Digital Account Executive jobs at U.S. Bank - 1232 jobs
Head of Enterprise Risk
Cambridge Associates LLC 4.8
Boston, MA jobs
Head of Enterprise Risk page is loaded## Head of Enterprise Riskremote type: Hybridlocations: Bostontime type: Full timeposted on: Posted 2 Days Agojob requisition id: JR0000036**Firm Overview:**Cambridge Associates (“CA”) is a leading global investment firm. CA's goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting.Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. For more information, please visit .** Summary:**Cambridge Associates (CA) has been at the forefront of innovative investment portfolio strategies for over 40 years. Headquartered in Boston and with offices across the world, CA provides investment management services to clients around the globe. We are currently seeking a Head of Enterprise Risk to lead our risk management function globally. The Head of Enterprise Risk directs CA's risk management strategy, leading a team of risk professionals to deliver on that strategy. The role requires highly developed leadership, collaboration, and business skills. Working in partnership with the Chief Compliance Officer and our business-line risk professionals, the Head of Enterprise Risk works to assure that both internal and external risks to CA are identified, mitigated, and monitored, creating an environment of trust with our clients and our colleagues. At CA, Enterprise Risk provides valuable and influential risk insight and measurements to support strategy, governance, and operations, in alignment with the firm's Management. The Head of Enterprise Risk reports to the Chief Legal Officer and to the audit and Risk Committee of the Board of Managers.**Job Description:****Duties and Responsibilities**· Set the direction and the pace for the implementation of risk management framework, processes and practices across CA, promoting a risk culture that enables the business to accomplish both strategic and tactical goals in an environment where risks are mitigated and monitored· Lead and manage the Enterprise Risk Management team to provide proactive risk advisory and assessment services, including delivery assurance focused on top strategic initiatives, to address risk issues that could potentially impact the firm's strategic direction and/or operational effectiveness· Provide quarterly Enterprise Risk Reports to firm Management and to the Audit and Risk Committee· Serve as a lead member of the Enterprise Risk and Compliance Committee, our global risk committee, with the responsibility for recommending remediation, further assessment of functions/process areas, and escalation of risks to Management for resolution and/or further discussion.· Partner with the Chief Compliance Officer as the ‘second line of defense', to identify and escalate risks as appropriate, and to guide the business to report, mitigate and monitor risks, and to report issues, risk events and errors in accordance with firm procedures· Align with our business-line risk professional to identify and optimize risks that could enhance our competitive business advantage, and to develop mitigation strategies to address risks that could impact our strategy and our ability to function in compliance with regulations· Partner with business leaders across our client facing business units and our support functions to drive change through the implementation of risk mitigation strategies· Support the regional and functional risk committees· Drive the implementation of our GRC (Governance, Risk and Compliance) tool in support of proactive risk management and ongoing visibility, monitoring and assessment of risks across all aspects of our business· Manage the Enterprise Risk Plan, assuring that resources are deployed accordingly and that the plan aligns with the top risk areas as identified through business area risk workshops and risk assessments· Maintain the Risk Taxonomy for the firm, driving a common risk language and a common understanding of both ongoing and emerging risks accordingly· Maintain the Global Risk Policy, as well as any required jurisdictional risk policies, and processes, assuring that updates are made as needed and in a timely manner· Provide subject matter expertise and manage the development and implementation of risk appetite measures, Key Performance Indicators (KPIs) and Key Risk Indicators (KRIs) to effectively measure business unit objectives* Collaborate with Compliance, Internal Audit and Error Reporting functions to mature the risk culture at CA and to identify risks to our clients, our firm strategy and to our colleagues, recommending mitigations that are actionable and measurable**Qualifications**· Minimum of 15 years' risk experience required, with experience leading the Enterprise Risk function of an Investment Management firm· Deep technical understanding of risk management methodologies and maturity models, including COSO ERM framework· Demonstrated, proven, and practical knowledge of managing KRI and KPI metrics and board level risk reporting· Broad-based operational perspective and understanding of the processes and controls of an investment management firm· Experienced people manager, with a focus on staff development, coaching, timely performance assessments, and managing a relationship management model aligned with internal business partners· Deep understanding of global investment management regulatory environment· Highly developed written and verbal communication skills, with experience with board level presentations, capable of adapting messaging to various audiences clearly and succinctly· Ability to interact with and build relationships with colleagues at all levels of the organization, focusing on collaboration to achieve results in support of firm strategy and goals; including communicating with executive- and Board-level stakeholders.· Bachelor's degree required, advanced degree desirable Base salary range for this role:Pay Range Minimum:177300Pay Range Maximum:241100In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity.The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.Since our founding in 1973, we have been a market leader in building diversified investment portfolios. With 13 offices around the globe and a world-class network of managers, we offer the scale, resources, and networks of a global firm, coupled with the trust, independence, and personal attention of a boutique firm.### Get in TouchIntroduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match.Wherever you are in your career journey, we offer a wide range of opportunities and a truly collaborative, diverse environment.
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$161k-210k yearly est. 5d ago
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Strategic Banking Growth Executive
First Interstate Bank 3.5
Denver, CO jobs
A leading financial institution is seeking a Deputy Chief Banking Officer located in Denver, CO. This role is responsible for driving strategic growth, operational excellence, and profitability across all banking divisions. The ideal candidate will have extensive experience in community and commercial banking, focusing on client relationship management and innovative solutions. Competitive compensation is offered, including benefits and a supportive work environment.
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$85k-128k yearly est. 4d ago
Sales Executive - Risk & Valuations Services
S&P Global 4.3
San Francisco, CA jobs
About the Role:
Grade Level: 12
Our dynamic, global sales organization operates across multiple high-growth business lines including Credit & Risk Solutions, Pricing & Valuations, Global Intelligence & Analytics, and specialized risk management services. We are part of S&P Global Market Intelligence's strategic growth initiative, contributing to our ambitious goal of becoming a $1B+ business globally. Our collaborative team values partnership, relationships, and communication while maintaining an entrepreneurial spirit. We work with cutting-edge analytics, differentiated data, technology, and workflow solutions that help customers stay ahead of competition, pinpoint risk exposures, and spot opportunities in unpredictable market environments.
Responsibilities and Impact:
Drive ambitious sales growth by meeting or exceeding new business sales quotas across assigned territories and market segments
Develop and execute comprehensive territory strategies that identify opportunities for growth and expansion within Financial Institutions, Corporates, Government, and specialized market segments
Build and nurture strong client relationships with C‑Suite executives, senior managers, and key decision‑makers across target organizations
Conduct diagnostic sales conversations to understand client challenges and position tailored solutions that address specific business requirements
Lead complex negotiations of commercial and contractual deals, managing sophisticated sales cycles with multiple stakeholders
Collaborate with cross‑functional teams including Product Management, Marketing, Pre‑Sales Engineers, Account Management, and Customer Success to deliver exceptional client experiences
Generate pipeline through proactive prospecting, networking, methodical outreach campaigns, and strategic marketing initiatives
Maintain accurate pipeline management, forecasting, and sales activity tracking through CRM systems like Salesforce
Stay current with industry trends, regulatory developments, and competitive landscape to identify new opportunities and inform strategic initiatives
Provide market intelligence and client feedback to influence product development and commercial strategy
Identify and develop revenue synergy and cross‑sell opportunities across the broader S&P Global portfolio
Represent and promote S&P Global core values while serving as a trusted advisor to clients
Compensation/Benefits Information:
S&P Global states that the anticipated base salary range for this position is $60k to $185k. Final base salary for this role will be based on the individual's geographic location, as well as experience level, skill set, training, licenses and certifications.
In addition to base compensation, this role is eligible for additional compensation such as a sales commission plan.
This role is eligible to receive additional S&P Global benefits. For more information on the benefits we provide to our employees, please click here (*******************************************
We are actively expanding our revenue team and have multiple openings across various experience levels. To ensure we match you with the most appropriate role for your background and career stage, please include your base salary expectations in your application. This information helps us align you with the correct position level that corresponds to your experience and qualifications. All candidates will be considered for roles that best match their expertise and compensation requirements.
What We're Looking For: Basic Required Qualifications:
Bachelor's or Master's degree in Business, Finance, Economics, or related discipline
3‑15+ years of proven sales experience with consistent track record of meeting or exceeding quotas
Strong background in financial services, data solutions, risk management, or related technology sectors
Experience selling complex solutions to Financial Institutions, Corporates, or Government organizations
Demonstrated expertise in consultative sales methodologies and solution selling approaches
Strong business acumen with understanding of credit risk, market risk, regulatory compliance, or analytics workflows
Excellent communication, presentation, and negotiation skills with ability to engage senior‑level executives
Proficiency with CRM systems (Salesforce preferred) and sales enablement tools
Strong interpersonal skills with ability to build trust‑based relationships and collaborate across global teams
Additional Preferred Qualifications:
Experience selling credit analytics, risk management solutions, pricing & valuations, or economic intelligence products
Knowledge of regulatory frameworks and compliance requirements in target markets
Understanding of financial markets including fixed income, derivatives, equities, or alternative investments
Proven ability to manage complex, multi‑stakeholder sales cycles exceeding $1M+ in value
Experience with SaaS platforms, data feeds, desktop applications, or API‑based solutions
Professional certifications such as CFA, MBA, or industry‑specific qualifications
Multilingual capabilities and experience working in international markets
Established network within Financial Institutions, Corporate risk management, or Government sectors
Track record of mentoring junior sales team members and contributing to organizational growth
Entrepreneurial mindset with demonstrated drive, initiative, and adaptability in fast‑paced environments
About S&P Global Market Intelligence
At S&P Global Market Intelligence, a division of S&P Global we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction.
For more information, visit ************************************
What's In It For You? Our Mission:
Advancing Essential Intelligence.
Our People:
We're more than 35,000 strong worldwide-so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all. From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We're committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. Join us and help create the critical insights that truly make a difference.
Our Values:
Integrity, Discovery, Partnership
Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals.
Benefits:
We take care of you, so you can take care of business. We care about our people. That's why we provide everything you-and your career-need to thrive at S&P Global.
Our benefits include:
Health & Wellness: Health care coverage designed for the mind and body.
Flexible Downtime: Generous time off helps keep you energized for your time on.
Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills.
Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company‑matched student loan contribution, and financial wellness programs.
Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best‑in‑class benefits for families.
Beyond the Basics: From retail discounts to referral incentive awards-small perks can make a big difference.
For more information on benefits by country visit: *****************************************
Global Hiring and Opportunity at S&P Global:
At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets.
Recruitment Fraud Alert:
If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to ************************ . S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, “pre‑employment training” or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here (********************************************************************************************************************
Equal Opportunity Employer
S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment.
If you need an accommodation during the application process due to a disability, please send an email to: *************************** and your request will be forwarded to the appropriate person.
US Candidates Only: The EEO is the Law Poster **************************************************************** describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - ************************************************************ English_formattedESQA508c.pdf
40 - Sales (EEO-2 Job Categories-United States of America), SLSOUS402.2 - Middle Professional Tier II-Ou Sales (EEO Job Group)
Job ID: 323725
Posted On: 2025-12-11
Location: New York, New York, United States
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$60k-185k yearly 5d ago
Strategic Risk & Valuations Sales Executive
S&P Global 4.3
San Francisco, CA jobs
A leading global data and analytics provider in California is seeking a dynamic sales professional to drive growth and exceed sales quotas. This role involves developing strategies, nurturing client relationships with executives, and delivering tailored solutions to meet business needs. The ideal candidate has a strong background in financial services with proven consultative selling experience. Offering competitive base salary and commission, along with a range of employee benefits that support well-being and career growth.
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$63k-103k yearly est. 5d ago
P1 Finance - Sales Executive - Florida
Truliant Federal Credit Union 4.6
Jacksonville, FL jobs
Truliant's mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves.
Our Promise to Our Teammates: Truliant strives to provide all teammates with an enjoyable place to work where they feel valued, empowered and rewarded for all that they do.
Purpose of the Job
This Sales Executive is responsible for establishing strong business relationships with clients, identifying sales opportunities, developing sales strategies, delivering compelling presentations, negotiating contracts, and closing deals. The Sales Executive plays a critical role in expanding the customer base, achieving sales targets, and contributing to the overall success and profitability of the company.
Essential Functions and Responsibilities
Identifies and pursues new business opportunities from Agencies, Carriers, and General Agents.
Develops and maintains a robust pipeline of potential clients through proactive prospecting and lead generation activities.
Builds and nurtures relationships with key decision-makers and stakeholders in the insurance and lending industries.
Presents and promotes our premium finance solutions to clients, understanding their specific needs and tailoring proposals accordingly.
Collaborates closely with internal teams to ensure smooth onboarding and delivery of services to clients.
Negotiates and closes sales agreements, meeting or exceeding sales targets and revenue objectives.
Monitors market trends, competitor activities, and industry developments to identify new opportunities and maintain a competitive edge.
Provides timely and accurate sales reports, forecasts, and updates to management.
Other Duties and Responsibilities
Assists with other tasks and projects as assigned.
Knowledge, Skills, and Abilities (includes standard language that can be modified as needed)
Must have excellent communication skills in English, both verbal and written
Must have basic knowledge of Microsoft Office
Must have ability to understand all business processes within the credit union
Must be resourceful and well organized, with strong attention to detail
Must have good reasoning abilities and sound judgment
Must be able to work in a general office environment
Must be flexible and able to shift resources and priorities as required
Strong understanding of premium finance products, services, and the insurance industry.
Must have exceptional communication and interpersonal skills, with the ability to build rapport and establish trust with clients.
Must be highly motivated self-starter with a results-driven mindset and the ability to work independently.
Must have excellent negotiation and closing skills, with the ability to effectively handle objections and drive larger deals to successful closure.
Must have the ability to multitask and manage time effectively, prioritizing tasks and meeting deadlines.
Must be proficient in using CRM software and other sales tools to track and manage leads and opportunities.
Should become knowledgeable of P1 Finance's best practices, policies, and procedures while demonstrating a strong commitment to providing excellent service to Truliant's members.
Physical Requirements (includes standard language; add travel requirements if needed)
Occasional standing, walking, bending, and stooping required
Must be able to sit at a desk for long periods of time and use a computer
Must be able to moderately lift or move up to 5 pounds and occasionally lift or move up to 10 pounds
Willing to travel as required for client meetings and industry events
Education and Background
Associate's or Bachelor's degree in Business Administration, Finance, Insurance or related field required
A proven track record of achieving and exceeding sales targets in the finance industry, preferably in premium finance or related sectors preferred
Location
This is a work from home position but candidate must have the ability to make in person visits to agencies on a frequent basis.
Must be able to visit agencies located on the east coast of Florida.
If you have a passion for member service and would like to invest in a meaningful career with opportunity for growth, we encourage you to apply to Truliant!
As a member of the Truliant family, you will enjoy the following full time benefits:
No-cost employee Medical, dental, vision coverage
Prescription benefits (including mail order)
Paid holidays and Paid Time Off (PTO)
401(k) plan with contribution matching
Paid community involvement volunteers hours
Paid group life Insurance
Teammate loan discounts
Tuition reimbursement
Short and long-term disability
Health & Wellness program
Teledoc (physician video conferencing)
Onsite fitness facilities or health club reimbursement
Employee Assistance Program (EAP)
Medical flexible spending account
Dependent care flexible spending account
$45k-54k yearly est. 4d ago
P1 Finance - Sales Executive
Truliant Federal Credit Union 4.6
Winston-Salem, NC jobs
Truliant's mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves.
Our Promise to Our Teammates: Truliant strives to provide all teammates with an enjoyable place to work where they feel valued, empowered and rewarded for all that they do.
Purpose of the Job
This Sales Executive is responsible for establishing strong business relationships with clients, identifying sales opportunities, developing sales strategies, delivering compelling presentations, negotiating contracts, and closing deals. The Sales Executive plays a critical role in expanding the customer base, achieving sales targets, and contributing to the overall success and profitability of the company.
Essential Functions and Responsibilities
Identifies and pursues new business opportunities from Agencies, Carriers, and General Agents.
Develops and maintains a robust pipeline of potential clients through proactive prospecting and lead generation activities.
Builds and nurtures relationships with key decision-makers and stakeholders in the insurance and lending industries.
Presents and promotes our premium finance solutions to clients, understanding their specific needs and tailoring proposals accordingly.
Collaborates closely with internal teams to ensure smooth onboarding and delivery of services to clients.
Negotiates and closes sales agreements, meeting or exceeding sales targets and revenue objectives.
Monitors market trends, competitor activities, and industry developments to identify new opportunities and maintain a competitive edge.
Provides timely and accurate sales reports, forecasts, and updates to management.
Other Duties and Responsibilities
Assists with other tasks and projects as assigned.
Knowledge, Skills, and Abilities (includes standard language that can be modified as needed)
Must have excellent communication skills in English, both verbal and written
Must have basic knowledge of Microsoft Office
Must have ability to understand all business processes within the credit union
Must be resourceful and well organized, with strong attention to detail
Must have good reasoning abilities and sound judgment
Must be able to work in a general office environment
Must be flexible and able to shift resources and priorities as required
Strong understanding of premium finance products, services, and the insurance industry.
Must have exceptional communication and interpersonal skills, with the ability to build rapport and establish trust with clients.
Must be highly motivated self-starter with a results-driven mindset and the ability to work independently.
Must have excellent negotiation and closing skills, with the ability to effectively handle objections and drive larger deals to successful closure.
Must have the ability to multitask and manage time effectively, prioritizing tasks and meeting deadlines.
Must be proficient in using CRM software and other sales tools to track and manage leads and opportunities.
Should become knowledgeable of P1 Finance's best practices, policies, and procedures while demonstrating a strong commitment to providing excellent service to Truliant's members.
Physical Requirements (includes standard language; add travel requirements if needed)
Occasional standing, walking, bending, and stooping required
Must be able to sit at a desk for long periods of time and use a computer
Must be able to moderately lift or move up to 5 pounds and occasionally lift or move up to 10 pounds
Willing to travel as required for client meetings and industry events
Education and Background
Associate's or Bachelor's degree in Business Administration, Finance, Insurance or related field required
A proven track record of achieving and exceeding sales targets in the finance industry, preferably in premium finance or related sectors preferred
Location
This is a work from home position but candidate must have the ability to make in person visits to agencies on a frequent basis.
If you have a passion for member service and would like to invest in a meaningful career with opportunity for growth, we encourage you to apply to Truliant!
As a member of the Truliant family, you will enjoy the following full time benefits:
No-cost employee Medical, dental, vision coverage
Prescription benefits (including mail order)
Paid holidays and Paid Time Off (PTO)
401(k) plan with contribution matching
Paid community involvement volunteers hours
Paid group life Insurance
Teammate loan discounts
Tuition reimbursement
Short and long-term disability
Health & Wellness program
Teledoc (physician video conferencing)
Onsite fitness facilities or health club reimbursement
Employee Assistance Program (EAP)
Medical flexible spending account
Dependent care flexible spending account
$47k-58k yearly est. 4d ago
Sr. Account Executive
Visa 4.5
Austin, TX jobs
Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose - to uplift everyone, everywhere by being the best way to pay and be paid.
Make an impact with a purpose-driven industry leader. Join us today and experience #LifeatVisa.
Job Description
This role is accountable for driving sales, retaining payment volume and revenue across a segment of Community issuing financial institutions in the Southwest region. This involves creation and execution of opportunities to drive net new growth while retaining and growing the existing portfolio. This role requires the ability to clearly articulate Visa value proposition to varied audiences and be an expert in consultant and contract negotiations, independently able to explain critical contract terms and use negotiating skills to secure mutually agreeable contracts.
This ideal candidate has a proven track record in building a robust pipeline and territory management with ability to execute on ambitious quotas. The candidate is an experienced senior sales and business development leader who has worked in the payments ecosystem and maintains executive-level relationships with banking and credit union clients.
Accountabilities:
In addition to driving sales in region and representing Visa at industry meetings and trade shows, the Senior AccountExecutive is a highly visible member of the team and is responsible for the career development and training of the Southwest team as noted below in the accountabilities.
Drive the strategy, pipeline, and agenda for the banks and credit unions in market.
Identify strategic opportunities through a strong understanding of the segment and customer's business needs, demonstrating value to our Financial Institutions and their clients / members.
Be the face of Visa to our clients and partners, drive thought leadership and vision.
Continuously review market and competitive landscape, identifying opportunities and strategies that will position Visa as the market leader.
Strong focus on execution and deliverables. Proven record of exceeding goals.
Identify strategic innovation and development opportunities through a strong understanding of the customer's business.
Mastery of CRM systems/tools to manage territory and pipeline.
Influence the client's vision for the future of electronic payments, consistent with Visa's strategies.
Continuously review client strategies and market landscapes to recommend, develop, and implement new & creative approaches that ensures that client and Visa business objectives are met.
Highly visible member of the team (participates in meetings, leads meetings, internal adviser and resource)
Ensure implementation and completion of annual goals and plans
Actively participate in and lead various ad-hoc internal projects
Assist marketing and product development in launching new products or expanding the penetration of existing products within current and new accounts
Actively seeks to provide training and leadership throughout the Financial Institution Sales organization
Assist in the on-boarding of new employees with a focus on career development/job progression
Adept at challenging the status quo, explores new ways to conduct our business, implements these ideas on behalf of entire team
Actively seek ways to expand the scope of the role within and outside of Visa
Represent Visa at industry meetings and trade shows and generate and lead external speaking engagements.
This is a hybrid position. Expectation of days in office will be confirmed by your hiring manager.
Qualifications
Basic Qualifications:
12 or more years of work experience with a Bachelor's Degree or at least 10 years of work experience with an Advanced degree (e.g. Masters/MBA /JD/MD), or a minimum of 5 years of work experience with a PhD
Preferred Qualifications:
15 or more years of experience with a Bachelor's Degree or 12 years of experience with an Advanced Degree (e.g., Masters, MBA, JD, or MD), PhD with 9+ years of experience
Understanding of payment networks.
Experienced solution sales leader with a record of accomplishment for delivering results, must possess the ability to identify the inspired path forward to partner, structure creative financial partnership constructs, and demonstrate success in contract negotiations in an effort to drive a deal to close quickly.
Strong customer-facing communication skills. Experience in managing relationships and cultivating deep, trusted partnerships with clients and partners. Ability to explain complex business concepts to broad audiences in an engaging way.
Natural collaborator with excellent communication skills. Must be self-motivated and comfortable with ambiguity, possessing the maturity and competence to influence across multiple levels and organizations including internal and external stakeholders.
Excellent communication and group presentation skills. Executive presence, and comfortable presenting with the C-suite.
Demonstrated thought leadership and the aptitude to challenge the status quo and identify new opportunities to innovate and differentiate
Additional Information
Work Hours: Varies upon the needs of the department.
Travel Requirements: This position requires travel5-10% of the time.
Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers.
Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law.
Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code.
U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 186,800.00 to 271,050.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.
$93k-119k yearly est. 3d ago
Account Executive - RBC
Renasant Bank 4.3
Los Angeles, CA jobs
Job ID 2025-14514
The primary responsibilities of this position are to ensure the performance of an assigned group of asset based lending ("ABL") loans are sound and that Republic Business Credit's ("RBC") management of loans is following credit policy, operating conditions, and approval conditions as set out in the Client Credit Committee Approval ("CCCA") document (or as amended by subsequent client reviews and amendments) - collectively "Credit Standards". To provide an effective and service-orientated interaction with ABL borrowers. To identify and deal with escalated risk issues within the assigned group of ABL loans and bring issues to the Portfolio Manager's attention as required by Credit Standards.
Employer: Republic Business Credit, a subsidiary of Renasant Bank
This position serves Republic Business Credit which is a subsidiary of Renasant Bank.
REPUBLIC BUSINESS CREDIT AND RENASANT BANK ARE EQUAL OPPORTUNITY EMPLOYERS
Responsibilities
To oversee the management of the assigned group of ABL loans in line with Credit Standards:
Ensure all policy exceptions are reviewed and approved in line with Credit Standards including the approval of the Credit Committee as appropriate
Identify risk issues through various means of monitoring and analysis, to include but not be limited to collateral performance analysis, financial statement analysis, bank statement reviews, legal documentation reviews, field examination report reviews, and appraisal report reviews
Address risk issues as per authorities in the Credit Standards, bringing them to the immediate attention of the Portfolio Manager (and / or senior management as required) if prompt action is required or raising them as a review matter in the regular Portfolio review meetings
Ensure all operating and/or funding conditions are complied with for new and existing clients. Liaise with and support the Portfolio Manager for ongoing compliance matters
Liaise with field examiners, appraisers, attorneys, and other third parties as required to ensure thorough and accurate work products as well as prudent decision making
Ensure any client accommodation is documented and executed within the terms of the Credit Standards and is prudent. The AccountExecutive will recommend support for or lack thereof for client over-advances and credit amendments in respect of the performance of the client and the client's collateral
Review verification levels of the assigned group of ABL loans and ensure they are in line with Credit Standards, providing guidance for direct targeting of verification activity as necessary to achieve desired levels
Review of borrowing bases ("BBC's") in line with specific client requirements, and in line with Credit Standards
Ensure the appropriate scheduling of appraisals and field examinations and their timely review
Perform thorough client reviews on time, as scheduled, and as required by Credit Standards, raising areas of concern and providing recommendations for action
Travel by car and/or plane to visit other RBC office locations and clients
Present in monthly meetings the status of the assigned group of ABL loans to the Portfolio Manager and COO identifying any material client issues and recommend operational strategy in response thereto
Perform other related duties as needed to support the business as required
Work in the office as scheduled or otherwise required by the Portfolio Manager or COO, which is expected to be a minimum of three days a week, Tuesday through Thursday, and as business needs arise
Qualifications
Bachelor's degree or equivalent work experience
2 to 5 years of ABL experience
Thorough understanding of relevant ratios and their calculations
Strong communication skills
Strong organizational skills
Ability to handle clients in a robust but professional manner
Ability to meet deadlines, manage expectations, and handle multiple priorities simultaneously
Ability to work with a computer and browser-based platforms as well as various software including but not limited to Word, Excel, Google Sheets, Adobe, Zoom, and Teams
Strong Microsoft Excel skills
Effective interpersonal skills with strong oral and written skills
Strong Problem-solving skills and ability to recommend appropriate solutions
Ability and willingness to travel bay various means as required to fulfill the duties of the role
Benefits
Renasant offers the following benefits for this position: Medical, Dental, Vision, Flexible Spending Account, Dependent Care Flexible Spending Account, Health Savings Account, Group Life Insurance/AD&D/LTD, Voluntary Life Insurance (Term and Whole), Supplemental Disability Plans, 401(K) Plan, Employee Assistance Program, Tobacco Cessation Program, Family Medical Leave, Paid Leave Accruals, Holiday Pay, Employee Savings Plan, and Employee Checking.
The base annual salary for this position ranges from $90,000-$125,000. Pay is based on several factors including but not limited to, market location and may vary depending on job related knowledge, skills, education/training, and a candidate's work experience.
Physical Demands
The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus.
Work Environment
The Bank's professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets.
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word "May".
This is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law.
This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.
$90k-125k yearly 3d ago
Account Executive - RBC
Renasant Bank 4.3
Chicago, IL jobs
Job ID 2025-14514
The primary responsibilities of this position are to ensure the performance of an assigned group of asset based lending ("ABL") loans are sound and that Republic Business Credit's ("RBC") management of loans is following credit policy, operating conditions, and approval conditions as set out in the Client Credit Committee Approval ("CCCA") document (or as amended by subsequent client reviews and amendments) - collectively "Credit Standards". To provide an effective and service-orientated interaction with ABL borrowers. To identify and deal with escalated risk issues within the assigned group of ABL loans and bring issues to the Portfolio Manager's attention as required by Credit Standards.
Employer: Republic Business Credit, a subsidiary of Renasant Bank
This position serves Republic Business Credit which is a subsidiary of Renasant Bank.
REPUBLIC BUSINESS CREDIT AND RENASANT BANK ARE EQUAL OPPORTUNITY EMPLOYERS
Responsibilities
To oversee the management of the assigned group of ABL loans in line with Credit Standards:
Ensure all policy exceptions are reviewed and approved in line with Credit Standards including the approval of the Credit Committee as appropriate
Identify risk issues through various means of monitoring and analysis, to include but not be limited to collateral performance analysis, financial statement analysis, bank statement reviews, legal documentation reviews, field examination report reviews, and appraisal report reviews
Address risk issues as per authorities in the Credit Standards, bringing them to the immediate attention of the Portfolio Manager (and / or senior management as required) if prompt action is required or raising them as a review matter in the regular Portfolio review meetings
Ensure all operating and/or funding conditions are complied with for new and existing clients. Liaise with and support the Portfolio Manager for ongoing compliance matters
Liaise with field examiners, appraisers, attorneys, and other third parties as required to ensure thorough and accurate work products as well as prudent decision making
Ensure any client accommodation is documented and executed within the terms of the Credit Standards and is prudent. The AccountExecutive will recommend support for or lack thereof for client over-advances and credit amendments in respect of the performance of the client and the client's collateral
Review verification levels of the assigned group of ABL loans and ensure they are in line with Credit Standards, providing guidance for direct targeting of verification activity as necessary to achieve desired levels
Review of borrowing bases ("BBC's") in line with specific client requirements, and in line with Credit Standards
Ensure the appropriate scheduling of appraisals and field examinations and their timely review
Perform thorough client reviews on time, as scheduled, and as required by Credit Standards, raising areas of concern and providing recommendations for action
Travel by car and/or plane to visit other RBC office locations and clients
Present in monthly meetings the status of the assigned group of ABL loans to the Portfolio Manager and COO identifying any material client issues and recommend operational strategy in response thereto
Perform other related duties as needed to support the business as required
Work in the office as scheduled or otherwise required by the Portfolio Manager or COO, which is expected to be a minimum of three days a week, Tuesday through Thursday, and as business needs arise
Qualifications
Bachelor's degree or equivalent work experience
2 to 5 years of ABL experience
Thorough understanding of relevant ratios and their calculations
Strong communication skills
Strong organizational skills
Ability to handle clients in a robust but professional manner
Ability to meet deadlines, manage expectations, and handle multiple priorities simultaneously
Ability to work with a computer and browser-based platforms as well as various software including but not limited to Word, Excel, Google Sheets, Adobe, Zoom, and Teams
Strong Microsoft Excel skills
Effective interpersonal skills with strong oral and written skills
Strong Problem-solving skills and ability to recommend appropriate solutions
Ability and willingness to travel bay various means as required to fulfill the duties of the role
Benefits
Renasant offers the following benefits for this position: Medical, Dental, Vision, Flexible Spending Account, Dependent Care Flexible Spending Account, Health Savings Account, Group Life Insurance/AD&D/LTD, Voluntary Life Insurance (Term and Whole), Supplemental Disability Plans, 401(K) Plan, Employee Assistance Program, Tobacco Cessation Program, Family Medical Leave, Paid Leave Accruals, Holiday Pay, Employee Savings Plan, and Employee Checking.
The base annual salary for this position ranges from $90,000-$125,000. Pay is based on several factors including but not limited to, market location and may vary depending on job related knowledge, skills, education/training, and a candidate's work experience.
Physical Demands
The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus.
Work Environment
The Bank's professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets.
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word "May".
This is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law.
This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.
$90k-125k yearly 3d ago
Account Executive - RBC
Renasant Bank 4.3
Atlanta, GA jobs
Job ID 2025-14513
The primary responsibilities of this position are to ensure the performance of an assigned group of asset based lending ("ABL") loans are sound and that Republic Business Credit's ("RBC") management of loans is following credit policy, operating conditions, and approval conditions as set out in the Client Credit Committee Approval ("CCCA") document (or as amended by subsequent client reviews and amendments) - collectively "Credit Standards". To provide an effective and service-orientated interaction with ABL borrowers. To identify and deal with escalated risk issues within the assigned group of ABL loans and bring issues to the Portfolio Manager's attention as required by Credit Standards.
Employer: Republic Business Credit, a subsidiary of Renasant Bank
This position serves Republic Business Credit which is a subsidiary of Renasant Bank.
REPUBLIC BUSINESS CREDIT AND RENASANT BANK ARE EQUAL OPPORTUNITY EMPLOYERS
Responsibilities
To oversee the management of the assigned group of ABL loans in line with Credit Standards:
Ensure all policy exceptions are reviewed and approved in line with Credit Standards including the approval of the Credit Committee as appropriate
Identify risk issues through various means of monitoring and analysis, to include but not be limited to collateral performance analysis, financial statement analysis, bank statement reviews, legal documentation reviews, field examination report reviews, and appraisal report reviews
Address risk issues as per authorities in the Credit Standards, bringing them to the immediate attention of the Portfolio Manager (and / or senior management as required) if prompt action is required or raising them as a review matter in the regular Portfolio review meetings
Ensure all operating and/or funding conditions are complied with for new and existing clients. Liaise with and support the Portfolio Manager for ongoing compliance matters
Liaise with field examiners, appraisers, attorneys, and other third parties as required to ensure thorough and accurate work products as well as prudent decision making
Ensure any client accommodation is documented and executed within the terms of the Credit Standards and is prudent. The AccountExecutive will recommend support for or lack thereof for client over-advances and credit amendments in respect of the performance of the client and the client's collateral
Review verification levels of the assigned group of ABL loans and ensure they are in line with Credit Standards, providing guidance for direct targeting of verification activity as necessary to achieve desired levels
Review of borrowing bases ("BBC's") in line with specific client requirements, and in line with Credit Standards
Ensure the appropriate scheduling of appraisals and field examinations and their timely review
Perform thorough client reviews on time, as scheduled, and as required by Credit Standards, raising areas of concern and providing recommendations for action
Travel by car and/or plane to visit other RBC office locations and clients
Present in monthly meetings the status of the assigned group of ABL loans to the Portfolio Manager and COO identifying any material client issues and recommend operational strategy in response thereto
Perform other related duties as needed to support the business as required
Work in the office as scheduled or otherwise required by the Portfolio Manager or COO, which is expected to be a minimum of three days a week, Tuesday through Thursday, and as business needs arise
Qualifications
Bachelor's degree or equivalent work experience
2 to 5 years of ABL experience
Thorough understanding of relevant ratios and their calculations
Strong communication skills
Strong organizational skills
Ability to handle clients in a robust but professional manner
Ability to meet deadlines, manage expectations, and handle multiple priorities simultaneously
Ability to work with a computer and browser-based platforms as well as various software including but not limited to Word, Excel, Google Sheets, Adobe, Zoom, and Teams
Strong Microsoft Excel skills
Effective interpersonal skills with strong oral and written skills
Strong Problem-solving skills and ability to recommend appropriate solutions
Ability and willingness to travel bay various means as required to fulfill the duties of the role
Physical Demands
The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus.
Work Environment
The Bank's professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets.
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word "May".
This is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law.
This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.
$55k-88k yearly est. 3d ago
Venue Account Executive
Donnelley Financial, LLC 4.8
New York, NY jobs
Join a dynamic team at the pulse of global markets, where we deliver innovative software and service solutions for essential financial reporting and capital markets transactions. At DFIN, we are a values-driven organization that empowers you to build a fulfilling career while bringing your authentic self to work every day.Our
"Win as One"
mentality ensures that our team's success is directly linked to Client, Shareholder and Employee Satisfaction.
Recognizedas one of
AMERICA'S MOST LOVED WORKPLACES
for five consecutive years and a
Built In Best Places to Work
for six years, we are committed to our employees' total well-being. Enjoy competitive compensation, a flexible workplace, comprehensive benefits, and opportunities for professional growth. Bring your passion and talents to DFIN - because being YOU thrives here.
Summary:
As a Venue AccountExecutive you will cultivate relationships with new customers by prospecting directly among target accounts such as investment banks, private equity firms, law firms, accounting advisors and corporations. In this role, you role will develop and execute a strategic territory plan in New York City and own the entire sales process from qualification to close.
Responsibilities:
Prospect directly among target accounts such as investment banks, private equity firms, law firms, accounting advisors and corporations.
Own the entire sales process from qualification to close.
Develop and execute strategic territory plan in the NYC area.
Establish a strong and consistent cadence of in-person meetings, organize networking events and attend conferences to improve brand and client exposure to the Venue product.
Foster new relationships through outbound efforts and establish positive relationships with senior executives and decision-makers.
Develop a discipline in how you plan and prioritize your time and focus to provide the highest yield from a large set of accounts.
Collaborating/team-selling with financial print reps (GCMs) to leverage existing relationships and ensure that all appropriate DFIN services are presented to target clients.
Work closely and collaborate with Product, Marketing, Service Delivery, Business Development and both the Venue and GCM sales team to ensure client happiness by serving as the voice of the customer.
Update Salesforce daily to track activity, client and product insights, account coverage and sales pipeline.
Qualifications:
3+ years of sales experience in B2B software/technology-enabled sales or 3-5 years of meaningful financial services industry experience.
Track record of navigating within large and mid-market organizations.
Ability to develop senior-level relationships quickly and effectively to build groundswell within a company.
Strong written, verbal and formal presentation (online and group product demos) skills required.
Ability to effectively present solutions and overcome client objections
Proven negotiation and closing skills with an ability to adjust approach in order to fit different buyer motivators.
Success within fast transactional sales cycles of exceeding sales quotas.
Savvy with social selling techniques and channels such as LinkedIn.
Ability to use insights and data-driven decisions in the sales process.
Familiarity and knowledge of M&A, IPOs, Corporate Governance & Corporate Finance.
Bachelor's degree or equivalent.
It is the policy of Donnelley Financial Solutions to select, place, and manage all its employees without discrimination based on race, color, national origin, gender, age, religion, actual or perceived disability, veteran status, actual or perceived sexual orientation, genetic information or any other protected status.
If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation if you are unable or limited in your ability to use or accessjobs.dfinsolutions.com as a result of your disability. You can request a reasonable accommodation by sending an email to .
At DFIN, protecting your identity is a top priority. Please be aware of scammers impersonating DFIN recruiters. DFIN recruiters will never request personal information via email or text. You will only receive a text from us if you've already been in contact. All automated messages will come from. If you ever have doubts about the legitimacy of any communication from us, please do not hesitate to reach out for verification via (this email is for general TA questions and is not used for updates on your application status).#BI-Remote
$76k-118k yearly est. 3d ago
Account Executive - RBC
Renasant Bank 4.3
Houston, TX jobs
Job ID 2025-14513
The primary responsibilities of this position are to ensure the performance of an assigned group of asset based lending ("ABL") loans are sound and that Republic Business Credit's ("RBC") management of loans is following credit policy, operating conditions, and approval conditions as set out in the Client Credit Committee Approval ("CCCA") document (or as amended by subsequent client reviews and amendments) - collectively "Credit Standards". To provide an effective and service-orientated interaction with ABL borrowers. To identify and deal with escalated risk issues within the assigned group of ABL loans and bring issues to the Portfolio Manager's attention as required by Credit Standards.
Employer: Republic Business Credit, a subsidiary of Renasant Bank
This position serves Republic Business Credit which is a subsidiary of Renasant Bank.
REPUBLIC BUSINESS CREDIT AND RENASANT BANK ARE EQUAL OPPORTUNITY EMPLOYERS
Responsibilities
To oversee the management of the assigned group of ABL loans in line with Credit Standards:
Ensure all policy exceptions are reviewed and approved in line with Credit Standards including the approval of the Credit Committee as appropriate
Identify risk issues through various means of monitoring and analysis, to include but not be limited to collateral performance analysis, financial statement analysis, bank statement reviews, legal documentation reviews, field examination report reviews, and appraisal report reviews
Address risk issues as per authorities in the Credit Standards, bringing them to the immediate attention of the Portfolio Manager (and / or senior management as required) if prompt action is required or raising them as a review matter in the regular Portfolio review meetings
Ensure all operating and/or funding conditions are complied with for new and existing clients. Liaise with and support the Portfolio Manager for ongoing compliance matters
Liaise with field examiners, appraisers, attorneys, and other third parties as required to ensure thorough and accurate work products as well as prudent decision making
Ensure any client accommodation is documented and executed within the terms of the Credit Standards and is prudent. The AccountExecutive will recommend support for or lack thereof for client over-advances and credit amendments in respect of the performance of the client and the client's collateral
Review verification levels of the assigned group of ABL loans and ensure they are in line with Credit Standards, providing guidance for direct targeting of verification activity as necessary to achieve desired levels
Review of borrowing bases ("BBC's") in line with specific client requirements, and in line with Credit Standards
Ensure the appropriate scheduling of appraisals and field examinations and their timely review
Perform thorough client reviews on time, as scheduled, and as required by Credit Standards, raising areas of concern and providing recommendations for action
Travel by car and/or plane to visit other RBC office locations and clients
Present in monthly meetings the status of the assigned group of ABL loans to the Portfolio Manager and COO identifying any material client issues and recommend operational strategy in response thereto
Perform other related duties as needed to support the business as required
Work in the office as scheduled or otherwise required by the Portfolio Manager or COO, which is expected to be a minimum of three days a week, Tuesday through Thursday, and as business needs arise
Qualifications
Bachelor's degree or equivalent work experience
2 to 5 years of ABL experience
Thorough understanding of relevant ratios and their calculations
Strong communication skills
Strong organizational skills
Ability to handle clients in a robust but professional manner
Ability to meet deadlines, manage expectations, and handle multiple priorities simultaneously
Ability to work with a computer and browser-based platforms as well as various software including but not limited to Word, Excel, Google Sheets, Adobe, Zoom, and Teams
Strong Microsoft Excel skills
Effective interpersonal skills with strong oral and written skills
Strong Problem-solving skills and ability to recommend appropriate solutions
Ability and willingness to travel bay various means as required to fulfill the duties of the role
Physical Demands
The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus.
Work Environment
The Bank's professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets.
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word "May".
This is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law.
This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.
$53k-86k yearly est. 3d ago
Venue Account Executive
Donnelley Financial, LLC 4.8
Charlotte, NC jobs
Join a dynamic team at the pulse of global markets, where we deliver innovative software and service solutions for essential financial reporting and capital markets transactions. At DFIN, we are a values-driven organization that empowers you to build a fulfilling career while bringing your authentic self to work every day.Our
"Win as One"
mentality ensures that our team's success is directly linked to Client, Shareholder and Employee Satisfaction.
Recognized by
Newsweek
as one of
AMERICA'S MOST LOVED WORKPLACES
for three consecutive years and a
Built In Best Places to Work
for six years, we are committed to our employees' total wellbeing. Enjoy competitive compensation, a flexible workplace, comprehensive benefits, and opportunities for professional growth. Bring your passion and talents to DFIN - because being YOU thrives here.
Summary:
The AccountExecutive will grow Venue's customer base by prospecting directly among target accounts such as investment banks, private equity firms, law firms, accounting advisors and corporations. In this role you will develop and execute strategic territory plan to deliver maximum revenue potential and own the entire sales process from qualification to close.
Responsibilities:
Grow Venue's customer base by prospecting directly among target accounts such as investment banks, private equity firms, law firms, accounting advisors and corporations.
Own the entire sales process from qualification to close.
Develop and execute strategic territory plan to deliver maximum revenue potential.
Establish a strong and consistent cadence of in-person meetings, organize networking events and attend conferences to improve brand and client exposure to the Venue product.
Foster new relationships through outbound efforts and establish positive relationships with senior executives and decision-makers.
Develop a discipline in how you plan and prioritize your time and focus to provide the highest yield from a large set of accounts.
Collaborating/team-selling with financial print reps (GCMs) to leverage existing relationships and ensure that all appropriate Donnelley services are presented to target clients.
Work closely and collaborate with Product, Marketing, Service Delivery, Business Development and both the Venue and GCM sales team to ensure client happiness by serving as the voice of the customer.
Update Salesforce daily to track activity, client and product insights, account coverage and sales pipeline.
Qualifications:
Bachelor's degree or equivalent experience required3+ years of sales experience in B2B software/technology-enabled sales or 3-5 years of meaningful financial services industry experience.
Track record of navigating within large and mid-market organizations.
Ability to develop senior-level relationships quickly and effectively to build groundswell within a company.
Strong written, verbal and formal presentation (online and group product demos) skills required.
Ability to effectively present solutions and overcome client objections.
Proven negotiation and closing skills with an ability to adjust approach in order to fit different buyer motivators.
Success within fast transactional sales cycles of exceeding sales quotas.
Savvy with social selling techniques and channels such as LinkedIn.
Ability to use insights and data-driven decisions in the sales process.
Familiarity and knowledge of M&A, IPOs, Corporate Governance & Corporate Finance.
It is the policy of Donnelley Financial Solutions to select, place, and manage all its employees without discrimination based on race, color, national origin, gender, age, religion, actual or perceived disability, veteran status, actual or perceived sexual orientation, genetic information or any other protected status.
If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation if you are unable or limited in your ability to use or accessjobs.dfinsolutions.com as a result of your disability. You can request a reasonable accommodation by sending an email to .
At DFIN, protecting your identity is a top priority. Please be aware of scammers impersonating DFIN recruiters. DFIN recruiters will never request personal information via email or text. You will only receive a text from us if you've already been in contact. All automated messages will come from. If you ever have doubts about the legitimacy of any communication from us, please do not hesitate to reach out for verification via t (this email is for general TA questions and is not used for updates on your application status).#BI-Remote
$68k-105k yearly est. 3d ago
Account Executive of Employee Benefits - Baltimore, MD
First National Bank of Pennsylvania 4.5
Baltimore, MD jobs
Primary Office Location:300 E. Lombard Street. Baltimore, Maryland. 21202.Join our team. Make a difference - for us and for your future.
Employee Benefits AccountExecutive
Business Unit: INSA
Reports to: Director of Employee Benefits
Position Overview:
This position manages acomplex book of employee benefits business and acts as the primary service contact. The accountexecutive offers a strategic and consultative approach to employee benefits account management.
Primary Responsibilities:
Manages a complex book of business with varying funding mechanisms, advanced contract features and structures, requiring experience and technical knowledge.
Primary contact between clients and carriers with goals of client retention and growth. Regularly communicates with clients and carrier partners (at least quarterly).
Drives renewal process and can lead client meetings regarding renewals and utilization review.
Introduces new products and promotes them through regular visits and frequent communication with intermediaries. Increases profitability of existing product lines by encouraging clients to use added value services wherever possible.
Ensures credibility with clients by maintaining detailed knowledge of current market conditions and competitors' products and acts as technical expert.
Supports open enrollment process, including preparation, communications and scheduling (if applicable).
Maintains documentation in accordance with HIPAA and company procedures, including keeping agency management system updated in a timely manner.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:
BA or BS
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
3
Skills Required to Perform the Primary Responsibilities of this Position:
Excellent project management skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Excellent customer service skills
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
Life, Accident and Health License required.
Professional insurance designation preferred.
Physical Requirements or Work Conditions Beyond Traditional Office Work:
N/A
Compensation Grade:
EXT06
Pay Range:
$57,044.00 - $95,056.00
FNB's total rewards package may include other components such as: overtime, incentive, equity and benefits. Salary range is a guideline and is determined by a number of factors including education, experience, skills, internal equity and market conditions. We review pay regularly to ensure competitive and equitable pay. FNB offers a comprehensive benefits package including but not limited to, medical, dental, vision, life insurance, flexible spending accounts, health savings account, 401(k), paid time off, including sick time, vacation time, and paid holidays, and other voluntary benefits.
Equal Employment Opportunity (EEO):
It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.
Primary Office Location:55 Public Square Suit 105. Cleveland, Ohio. 44113.Join our team. Make a difference - for us and for your future.nPosition Title: Sales Executive - INSA Business Unit: INSA Reports To: Varies Based on Assignment
This position is primarily responsible for selling new business and renewing accounts in keeping with agency and individual goals. The incumbent conducts and reports sales activities to build a pipeline of prospects, generates sales prospects from various sources and carries the agency's reputation and professional manner of conducting business into dealings with clients, agency personnel and companies represented. The incumbent works collaboratively with Bank partners in relationship building and in identifying financial service solutions for all customers.
Primary Responsibilities:
Meets or exceeds established annual sales production goals via generation of new accounts to the agency as well as cross selling within the existing book of business. (New Business Sales)
Partners with Customer Service Representatives to renew existing business to meet or exceed established retention goals. (Retention)
Participates in seminars and classes for skill and knowledge development and meets continuing education requirements. Maintains a current level of functional working knowledge on processes and coverage changes. Keeps abreast of selling trends and techniques and uses agency selling aids to help maintain a competitive status for the agency within the industry. (Self Development)
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Education:
BA or BS
Minimum Years Experience:
3
Special Skills:
Excellent project management skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Excellent customer service skills
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Experience with ITI, TAM and office systems preferred.
Special Licenses and Certificates:
Applicable industry insurance licenses.
Physical Requirements:
N/A
Equal Employment Opportunity (EEO):
It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.
$51k-60k yearly est. 3d ago
Sales Executive - INSA
First National Bank of Pennsylvania 4.5
Pittsburgh, PA jobs
Primary Office Location:626 Washington Place. Pittsburgh, Pennsylvania. 15219.Join our team. Make a difference - for us and for your future.nPosition Title: Sales Executive - INSA Business Unit: INSA Reports To: Varies Based on Assignment
This position is primarily responsible for selling new business and renewing accounts in keeping with agency and individual goals. The incumbent conducts and reports sales activities to build a pipeline of prospects, generates sales prospects from various sources and carries the agency's reputation and professional manner of conducting business into dealings with clients, agency personnel and companies represented. The incumbent works collaboratively with Bank partners in relationship building and in identifying financial service solutions for all customers.
Primary Responsibilities:
Meets or exceeds established annual sales production goals via generation of new accounts to the agency as well as cross selling within the existing book of business. (New Business Sales)
Partners with Customer Service Representatives to renew existing business to meet or exceed established retention goals. (Retention)
Participates in seminars and classes for skill and knowledge development and meets continuing education requirements. Maintains a current level of functional working knowledge on processes and coverage changes. Keeps abreast of selling trends and techniques and uses agency selling aids to help maintain a competitive status for the agency within the industry. (Self Development)
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Education:
BA or BS
Minimum Years Experience:
3
Special Skills:
Excellent project management skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Excellent customer service skills
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Experience with ITI, TAM and office systems preferred.
Special Licenses and Certificates:
Applicable industry insurance licenses.
Physical Requirements:
N/A
Equal Employment Opportunity (EEO):
It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
$51k-60k yearly est. 3d ago
Account Executive of Employee Benefits
First National Bank of Pennsylvania 4.5
Pittsburgh, PA jobs
Primary Office Location:626 Washington Place. Pittsburgh, Pennsylvania. 15219.Join our team. Make a difference - for us and for your future.
Employee Benefits AccountExecutive
Business Unit: INSA
Reports to: Director of Employee Benefits
Position Overview:
This position manages acomplex book of employee benefits business and acts as the primary service contact. The accountexecutive offers a strategic and consultative approach to employee benefits account management.
Primary Responsibilities:
Manages a complex book of business with varying funding mechanisms, advanced contract features and structures, requiring experience and technical knowledge.
Primary contact between clients and carriers with goals of client retention and growth. Regularly communicates with clients and carrier partners (at least quarterly).
Drives renewal process and can lead client meetings regarding renewals and utilization review.
Introduces new products and promotes them through regular visits and frequent communication with intermediaries. Increases profitability of existing product lines by encouraging clients to use added value services wherever possible.
Ensures credibility with clients by maintaining detailed knowledge of current market conditions and competitors' products and acts as technical expert.
Supports open enrollment process, including preparation, communications and scheduling (if applicable).
Maintains documentation in accordance with HIPAA and company procedures, including keeping agency management system updated in a timely manner.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:
BA or BS
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
3
Skills Required to Perform the Primary Responsibilities of this Position:
Excellent project management skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Excellent customer service skills
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
Life, Accident and Health License required.
Professional insurance designation preferred.
Physical Requirements or Work Conditions Beyond Traditional Office Work:
N/A
Equal Employment Opportunity (EEO):
It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
$51k-60k yearly est. 3d ago
Head of Enterprise Risk
Cambridge Associates LLC 4.8
Boston, MA jobs
Cambridge Associates ("CA") is a leading global investment firm. CA's goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting.
Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. For more information, please visit ****************************
Summary:
Cambridge Associates (CA) has been at the forefront of innovative investment portfolio strategies for over 40 years. Headquartered in Boston and with offices across the world, CA provides investment management services to clients around the globe.
We are currently seeking a Head of Enterprise Risk to lead our risk management function globally. The Head of Enterprise Risk is responsible for executing on and maintaining CA's risk management framework. The role requires highly developed leadership, collaboration, and business skills. Working in partnership with the Chief Compliance Officer and our business-line risk professionals, the Head of Enterprise Risk works to assure that both internal and external risks to CA are identified, mitigated, and monitored, creating an environment of trust with our clients and our colleagues. At CA, Enterprise Risk provides valuable and influential risk insight and measurements to support strategy, governance, and operations, in alignment with the firm's Management. The Head of Enterprise Risk reports to the Chief Legal Officer and to the audit and Risk Committee of the Board of Managers.
Job Description:
Setting the direction and the pace for the implementation of processes and practices across CA in alignment with Management and regulatory and Board expectations. With strong collaboration from first-line risk colleagues, promoting a risk culture that enables the business to accomplish both strategic and tactical goals in an environment where risks are mitigated and monitored
Leads the Enterprise Risk Management team to provide proactive risk advisory and assessment services, including delivery assurance focused on top strategic initiatives, to address risk issues that could potentially impact the firm's strategic direction and/or operational effectiveness
Provides quarterly Enterprise Risk Reports to Management and to the Audit and Risk Committee, inclusive of any critical findings, with targeted, actionable recommendations.
Serves as a lead member of the Enterprise Risk and Compliance Committee, our global risk committee, with responsibility for recommending remediations, directing further assessment of functions or process assessments, and escalating significant risks to Management for resolution.
Serves as the firm's second line of defense alongside the Chief Compliance Officer, with ownership for identifying, escalating, and resolving enterprise risks. Ensures that business units are accountable for timely risk reporting, mitigation, and monitoring and ensures all incidents and control failures are reported and on track for remediation.
Engages with first-line risk colleagues to identify and mitigate risks that may impinge upon our regulatory status, competitive position or our strategic objectives.
Ensures the execution of risk mitigation strategies across all client-facing and support functions, holding business leaders accountable for implementing required controls and corrective actions.
Ensures the effective execution of regional risk frameworks and respective risk committees, including reporting and issue resolution
Owns the deployment and optimization of the firm's GRC (Governance, Risk and Compliance) tool to establish proactive, real-time visibility, monitoring and assessment of risks across all aspects of our business
Owns and executes the Enterprise Risk Plan, ensuring that resources are deployed strategically and that priorities align with the top risk areas as identified through business area risk workshops and risk assessments
Leads the governance and evolution of the firm's Risk Taxonomy, driving a common risk language and a shared understanding of both ongoing and emerging risks
Directs the maintenance and continuous improvement of the Global Risk Policy, as well as any required jurisdictional risk policies, and processes, enforcing timely updates and compliance with regulatory requirements
Leads the development and implementation of risk appetite measures, Key Performance Indicators (KPIs) and Key Risk Indicators (KRIs) to ensure business unit objectives are measured objectively and aligned with industry standards.
Qualifications
Minimum of 15 years' risk experience required, with experience leading the Enterprise Risk function of an Investment Management firm
Deep technical understanding of risk management methodologies and maturity models, including COSO ERM framework
Proven ability to effectively implement Enterprise Risk Management frameworks and risk governance strategies
Demonstrated, proven, and practical knowledge of managing KRI and KPI metrics and board level risk reporting
Broad-based operational perspective and understanding of the processes and controls of an investment management firm
Experienced people manager, with a focus on staff development, coaching, timely performance assessments, and managing a relationship management model aligned with internal business partners
Strong executive presence with the ability to communicate clearly and persuasively with Management, senior leadership and our Board of Managers
Deep understanding of global investment management regulatory environment
Highly developed written and verbal communication skills, with experience with board level presentations, capable of adapting messaging to various audiences clearly and succinctly
Ability to interact with and build relationships with colleagues at all levels of the organization.
Bachelor's degree required, advanced degree desirable
All applications must include a resume and cover letter.
Base salary range for this role:
Pay Range Minimum:
177300
Pay Range Maximum:
241100
In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity.
The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.
$161k-210k yearly est. 60d+ ago
Head of Enterprise Risk
Cambridge Associates 4.8
Boston, MA jobs
Cambridge Associates (“CA”) is a leading global investment firm. CA's goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting.
Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania. Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world. For more information, please visit ****************************
Summary:
Cambridge Associates (CA) has been at the forefront of innovative investment portfolio strategies for over 40 years. Headquartered in Boston and with offices across the world, CA provides investment management services to clients around the globe.
We are currently seeking a Head of Enterprise Risk to lead our risk management function globally. The Head of Enterprise Risk is responsible for executing on and maintaining CA's risk management framework. The role requires highly developed leadership, collaboration, and business skills. Working in partnership with the Chief Compliance Officer and our business-line risk professionals, the Head of Enterprise Risk works to assure that both internal and external risks to CA are identified, mitigated, and monitored, creating an environment of trust with our clients and our colleagues. At CA, Enterprise Risk provides valuable and influential risk insight and measurements to support strategy, governance, and operations, in alignment with the firm's Management. The Head of Enterprise Risk reports to the Chief Legal Officer and to the audit and Risk Committee of the Board of Managers.
Job Description:
Setting the direction and the pace for the implementation of processes and practices across CA in alignment with Management and regulatory and Board expectations. With strong collaboration from first-line risk colleagues, promoting a risk culture that enables the business to accomplish both strategic and tactical goals in an environment where risks are mitigated and monitored
Leads the Enterprise Risk Management team to provide proactive risk advisory and assessment services, including delivery assurance focused on top strategic initiatives, to address risk issues that could potentially impact the firm's strategic direction and/or operational effectiveness
Provides quarterly Enterprise Risk Reports to Management and to the Audit and Risk Committee, inclusive of any critical findings, with targeted, actionable recommendations.
Serves as a lead member of the Enterprise Risk and Compliance Committee, our global risk committee, with responsibility for recommending remediations, directing further assessment of functions or process assessments, and escalating significant risks to Management for resolution.
Serves as the firm's second line of defense alongside the Chief Compliance Officer, with ownership for identifying, escalating, and resolving enterprise risks. Ensures that business units are accountable for timely risk reporting, mitigation, and monitoring and ensures all incidents and control failures are reported and on track for remediation.
Engages with first-line risk colleagues to identify and mitigate risks that may impinge upon our regulatory status, competitive position or our strategic objectives.
Ensures the execution of risk mitigation strategies across all client-facing and support functions, holding business leaders accountable for implementing required controls and corrective actions.
Ensures the effective execution of regional risk frameworks and respective risk committees, including reporting and issue resolution
Owns the deployment and optimization of the firm's GRC (Governance, Risk and Compliance) tool to establish proactive, real-time visibility, monitoring and assessment of risks across all aspects of our business
Owns and executes the Enterprise Risk Plan, ensuring that resources are deployed strategically and that priorities align with the top risk areas as identified through business area risk workshops and risk assessments
Leads the governance and evolution of the firm's Risk Taxonomy, driving a common risk language and a shared understanding of both ongoing and emerging risks
Directs the maintenance and continuous improvement of the Global Risk Policy, as well as any required jurisdictional risk policies, and processes, enforcing timely updates and compliance with regulatory requirements
Leads the development and implementation of risk appetite measures, Key Performance Indicators (KPIs) and Key Risk Indicators (KRIs) to ensure business unit objectives are measured objectively and aligned with industry standards.
Qualifications
Minimum of 15 years' risk experience required, with experience leading the Enterprise Risk function of an Investment Management firm
Deep technical understanding of risk management methodologies and maturity models, including COSO ERM framework
Proven ability to effectively implement Enterprise Risk Management frameworks and risk governance strategies
Demonstrated, proven, and practical knowledge of managing KRI and KPI metrics and board level risk reporting
Broad-based operational perspective and understanding of the processes and controls of an investment management firm
Experienced people manager, with a focus on staff development, coaching, timely performance assessments, and managing a relationship management model aligned with internal business partners
Strong executive presence with the ability to communicate clearly and persuasively with Management, senior leadership and our Board of Managers
Deep understanding of global investment management regulatory environment
Highly developed written and verbal communication skills, with experience with board level presentations, capable of adapting messaging to various audiences clearly and succinctly
Ability to interact with and build relationships with colleagues at all levels of the organization.
Bachelor's degree required, advanced degree desirable
All applications must include a resume and cover letter.
Base salary range for this role:
Pay Range Minimum:
177300
Pay Range Maximum:
241100
In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity.
The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.
$161k-210k yearly est. Auto-Apply 60d+ ago
Enterprise Account Management
Shift4 4.2
Tampa, FL jobs
Shift4 (NYSE: FOUR) is boldly redefining commerce by simplifying complex payments ecosystems across the world. As the leader in commerce-enabling technology, Shift4 powers billions of transactions annually for hundreds of thousands of businesses in virtually every industry. For more information, visit ***************
We're looking for an Enterprise Account Manager to build and maintain trusted relationships with our largest and most strategic partners. In this role, you'll serve as a key advisor to enterprise accounts across corporate, franchise, and local levels-helping them get the most out of our solutions while ensuring their needs are heard and prioritized within Shift4. You'll manage the full customer lifecycle from order through installation, coordinating internal and external teams to deliver a seamless experience.
As a central partner to both our customers and internal teams, you'll collaborate closely with Business Development, Product, and Product Development on complex deployments, new openings, and feature rollouts. You'll act as the primary point of escalation for support, billing, and service questions, while also providing valuable insights through reports and business reviews. This role is ideal for someone with exceptional communication skills, a consultative mindset, and the leadership presence to influence stakeholders at all levels while driving long-term growth with enterprise accounts.
Responsibilities
Become a trusted advisor for each Enterprise account by maintaining a great relationship with key members at the customer's corporate, franchise, and/or local site.
Become an advocate for each Enterprise account within Shift4 to make sure all activities are scheduled and prioritized correctly.
Oversee all orders from (Order to Install) managing external and internal resources to ensure each customer order is installed in a timely and accurate manner.
Collaborate with Business Development, Product, and Product Development to support prospects and customer solutions with complex deployments.
Partner with Business Development to manage and grow each Enterprise Account where possible.
Attend weekly calls/meetings for new openings, current projects, Q&A on features/functionality questions
Provide an escalation path for site issues/concerns as needed. This may include support issues, billing questions, equipment/warranty questions, etc.
Provide reports as requested to include case statistics, support statistics, user access, etc.
Liaison with business development concerning enterprise account challenges, opportunities, corporate structure changes, initiatives.
Conduct business review as requested.
Provide agenda, deck, call orchestration.
Work with enterprise account vendors as needed for escalations, issues, new feature pilots/testing.
Process add on orders as needed for enterprise customers to include change of ownership, change of service, additional equipment, replacement equipment, configuration changes.
Provide lead information to BD on upcoming new openings, change of ownerships, etc. where full acquiring opportunities exist.
Demonstrates leadership skills and the ability to work in challenging environments.
Demonstrates strong communication skills and the ability to target messages to the right levels of an organization.
Qualifications
Bachelor's degree in Business or Information Technology fields is preferred.
Minimum of 5 years Account Management or relevant experience within the Hospitality or Lodging industry.
Payments experience and strong understanding of the Payment industry is preferred.
Strong understanding of hardware platforms and configuration methods is preferred.
Experience in hardware deployment and logistics is a plus.
We are looking for individuals that are extremely self-sufficient, available to work flexible hours, & hold themselves to the highest standards of professionalism.
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class.