Post job

Senior Executive jobs at TransUnion

- 451 jobs
  • Senior Executive Underwriter, Wholesale Property - Navigators, a Brand of The Hartford

    The Hartford 4.5company rating

    Alpharetta, GA jobs

    Senior Executive Underwriter - UW07ECExecutive Underwriter - UW07ED We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our team as we help shape the future. We're in the business of helping people achieve amazing things by protecting the things that matter most. And you can help us when you join our team of underwriters. They're at the center of everything we do - and by joining us, you'll be on a team known throughout the industry for providing our customers with just the right amount of coverage they need to pursue their unique interests. Your underwriting career here means collaboration, inclusivity, innovative thinking and so much more. Here, doing things the way they've always been done isn't a part of the job. Here, you'll be putting your creative insights to work with other underwriters and leaders, having a seat at the table with key decision makers. And you'll have any number of opportunities for your career to grow in whatever direction you choose. As a Senior Executive Underwriter in the Navigators Wholesale Property business, you will be responsible for underwriting, servicing and growing a profitable book of E&S Property business through a wide variety of wholesale brokers with a focus on all segments of E&S property on full limits, primary, excess, and quota share basis. Expertise should include underwriting of named perils, all risks, and single catastrophe related risks across multiple classes including mixed real estate, manufacturing and other E&S related classes. We'll Be a Good Match if You Have: A customer-first mindset, putting our customers at the center of everything you do. A passion for making decisions through both analyzing data and employing critical thinking skills. A team spirit and desire to work collaboratively. A financial mindset to help make the best decisions. Ability to own our work and following through on commitments. Ability to decipher and execute within a fluid and changing business environment. An understanding of how to build relationships and trust among diverse groups. The ability to advance their careers into technical OR leadership positions Qualifications: Bachelor's Degree strongly preferred, or equivalent combination of education, training and experience 5+ years of E&S property underwriting experience preferred Experience working with wholesale insurance brokers preferred Demonstrated success in developing and maintaining solid relationships with all internal and external business partners Excellent communication, interpersonal and presentation skills An ability to think analytically about business problems, make recommendations and propose solutions. High energy self-starter, who is resilient and has an entrepreneurial spirit Demonstration of solid time, organizational, and desk management skills Goal-oriented and delivers outcomes Ability to challenge the status quo and compete to win Superior technical knowledge and sound decision-making and analytical skills Position title and level will be determined upon careful review of the selected candidate's qualifications and experience Location: This role can have a Hybrid or Remote work arrangement. Candidates who live near one of our posted office locations (Alpharetta, GA; Boston, MA; New York, NY; San Francisco, CA; Los Angeles, CA; Chicago, IL, Frisco, TX; Overland Park, KS) will have the expectation of working in an office three days a week (Tuesday through Thursday). Candidates who do not live near an office will have a remote work arrangement, with the expectation of coming into an office as business needs arise. Compensation The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is: $128,000 - $204,000 The posted salary range reflects our ability to hire at different position titles and levels depending on background and experience. Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age About Us | Culture & Employee Insights | Diversity, Equity and Inclusion | Benefits
    $128k-204k yearly Auto-Apply 60d+ ago
  • Senior Growth Executive

    Narmi 3.8company rating

    Day, NY jobs

    About Narmi:Narmi is how community financial institutions unlock the very latest capabilities in digital banking and account opening - so they can move faster, tap new growth opportunities, and be where banking is going. Since our founding, Narmi has enabled the movement of billions of dollars and the opening of hundreds of thousands of accounts for banks and credit unions across the US. As a result, our customers have seen meaningful increases in deposits, revenues, and happy customers. In fact, one of the first financial institutions to leverage Narmi was recognized by Bankrate and NerdWallet for providing the #1 digital experience for a bank or credit union in the US. About the Growth Team:The Growth team leads the charge in growing the number of financial institutions Narmi serves, as well as building confidence with prospects in Narmi's solution. The Growth team is composed of Sales Development Representatives, Growth Executives, Directors of Growth, and Sales Engineers who are all focused on growing the adoption of Narmi's platform across the financial institution market. As a Senior Growth Executive you will convey the value, and ultimately sell the Narmi One solution. Narmi One brings together six key components in a single unified platform: Narmi Grow: Frictionless account opening to maximize conversions Narmi Guard: Comprehensive, AI-powered fraud prevention Narmi Banking: Engaging digital experiences that drive loyalty Narmi Now: Real-time payments at a fraction of competitors' costs Narmi Open: Effortless integrations and custom feature development Narmi Command: Powerful back-office tools for visibility and control As someone focused on Narmi One, you will be empowered to sell any combination of the Narmi One solution. Additionally, over time, you will lead upsell initiatives to grow a financial institution's relationship with Narmi. In short, you will have the ability to lead digital transformation for hundreds of financial institutions across multiple product lines. What You'll Do: Run complex deals and lead prospects through the discovery and procurement process, including Narmi One platform positioning, demonstration, sales objectives, business case development and legal due diligence Be accountable for traditional new sales responsibilities, including growing revenue by managing all aspects of the sales process, including building and managing new relationships, with financial institution prospects Help grow a customer's revenue with Narmi by selling them on additional Narmi One solutions over time Leverage both new and existing contact database specifically as it relates to regional and community financial institutions in order to grow pipeline Own a quota as you prospect new customers, deliver product presentations, develop sales presentations and and generate proposals Develop a strong understanding of the Narmi Platform and its key differentiators Be a resource in helping set the direction for the future growth of the Growth Team Travel up to 25-40% of the time What You'll Bring: 8+ years of direct selling or interaction with financial institutions or large scale enterprises at large ACVs (greater than $250K ARR) Consistent quota attainment of 1mil per year or higher Entrepreneurial and solution oriented approach Understanding and proven success of how to convey the value of a platform solution Experience with a Consultative Sales approach and familiarity with Command of the Message, Sandler and/or Meddicc sales methodologies Demonstrable relationships with C-Suite stakeholders, preferably at community financial institutions A track record of negotiating, structuring and executing complex agreements Prior experience of working with cross-functional teams (sales engineers, SDRs, product, design, marketing) through large deal close processes An ability to learn and apply complex, industry specific concepts A team-oriented attitude Experience working in start-up environment Who you are: High Ceiling: You go beyond the obvious, take initiative, and hold yourself to high standards with care. Low Ego: You put the mission above ourselves, share credit freely, and lead with curiosity. Alignment to Mission: You believe that helping community financial institutions win against Mega Banks and FinTechs is a worthy endeavor, and will use that belief as a North Star to anchor your efforts to that goal. High Commitment: You follow through, roll up your sleeves, and keep the bar high for yourself and others. This role's expected annual base salary is $145,000 - $165,000. Base salary is only part of your total compensation. In addition to base salary, you will receive an equity option grant, and are eligible for performance-based cash, equity bonuses and an annual variable compensation plan. Compensation included in an offer will be commensurate with the candidate's skills, experience and geographic location. Compensation ranges for candidates located outside of New York City may differ. You will also receive a full benefits package. We believe that high-performing teams include people from different backgrounds and experiences who can challenge each other's assumptions with fresh perspectives. To that end, we actively seek a diverse pool of applicants, including those from historically marginalized groups. Please note that all correspondence related to this role will come directly from Narmi (email addresses ending in @narmi.com or @narmitech.com), and not a third party. If you receive correspondence from an individual claiming to represent Narmi please let us know immediately at ******************.
    $145k-165k yearly Auto-Apply 60d+ ago
  • Solutions Management Consultant - Life Company Direct Distribution Team

    USAA 4.7company rating

    Colorado Springs, CO 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 USAA is seeking two talented Solutions Management Consultants to join the Life Company Direct Distribution Team. As a Solutions Management Consultant, you will serve as the primary sales coach and on the job training coordinator for the Life Co. MSR distribution channels. Works with Product Owners, Process Owners, Experience Owners, and Compliance stakeholders to evaluate products, advice, and solutions to develop and deliver compliant sales strategies through training and sustainment activities designed to increase specialist effectiveness to meet member needs and business goals. 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, Plano, TX, Phoenix, AZ, Colorado Springs, CO, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Applies advanced knowledge of retirement income solutions, life and health insurance products, long term care, investment products and related topics. Identifies opportunities to enhance product and service offerings to members and increase specialist product knowledge. Identifies and coordinates the life-cycle training needs of retirement income solutions, life and health insurance products, investment products and related topics as needed. Evaluates, develops and/or implements educational and training deliverables, such as seminars, white papers, PowerPoints, and coaching sessions, about available solutions to specialists. Analyzes business unit sales by product to monitor performance and develops and recommends strategies and best practices to meet goals. Conducts book of business or member analysis to assist specialists in identifying member needs and pipeline management Collaborates with specialists to evaluate and/or present solutions and related advice. Follows defined training routines, effectively reports activity, and manages follow up and sustainment. Develops and maintains written procedures and ensures they are current and compliant with applicable laws, rules, and regulations. 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 OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 10 years of experience without bachelor's degree) 6 years of experience with wholesaling, sales training, and coaching, or related financial services experience. Experience working with qualified and nonqualified retirement plans, all annuity types (including fixed, variable, and immediate) and individual retirement accounts. Advanced knowledge of life insurance products to include term, permanent, and health solutions. Knowledge of relevant industry technology applications, such as Salesforce, Conversant, CRM, MetricStream, NICE and other industry related applications. Demonstrated experience in developing communications and delivering key information effectively to stakeholders and all levels of management to influence decisions centered around sales and business optimization. Knowledgeable in the applications of Agile processes and procedures. Knowledgeable in the application of risk management framework and regulatory requirements for Life Co. What sets you apart: US military experience through military service or a military spouse/domestic partner Current / Active FINRA Series 7 Current / Active Life/Health license CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), or RICP (Retirement Income Certified Professional) designations 10 or more years of experience with wholesaling, sales training, and coaching on financial service products. Previous leadership experience with strong feedback delivery skills Proven track record of coaching others and driving successful behaviors. Working experience with Life, Health and Annuity products and ability to articulate complex concepts. Experience building relationships and working in a matrixed environment. Strong facilitation skills and experience building presentations. Experience utilizing financial planning tools (i.e. Life or Retirement income calculations). Compensation range: The salary range for this position is: $103,450 - $197,730 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.
    $103.5k-197.7k yearly 9d ago
  • General Interest - Intellectual Property Experience - IP Disputes, Management Consulting or Advisor

    Ocean Tomo, LLC 3.7company rating

    Chicago, IL jobs

    Job Description We are always interested in connecting with individuals who possess an intellectual property background in combination with finance / economics experience, particularly in a consulting role. Please note that this general interest inquiry and is not for a specific opening. Ocean Tomo, LLC and Veris Consulting, LLC are Equal Opportunity Employers. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
    $99k-156k yearly est. 21d ago
  • Manager, Data Management and MDM Consultant

    RSM 4.4company rating

    Minneapolis, MN jobs

    We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. Overview: RSM is looking for a Data Management and MDM Consultant to provide guidance, oversight, and consulting services. This role is a consulting management role and will be tasked with helping develop, implement, and maintain governance processes, provide guidance on Master Data Management implementations, while ensuring the highest level of data quality and accuracy across the organization. Additionally, this role will work with functional leaders and IT to drive requirements for the master data architecture design, hierarchy development and data management best practices within the organizations data and integration platforms. RSM is looking for someone with key functional knowledge, technical understanding, and process and project management to guide clients current and future data management needs. Essential Duties and Responsibilities: * Implement an enterprise-wide data governance framework, with a focus on data quality, synchronization, and standardization through processes, data monitoring, data remediation, training, and documentation * Work with data governance organizations, to build process for the day-to-day maintenance of data management and master data management implementations * Serve as a liaison between the functional data owners and the IT data owners to understand needed enhancements to integrations or data transformations to provide necessary controls and oversight * Develop and maintain a data dictionary, glossary, and process documentation to be distributed or made available to all employees * Own and drive a detailed communication plan which includes running weekly, monthly, and quarterly meetings with key data stakeholders and leadership * Create or enhance data visibility of data quality through analytics dashboards, key KPIs and other metrics and measurements * Work with function leaders to build enterprise hierarchies for key domains such as Product, Customer, Vendor and Employee to support data analytics, reporting and AI. * Develop and monitor processes to track data requests, reporting needs, and serve as a point of contact to ensure communication is targeted to appropriate technical and functional resources * Work with IT to develop and maintain a data inventory in the analytics warehouse, which includes a full list of available data models, model attributes, statical reporting inventory, ad hoc data marts, and user access * Research and keep up with new technologies and provide recommendations for enhancement to the current infrastructure * Develop, maintain, and oversee a data reconciliation processes to ensure the analytics data warehouse, data marts and reporting is consistent and reliable * Work with IT leadership to ensure the proper controls are being managed and reviewed for all data integrations * Provide project management oversight for the implementation of data strategy and governance projects * Own the single source of truth conceptual model in the data warehouse and ensure that all enrichments adhere to the model design principles * Collaborate with IT to ensure privacy/security and access to data is properly aligned to organizational standards * Provide thought leadership and support executive decision making around the use of data, setting enterprise standards, and enforcing data governance policies across the organization Required Qualifications: * BA/BS in Information Systems, Computer Science, Data Analytics or Data Science * 7+ Years of experience in data architecture, business intelligence, data governance * 5+ Years of manufacturing, financial services, or healthcare industry experience * 3+ Years of enterprise level project management experience * Knowledge of data governance frameworks or have demonstrated the ability to implement data strategies across disparate data systems * Knowledge of Master Data Management principles, including data quality and data deduplication processes * Hands on experience with managing data quality, governance, and data analytics projects from end to end * Experience with implementing data modeling concepts, semantic layer, star schema, data normalization * Ability to travel to meet client needs Preferred Qualifications: * Informatica * Purview * Profisee * Boomi Integration platform At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at ************************************************** All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************. RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here. At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $107,000 - $214,500 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
    $107k-214.5k yearly Easy Apply 10d ago
  • Manager, Data Management and MDM Consultant

    RSM 4.4company rating

    Denver, CO jobs

    We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. Overview: RSM is looking for a Data Management and MDM Consultant to provide guidance, oversight, and consulting services. This role is a consulting management role and will be tasked with helping develop, implement, and maintain governance processes, provide guidance on Master Data Management implementations, while ensuring the highest level of data quality and accuracy across the organization. Additionally, this role will work with functional leaders and IT to drive requirements for the master data architecture design, hierarchy development and data management best practices within the organizations data and integration platforms. RSM is looking for someone with key functional knowledge, technical understanding, and process and project management to guide clients current and future data management needs. Essential Duties and Responsibilities: * Implement an enterprise-wide data governance framework, with a focus on data quality, synchronization, and standardization through processes, data monitoring, data remediation, training, and documentation * Work with data governance organizations, to build process for the day-to-day maintenance of data management and master data management implementations * Serve as a liaison between the functional data owners and the IT data owners to understand needed enhancements to integrations or data transformations to provide necessary controls and oversight * Develop and maintain a data dictionary, glossary, and process documentation to be distributed or made available to all employees * Own and drive a detailed communication plan which includes running weekly, monthly, and quarterly meetings with key data stakeholders and leadership * Create or enhance data visibility of data quality through analytics dashboards, key KPIs and other metrics and measurements * Work with function leaders to build enterprise hierarchies for key domains such as Product, Customer, Vendor and Employee to support data analytics, reporting and AI. * Develop and monitor processes to track data requests, reporting needs, and serve as a point of contact to ensure communication is targeted to appropriate technical and functional resources * Work with IT to develop and maintain a data inventory in the analytics warehouse, which includes a full list of available data models, model attributes, statical reporting inventory, ad hoc data marts, and user access * Research and keep up with new technologies and provide recommendations for enhancement to the current infrastructure * Develop, maintain, and oversee a data reconciliation processes to ensure the analytics data warehouse, data marts and reporting is consistent and reliable * Work with IT leadership to ensure the proper controls are being managed and reviewed for all data integrations * Provide project management oversight for the implementation of data strategy and governance projects * Own the single source of truth conceptual model in the data warehouse and ensure that all enrichments adhere to the model design principles * Collaborate with IT to ensure privacy/security and access to data is properly aligned to organizational standards * Provide thought leadership and support executive decision making around the use of data, setting enterprise standards, and enforcing data governance policies across the organization Required Qualifications: * BA/BS in Information Systems, Computer Science, Data Analytics or Data Science * 7+ Years of experience in data architecture, business intelligence, data governance * 5+ Years of manufacturing, financial services, or healthcare industry experience * 3+ Years of enterprise level project management experience * Knowledge of data governance frameworks or have demonstrated the ability to implement data strategies across disparate data systems * Knowledge of Master Data Management principles, including data quality and data deduplication processes * Hands on experience with managing data quality, governance, and data analytics projects from end to end * Experience with implementing data modeling concepts, semantic layer, star schema, data normalization * Ability to travel to meet client needs Preferred Qualifications: * Informatica * Purview * Profisee * Boomi Integration platform At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at ************************************************** All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************. RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here. At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $107,000 - $214,500 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
    $107k-214.5k yearly Easy Apply 2d ago
  • Manager, Data Management and MDM Consultant

    RSM 4.4company rating

    Chicago, IL jobs

    We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. Overview: RSM is looking for a Data Management and MDM Consultant to provide guidance, oversight, and consulting services. This role is a consulting management role and will be tasked with helping develop, implement, and maintain governance processes, provide guidance on Master Data Management implementations, while ensuring the highest level of data quality and accuracy across the organization. Additionally, this role will work with functional leaders and IT to drive requirements for the master data architecture design, hierarchy development and data management best practices within the organizations data and integration platforms. RSM is looking for someone with key functional knowledge, technical understanding, and process and project management to guide clients current and future data management needs. Essential Duties and Responsibilities: * Implement an enterprise-wide data governance framework, with a focus on data quality, synchronization, and standardization through processes, data monitoring, data remediation, training, and documentation * Work with data governance organizations, to build process for the day-to-day maintenance of data management and master data management implementations * Serve as a liaison between the functional data owners and the IT data owners to understand needed enhancements to integrations or data transformations to provide necessary controls and oversight * Develop and maintain a data dictionary, glossary, and process documentation to be distributed or made available to all employees * Own and drive a detailed communication plan which includes running weekly, monthly, and quarterly meetings with key data stakeholders and leadership * Create or enhance data visibility of data quality through analytics dashboards, key KPIs and other metrics and measurements * Work with function leaders to build enterprise hierarchies for key domains such as Product, Customer, Vendor and Employee to support data analytics, reporting and AI. * Develop and monitor processes to track data requests, reporting needs, and serve as a point of contact to ensure communication is targeted to appropriate technical and functional resources * Work with IT to develop and maintain a data inventory in the analytics warehouse, which includes a full list of available data models, model attributes, statical reporting inventory, ad hoc data marts, and user access * Research and keep up with new technologies and provide recommendations for enhancement to the current infrastructure * Develop, maintain, and oversee a data reconciliation processes to ensure the analytics data warehouse, data marts and reporting is consistent and reliable * Work with IT leadership to ensure the proper controls are being managed and reviewed for all data integrations * Provide project management oversight for the implementation of data strategy and governance projects * Own the single source of truth conceptual model in the data warehouse and ensure that all enrichments adhere to the model design principles * Collaborate with IT to ensure privacy/security and access to data is properly aligned to organizational standards * Provide thought leadership and support executive decision making around the use of data, setting enterprise standards, and enforcing data governance policies across the organization Required Qualifications: * BA/BS in Information Systems, Computer Science, Data Analytics or Data Science * 7+ Years of experience in data architecture, business intelligence, data governance * 5+ Years of manufacturing, financial services, or healthcare industry experience * 3+ Years of enterprise level project management experience * Knowledge of data governance frameworks or have demonstrated the ability to implement data strategies across disparate data systems * Knowledge of Master Data Management principles, including data quality and data deduplication processes * Hands on experience with managing data quality, governance, and data analytics projects from end to end * Experience with implementing data modeling concepts, semantic layer, star schema, data normalization * Ability to travel to meet client needs Preferred Qualifications: * Informatica * Purview * Profisee * Boomi Integration platform At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at ************************************************** All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************. RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here. At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $107,000 - $214,500 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
    $107k-214.5k yearly Easy Apply 40d ago
  • Managing Consultant

    Tata Consulting Services 4.3company rating

    Chicago, IL jobs

    SAP Transport Management Consultant Must Have Technical/Functional Skills 10+ years of experience 1. Proven experience with specialization in SAP logistics- Transport Management, configuration of Transport management processes organizational change management and Production system support 2. Proven track record for having led the setup of a perfect back-office system for a Transportation customer. 3. Solid understanding of time management and ability to multitask. 4. Very good understanding of the Supply Chain Management processes & module, with a focus on transportation management 5. Logistics experience, preferably within Transportation Planning and Execution 6. SAP Transportation module experience and integration with other systems Roles & Responsibilities * Technical discussions with key stakeholders * Interaction with Technical SMEs * Strong understanding of object-oriented programming. * Excellent troubleshooting skills, good communication, lead team, etc… * Provide SAP functional analysis, SAP Pricing support, SAP solution architecture in Pricing area. * Provide day-to-day support for the SAP applications in the Pricing area by resolving change requests and malfunction/incident tickets. * Discuss business requirements with the Business Process Owners and Key Users and provide satisfying SAP system solution with the aim to adhere to SAP standard solutions. * Responsible for implementing procedures and standards to improve operational efficiency, monitor compliance, and mitigate risks to achieve team results * Configuration and documentation of new design. * Develop proof of concept business processes. * Support change and release management processes for SAP application. * Support test processes and user training for SAP * Pricing business process area. * Status update to customer and TCS Management * Offshore co-ordination * Understanding of Agile methodologies. Education Graduation, MBA Salary Range: $150,000 - $200,000 a year #LI-DM1
    $150k-200k yearly 33d ago
  • Asset and Wealth Management Domain Consultant

    Tata Consulting Services 4.3company rating

    Edison, NJ jobs

    Tata Consultancy Services is seeking an Asset and Wealth Management Domain Consultant to join the BFSI Analytics and Insights team. This consultant must be thoroughly knowledgeable across a broad spectrum of Capital Markets areas: Asset and Wealth management, Full Service Banks, FinServ utilities, Broker-Dealers, Custodians and have an aptitude to understand and create business, analytics, and data-oriented processes. Responsible for managing the change and transformational project requirements for capital markets engagements. Key Skills and Responsibilities * Asset and Wealth Management Industry PoVs, Pre-sales Support, Business transformation propositions. * Understanding the full lifecycle of trades in FI, Equity and Derivatives. * Lead and facilitate project meetings & workshops effectively and produce documentation such as Business Requirement Documents, Functional Specification. Documents, Business Process Flows and Data Flow Diagrams * Client and Internal Relationship Management and Presales Support * Front to Back operational processes involved for execution to settlement from a Data view * Support workflows around Trading with a firm understanding of ( any one in depth) * Risk Management * Compliance * Data Lineage/Integrity/Stewardship * Customer Enablement/CRM/Onboarding * Internal/External Reporting Must have skills * Good product knowledge covering all investment classes FI, Equity and Derivatives. * An excellent understanding of end to end trade flow process * Good product knowledge covering all investment classes including OTC derivatives * An excellent understanding of end to end trade flow process * Asset management experience/knowledge * Specification. Documents, Business Process Flows and Data Flow Diagrams. * Excellent communication skills * Delivery and implementation skills, including assisting business users with UAT testing and obtaining sign-off from key stakeholders. * Applications used in achieving the above - Need to understand overview of (Any 1) * BlackRock Aladdin * Charles River * Simcorp * Charles Schwab * Bloomberg * Wall Street Office * Murex * Data Analytics Platform/ Tool Exposure * Databricks * Snowflake Good to Have * Knowledge of Agile delivery, SDLC, technical architectures, AI/ML processes and data oriented lifecycles * Experience of assimilating a lot of detailed information, identify the important points and present them back in the appropriate format * Ability to look at the bigger picture and make connections * Business modelling and diagramming for the purpose of explaining complex issues * Process maps and operating model design and definition * Highly developed PowerPoint and presentation skills * Understanding of databases of SQL skills, ETL skills like Abintio etc. * Experience of complex and large change projects and analysis of the end-to-end data and operating model * Expertise in eliciting, analyzing, prioritizing and validating requirements and building partnerships with business stakeholders * Ability to plan & monitor own work activities meeting time and quality targets. * Thrive in a team envir onment. * Build and maintain excellent work relationships. Qualifications: * 13+ years of relevant experience * The consultant has to be thoroughly knowledgeable across a broad spectrum of Capital Markets areas: Asset and Wealth management, Full Service Banks, FinServ utilities, Broker-Dealers, Custodians and have an aptitude to understand and create business, analytics, and data-oriented processes. * Prior experience in Banking Financial and Insurance combined with strong articulation skills, strategic Thinking exposure, Leadership traits, Strong business acumen, Customer focus, Social are essential Excellent communication and presentation skills, experience of working senior / executive stakeholders from IT and Business. * Candidate will interface with external stakeholders like Customer (CDO,CAO,CMO,COO,CIO,CTO, Senior executives and other CXOs/Senior Data related stakeholders) and Partners; Internal Stakeholders like Geo Sales, Presales & Delivery, Practice, ISU Relationship Teams. On Financial front, Candidate will Direct Revenue through consulting/advisory/delivery services and influenced opportunities resulting in downstream revenues. Must strive to maintain billability thru strategic/consultative engagements. Represent TCS A&I unit in customer workshops, panel /speakers in key events and proposal discussion. Salary Range: $126,000-$174,000 a year #LI-AK1
    $126k-174k yearly 40d ago
  • Manager, Data Management and MDM Consultant

    RSM 4.4company rating

    Atlanta, GA jobs

    We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. Overview: RSM is looking for a Data Management and MDM Consultant to provide guidance, oversight, and consulting services. This role is a consulting management role and will be tasked with helping develop, implement, and maintain governance processes, provide guidance on Master Data Management implementations, while ensuring the highest level of data quality and accuracy across the organization. Additionally, this role will work with functional leaders and IT to drive requirements for the master data architecture design, hierarchy development and data management best practices within the organizations data and integration platforms. RSM is looking for someone with key functional knowledge, technical understanding, and process and project management to guide clients current and future data management needs. Essential Duties and Responsibilities: * Implement an enterprise-wide data governance framework, with a focus on data quality, synchronization, and standardization through processes, data monitoring, data remediation, training, and documentation * Work with data governance organizations, to build process for the day-to-day maintenance of data management and master data management implementations * Serve as a liaison between the functional data owners and the IT data owners to understand needed enhancements to integrations or data transformations to provide necessary controls and oversight * Develop and maintain a data dictionary, glossary, and process documentation to be distributed or made available to all employees * Own and drive a detailed communication plan which includes running weekly, monthly, and quarterly meetings with key data stakeholders and leadership * Create or enhance data visibility of data quality through analytics dashboards, key KPIs and other metrics and measurements * Work with function leaders to build enterprise hierarchies for key domains such as Product, Customer, Vendor and Employee to support data analytics, reporting and AI. * Develop and monitor processes to track data requests, reporting needs, and serve as a point of contact to ensure communication is targeted to appropriate technical and functional resources * Work with IT to develop and maintain a data inventory in the analytics warehouse, which includes a full list of available data models, model attributes, statical reporting inventory, ad hoc data marts, and user access * Research and keep up with new technologies and provide recommendations for enhancement to the current infrastructure * Develop, maintain, and oversee a data reconciliation processes to ensure the analytics data warehouse, data marts and reporting is consistent and reliable * Work with IT leadership to ensure the proper controls are being managed and reviewed for all data integrations * Provide project management oversight for the implementation of data strategy and governance projects * Own the single source of truth conceptual model in the data warehouse and ensure that all enrichments adhere to the model design principles * Collaborate with IT to ensure privacy/security and access to data is properly aligned to organizational standards * Provide thought leadership and support executive decision making around the use of data, setting enterprise standards, and enforcing data governance policies across the organization Required Qualifications: * BA/BS in Information Systems, Computer Science, Data Analytics or Data Science * 7+ Years of experience in data architecture, business intelligence, data governance * 5+ Years of manufacturing, financial services, or healthcare industry experience * 3+ Years of enterprise level project management experience * Knowledge of data governance frameworks or have demonstrated the ability to implement data strategies across disparate data systems * Knowledge of Master Data Management principles, including data quality and data deduplication processes * Hands on experience with managing data quality, governance, and data analytics projects from end to end * Experience with implementing data modeling concepts, semantic layer, star schema, data normalization * Ability to travel to meet client needs Preferred Qualifications: * Informatica * Purview * Profisee * Boomi Integration platform At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at ************************************************** All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************. RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here. At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $107,000 - $214,500 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
    $71k-92k yearly est. Easy Apply 2d ago
  • Manager, Data Management and MDM Consultant

    RSM 4.4company rating

    Miami, FL jobs

    We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. Overview: RSM is looking for a Data Management and MDM Consultant to provide guidance, oversight, and consulting services. This role is a consulting management role and will be tasked with helping develop, implement, and maintain governance processes, provide guidance on Master Data Management implementations, while ensuring the highest level of data quality and accuracy across the organization. Additionally, this role will work with functional leaders and IT to drive requirements for the master data architecture design, hierarchy development and data management best practices within the organizations data and integration platforms. RSM is looking for someone with key functional knowledge, technical understanding, and process and project management to guide clients current and future data management needs. Essential Duties and Responsibilities: Implement an enterprise-wide data governance framework, with a focus on data quality, synchronization, and standardization through processes, data monitoring, data remediation, training, and documentation Work with data governance organizations, to build process for the day-to-day maintenance of data management and master data management implementations Serve as a liaison between the functional data owners and the IT data owners to understand needed enhancements to integrations or data transformations to provide necessary controls and oversight Develop and maintain a data dictionary, glossary, and process documentation to be distributed or made available to all employees Own and drive a detailed communication plan which includes running weekly, monthly, and quarterly meetings with key data stakeholders and leadership Create or enhance data visibility of data quality through analytics dashboards, key KPIs and other metrics and measurements Work with function leaders to build enterprise hierarchies for key domains such as Product, Customer, Vendor and Employee to support data analytics, reporting and AI. Develop and monitor processes to track data requests, reporting needs, and serve as a point of contact to ensure communication is targeted to appropriate technical and functional resources Work with IT to develop and maintain a data inventory in the analytics warehouse, which includes a full list of available data models, model attributes, statical reporting inventory, ad hoc data marts, and user access Research and keep up with new technologies and provide recommendations for enhancement to the current infrastructure Develop, maintain, and oversee a data reconciliation processes to ensure the analytics data warehouse, data marts and reporting is consistent and reliable Work with IT leadership to ensure the proper controls are being managed and reviewed for all data integrations Provide project management oversight for the implementation of data strategy and governance projects Own the single source of truth conceptual model in the data warehouse and ensure that all enrichments adhere to the model design principles Collaborate with IT to ensure privacy/security and access to data is properly aligned to organizational standards Provide thought leadership and support executive decision making around the use of data, setting enterprise standards, and enforcing data governance policies across the organization Required Qualifications: BA/BS in Information Systems, Computer Science, Data Analytics or Data Science 7+ Years of experience in data architecture, business intelligence, data governance 5+ Years of manufacturing, financial services, or healthcare industry experience 3+ Years of enterprise level project management experience Knowledge of data governance frameworks or have demonstrated the ability to implement data strategies across disparate data systems Knowledge of Master Data Management principles, including data quality and data deduplication processes Hands on experience with managing data quality, governance, and data analytics projects from end to end Experience with implementing data modeling concepts, semantic layer, star schema, data normalization Ability to travel to meet client needs Preferred Qualifications: Informatica Purview Profisee Boomi Integration platform At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at ************************************************** All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************. RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here. At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $107,000 - $214,500 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
    $61k-78k yearly est. Auto-Apply 39d ago
  • Manager, Data Management and MDM Consultant

    RSM 4.4company rating

    Fort Lauderdale, FL jobs

    We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an environment that inspires and empowers you to thrive both personally and professionally. There's no one like you and that's why there's nowhere like RSM. Overview: RSM is looking for a Data Management and MDM Consultant to provide guidance, oversight, and consulting services. This role is a consulting management role and will be tasked with helping develop, implement, and maintain governance processes, provide guidance on Master Data Management implementations, while ensuring the highest level of data quality and accuracy across the organization. Additionally, this role will work with functional leaders and IT to drive requirements for the master data architecture design, hierarchy development and data management best practices within the organizations data and integration platforms. RSM is looking for someone with key functional knowledge, technical understanding, and process and project management to guide clients current and future data management needs. Essential Duties and Responsibilities: * Implement an enterprise-wide data governance framework, with a focus on data quality, synchronization, and standardization through processes, data monitoring, data remediation, training, and documentation * Work with data governance organizations, to build process for the day-to-day maintenance of data management and master data management implementations * Serve as a liaison between the functional data owners and the IT data owners to understand needed enhancements to integrations or data transformations to provide necessary controls and oversight * Develop and maintain a data dictionary, glossary, and process documentation to be distributed or made available to all employees * Own and drive a detailed communication plan which includes running weekly, monthly, and quarterly meetings with key data stakeholders and leadership * Create or enhance data visibility of data quality through analytics dashboards, key KPIs and other metrics and measurements * Work with function leaders to build enterprise hierarchies for key domains such as Product, Customer, Vendor and Employee to support data analytics, reporting and AI. * Develop and monitor processes to track data requests, reporting needs, and serve as a point of contact to ensure communication is targeted to appropriate technical and functional resources * Work with IT to develop and maintain a data inventory in the analytics warehouse, which includes a full list of available data models, model attributes, statical reporting inventory, ad hoc data marts, and user access * Research and keep up with new technologies and provide recommendations for enhancement to the current infrastructure * Develop, maintain, and oversee a data reconciliation processes to ensure the analytics data warehouse, data marts and reporting is consistent and reliable * Work with IT leadership to ensure the proper controls are being managed and reviewed for all data integrations * Provide project management oversight for the implementation of data strategy and governance projects * Own the single source of truth conceptual model in the data warehouse and ensure that all enrichments adhere to the model design principles * Collaborate with IT to ensure privacy/security and access to data is properly aligned to organizational standards * Provide thought leadership and support executive decision making around the use of data, setting enterprise standards, and enforcing data governance policies across the organization Required Qualifications: * BA/BS in Information Systems, Computer Science, Data Analytics or Data Science * 7+ Years of experience in data architecture, business intelligence, data governance * 5+ Years of manufacturing, financial services, or healthcare industry experience * 3+ Years of enterprise level project management experience * Knowledge of data governance frameworks or have demonstrated the ability to implement data strategies across disparate data systems * Knowledge of Master Data Management principles, including data quality and data deduplication processes * Hands on experience with managing data quality, governance, and data analytics projects from end to end * Experience with implementing data modeling concepts, semantic layer, star schema, data normalization * Ability to travel to meet client needs Preferred Qualifications: * Informatica * Purview * Profisee * Boomi Integration platform At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life's demands, while also maintaining your ability to serve clients. Learn more about our total rewards at ************************************************** All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at ************ or send us an email at *****************. RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified applicants with arrest or conviction records in accordance with the requirements of applicable law, including but not limited to, the California Fair Chance Act, the Los Angeles Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, and the San Francisco Fair Chance Ordinance. For additional information regarding RSM's background check process, including information about job duties that necessitate the use of one or more types of background checks, click here. At RSM, an employee's pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $107,000 - $214,500 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.
    $61k-78k yearly est. Easy Apply 40d ago
  • Solutions Management Consultant - Life Company Direct Distribution Team

    USAA 4.7company rating

    Tampa, FL 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 USAA is seeking two talented Solutions Management Consultants to join the Life Company Direct Distribution Team. As a Solutions Management Consultant, you will serve as the primary sales coach and on the job training coordinator for the Life Co. MSR distribution channels. Works with Product Owners, Process Owners, Experience Owners, and Compliance stakeholders to evaluate products, advice, and solutions to develop and deliver compliant sales strategies through training and sustainment activities designed to increase specialist effectiveness to meet member needs and business goals. 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, Plano, TX, Phoenix, AZ, Colorado Springs, CO, or Tampa, FL. Relocation assistance is not available for this position. What you'll do: Applies advanced knowledge of retirement income solutions, life and health insurance products, long term care, investment products and related topics. Identifies opportunities to enhance product and service offerings to members and increase specialist product knowledge. Identifies and coordinates the life-cycle training needs of retirement income solutions, life and health insurance products, investment products and related topics as needed. Evaluates, develops and/or implements educational and training deliverables, such as seminars, white papers, PowerPoints, and coaching sessions, about available solutions to specialists. Analyzes business unit sales by product to monitor performance and develops and recommends strategies and best practices to meet goals. Conducts book of business or member analysis to assist specialists in identifying member needs and pipeline management Collaborates with specialists to evaluate and/or present solutions and related advice. Follows defined training routines, effectively reports activity, and manages follow up and sustainment. Develops and maintains written procedures and ensures they are current and compliant with applicable laws, rules, and regulations. 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 OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 10 years of experience without bachelor's degree) 6 years of experience with wholesaling, sales training, and coaching, or related financial services experience. Experience working with qualified and nonqualified retirement plans, all annuity types (including fixed, variable, and immediate) and individual retirement accounts. Advanced knowledge of life insurance products to include term, permanent, and health solutions. Knowledge of relevant industry technology applications, such as Salesforce, Conversant, CRM, MetricStream, NICE and other industry related applications. Demonstrated experience in developing communications and delivering key information effectively to stakeholders and all levels of management to influence decisions centered around sales and business optimization. Knowledgeable in the applications of Agile processes and procedures. Knowledgeable in the application of risk management framework and regulatory requirements for Life Co. What sets you apart: US military experience through military service or a military spouse/domestic partner Current / Active FINRA Series 7 Current / Active Life/Health license CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), or RICP (Retirement Income Certified Professional) designations 10 or more years of experience with wholesaling, sales training, and coaching on financial service products. Previous leadership experience with strong feedback delivery skills Proven track record of coaching others and driving successful behaviors. Working experience with Life, Health and Annuity products and ability to articulate complex concepts. Experience building relationships and working in a matrixed environment. Strong facilitation skills and experience building presentations. Experience utilizing financial planning tools (i.e. Life or Retirement income calculations). Compensation range: The salary range for this position is: $103,450 - $197,730 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.
    $61k-85k yearly est. 13d ago
  • Treasury Management Consultant

    Old National Bank 4.4company rating

    Saint Paul, MN jobs

    Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities The Treasury Management Consultant (TMC) is responsible for generating new revenue and developing full-service Treasury Management (TM) relationships with new and existing clients in an assigned commercial banking segment. They partner with Commercial Relationship Managers (Corporate, Specialty, Commercial, Business Banking, etc.) and other internal business partners to advise on deposit, TM, risk and other liquidity needs for clients and prospects. The TMC builds a book of business by finding new clients, prospecting new relationships, growing deposits, maintaining and cross-selling ONB products and services to existing clients (if the portfolio is large and/or complex enough - the maintaining and cross-selling could be handled by a TMC focused on the existing portfolio versus finding new clients and sourcing new external relationships). Seen as a trusted advisor, the TMC works closely with Commercial clients to understand their business, optimize cash flow and minimize financial risk. Salary Range The annual salary range for this position is $77,900 - $153,000. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location. Key Accountabilities Achieve Sales Targets * Devise and execute plan to achieve sales goals and drive fee income to the assigned segment and territory. The plan should include a prospect calling strategy and cross-sell strategy depending on the focus - external/new clients or existing portfolio - to current TM clients and new bank relationships. * Perform and lead either new or existing client call preparation, Business Process Reviews, proposal generation, presentations, relationship reviews, client and industry trend analysis, working capital analysis and interpretation, and pricing proforma. * Analyze client financial statements and use industry benchmarks to provide insight regarding the client/prospect Cash Flow/Cash Conversion Cycle to help develop the relationship and/or retention strategy. * Demonstrate proficiency in knowledge of all TM solutions and their benefits to clients/prospects. * Identify new or existing client needs, prepare a thorough proposal and present customized client-focused TM solutions that include working capital analysis (cash flow, benchmarking). * Work jointly with cross-functional team and assist in overall solution development and value proposition. * Persuasively communicate Old National's value-add proposition to both internal and external clients to influence sales outcomes. * Understand the competition capabilities/gaps and how to position Old National. * Externally focused TMCs should actively manage and maintain a new client or bringing TM to a current client via a sales pipeline; Existing Portfolio TMCs will also do this as well as primarily focus on retaining clients and cross selling * Review External Facing and/or Existing Portfolio TM sales goals with RMs and other calling (or internal) partners to ensure they are aware of strategies and calling plans. * Attend prospecting, new or existing client calls virtually and in-person as well as client events, board meetings (would present and serve as a resource for the client during the client's board meetings) Participate in relevant and related business conferences to ensure up-to-date industry knowledge * Demonstrates the successful expansion of existing relationships, management of risk, responsiveness to client needs, and independent execution of client calls on assigned portfolio of relationships * Responsible for increasing and/or maintaining client retention probability * Participate, coordinate and contribute to deliver an exceptional experience for internal and external clients * Responsible to submit all forms and information required to set-up and onboard TM products/services * Completes and responds to customer RFPs * Coordinates the appropriate implementation resources and assists with the implementation meetings (internal/external) * Foster a spirit of teamwork and cooperation across business lines. Partner Communication and Education * Educate and advise RMs and other calling partners of new TM product initiatives. * Maintain lines of communications with RMs and other calling partners individually and as a group, including new product developments, pipeline and calling strategies. * Partner with RMs and other calling partners to provide recommendations on sales opportunities to include TM sales to new prospects and cross-sell TM opportunities to existing Commercial clients. Client Delivery * Facilitate Treasury Management related communications to new or existing clients and conduct client reviews (minimum annually). * Work closely with assigned TM Analyst to ensure excellent client service on an on-going basis. * Develop an understanding and knowledge of internal resources for accurate response to client issues. * Take ownership and deliver timely resolution of escalated client issues by coordinating with the TM Analyst and TM Support Team. * Communicate recurring or serious product issues to TM Product Manager and recommend viable solutions to improve client experience. * Understand and communicate implementation timeline to align with client expectations and track implementation progress. * Work with TM Analyst to ensure proper account documentation, including accurate pricing and ongoing reporting and audit requirements. * Exhibit proficiency in training clients on various Treasury Management products if needed. * Deliver an excellent client experience and enhance Old National's brand in the marketplace. Key Competencies for Position Delights Clients - Continuously seeks and applies knowledge leading to a best-in-class client experience. * Passionately serves internal/external clients with excellence * Maintains a growth mindset staying current with developments and trends in areas of expertise influencing client satisfaction both internally and externally * Understands data, metrics and/or financial information, and how they tie to client satisfaction and business outcomes related to position, client and/or team * Nurtures client relationships by listening, prioritizing, and acting responsibly to meet client needs, mitigate risk and add shareholder value Makes Decisions & Solves Problems - Seeks deeper understanding and takes action * Takes ownership of the problem while collaborating with others on a resolution with an appropriate level of urgency * Collaborates and seeks to understands the root causes of problems * Evaluates the implications of new information or events and recommends solutions using decisions that are sound based on what is known at the time * Takes action that is consistent with available facts, constraints and probable consequence Compelling Communication - Openly and effectively communicates with others * Effectively and transparently shares information and ideas with others * Tailors the delivery of communication in a way that engages the audience and that is easy to understand and retain * Unites others towards common goal * Asks for others' opinions and ideas and listens actively to gain their support when clarifying expectations, agreeing on a solution and checking for satisfaction Strategy in Action - Build your strategic mindset capability * Breaks down larger goals into smaller achievable goals and communicates how they are contributing to the broader goal * Actively seeks to understand factors and trends that may influence role * Anticipates risk and develop contingency plans to manage risks * Identified opportunities for improvement and seeks insights from other sources to generate potential solutions * Aligns activities to meet individual, team and organizational goals Qualifications and Education Requirements * BS/BA degree in Business/Finance preferred or H.S. diploma/GED with equivalent experience. * 5-10 years of banking experience preferred with 3-5 years of experience in treasury management sales, service and/or support * 2 years of sales/business development experience preferred * Sufficient and demonstrated knowledge and understanding of bank payment systems, treasury management solutions and competitive practices * Possesses knowledge and understanding of numerous Treasury Management products in conjunction with ONB's business model and strategic plan in addition to adhering to established policies, procedures and/or regulations * CTP Certification preferred or commitment to obtain certification. * Demonstrated willingness to learn, implement feedback and act. * Demonstrated ability to develop strong working relationships with clients and internal partners * Demonstrated client service experience required (phone and face-to-face); track record of client interactions and proactive solution development * Ability to work with multiple clients simultaneously, managing time in a fast-paced environment and applicable resources to ensure work is completed efficiently and within established timeframes; manage projects efficiently and effectively * Strong problem-solving and critical thinking aptitude; thorough and timely follow-up skills with the ability to make independent decisions based on researched conclusions * Ability to manage matters that may have additional complexity or uncertainty, and adapt to new and different circumstances, including supporting different TM (Sales) Consultants with different work style * Proven track record of client interactions and proactive solution development * Excellent written and oral communication skills; able to communicate effectively with all levels in and outside of the organization * Demonstrated ability to grow and develop and/or manage (retain) an assigned (or segment) client portfolio * Ability to work well with others in a collaborative environment as well as the ability to work independently with little supervision or day-to-day guidance * Fluent with Microsoft Office programs and well as unique Treasury Management software/system knowledge, ONB's system is preferred * Position may require the need to travel to other Old National, prospect, new, or existing client or meeting locations Key Measures of Success/Key Deliverables * Achieve annual new sales revenue goals based on the sale of Treasury Management products and services to new and existing clients. For Existing Portfolio TMCs, maintain and grow existing segment or assigned Treasury Management and deposit portfolio through client retention and deepening existing relationships with the addition of the right products and services * Achieve overall Treasury Management revenue for the individual's target portfolio size (growth) as of year-end. * Meet/exceed new deposit production goal. * Deliver an excellent client experience and enhance Old National's brand in the marketplace. Treasury Management Consultant roles may vary between TMC II, TMC III, and TMC Sr - this position may be filled at a different level depending on the candidate's qualifications and relevant experience. Factors may include but are not limited to: previous experience, depth and breadth of previous or current institution size - the same role for many years or a variety of roles in the same space over a number of years, skills, knowledge, previous performance and success factors, proven ability to achieve sales targets year over year, education/certification, length of time in TM industry or a similar revenue generating role. Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team!
    $77.9k-153k yearly Auto-Apply 2d ago
  • Treasury Management Consultant

    Old National Bank 4.4company rating

    Saint Paul, MN jobs

    Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities The Treasury Management Consultant (TMC) is responsible for generating new revenue and developing full-service Treasury Management (TM) relationships with new and existing clients in an assigned commercial banking segment. They partner with Commercial Relationship Managers (Corporate, Specialty, Commercial, Business Banking, etc.) and other internal business partners to advise on deposit, TM, risk and other liquidity needs for clients and prospects. The TMC builds a book of business by finding new clients, prospecting new relationships, growing deposits, maintaining and cross-selling ONB products and services to existing clients (if the portfolio is large and/or complex enough - the maintaining and cross-selling could be handled by a TMC focused on the existing portfolio versus finding new clients and sourcing new external relationships). Seen as a trusted advisor, the TMC works closely with Commercial clients to understand their business, optimize cash flow and minimize financial risk. Salary Range The annual salary range for this position is $77,900 - $153,000. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location. Key Accountabilities Achieve Sales Targets Devise and execute plan to achieve sales goals and drive fee income to the assigned segment and territory. The plan should include a prospect calling strategy and cross-sell strategy depending on the focus - external/new clients or existing portfolio - to current TM clients and new bank relationships. Perform and lead either new or existing client call preparation, Business Process Reviews, proposal generation, presentations, relationship reviews, client and industry trend analysis, working capital analysis and interpretation, and pricing proforma. Analyze client financial statements and use industry benchmarks to provide insight regarding the client/prospect Cash Flow/Cash Conversion Cycle to help develop the relationship and/or retention strategy. Demonstrate proficiency in knowledge of all TM solutions and their benefits to clients/prospects. Identify new or existing client needs, prepare a thorough proposal and present customized client-focused TM solutions that include working capital analysis (cash flow, benchmarking). Work jointly with cross-functional team and assist in overall solution development and value proposition. Persuasively communicate Old National's value-add proposition to both internal and external clients to influence sales outcomes. Understand the competition capabilities/gaps and how to position Old National. Externally focused TMCs should actively manage and maintain a new client or bringing TM to a current client via a sales pipeline; Existing Portfolio TMCs will also do this as well as primarily focus on retaining clients and cross selling Review External Facing and/or Existing Portfolio TM sales goals with RMs and other calling (or internal) partners to ensure they are aware of strategies and calling plans. Attend prospecting, new or existing client calls virtually and in-person as well as client events, board meetings (would present and serve as a resource for the client during the client's board meetings) Participate in relevant and related business conferences to ensure up-to-date industry knowledge Demonstrates the successful expansion of existing relationships, management of risk, responsiveness to client needs, and independent execution of client calls on assigned portfolio of relationships Responsible for increasing and/or maintaining client retention probability Participate, coordinate and contribute to deliver an exceptional experience for internal and external clients Responsible to submit all forms and information required to set-up and onboard TM products/services Completes and responds to customer RFPs Coordinates the appropriate implementation resources and assists with the implementation meetings (internal/external) Foster a spirit of teamwork and cooperation across business lines. Partner Communication and Education Educate and advise RMs and other calling partners of new TM product initiatives. Maintain lines of communications with RMs and other calling partners individually and as a group, including new product developments, pipeline and calling strategies. Partner with RMs and other calling partners to provide recommendations on sales opportunities to include TM sales to new prospects and cross-sell TM opportunities to existing Commercial clients. Client Delivery Facilitate Treasury Management related communications to new or existing clients and conduct client reviews (minimum annually). Work closely with assigned TM Analyst to ensure excellent client service on an on-going basis. Develop an understanding and knowledge of internal resources for accurate response to client issues. Take ownership and deliver timely resolution of escalated client issues by coordinating with the TM Analyst and TM Support Team. Communicate recurring or serious product issues to TM Product Manager and recommend viable solutions to improve client experience. Understand and communicate implementation timeline to align with client expectations and track implementation progress. Work with TM Analyst to ensure proper account documentation, including accurate pricing and ongoing reporting and audit requirements. Exhibit proficiency in training clients on various Treasury Management products if needed. Deliver an excellent client experience and enhance Old National's brand in the marketplace. Key Competencies for Position Delights Clients - Continuously seeks and applies knowledge leading to a best-in-class client experience. Passionately serves internal/external clients with excellence Maintains a growth mindset staying current with developments and trends in areas of expertise influencing client satisfaction both internally and externally Understands data, metrics and/or financial information, and how they tie to client satisfaction and business outcomes related to position, client and/or team Nurtures client relationships by listening, prioritizing, and acting responsibly to meet client needs, mitigate risk and add shareholder value Makes Decisions & Solves Problems - Seeks deeper understanding and takes action Takes ownership of the problem while collaborating with others on a resolution with an appropriate level of urgency Collaborates and seeks to understands the root causes of problems Evaluates the implications of new information or events and recommends solutions using decisions that are sound based on what is known at the time Takes action that is consistent with available facts, constraints and probable consequence Compelling Communication - Openly and effectively communicates with others Effectively and transparently shares information and ideas with others Tailors the delivery of communication in a way that engages the audience and that is easy to understand and retain Unites others towards common goal Asks for others' opinions and ideas and listens actively to gain their support when clarifying expectations, agreeing on a solution and checking for satisfaction Strategy in Action - Build your strategic mindset capability Breaks down larger goals into smaller achievable goals and communicates how they are contributing to the broader goal Actively seeks to understand factors and trends that may influence role Anticipates risk and develop contingency plans to manage risks Identified opportunities for improvement and seeks insights from other sources to generate potential solutions Aligns activities to meet individual, team and organizational goals Qualifications and Education Requirements BS/BA degree in Business/Finance preferred or H.S. diploma/GED with equivalent experience. 5-10 years of banking experience preferred with 3-5 years of experience in treasury management sales, service and/or support 2 years of sales/business development experience preferred Sufficient and demonstrated knowledge and understanding of bank payment systems, treasury management solutions and competitive practices Possesses knowledge and understanding of numerous Treasury Management products in conjunction with ONB's business model and strategic plan in addition to adhering to established policies, procedures and/or regulations CTP Certification preferred or commitment to obtain certification. Demonstrated willingness to learn, implement feedback and act. Demonstrated ability to develop strong working relationships with clients and internal partners Demonstrated client service experience required (phone and face-to-face); track record of client interactions and proactive solution development Ability to work with multiple clients simultaneously, managing time in a fast-paced environment and applicable resources to ensure work is completed efficiently and within established timeframes; manage projects efficiently and effectively Strong problem-solving and critical thinking aptitude; thorough and timely follow-up skills with the ability to make independent decisions based on researched conclusions Ability to manage matters that may have additional complexity or uncertainty, and adapt to new and different circumstances, including supporting different TM (Sales) Consultants with different work style Proven track record of client interactions and proactive solution development Excellent written and oral communication skills; able to communicate effectively with all levels in and outside of the organization Demonstrated ability to grow and develop and/or manage (retain) an assigned (or segment) client portfolio Ability to work well with others in a collaborative environment as well as the ability to work independently with little supervision or day-to-day guidance Fluent with Microsoft Office programs and well as unique Treasury Management software/system knowledge, ONB's system is preferred Position may require the need to travel to other Old National, prospect, new, or existing client or meeting locations Key Measures of Success/Key Deliverables Achieve annual new sales revenue goals based on the sale of Treasury Management products and services to new and existing clients. For Existing Portfolio TMCs, maintain and grow existing segment or assigned Treasury Management and deposit portfolio through client retention and deepening existing relationships with the addition of the right products and services Achieve overall Treasury Management revenue for the individual's target portfolio size (growth) as of year-end. Meet/exceed new deposit production goal. Deliver an excellent client experience and enhance Old National's brand in the marketplace. Treasury Management Consultant roles may vary between TMC II, TMC III, and TMC Sr - this position may be filled at a different level depending on the candidate's qualifications and relevant experience. Factors may include but are not limited to: previous experience, depth and breadth of previous or current institution size - the same role for many years or a variety of roles in the same space over a number of years, skills, knowledge, previous performance and success factors, proven ability to achieve sales targets year over year, education/certification, length of time in TM industry or a similar revenue generating role. Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team! We can recommend jobs specifically for you! Click here to get started. If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
    $77.9k-153k yearly Auto-Apply 23h ago
  • Managing Consultant - SAP Record to Report

    Tata Consulting Services 4.3company rating

    Atlanta, GA jobs

    Solution Design & Governance * Deliver high-quality solution designs aligned with business needs. * Evaluate design alternatives and ensure compliance with governance standards. * Own inventory of RICEFW (Reports, Interfaces, Conversions, Enhancements, Forms, Workflow). * Support in the sales pursuits by creating solution documentation in RFP responses and customer Orals SAP S/4HANA Implementation * Coordinate business requirements workshops with internal teams and customers for Finance & Controlling. * Design global templates based on industry best practices. * Prepare blueprints, gap analysis, end-to-end process design, testing strategy, cutover plans, and training materials. * Perform Configuration and write Functional Specs for development objects * Assist in design workshops and other deliverables of the project Leadership & Advisory * Lead planning and sequencing design workshops; facilitate sessions leveraging global SAP implementation experience. * Guide complex fit/gap analysis and validate design decisions. * Ensure deviations from standard functionality have strong business justification and value proposition. * Advise customers on S/4HANA adoption and roadmap evolution. Delivery & Adoption * Actively participate in delivery teams to ensure optimal design solutions are understood and adopted. * Provide strong functional expertise in S/4HANA Finance and Controlling. Qualifications: * Business Process Expertise * Demonstrates end-to-end business process knowledge in Record to Report (RTR) processes. * Comprehensive experience leading large global, consulting-led RTR business transformation programs with a proven track record and deep understanding of transformation objectives and business value. SAP Expertise * Ability to speak business language, guide business counterparts toward the right SAP solution, and translate business requirements into technical specifications. * Best practice knowledge in SAP FI/CO modules, including: oFinancial General Ledger oIntercompany Accounting oAccounts Receivable & Payable oAsset Accounting oMaterial Ledger oManufacturing Variance oIntegration with Supply Chain and Order-to-Cash processes oExpertise in SAP Controlling (CO) covering Product Costing, CO-PCA, CO-CCA, COPA, and integration with Materials Management. oWorking knowledge of configuration and features of key S/4HANA Finance structures (mandatory). oUnderstanding of integration with BPC, SD, and MM modules. Project & Leadership Experience * At least three (3) full life cycle ERP implementations as a Project Manager with multi-module scope (Finance, Sales, Production, Purchasing, Warehouse). * Minimum eight (8) years of ERP consulting or equivalent industry experience in transformational programs. * At least three (3) years in proposal and business case development. * Experience managing 5-10 resources and mentoring junior team members. * Proven ability in project estimation, planning, and staffing. * Demonstrated experience in managing transformational initiatives. Soft Skills & Other Requirements * Strong Finance & Accounting background with ability to converse on wide-ranging topics with Controllers, users, and senior management. * Excellent verbal and written communication skills; capable of functioning with limited oversight. * Ability to provide accurate estimates, timelines, and self-direct/manage teams and clients. * Willingness to travel up to 100%. * Bachelor's degree or equivalent required. * Must be authorized to work in the country without current or future visa sponsorship. Salary Range: $183,300 - $240,600 #LI-AD1
    $71k-88k yearly est. 2d ago
  • Managing Consultant, SAP Analytics

    Tata Consulting Services 4.3company rating

    Chicago, IL jobs

    * Candidate will be responsible for leading the design, build, testing and deployment of changed or new business processes enabled by the SAP S/4 solutions * Participate in business workshops with key stakeholders and drive results in line with the project plan * Provide business process solutions to meet clients' business priorities and requirements within the context of industry leading practices * Provide contribution in project planning and execution according to objectives, specifications, schedules, and quality standards * Develop implementation schedules, system implementation planning, and execution. * Ensure project success criteria are met * Builds strong relationships with IT/business peers and management to best meet company goals and objectives * Responsible for assisting on defining, designing, governing and delivering solution to meet the client requirement working closely with the client and the other business process leads * Provide accurate estimates, timeline and ability to self-direct and mentor/manage teams and client. * Lead business workshops with key stakeholders and derive outcomes. * Mentor junior team members and be hands-on if required * Leverage and build assets/accelerators and thought leadership * Provide solutions and model solutions based on client's needs, priorities, and industry leading practices Qualifications: * Experience with global S/4HANA business transformation program delivery as a Analytics Lead with proven track record and a deep understanding of business values of transformation programs/objectives * Must have previous professional experience with SAP S/4HANA with knowledge of data models in SAP, leading practices on the analytics and reporting approaches, and hands-on experiences working as a team member. * Experience managing and implementing SAP BW/Datasphere implementation with hands on experience implementing analytics solutions for organizations. Proven ability to lead and speak of SAP Analytics best practices and lead workshops with clients and other business process leads * Demonstrates understanding of industry specific KPI's and benefits of S/4HANA functionality to enable the business * Ability to speak business language and translate business requirements into functional and technical specifications * Working knowledge of SAP data elements (both master and transactional), data structures, industry leading analytics tools, and approaches and understanding of analytics cubes and queries * Ability to self-direct and mentor/manage consulting and client team members. * Ability to be hands on if required and mentor junior team members * Excellent interpersonal and teamwork abilities, capable of building and maintaining strong client relationships Demonstrated experience in managing transformational initiatives * At least three (3) full life cycle implementations as an ERP Project Manager with multi-module implementations (Finance, Sales, Production, Purchasing, Warehouse) * A minimum of eight (8) years prior transformational ERP consulting or equivalent industry experience * At least three (3) years' experience in proposal and business case development * Experience managing 5 to 10 resources * Willingness to travel up to 100% * Bachelors degree or equivalent required TCS Employee Benefits Summary: * Discretionary Annual Incentive. * Comprehensive Medical Coverage: Medical & Health, Dental & Vision, Disability Planning & Insurance, Pet Insurance Plans. * Family Support: Maternal & Parental Leaves. * Insurance Options: Auto & Home Insurance, Identity Theft Protection. * Convenience & Professional Growth: Commuter Benefits & Certification & Training Reimbursement. * Time Off: Vacation, Time Off, Sick Leave & Holidays. * Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing. Salary Range: $183,300 - $240,600 a year #LI-NK1
    $79k-98k yearly est. 2d ago
  • Treasury Management Consultant

    Burke & Herbert Bank & Trust 4.4company rating

    Richmond, VA jobs

    We are building a Community Bank for the modern world and are looking for talented, passionate professionals to join our team. We're looking for a dynamic and growth driven Treasury Management Consultant to contribute to the expansion of our business and commercial relationships. This role be responsible for supporting their assigned region as a Treasury Management Consultant. This includes the acquisition and growth of Treasury Management sales and related revenue as well as deposit growth of Treasury Management relationships. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Serve as a TM advisor within the Bank to develop and provide education on TM products, pricing, and sales approach. Assist the Relationship Management team with TM relationship pricing, analysis proforma and proposal completion. Orchestrate customer and prospect sales calls to expand business relationships. Work closely and meet regularly with RM teams to discuss pipelines and approach for TM prospect and client meetings. Prepare RM client TM and deposit annual review presentations and attend annual review and ongoing meetings to expand upon TM and deposit business. Managing and pre-plan tasks and meeting schedule to maintain an effective support of TM clients and business units. Prepare and present comprehensive sales proposals, analysis proformas and presentations to customers in addition to participating in and leading product training for various audiences. Identify TM and related deposit product and process improvements and solutions by communicating client and prospect needs. Review, analyze and understand clients' TM needs and conduct professional demonstrations as needed. Understand any potential risk associated with any TM product and working with the appropriate departments to ensure all risks are identified and mitigated where necessary. Other Duties Complies with all policies and procedures as applied to the Bank's BSA/AML policy. Perform other duties as assigned. Skills/Abilities Success in growth of Treasury Management and commercial relationships. Focus on growth in Treasury Management related revenue and deposits. Success in meeting and exceeding assigned goals and objectives. Strong relationship management and business development/sales skills and ability to work effectively with individuals and groups across the company to generate, manage and grow TM customer relationships. Expert level knowledge of deposit products and TM products and services. Solid knowledge of commercial credit and credit quality. Broad knowledge of overall bank products and services. Excellent presentation, verbal and written communications skills. Strong analytical and problem-solving skills. Stay abreast of TM related system functionality as enhancements/releases are deployed and keep up on TM product knowledge, industry trends and competitor offerings. Proven success in acquiring new Treasury Management business. Demonstrated ability to foster a collaborative environment within and across the organization as it relates to Treasury Management. Subject matter expert and working knowledge of TM products, services and systems. Advanced interpersonal, tactical and account management skills. Excellent strategic selling and oral presentation skills. Ability to analyze, evaluate and interpret information to formulate conclusions and recommendations. Strong understanding of value propositions related to treasury service applications within corporate treasury function. Strong ongoing collaborative relationship and team building skills across departments. Supervisory Responsibility This position has no supervisory responsibilities. Work Environment This job operates in an office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer. Physical Demands This position requires manual dexterity, the ability to lift files and opening cabinets. This position requires bending, stooping or standing as necessary. Travel Travel may be required for this position. Education and Experience 5+ years of banking related sales experience preferably in TM sales and business development. Bachelor's degree preferred or an equivalent combination of education and experience. Support customer service activities, business development initiatives, risk management, and compliance requirements. Possess a strong sales aptitude with a proven track record of success. Possess excellent interpersonal and communication skills. Excellent computer skills, specifically Microsoft Office with advanced training in Microsoft Excel and Power Point preferred. Equal Employment Opportunity/M/F/disability/protected veteran status Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
    $80k-115k yearly est. Auto-Apply 60d+ ago
  • Treasury Management Consultant

    Burke & Herbert Bank & Trust 4.4company rating

    Richmond, VA jobs

    We are building a Community Bank for the modern world and are looking for talented, passionate professionals to join our team. We're looking for a dynamic and growth driven Treasury Management Consultant to contribute to the expansion of our business and commercial relationships. This role be responsible for supporting their assigned region as a Treasury Management Consultant. This includes the acquisition and growth of Treasury Management sales and related revenue as well as deposit growth of Treasury Management relationships. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Serve as a TM advisor within the Bank to develop and provide education on TM products, pricing, and sales approach. Assist the Relationship Management team with TM relationship pricing, analysis proforma and proposal completion. Orchestrate customer and prospect sales calls to expand business relationships. Work closely and meet regularly with RM teams to discuss pipelines and approach for TM prospect and client meetings. Prepare RM client TM and deposit annual review presentations and attend annual review and ongoing meetings to expand upon TM and deposit business. Managing and pre-plan tasks and meeting schedule to maintain an effective support of TM clients and business units. Prepare and present comprehensive sales proposals, analysis proformas and presentations to customers in addition to participating in and leading product training for various audiences. Identify TM and related deposit product and process improvements and solutions by communicating client and prospect needs. Review, analyze and understand clients' TM needs and conduct professional demonstrations as needed. Understand any potential risk associated with any TM product and working with the appropriate departments to ensure all risks are identified and mitigated where necessary. Other Duties Complies with all policies and procedures as applied to the Bank's BSA/AML policy. Perform other duties as assigned. Skills/Abilities Success in growth of Treasury Management and commercial relationships. Focus on growth in Treasury Management related revenue and deposits. Success in meeting and exceeding assigned goals and objectives. Strong relationship management and business development/sales skills and ability to work effectively with individuals and groups across the company to generate, manage and grow TM customer relationships. Expert level knowledge of deposit products and TM products and services. Solid knowledge of commercial credit and credit quality. Broad knowledge of overall bank products and services. Excellent presentation, verbal and written communications skills. Strong analytical and problem-solving skills. Stay abreast of TM related system functionality as enhancements/releases are deployed and keep up on TM product knowledge, industry trends and competitor offerings. Proven success in acquiring new Treasury Management business. Demonstrated ability to foster a collaborative environment within and across the organization as it relates to Treasury Management. Subject matter expert and working knowledge of TM products, services and systems. Advanced interpersonal, tactical and account management skills. Excellent strategic selling and oral presentation skills. Ability to analyze, evaluate and interpret information to formulate conclusions and recommendations. Strong understanding of value propositions related to treasury service applications within corporate treasury function. Strong ongoing collaborative relationship and team building skills across departments. Supervisory Responsibility This position has no supervisory responsibilities. Work Environment This job operates in an office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer. Physical Demands This position requires manual dexterity, the ability to lift files and opening cabinets. This position requires bending, stooping or standing as necessary. Travel Travel may be required for this position. Education and Experience 5+ years of banking related sales experience preferably in TM sales and business development. Bachelor's degree preferred or an equivalent combination of education and experience. Support customer service activities, business development initiatives, risk management, and compliance requirements. Possess a strong sales aptitude with a proven track record of success. Possess excellent interpersonal and communication skills. Excellent computer skills, specifically Microsoft Office with advanced training in Microsoft Excel and Power Point preferred. Equal Employment Opportunity/M/F/disability/protected veteran status Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
    $80k-115k yearly est. 15d ago
  • Treasury Management Consultant

    Burke & Herbert Bank 4.4company rating

    Richmond, VA jobs

    We are building a Community Bank for the modern world and are looking for talented, passionate professionals to join our team. We're looking for a dynamic and growth driven Treasury Management Consultant to contribute to the expansion of our business and commercial relationships. This role be responsible for supporting their assigned region as a Treasury Management Consultant. This includes the acquisition and growth of Treasury Management sales and related revenue as well as deposit growth of Treasury Management relationships. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Serve as a TM advisor within the Bank to develop and provide education on TM products, pricing, and sales approach. * Assist the Relationship Management team with TM relationship pricing, analysis proforma and proposal completion. Orchestrate customer and prospect sales calls to expand business relationships. * Work closely and meet regularly with RM teams to discuss pipelines and approach for TM prospect and client meetings. * Prepare RM client TM and deposit annual review presentations and attend annual review and ongoing meetings to expand upon TM and deposit business. * Managing and pre-plan tasks and meeting schedule to maintain an effective support of TM clients and business units. * Prepare and present comprehensive sales proposals, analysis proformas and presentations to customers in addition to participating in and leading product training for various audiences. * Identify TM and related deposit product and process improvements and solutions by communicating client and prospect needs. * Review, analyze and understand clients' TM needs and conduct professional demonstrations as needed. * Understand any potential risk associated with any TM product and working with the appropriate departments to ensure all risks are identified and mitigated where necessary. Other Duties * Complies with all policies and procedures as applied to the Bank's BSA/AML policy. * Perform other duties as assigned. Skills/Abilities * Success in growth of Treasury Management and commercial relationships. * Focus on growth in Treasury Management related revenue and deposits. * Success in meeting and exceeding assigned goals and objectives. * Strong relationship management and business development/sales skills and ability to work effectively with individuals and groups across the company to generate, manage and grow TM customer relationships. * Expert level knowledge of deposit products and TM products and services. * Solid knowledge of commercial credit and credit quality. * Broad knowledge of overall bank products and services. * Excellent presentation, verbal and written communications skills. * Strong analytical and problem-solving skills. * Stay abreast of TM related system functionality as enhancements/releases are deployed and keep up on TM product knowledge, industry trends and competitor offerings. * Proven success in acquiring new Treasury Management business. * Demonstrated ability to foster a collaborative environment within and across the organization as it relates to Treasury Management. * Subject matter expert and working knowledge of TM products, services and systems. * Advanced interpersonal, tactical and account management skills. * Excellent strategic selling and oral presentation skills. * Ability to analyze, evaluate and interpret information to formulate conclusions and recommendations. * Strong understanding of value propositions related to treasury service applications within corporate treasury function. * Strong ongoing collaborative relationship and team building skills across departments. Supervisory Responsibility This position has no supervisory responsibilities. Work Environment This job operates in an office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer. Physical Demands This position requires manual dexterity, the ability to lift files and opening cabinets. This position requires bending, stooping or standing as necessary. Travel Travel may be required for this position. Education and Experience * 5+ years of banking related sales experience preferably in TM sales and business development. * Bachelor's degree preferred or an equivalent combination of education and experience. * Support customer service activities, business development initiatives, risk management, and compliance requirements. * Possess a strong sales aptitude with a proven track record of success. * Possess excellent interpersonal and communication skills. * Excellent computer skills, specifically Microsoft Office with advanced training in Microsoft Excel and Power Point preferred. Equal Employment Opportunity/M/F/disability/protected veteran status Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
    $80k-115k yearly est. 60d+ ago

Learn more about TransUnion jobs