhere to Seacoast Bank's Code of Conduct.
EDUCATION AND/OR EXPERIENCE:
Bachelor's degree required; MBA preferred; Certified Treasury Professional designation preferred.
Minimum of 5 years of demonstrated success in Treasury Management leadership capacity or 10 years of deeper level experience in Treasury Management sales or related financial services.
Proven focus on all areas of Banking services innovation and technology with specific emphasis on payments products
Proven proficiency with computer applications, such as Microsoft Office software products and data tools
The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities.
#LI-PF1
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$83k-111k yearly est. 3d ago
Regional Manager of Commercial Banking
First National Bank of Pennsylvania 4.5
Charlotte, NC jobs
Primary Office Location:401 S Graham St. Charlotte, North Carolina. 28202.Join our team. Make a difference - for us and for your future.
Regional Manager of Commercial Banking Business Unit: Commercial Banking Reports To: Varies by Assignment
Position Overview:
This position is primarily responsible for managing an assigned Banking Region to meet the financial service needs of customers residing within the region, achieving asset growth goals established through the strategic plan, developing, implementing and achieving annual goals and objectives as established in the Region's annual operating plan and achieving these goals in a profitable manner by creating a sales culture which ensures Superior Customer Service while aggressively soliciting current and prospective clientele for additional business.
Primary Responsibilities:
Leads and manages an assigned Banking Region to meet the financial services needs of customers residing in the area. Develops regional marketing and sales plans including customer service, sales objectives and strategies and implements sales plans including officer calling plans, branch solicitation efforts and referral programs carried out by staff within the specific area.
Negotiates various balance sheet growth goals with subordinates consistently with achieving results set forth in the Bank's strategic plan. Reviews ongoing market research to determine customer needs, volume potential, competitive strategies, etc. Works with Marketing and management to develop advertising and promotional campaigns.
Coordinates customer service and sales efforts with area management and staff personnel to attain specific goals and objectives including joint sales calls with staff. Conducts regularly scheduled (at least monthly) sales and customer service meetings.
Achieves profitability goals and impacts profitability through sale of commercial and small business loans, expansion of loan fees and management of related expenses.
Evaluates the effectiveness of staff based on sales growth, leads and coaches sales personnel and makes certain that product and sales training is in place. Administers personnel policies and procedures as established by bank policy.
Actively participates in actions designed to support credit quality and the Bank's credit culture, serves as liaison between staff and Credit Administration ensuring business is processed timely.
Assists in loan structuring and related activities. Supports the lending activities by approving or rejecting loans within lending authority, performing tasks to use lending authority including all appropriate types of credit while maintaining the bank's credit quality and culture.
Assists in the development of the annual budget and adheres to budget parameters. Analyzes and controls expenditures to meet budgetary limits.
Provides periodic reports to the EVP of Community Commercial Banking and President of Northwest Region, senior management and other groups, committees or individuals as required throughout the organization. Coordinates the preparation of periodic and sales reports and forms as required
Develops resources as appropriate to improve efficiency and productivity. Allocates the region's resources toward tasks required to achieve goals and objectives.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Education:
BA or BS
Minimum Years Experience:
10
Special Skills:
Excellent management skills
Excellent communication skills, both written and verbal
Excellent customer service skills
Excellent organizational, analytical and interpersonal skills
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Experience associated with interpreting and implementing marketing and sales strategies
Understanding of commercial, retail lending and of the credit process from application through documentation
Special Licenses and Certificates:
N/A
Physical Requirements:
N/A
Equal Employment Opportunity (EEO):
It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
$72k-88k yearly est. 3d ago
Commercial Manager (Category Manager)
Hana Group Us 4.3
Irving, TX jobs
About Hana Group
Hana Group is a global leader in ready-to-eat Pan-Asian cuisine, bringing fresh, chef-crafted sushi and Asian-inspired dishes to customers through our in-store kiosks and food service operations. With a presence in major grocery retailers across the U.S., we're committed to delivering high-quality food that's convenient, delicious, and prepared with care. Our culinary teams operate with a passion for food and a dedication to service that drives every customer interaction.
Our Culture
At Hana Group, we believe our people are the heart of our success. We're proud to foster a diverse and inclusive work environment where team members feel empowered, supported, and inspired to grow. Whether you're rolling sushi, managing a kiosk, or supporting operations behind the scenes, your work makes a real impact on the customer experience and the company's success. We invest in our employees through hands-on training, leadership development, and clear pathways for career advancement.
Why Join Us
Joining Hana Group means being part of a fast-paced, entrepreneurial company that's transforming the way people eat. We operate with a focus on food safety, operational excellence, and customer satisfaction, while never losing sight of the people who make it all happen. If you're passionate about food, thrive in dynamic environments, and want to be part of a company that's growing across the U.S., Hana Group could be the perfect fit for you.
Job Description
This position is responsible for creating or improving products from start to finish, working with a team to ensure that the products meet customer needs and business goals. They are also responsible for identifying new opportunities for developing a new marketable product from concept to distribution. The role requires working in a highly cross functional environment. The ability to influence and negotiate internally and externally is critical.
Key Competencies
Influence and Negotiation, Financial Acumen and Data /Analytics, Consumer/Customer Focus, Planning and Priority Setting, and Communication
Duties & Responsibilities
Conducting market research and analyzing customer feedback to identify gaps and opportunities in the market
Developing product proposals and roadmaps based on customer needs, business objectives, and industry trends
Coordinating and collaborating with cross functional teams, such as sales, operations, sourcing and marketing to deliver high-quality products on time and within budget
Negotiating contracts and agreements with suppliers, vendors, and partners
Managing the product development lifecycle, from ideation to launch and beyond, ensuring that the product meets the desired specifications and quality standards
Evaluating the performance and profitability of the product, as well as collecting and analyzing user feedback and data to measure customer satisfaction and identify areas for improvement
This job posting describes the general duties and responsibilities for the position. Other duties may be assigned as needed.
All corporate positions are required to work onsite at the office on Tuesday, Wednesday and Thursday each week.
Qualifications
Bachelor's degree in business, economics, finance, logistics, or in a related field
At least four years' product development experience in a related industry
Superb leadership and communication skills
Advanced ability to collaborate and negotiate
Excellent organizational and time management skills
Exceptional analytical and strategic thinking abilities
Willingness to travel to develop, promote, and maintain strategic relationships
Strong grasp of Hana Group standards, mission and core values
Hana Group North America is an Equal Opportunity Employer
Additional Information
We offer full-time benefits, bonuses, vacation time, tuition reimbursement and career growth.
Apply Today by replying to this ad!
$95,000 - $105,000 USD Annually
$95k-105k yearly 17h ago
Area Sales Manager - Mortgage Origination
First National Bank of Pennsylvania 4.5
Greensboro, NC jobs
Primary Office Location:400 Bellemeade St.. Greensboro, North Carolina. 27401.Join our team. Make a difference - for us and for your future.
Area Mortgage Banking Manager Business Unit: Mortgage Administration Reports To: Regional Mortgage Banking Manager
Position Overview:
This position is primarily responsible for residential mortgage sales activities on a market level including recruiting, coaching and supporting Mortgage Loan Originators and meeting or exceeding personal mortgage production goals. The incumbent is responsible for sales management duties including accountability for mortgage production goals and other key department objectives (cross-sell initiatives, customer satisfaction results, file quality) and is also responsible for the management and facilitation of key Bank partnerships in their respective markets.
Primary Responsibilities:
Recruits, trains and coaches a small team of Mortgage Loan Originators to drive external and internal mortgage production and meet or exceed established goals.
Originates loans from internal and external referral sources.
Develops relationships with Centers of Influence (COI) to drive personal production and support production for the team through sales activities and joint sales call efforts.
Executes key strategies to achieve production goals, support partnership initiatives and manages key sales activities that drive mortgage volume and production.
Supports and assists Mortgage Loan Originators with structuring loans, delivering quality files, adhering to industry and corporate guidelines and facilitating solid internal partnerships with the Operations team. Assists in managing the mortgage pipeline to help facilitate and support a great customer experience.
Participates in various sales and operational meetings as needed in their specific market and presents updates, market information, partnership success and other key information related to the mortgage channel.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Education:
High School or GED
Minimum Years Experience:
5
Special Skills:
Detail-oriented
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Ability to use general office equipment
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
BA or BS preferred. Experience with mortgage originations and mortgage sales management.
Special Licenses and Certificates:
Nationwide Mortgage Licensing System and Registry Identifier preferred but will be required.
Physical Requirements:
N/A
Equal Employment Opportunity (EEO):
It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
$59k-68k yearly est. 3d ago
Account Executive & Account Manager
Array 3.5
Shrewsbury, NJ jobs
Account Executive & Account Manager
Pay: $60,000 to $70,000/year + Uncapped Commission
Type: Full-time
Schedule: Monday - Friday
GoToro is looking for a motivated Account Executive & Account Manager to join our team in a role that blends new business development with ongoing client relationship management. In this role, you will proactively prospect employers who need better recruitment advertising solutions while also managing and growing an existing book of business.
This is an ideal position for someone who thrives in the talent acquisition space, understands the challenges employers face in attracting candidates, and is excited to help clients improve hiring outcomes through strategic recruitment advertising.
What You'll Do:
New Business Development (Outbound Prospecting)
Identify and target companies across key industries that can benefit from improved recruitment marketing strategies.
Build, qualify, and nurture a pipeline of prospects through research, outreach, and follow-up.
Conduct discovery calls to uncover hiring needs, talent acquisition pain points, and advertising gaps.
Present recruitment advertising solutions that drive applicant volume, quality, and cost efficiency.
Support prospects through the sales cycle-from first outreach to signed agreement.
Account Management (Existing Book of Business)
Serve as the primary point of contact for your assigned clients.
Deeply understand each client's hiring goals, job mix, and recruitment challenges.
Provide performance reporting, insights, and data-driven recommendations.
Identify upsell opportunities such as additional job categories, new locations, or expanded budgets.
Ensure exceptional client satisfaction and strong renewal outcomes.
What You Bring
3+ years of experience in recruitment advertising, HR tech, staffing, talent acquisition, or B2B sales/account management.
Experience with CRM and sales tools like Salesforce, Apollo, LinkedIn, ZoomInfo, and Microsoft Office.
Comfortable with outbound outreach and managing multiple client accounts.
Excellent communication, presentation, and relationship-building skills.
Ability to translate hiring challenges into actionable advertising solutions.
Highly organized, proactive, and skilled at prioritizing in a fast-paced environment.
Why You'll Love Working Here:
Opportunity to sell and support innovative recruitment advertising solutions.
Direct impact on helping employers hire faster and more efficiently.
Collaborative, supportive team culture.
Clear path for growth in sales or account management.
Competitive compensation, bonus/commission structure, and benefits.
Benefits:
Competitive base salary with uncapped commission potential.
401(k) with 50% company match.
Health, dental, and vision coverage.
80% of your leads are provided by our in-house marketing team.
Full access to a robust sales tech stack and automation tools.
Collaborative, high-performance remote culture.
Training, mentorship, and career advancement opportunities.
GoToro is part of Array Corporation, the leading technology-enabled workforce solutions company whose mission is to fix how work is bought, sold and delivered to enable access to the American Dream.
We are proud to be an Equal Employment Opportunity and Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
$60k-70k yearly 1d ago
Tax Account Manager
Compeer Financial 4.1
Rochester, MN jobs
Empowered to live. Inspired to work. Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally.
How we support you:
Hybrid model - up to 50% work from home
Flexible schedules including ample flexibility in the summer months
Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match)
Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP
Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off
Learning and development programs
Mentorship programs
Cross-functional committee opportunities (i.e. Inclusion Council, emerging professional groups, etc.)
Professional membership/certification reimbursement and more!
Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs.
To learn more about Compeer Financial visit************************
Where you will work:
This position offers a hybrid work option up to 50% remote and is based out of the MN-Rochester office location.
The contributions you will make:
This position performs tax planning, tax preparation services and is responsible for signing client tax returns. Manages the delivery of tax and accounting products and services. Promotes and markets tax and accounting products and services to clients and eligible prospects.
A typical day:
Performs tax projections and works with clients to develop strategic tax plans in accordance with Compeer policies and procedures and Internal Revenue Service (IRS) code requirements.
Provides tax and accounting consulting services on a wide range of issues affecting clients.
Prepares and signs income tax returns for individual, partnership and corporate clients.
Prepares payroll tax, 1099, W2 and related forms and reports.
Participates in the development and presentation of ongoing educational programs for Compeer team members and clients regarding tax and accounting services.
Assists Compeer team members on client visits and at agriculture or community events to develop knowledge in all Compeer products and services.
The skills and experience we prefer you have:
Bachelor's degree in accounting or related field or an equivalent combination of education and experience sufficient to perform the essential functions of the job.
Advanced experience in tax planning and preparation.
Certified Public Accountant (CPA) or Enrolled Agent (EA) certification required.
Will consider those currently enrolled in certification program.
Ability to earn certification by passing the Farm Credit Services Tax Exam.
#IND100
#LI-RM1
How we will take care of you:
Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits.
Base Pay$73,700-$111,400 USD
Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Must be authorized to work for any employer in the United States. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time.
Click here to view federal employment laws applicable for applicants.
$73.7k-111.4k yearly 3d ago
Market Sales Manager
Minnwest Bank 4.1
Spring Valley, MN jobs
About Minnwest: Minnwest is a family owned, community bank based in Minnesota and South Dakota. We believe our success is measured by the extent in which we have a positive impact on the communities we serve. We are committed to building strong, vibrant communities through our core values:
The customer is the first priority.
We will keep all of the commitments we make.
We are the people who get things done.
We will work together as a team.
Location(s): Spring Valley and Wykoff, MN
Job Summary: The Market Sales Manager is responsible for the successful business development of their market which includes business planning and budgeting. This position is also responsible for coaching, performance management, and talent management of direct reports. They oversee their market branches operational proficiency, sales success, and the development of the retail branch employees within a specified market. This role is accountable to grow market deposits, retail loan volume, referrals to other business lines, increase digital adoption and make the branch network easier to do business with. This role works closely with the District Manager to engage employees and takes responsibility for communicating critical information up and down the branch organization. Regular travel to multiple branch locations is a requirement of this position.
Duties and Responsibilities (including but not limited to):
Hire, train, and develop Universal Bankers and Retail Leads within Market and directly oversee and manage their performance
Communicate, motivate, and coach the retail branch staff to provide excellent customer service and attain defined goals
Develop Universal Bankers through appropriate level of training, adhere to and manage branch staffing
Accountable for market retail deposit and loan volume including retail credit quality. Promotes sale of all deposit accounts, consumer credit, HELOCs and convenience services. Engages business line partners promoting referrals to other business lines. Promote and champion awareness of marking campaigns and efforts in market.
Trained in all Retail responsibilities and duties, maintain UB knowledge and expertise to assist within market as needed.
Demonstrate a high level of work quality, excellent customer service, and proactive teamwork across Minnwest with clearly communicate expectations for staff to do the same
Partner with Market Presidents regarding donations planning, community events, etc.
May open new consumer and business deposit accounts and complete loan applications
Minimum Requirements:
Post-Secondary degree or equivalent work
2-3 years' experience in a management capacity
3 years of front-line retail customer service experience
2-3 years' experience selling products and services
Ability to multi-task, be organized, effective time management skills and the ability to communicate with customers in a professional manner
Ability to work with a wide variety of personalities in a courteous and professional manner
Strong math and analytical skills
Ability to evaluate direct and indirect reports on their overall performance
Preferred Qualifications:
Four-year college degree
5 years of experience in a management or supervisory capacity with responsibility for 6+ employees. Preference for the retail department in a community bank
High level leadership skills
Ability to think strategically and foster high ethical standards in executing on the bank's purpose, mission, value and goals
Schedule: Monday - Friday: 8:00 a.m. - 5:00 p.m., Rotating Saturdays 8:00 am - 12:00 pm
Workplace Environment:
Requires face-to-face interaction and coordination of work with other employees and departments, and in-person interaction.
Working at a computer and utilizing a telephone
Occasionally lifting up to 50lbs
Salary Range: $78,280 - $85,000 annually
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. The salary range represents anticipated base pay for this role. The actual pay offered will consider internal equity and may vary based on factors including but not limited to work location, candidate's job-related knowledge, skills, and experience, among other factors.
Minnwest Benefits: In addition to salary, Minnwest Bank offers a comprehensive benefits package, including incentive and recognition programs. Minnwest Bank is focused on taking care of our employees and their families, and supporting their health and financial well-being, including:
Comprehensive Medical, Vision and Dental Insurance
Retirement savings including 401(k) with Employer Match and Employee Stock Ownership Plan (ESOP)
Paid Holidays and Competitive Paid Vacation Days
Paid Parental Leave
Short- and Long-Term Disability
Life, Critical Illness, and Accidental Insurance
Tuition Reimbursement and Career Development Opportunities
Employee Assistance Program (EAP)
Paid Time Off to volunteer in your community
Opportunities to connect with others through our diversity and inclusion focused Employee Resource Group
All benefits are subject to eligibility requirements.
A full background check, including federal, state, county, and civil, and general financial credit check will be conducted on the final candidate for this position. Candidate must pass the background check and financial credit check in order to obtain employment with Minnwest. Failure to meet any of the requirements may result in a rescission of your offer of employment.
EEO: 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.
$78.3k-85k yearly 3d ago
Sales Manager of Small Business Banking
First National Bank of Pennsylvania 4.5
Raleigh, NC jobs
Primary Office Location:501 Fayetteville Street. Raleigh, North Carolina. 27601.Join our team. Make a difference - for us and for your future.
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Senior Sales Manager of Small Business Banking Business Unit: Small Business Banking
Reports To: EVP of Small Business Banking
Position Overview:
This position is primarily responsible for establishing banking relationships with small business banking customers in and around the Bank and managing a business development team. The incumbent supervises and cultivates the business development team to maintain and grow the small business balance sheet and develop and enhance customer relationships.
Primary Responsibilities:
Manages assigned Business Development Officers. Serves as a sales coach utilizing consultative conversation, needs assessment forms and role playing. Participates on joint calls with Business Development Officers and other lines of business partners.
Dispenses advice and monitoring in setting goals and objectives, monitors and recommends adjustments in direction as needed and evaluates the performance of direct reports.
Helps develop, maintain and grow the assigned team's client base. Attracts own client base through centers of influence and community involvement.
Coordinates and implements a customer service and relationship building program that trains Business Development Officers to develop a complete financial relationship with the customer.
Promotes the Trifecta (business, personal, employer deposits), establishes partnerships for mentoring Business Development Officers and Branch Managers with Regional Banking Executives and Market Managers.
Has experience as a differentiator within the corporation or another institution in terms of market knowledge, production, experience and leadership.
Sustains relevant relationships with the business and professional community to enhance business opportunities and promote a positive Bank image.
Conducts and participates in meetings or on committees as needed.
Ensures team and personal credit quality.
Refers business opportunities to business partners at Wealth Management, Insurance, Treasury Management and Commercial Lending.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Education:
BA or BS
Minimum Years Experience:
10
Special Skills:
Excellent management skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Excellent customer service skills
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Experience in banking industry and in a sales leadership role.
Special Licenses and Certificates:
N/A
Physical Requirements:
N/A
Equal Employment Opportunity (EEO):
It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
$28k-34k yearly est. 3d ago
Regional Fidelity Channel Manager - Tampa
Brighton Jones 4.1
Tampa, FL jobs
Ready to make a meaningful impact? At Brighton Jones, we're a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we've built a culture of continuous growth, collaboration, and community-recognized with 15 consecutive “Best Places to Work” awards including Inc.com's 2025 list, as well as national honors for community impact. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we're growing fast-and we're looking for driven, curious individuals to join our #OneTeam.
The WAS (Wealth Advisor Solutions) program is a national referral (prospective client referral) program from Fidelity. As the Channel Manager, you will be responsible for owning all things related to WAS in your assigned territory. The Regional FCM will work with the national, regional, and local teams to maximize our WAS partnership in an assigned territory. This involves building strong relationships with Fidelity Branch Leaders and individual Financial Consultants and collaborating with local Brighton Jones client service teams to achieve our annual revenue goals.
Take our Values in Action Self-Assessment to see how our values align! Key Responsibilities:
Deliver measurable results by proactively identifying opportunities to meet and exceed referral revenue goals
Cultivate a strong presence within your territory, building visibility, deep local insights, and trusted community relationships
Develop meaningful connections with referral sources, earning trust quickly and inspiring Fidelity partners to confidently advocate for Brighton Jones
Collaborate with national, regional, and local teams to design and execute thoughtful strategies that drive high-quality lead generation from Fidelity retail branches
Build and nurture strategic relationships with Fidelity Branch Leaders and Financial Consultants to strengthen our partnership and expand our reach
Serve as the primary point of contact for relationship development, referral introductions, and engaging branch presentations
Stay attuned to local market trends, anticipating risks and opportunities that inform and enhance the effectiveness of the WAS program
Manage the referral pipeline with intention, partnering closely with local client service teams to ensure a seamless and client-centered sales experience
Host, network, and engage with Fidelity branch teams to deepen collaboration and foster a culture of partnership
Confidently articulate the Brighton Jones service model-our philosophy, our approach, and what makes us different-in both virtual and in-person settings
Provide clear, timely, and supportive communication to prospective clients throughout their decision-making journey
Represent Brighton Jones with professionalism, warmth, and enthusiasm at community and industry events
Lead ongoing account and relationship management to ensure long-term partnership success
Consistently achieve quarterly and annual referral revenue goals
Other duties may be assigned, as assigned such as:
Periodically conducting research and competitive analysis to stay on top of current market changes and competitive trends
Identifying possible opportunities across all other Brighton Jones services 401(K) Advisory, Tax, OpenPlan, Legal and Real Estate
Helping to identify and develop additional Centers of Influence (COI) in assigned territory
Travel as necessary (up to 50%+ or as needed)
Your Experience:
Four-year college degree required (preferably in Finance, Business or Economics)
3-5 years of experience in a channel - account management / sales related role, preferably in financial services
Time and territory management skills
Excellent written and verbal communication skills
Strong organizational, analytical, and interpersonal skills
Ability to excel in a fast-paced, team-oriented environment
Proficiency in Microsoft Office applications required
Knowledge of Salesforce and Fidelity Wealth Advisor Solutions a plus
This role is part of an emerging market and will be considered remote until an office space is secured. Brighton Jones is a 'work-from-office' culture with a lot of flexibility. This is a full-time, and exempt position.
Visa Sponsorship:
Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.
We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community. Brighton Jones is a team founded on equity and respect, and we're on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically. To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.
Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
$70k-100k yearly est. Auto-Apply 55d ago
Regional Fidelity Channel Manager - Tampa
Brighton Jones 4.1
Florida jobs
Job DescriptionReady to make a meaningful impact? At Brighton Jones, we're a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we've built a culture of continuous growth, collaboration, and community-recognized with 15 consecutive “Best Places to Work” awards including Inc.com's 2025 list, as well as national honors for community impact. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we're growing fast-and we're looking for driven, curious individuals to join our #OneTeam.
The WAS (Wealth Advisor Solutions) program is a national referral (prospective client referral) program from Fidelity. As the Channel Manager, you will be responsible for owning all things related to WAS in your assigned territory. The Regional FCM will work with the national, regional, and local teams to maximize our WAS partnership in an assigned territory. This involves building strong relationships with Fidelity Branch Leaders and individual Financial Consultants and collaborating with local Brighton Jones client service teams to achieve our annual revenue goals.
Take our Values in Action Self-Assessment to see how our values align! Key Responsibilities:
Deliver measurable results by proactively identifying opportunities to meet and exceed referral revenue goals
Cultivate a strong presence within your territory, building visibility, deep local insights, and trusted community relationships
Develop meaningful connections with referral sources, earning trust quickly and inspiring Fidelity partners to confidently advocate for Brighton Jones
Collaborate with national, regional, and local teams to design and execute thoughtful strategies that drive high-quality lead generation from Fidelity retail branches
Build and nurture strategic relationships with Fidelity Branch Leaders and Financial Consultants to strengthen our partnership and expand our reach
Serve as the primary point of contact for relationship development, referral introductions, and engaging branch presentations
Stay attuned to local market trends, anticipating risks and opportunities that inform and enhance the effectiveness of the WAS program
Manage the referral pipeline with intention, partnering closely with local client service teams to ensure a seamless and client-centered sales experience
Host, network, and engage with Fidelity branch teams to deepen collaboration and foster a culture of partnership
Confidently articulate the Brighton Jones service model-our philosophy, our approach, and what makes us different-in both virtual and in-person settings
Provide clear, timely, and supportive communication to prospective clients throughout their decision-making journey
Represent Brighton Jones with professionalism, warmth, and enthusiasm at community and industry events
Lead ongoing account and relationship management to ensure long-term partnership success
Consistently achieve quarterly and annual referral revenue goals
Other duties may be assigned, as assigned such as:
Periodically conducting research and competitive analysis to stay on top of current market changes and competitive trends
Identifying possible opportunities across all other Brighton Jones services 401(K) Advisory, Tax, OpenPlan, Legal and Real Estate
Helping to identify and develop additional Centers of Influence (COI) in assigned territory
Travel as necessary (up to 50%+ or as needed)
Your Experience:
Four-year college degree required (preferably in Finance, Business or Economics)
3-5 years of experience in a channel - account management / sales related role, preferably in financial services
Time and territory management skills
Excellent written and verbal communication skills
Strong organizational, analytical, and interpersonal skills
Ability to excel in a fast-paced, team-oriented environment
Proficiency in Microsoft Office applications required
Knowledge of Salesforce and Fidelity Wealth Advisor Solutions a plus
This role is part of an emerging market and will be considered remote until an office space is secured. Brighton Jones is a 'work-from-office' culture with a lot of flexibility. This is a full-time, and exempt position.
Visa Sponsorship:
Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.
We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community. Brighton Jones is a team founded on equity and respect, and we're on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically. To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.
Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
$70k-99k yearly est. 25d ago
Regional Fidelity Channel Manager - Dallas
Brighton Jones 4.1
Dallas, TX jobs
Ready to make a meaningful impact? At Brighton Jones, we're a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we've built a culture of continuous growth, collaboration, and community-recognized with 15 consecutive “Best Places to Work” awards including Inc.com's 2025 list, as well as national honors for community impact. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we're growing fast-and we're looking for driven, curious individuals to join our #OneTeam.
The WAS (Wealth Advisor Solutions) program is a national referral (prospective client referral) program from Fidelity. As the Channel Manager, you will be responsible for owning all things related to WAS in your assigned territory. The Regional FCM will work with the national, regional, and local teams to maximize our WAS partnership in an assigned territory. This involves building strong relationships with Fidelity Branch Leaders and individual Financial Consultants and collaborating with local Brighton Jones client service teams to achieve our annual revenue goals.
Take our Values in Action Self-Assessment to see how our values align! Key Responsibilities:
Deliver measurable results by proactively identifying opportunities to meet and exceed referral revenue goals
Cultivate a strong presence within your territory, building visibility, deep local insights, and trusted community relationships
Develop meaningful connections with referral sources, earning trust quickly and inspiring Fidelity partners to confidently advocate for Brighton Jones
Collaborate with national, regional, and local teams to design and execute thoughtful strategies that drive high-quality lead generation from Fidelity retail branches
Build and nurture strategic relationships with Fidelity Branch Leaders and Financial Consultants to strengthen our partnership and expand our reach
Serve as the primary point of contact for relationship development, referral introductions, and engaging branch presentations
Stay attuned to local market trends, anticipating risks and opportunities that inform and enhance the effectiveness of the WAS program
Manage the referral pipeline with intention, partnering closely with local client service teams to ensure a seamless and client-centered sales experience
Host, network, and engage with Fidelity branch teams to deepen collaboration and foster a culture of partnership
Confidently articulate the Brighton Jones service model-our philosophy, our approach, and what makes us different-in both virtual and in-person settings
Provide clear, timely, and supportive communication to prospective clients throughout their decision-making journey
Represent Brighton Jones with professionalism, warmth, and enthusiasm at community and industry events
Lead ongoing account and relationship management to ensure long-term partnership success
Consistently achieve quarterly and annual referral revenue goals
Other duties may be assigned, as assigned such as:
Periodically conducting research and competitive analysis to stay on top of current market changes and competitive trends
Identifying possible opportunities across all other Brighton Jones services 401(K) Advisory, Tax, OpenPlan, Legal and Real Estate
Helping to identify and develop additional Centers of Influence (COI) in assigned territory
Travel as necessary (up to 50%+ or as needed)
Your Experience:
Four-year college degree required (preferably in Finance, Business or Economics)
3-5 years of experience in a channel - account management / sales related role, preferably in financial services
Time and territory management skills
Excellent written and verbal communication skills
Strong organizational, analytical, and interpersonal skills
Ability to excel in a fast-paced, team-oriented environment
Proficiency in Microsoft Office applications required
Knowledge of Salesforce and Fidelity Wealth Advisor Solutions a plus
This role is an in-office, full-time, and exempt position. We are a work from office culture with lots of flexibility
Visa Sponsorship:
Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.
We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community. Brighton Jones is a team founded on equity and respect, and we're on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically. To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.
Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
$81k-113k yearly est. Auto-Apply 57d ago
Sales and Marketing Director
Oakwood Village Univ Woods Homes, Inc. 3.8
Madison, WI jobs
Job Description
MISSION STATEMENT
We are Called to serve a thriving community of seniors that live with dignity, connection and purpose.
CORE VALUES
Fully embraces a culture of hospitality and teamwork by living the Oakwood Core Values:
Compassion: We care deeply about the people we serve and the people we work with on a daily basis. We work together to help one another.
Faith: We have a commitment to remain true to the vision and mission of Oakwood.
Inclusion: We include everyone. We welcome opinions and strive to consider different perspectives to create fair, welcoming, and accessible experiences for all.
Integrity: We work to be transparent and fair. We act with honor and respect for our residents, their families, and our co-workers.
Dedication: We care about the people we serve and work with on a daily basis. We are dedicated to providing superior service to one another and our community.
ESSENTIAL RESPONSIBILITIES (including but not limited to) for the Sales and Marketing Director:
Sales Leadership & Census Management
Drive occupancy and census growth across Independent Living, Assisted Living, and Memory care.
Oversee, coach, and support a five-person sales team responsible for managing the full sales pipeline-from inquiry to waitlist to closing.
Serve as a working manager, actively participating in sales efforts and providing backup coverage for counselors as needed.
Monitor and analyze sales metrics, forecasting, and conversion rates, adjusting strategies to ensure targets are met.
Oversee and participate in the management of the community waitlist, ensuring timely communication and accurate tracking.
Act as the first point of contact for contract-related questions from prospective residents, current residents, and staff members, ensuring clarity, consistency, and compliance with organizational standards.
Support major sales initiatives, including the lease-up of new builds.
Marketing & Outreach
Oversee execution of social media, event promotion, and on-the-ground marketing activities.
Partner with the CMO on advertising, campaigns, content development, and reporting.
Gather sales team insights to inform messaging and marketing initiatives.
Represent the organization at community events, outreach activities, and networking opportunities.
Collaboration & Leadership
Partner closely with the CMO and other campus leaders to align census strategies with organizational goals.
Ensure consistency in communication and brand standards across marketing channels.
Contribute to a culture of hospitality, teamwork, and mission-driven service.
ESSENTIAL QUALIFICATIONS
Demonstrated ability to meet or exceed occupancy/census goals.
Strong working knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
Proficiency with marketing tools such as CRM systems, Social media platforms and Analytics tools,
Working knowledge of Email marketing platforms, Basic design tools
Excellent communication, presentation, and relationship-building skills.
Strong organizational and analytical abilities.
Ability to balance strategic leadership with hands-on execution in a lean environment.
EXPERIENCE, EDUCATION, AND/OR TRAINING for the Sales and Marketing Director
Bachelor's degree in Marketing, Communications, Business, or related field (or equivalent experience).
5+ years of experience in sales leadership, preferably in senior living, Real Estate, or other related service industry.
$86k-135k yearly est. 15d ago
Sales and Marketing Director
Oakwood Village West 3.8
Madison, WI jobs
MISSION STATEMENT We are Called to serve a thriving community of seniors that live with dignity, connection and purpose. CORE VALUES Fully embraces a culture of hospitality and teamwork by living the Oakwood Core Values: * Compassion: We care deeply about the people we serve and the people we work with on a daily basis. We work together to help one another.
* Faith: We have a commitment to remain true to the vision and mission of Oakwood.
* Inclusion: We include everyone. We welcome opinions and strive to consider different perspectives to create fair, welcoming, and accessible experiences for all.
* Integrity: We work to be transparent and fair. We act with honor and respect for our residents, their families, and our co-workers.
* Dedication: We care about the people we serve and work with on a daily basis. We are dedicated to providing superior service to one another and our community.
ESSENTIAL RESPONSIBILITIES (including but not limited to) for the Sales and Marketing Director:
Sales Leadership & Census Management
* Drive occupancy and census growth across Independent Living, Assisted Living, and Memory care.
* Oversee, coach, and support a five-person sales team responsible for managing the full sales pipeline-from inquiry to waitlist to closing.
* Serve as a working manager, actively participating in sales efforts and providing backup coverage for counselors as needed.
* Monitor and analyze sales metrics, forecasting, and conversion rates, adjusting strategies to ensure targets are met.
* Oversee and participate in the management of the community waitlist, ensuring timely communication and accurate tracking.
* Act as the first point of contact for contract-related questions from prospective residents, current residents, and staff members, ensuring clarity, consistency, and compliance with organizational standards.
* Support major sales initiatives, including the lease-up of new builds.
Marketing & Outreach
* Oversee execution of social media, event promotion, and on-the-ground marketing activities.
* Partner with the CMO on advertising, campaigns, content development, and reporting.
* Gather sales team insights to inform messaging and marketing initiatives.
* Represent the organization at community events, outreach activities, and networking opportunities.
Collaboration & Leadership
* Partner closely with the CMO and other campus leaders to align census strategies with organizational goals.
* Ensure consistency in communication and brand standards across marketing channels.
* Contribute to a culture of hospitality, teamwork, and mission-driven service.
ESSENTIAL QUALIFICATIONS
* Demonstrated ability to meet or exceed occupancy/census goals.
* Strong working knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
* Proficiency with marketing tools such as CRM systems, Social media platforms and Analytics tools,
* Working knowledge of Email marketing platforms, Basic design tools
* Excellent communication, presentation, and relationship-building skills.
* Strong organizational and analytical abilities.
* Ability to balance strategic leadership with hands-on execution in a lean environment.
EXPERIENCE, EDUCATION, AND/OR TRAINING for the Sales and Marketing Director
* Bachelor's degree in Marketing, Communications, Business, or related field (or equivalent experience).
* 5+ years of experience in sales leadership, preferably in senior living, Real Estate, or other related service industry.
$86k-135k yearly est. 60d+ ago
Sales and Marketing Director
Oakwood Village 3.8
Madison, WI jobs
MISSION STATEMENT
We are Called to serve a thriving community of seniors that live with dignity, connection and purpose.
CORE VALUES
Fully embraces a culture of hospitality and teamwork by living the Oakwood Core Values:
Compassion: We care deeply about the people we serve and the people we work with on a daily basis. We work together to help one another.
Faith: We have a commitment to remain true to the vision and mission of Oakwood.
Inclusion: We include everyone. We welcome opinions and strive to consider different perspectives to create fair, welcoming, and accessible experiences for all.
Integrity: We work to be transparent and fair. We act with honor and respect for our residents, their families, and our co-workers.
Dedication: We care about the people we serve and work with on a daily basis. We are dedicated to providing superior service to one another and our community.
ESSENTIAL RESPONSIBILITIES (including but not limited to) for the Sales and Marketing Director:
Sales Leadership & Census Management
Drive occupancy and census growth across Independent Living, Assisted Living, and Memory care.
Oversee, coach, and support a five-person sales team responsible for managing the full sales pipeline-from inquiry to waitlist to closing.
Serve as a working manager, actively participating in sales efforts and providing backup coverage for counselors as needed.
Monitor and analyze sales metrics, forecasting, and conversion rates, adjusting strategies to ensure targets are met.
Oversee and participate in the management of the community waitlist, ensuring timely communication and accurate tracking.
Act as the first point of contact for contract-related questions from prospective residents, current residents, and staff members, ensuring clarity, consistency, and compliance with organizational standards.
Support major sales initiatives, including the lease-up of new builds.
Marketing & Outreach
Oversee execution of social media, event promotion, and on-the-ground marketing activities.
Partner with the CMO on advertising, campaigns, content development, and reporting.
Gather sales team insights to inform messaging and marketing initiatives.
Represent the organization at community events, outreach activities, and networking opportunities.
Collaboration & Leadership
Partner closely with the CMO and other campus leaders to align census strategies with organizational goals.
Ensure consistency in communication and brand standards across marketing channels.
Contribute to a culture of hospitality, teamwork, and mission-driven service.
ESSENTIAL QUALIFICATIONS
Demonstrated ability to meet or exceed occupancy/census goals.
Strong working knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
Proficiency with marketing tools such as CRM systems, Social media platforms and Analytics tools,
Working knowledge of Email marketing platforms, Basic design tools
Excellent communication, presentation, and relationship-building skills.
Strong organizational and analytical abilities.
Ability to balance strategic leadership with hands-on execution in a lean environment.
EXPERIENCE, EDUCATION, AND/OR TRAINING for the Sales and Marketing Director
Bachelor's degree in Marketing, Communications, Business, or related field (or equivalent experience).
5+ years of experience in sales leadership, preferably in senior living, Real Estate, or other related service industry.