Territory Manager jobs at Valiant

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity We're building something new-and we're looking for bold, creative, and strategic talent to help shape it. USAA's Corporate Affairs team is growing as part of an exciting transformation to strengthen how we engage with our members and each other in service of our mission. Whether you're a strategic business partner or a creative storyteller, join us to forge smarter connections, deeper partnerships, and stronger outcomes. Together, we're enhancing how we serve the military community and their families-making every interaction more meaningful. As a strategic Account Manager supporting USAA - you'll lead the development and delivery of integrated communications strategies that inform, engage and inspire. With a strong understanding of the financial services landscape, your part strategist, part storyteller and part project manager - deeply attuned to the business, its people, and the channels that matter. You'll collaborate across Corporate Affairs and act as a connector-bringing strategic thinking, content savvy and rigor to every engagement. You'll bring the ability to quickly understand business goals, navigate functional priorities and translate complex strategies into clear, actionable communications. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX or Plano, TX. Relocation assistance is not available for this position. What you'll do: Provides regular counsel and insight to senior management, company leaders, subject-matter experts, and unit staff to develop highly complex effective communication strategies and tactics in support of enterprise strategic initiatives. Prioritizes highly complex communication projects and ensures they support enterprise plans for employee, member, and public initiatives. Serves as a key influencer and integrator of strategic objectives across the enterprise. Creates strategies that employ communications tactics such as press outreach, online advocacy, social networking internal and external social channels, leadership, and other internal and external communication channels, and publications. Measures the effectiveness of communications strategies to ensure objectives are met. Develops and implements highly complex communications plans in support of business objectives and collaborates with colleagues to support positive business outcomes, protect and enhance USAA's reputation, and engage the company's workforce. Develops, manages and executes effective messaging, collateral, processes and strategies in support of business initiatives, craft key messaging for use with federal and local regulators. Partners with various teams within the Marketing & Communications Organization (e.g. Social Business, Content Strategy & Development) and with key enterprise partners in the development of collateral to be used across all mediums, including print, web, email, video, and social media to help deliver the messages on the identified channels. Maintains a command of USAA strategies and possesses in-depth knowledge of financial services industry issues and trends, and actively seeking to link those issues to ongoing or emerging employee, member and/or public communications opportunities. In support of public affairs, leads and/or partners in the development and implementation of all communications to include crisis management, legislative, regulatory and litigation communications. Manages message development and builds relationships with third-party groups. Develops and manages grassroots communications with influential groups. Develops relationships with the news media to leverage USAA's reputation. In support of social media, partners with the Social Business team to plans, directs, and executes USAA's social media strategy to protect, sustain, and enhance USAA's reputation. Develops and mentors junior team members. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's Degree in Communications, Journalism, Marketing, or a related degree required OR 4 additional years of related experience beyond the minimum required may be substituted in lieu of a degree. 8 or more years of progressively responsible experience in internal and/or external communications (including employee communications), preferably within the financial services industry to include media relations experience working with media outlets at national, regional or local levels. Subject Matter Expert writing and editing skills and excellent verbal communication skills. Subject-matter-expert knowledge of the function/discipline and demonstrated application of knowledge, skills and abilities towards work products required. Subject-matter-expert level in communication industry practices and emerging trends required. Experience in translating business objectives into integrated communication strategies and tactics that drive business performance. Project management and collaboration experience including managing cross-functional projects from inception to completion. What sets you apart: Experience in Financial Service communications and/or working within an agency model in an account management or producer role Strong Project Management skills and experience in PM Tools such as Workfront and/or Asana Enjoys collaborating cross-functionally to enhance business outcomes. Experience in video, radio & photography production. Experience shaping creative communications that are pointed at solving a business challenge. US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $127,310 - $243,340. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

JOB SUMMARYAs the Conflict Checks Manager, you will play a critical role in protecting the integrity of our client acceptance and engagement processes. You will oversee the day-to-day operation of the firm's conflict checking and entity independence verification processes, helping engagement teams navigate independence and ethics risks by reviewing, clearing, and escalating conflicts identified by firm's conflict checking system. The team is collaborative, high-performing, and responsible for upholding the firm's highest standards of independence and professional ethics. This role reports to the Independence and Ethics Compliance Leader of the UHY LLP National Office, ensuring alignment with the firm's ethical and regulatory obligations. Conflicts & Independence Responsibilities Manage the daily conflict check process by reviewing flagged conflicts, researching client relationships, and assisting teams in assessing independence risks prior to client acceptance Evaluate conflict check submissions from engagement teams, resolving issues when possible and escalating complex matters to the Independence and Ethics Compliance Leader or Independence Committee as appropriate Provide comprehensive support during the investment audit process, including tracking auditee selections, conducting initial evaluations of findings, and escalating significant issues for further review Monitor independence-related developments from regulatory bodies (such as AICPA, PCAOB, SEC, DOL, and GAO) and assess their impact on firm policies and processes Maintain and enhance conflict monitoring tools and systems (e.g., Intapp, Entity-tree management), ensuring accurate setup and effective integration across platforms Respond to independence and ethics-related inquiries from UHY engagement teams and international network firms, conducting initial analysis and providing preliminary guidance Support the development and improvement of firm training on conflict checks and independence, offering feedback based on practical conflict resolution experience. Conduct thorough conflict checks for professional services engagements, leveraging prior experience to ensure compliance and accuracy Collaboration and Monitoring of Quality Control with Leadership Actively contribute to the firm's system of quality management by participating in bimonthly UHY LLP Management Committee meetings, where you help shape, update, and communicate firm-wide policies Understand the quality management standards as well as our firm's current system of quality management to develop processes, controls, and monitoring to assure compliance relevant to independence and ethics Partner with colleagues in the UHY LLP National Office to thoroughly review and enhance the firm's system of quality management as it pertains to independence and ethics, ensuring that best practices are consistently understood and applied Assist with the review and performance of conflict-checks over documentation of processes and controls, including the design of effective monitoring controls to monitor the firm's system of quality management Maintain professional relationships with independence personnel in the UHY international network firms, ensuring consistency and responsiveness across firm engagements Supervisory responsibilities Supervisory or team leadership experience vise staff and other resources, as appropriate, during projects and other initiatives Work environment Work can be conducted remotely or in a professional office environment with minimal distractions Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift up to 15 pounds at a time Travel required Travel of 5% to 10% is required for attendance at conferences, attendance, and/or facilitation of in-person training and National Office Team Meetings. Required education and experience Bachelor's degree in accounting, business, or related field 6+ years of experience in public accounting or professional services firm, including 2+ years working in risk, independence, or compliance Demonstrated ability to manage and resolve complex independence/conflict issues Preferred education and experience Supervisory or team leadership experience CPA, CCEP, or similar professional certification Experience with the implementation and ongoing maintenance of quality such as SQMS No. 1, ISQM1 and QC 1000 Knowledge of Independence rules and Standards for the AICPA, PCAOB, SEC, DOL, and GAO Familiarity with GASB standards Experience with Intapp, Deltek Maconomy, and Salesforce Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

JOB SUMMARYJoin a dynamic, high-energy team dedicated to achieving excellence in audit quality! If you're looking to grow your career in a public accounting atmosphere while taking on impactful responsibilities and projects with our National Office team, without the demanding busy season hours, this is the perfect role for you. Our team values flexibility, offering remote or hybrid work options, and prioritizes work-life balance to create a supportive and rewarding environment. The National Office Manager is a core member of the firm's National Office responsible for assisting with the overall administration, direction, and monitoring of the firm's attest practice and system of quality management. Key responsibilities include assisting in UHY LLP's ongoing implementation of the new quality management standards; International Quality Management Standards (ISQM) promulgated by the International Auditing and Assurance Standards Board, the Statement on Quality Management Standards (SQMS) promulgated by the American Institute of Certified Public Accountants, and the proposed QC 1000 put forth by the Public Company Accounting Oversight Board. This position collaborates with the other members of the National Office and works directly with the UHY LLP Managing Partner and the UHY LLP Management Committee. Regular duties include (but are not limited to): Monitoring of Quality Control with Leadership Prepare for and participate in UHY LLP Leadership Committee Meetings, which include the bi-weekly UHY LLP Management Committee (Management Committee) meetings and monthly Attest Leader meetings, including preparing recurring data for review and writing new and revising current policies for approval Understand the New Quality Control Standards as Well as Our Firm's Current System of Quality Management to develop processes, controls, and monitoring to assure compliance Work with other National Office colleagues to understand and validate our current system of quality management Develop an understanding of the requirements of the quality management standards put forth by the AICPA, IAASB, and PCAOB Collaborate with stakeholders across UHY to gain an understanding of the risks to quality objectives as defined by the quality management statements Assist with the review and documentation of processes and controls, including designing effective monitoring controls to monitor the firm's system of quality management Train and Educate UHY stakeholders about new quality management standards Educate stakeholders in the organization about new quality management standards and their importance to the growth and health of UHY Train stakeholders in understanding their roles in risk assessment and operational processes to identify and mitigate threats to the quality objectives Design and implement controls to address risks to quality objectives Design controls to respond to the risks to quality objectives and work with stakeholders to implement controls Create and document policies and procedures as needed and enhance our system of quality management Monitoring Assist with remediation of PCAOB inspection comments, including assessment of root causes of comments, determining the remediation steps required, implementing changes in quality control, and performing a post-implementation effectiveness assessment of the remediation steps taken to be provided to the PCAOB Designing and operate monitoring controls to assess the effectiveness of our system of quality management Create documentation and workpapers to record the monitoring of controls and assist those ultimately charged with the responsibility for the system to quality management to determine if the system of quality management is functioning properly Root Cause Analysis Perform root cause analysis of identified deficiencies, establish, or revise controls as necessary, implement the necessary changes, and document the process Evaluate, Develop, and Implement new Audit Software, Tools, and Technology Lead the National Office team to evaluate the sufficiency of audit software, tools and technology used in our attest practice. Work with cross-functional teams to assess current software needs of the attest practice, identify software solutions, evaluate the viability of solutions, and lead the implementation of new software, including developing practice aids, workpaper templates, and training to support new data analytics software, data validation software, and AI powered audit tools Supervisory responsibilities Will supervise subordinate team members Work environment Work is conducted in a professional office environment with minimal distractions or remotely Physical demands Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time Must be able to lift up to 15 pounds at a time WHAT WE ARE LOOKING FOR Required education and experience Bachelor's degree in accounting, finance, or a related field A minimum of 4 to 5 years of progressive audit or advisory experience in a medium to large public accounting firm or progressive experience at a company subject to ICFR audits. Active Certified Public Accountant (CPA) license required. Excellent analytical, technical, and auditing skills including proficiency in US GAAP, GAAS, and PCAOB (Public Company Accounting Oversight Board) rules and standards. Experience with International Standards of Quality Management is beneficial but not required. Other duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting, and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances. DIVERSITY, EQUITY & INCLUSION We are committed to furthering our DE&I journey through building a diverse professional community based on equitable treatment for all and a collaborative culture that values inclusion. WHO WE ARE UHY is one of the nation's largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients' business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms. WHAT WE OFFER POSITIVE WORK ENVIRONMENT Enjoy a collaborative and supportive work environment where teamwork is valued. ATTRACTIVE COMPENSATION PACKAGES Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual. COMPREHENSIVE BENEFIT PACKAGE Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions, enabling the communities we support to grow and succeed in the right ways, all more confidently and more often-that's what we call the courage to thrive. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive. Try new things, learn new skills and discover what you excel at-all from Day One. As a wholly owned subsidiary of U.S. Bank, Elavon is committed to building the platforms and ecosystems that help over 1.5 million customers around the world to achieve their financial goals-no matter what they need. From transaction processing to customer service, to driving innovation and launching new products, we're building a range of tailored payment solutions powered by the latest technology. As part of our team, you can explore what motivates and energizes your career goals: partnering with our customers, our communities, and each other. Job Description Are you ready to bring a strategic vision that inspires and leads a high-performing sales team? Do you thrive on setting ambitious goals and motivating others to achieve them? Drive growth and lead a high-performing sales team in a fast-paced banking environment as Head of Retail & Services - Central/East Merchant Sales, ICG. This role focuses on setting bold goals, crafting innovative strategies, and building strong customer and industry relationships. If you're ready to shape market success and make a measurable impact, this is your opportunity. Lead and inspire a high-achieving sales team focused on delivering banking products and services within a defined region or industry segment. This role combines strategic leadership with hands-on execution to drive growth and strengthen customer relationships. Key Responsibilities Oversee and guide a team of sales professionals, ensuring alignment with revenue, volume, and market share objectives. Directly manage key client relationships and support your team in closing opportunities with customers and prospects. Set and achieve ambitious sales goals, budgets, and marketing strategies for assigned products and services. Build and maintain profitable customer relationships while identifying market trends and competitor actions to stay ahead. Develop and manage the annual budget for your area, ensuring financial targets are met. Foster partnerships with industry associations to expand influence and market presence. Train, motivate, and provide daily leadership to your team, creating an environment of growth and success. Basic Qualifications Bachelor's degree, or equivalent work experience Typically eight to 10 years of relevant experience Preferred Skills/Experience Advanced knowledge of sales and sales strategies Effective verbal and written communication skills Strong management and leadership skills Demonstrated new business development and relationship management skills Effective customer service/relations skills Thorough knowledge of banking products/services, banking operations, and current market trends Ability to make important decisions independently If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $111,605.00 - $131,300.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

Our client is world's best engineering & technology service providers. They are multi-billion-dollar technology, engineering, construction, and financial services conglomerate specializing in engineering, procurement, and construction (EPC) projects, high-tech manufacturing, digital transformation and technology services. Job Description Region: USA Work Environment: Remote USA Reporting to: Global Business Unit Head Reports: 5 to 6 Senior Sales Managers Domain Expertise : Renewable Generation, Transmission & Distribution, Energy Trading Customer Segment : Utilities / Energy Markets/Merchants / EPC-Developers / Large Energy Users Travel Requirement : Up to 60% (on business needs) Job Details: Objective: As a Head of Sales, America Products & Solutions Sales Team, you will be responsible for driving sales growth and achieving revenue targets within the United States. Key objective is to establish various management level connects (including C-level) and facilitate/accelerate their digital energy solution leadership in the following domains: Renewable energy grids and hybrid generation plant control rooms Power system transmission and distribution (PT&D) control rooms, Energy markets/transaction involving deal to trading, forecasting scheduling, metering, billing and settlements Substation automation software, Fault Analysis application and asset management solutions Enterprise utility IT-OT integration solution across grid operation, asset operation, power procurement operation and meter to bill / customer services operation Monitoring and Control of Grid interactive distributed energy resources - energy storage, electric vehicles ad demand response. You will be supported by: Significant infrastructure powered by 7*24 staffed their Network Operation Center in Fairfield, California to provide best-in-class customer support services for products as well as energy operation Their uniquely designed products & solutions ensuring the best-value delivery, always a well packaged system built upon their Spark integration platform Their approach for a dedicated vertical focusing on new emerging areas where solutions require innovation and collaborative development Their solution tailored to customer's needs by supporting fully configurable and scalable architecture for project specific implementation In this critical leadership role, you will need a deep understanding of energy consulting and the ability to bridge relationships between them and large electric utility companies, energy service/merchant companies, EPC/developer companies and large energy user companies. By leveraging your experience and expertise, you will engage with key customer executives (C-Suite level) to help shape their energy strategy, position Their solutions as strategic enablers to their goals, and drive revenue through long-term, high-value partnerships. Key Responsibilities Sales Strategy & Execution Develop and execute comprehensive sales strategy to meet year on year targets for their Software Products, Solutions and Services across Americas with main focus on USA, ensuring alignment with their business objectives. Lead the sales team with focus on large-scale, high-value opportunities with electric utility companies as well as any other customers engaging significant deals, leveraging your expertise to drive solution adoption, build trusted relationships, and influence C-suite decision-makers. Drive the sales team for sales growth by engaging with utility industry leaders and guiding them through their energy transformation journey using Their innovative solutions in protection, automation, renewables, storage, microgrids, electric vehicles, demand response and cybersecurity. Consultative Selling & Energy Strategy Function as a trusted energy consultant for large electric utility companies, providing strategic advice and recommendations on power system optimization, automation, grid resilience, and cybersecurity. Leverage your deep industry knowledge and experience to assess customer needs, identify gaps, and propose innovative solutions that solve business problems and accelerate utility modernization. Lead discussions at the C-suite level with utility executives, ensuring that Their solutions align with their long-term energy goals and vision, and guide them in implementing transformative digital solutions. Expertise in Proposal Development & Bid Management Lead the preparation and submission of complex proposals in response to RFPs, RFIs, and tenders for large-scale energy projects, ensuring all proposals are comprehensive, customer-centric, and aligned with their business objectives Collaborate with internal teams (technology development, product management, solution engineering, services, finance, legal) to ensure seamless development of proposals that reflect the right combination of build, buy, partner elements, tailored to each customer's specific needs Diligent in proposal presentations and negotiations, demonstrating how Their solutions will directly benefit the customer's business and energy infrastructure. Bridge Relationships with Customer Executives Build and cultivate long-term relationships with C-suite executives and other senior leaders within large electric utility companies, positioning yourself as a strategic advisor who understands their challenges and objectives. Leverage your established relationships and consulting expertise to navigate complex decision-making processes and advocate Their solutions as key enablers of energy transformation. Represent them as a thought leader in the energy sector, building credibility and trust among key utility stakeholders through deep, consultative engagement. Market Intelligence & Thought Leadership Stay informed about the latest developments in the energy sector, including emerging trends in smart grids, microgrids, renewables integration and cybersecurity for electric utilities Use this market intelligence to inform Their sales strategies, ensuring that solutions are aligned with the evolving needs of utilities and the broader energy transition. Represent THEM at industry events, conferences, and forums, strengthening the company's position as a leader in the energy transformation space. Customer Engagement & Success Continue engagement with the customer ensuring successful implementation, meeting customer expectations and driving business values. Act as a point of escalation for any post-sales issues, ensuring customer satisfaction and creating opportunities for upselling or cross-selling additional solutions. Work with the customer to ensure long-term value realization from Their products and services, positioning the company as a trusted partner in the customer's energy strategy. Qualifications Required Qualifications: 25+ years of experience in sales, business development, or technical sales, with at least 15 years of leadership experience within the electric utility or energy sector. Demonstrated experience in energy consulting and strategic advisory, particularly with large electric utilities, to address challenges in grid modernization, automation, and energy management. Proven track record of building and maintaining C-suite relationships within major electric utilities and other significant customers, with experience driving large, multi-million-dollar deals. Expertise in fast track sales strategy and executing complex sales cycles involving multiple stakeholders. Strong leadership, communication, and negotiation skills with the ability to influence key decision-makers, especially at the C-suite level in utility organizations. Deep technical understanding of power systems, automation, microgrids, and cybersecurity solutions in the utility sector. Excellent consultative selling and critical thinking skills, with the ability to craft customized solutions that deliver measurable business outcomes. Experience in managing multi-faceted bids and proposals, coordinating cross-functional teams to develop compelling, customer-focused solutions. Skills & Competencies: Strong leadership, communication, and negotiation skills with the ability to influence key decision-makers, especially at the C-suite level in utility organizations. Deep technical understanding of power systems, automation, microgrids, and cybersecurity solutions in the utility sector. Excellent consultative selling and critical thinking skills, with the ability to craft customized solutions that deliver measurable business outcomes. Experience in managing multi-faceted bids and proposals, coordinating cross-functional teams to develop compelling, customer-focused solutions. Additional Information Sales Incentives and Other Benefits: 401K Match up to 4% Health, Dental and Vision Insurance

CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture. A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down. CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program. Position Overview: The Senior Sales & Training Manager is responsible for performance-driven sales leadership and hands-on coaching and training expertise. This role recruits and inspires a high-performing sales team by modeling best practices in prospecting, pipeline management, and customer service and mentoring and onboarding newly licensed Loan Officers into productive contributors. Duties focus on results and development, setting clear sales goals, monitoring performance metrics, and providing individualized coaching and corrective action plans as needed. This role develops engaging curricula and training assets-from live sessions to digital learning tools-on topics including loan workflows, regulatory compliance, and internal technology platforms. The Sales & Training Manager collaborates cross-functionally with operations, compliance, and IT to ensure seamless process alignment and ongoing professional development. Job Responsibilities: * Drive the origination of high-quality refinance and purchase mortgage loans. * Recruit and motivate a team of Loan Officers (LOs), fostering a culture of accountability, collaboration, and continuous improvement. * Set and monitor individual and sales goals for LOs; track performance metrics and implement corrective coaching plans. * Design and deliver comprehensive origination boot camps for newly licensed LOs, covering loan products, compliance requirements, and internal systems (e.g., Encompass 360). * Lead by example in prospecting, pipeline management, and customer-service excellence. * Serve as LOs primary mentor; conduct one-on-one skill assessments, provide performance feedback, and co-create personalized development plans. * Develop and maintain training materials including classroom guides, e-learning modules, job aids, and micro-learnings on topics such as loan origination workflows (purchase & refinance), third-party vendor processes and compliance (FNMA/FHLMC, FHA/VA, S.A.F.E. Act) and internal platforms and technology roll-outs. * Facilitate live and virtual training sessions, ensuring timely delivery and high engagement; schedule internal CCM training for new LOs as needed. * Partner with operations, compliance, and IT teams to integrate process changes and system updates into training curricula. Qualifications and Skills: * This role requires on-site presence 2 - 3 days per week. * Minimum 10 years' residential mortgage processing experience. * Experience with originating refinance and purchase loans independently in both consumer-direct and retail channels. * Experience with building relationships, mentoring others, and leading cultural change. * Excellent presentation, facilitation and public-speaking skills. * Excellent instructional design, technical writing and analytical capabilities. * Excellent executive-functioning skills, including exceptional organization skills, attention to detail, enthusiasm, proactiveness, problem-solving, and proficient at managing multiple priorities. * Advanced knowledge of Learning Management Systems (LMS) and virtual-training platforms. * Skill in working in a collaborative, high-volume team setting. * Proficient in Encompass 360 and Microsoft Office Suite. (Word, Excel, Outlook, PowerPoint) This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position. Pay Range: * Annual Salary: Up to $250,000.00 + consisting of base plus bonus. The posted pay range considers a wide range of compensation factors, including candidate background, experience and work location, while also allowing for salary growth within the position. #LI-CCMREC CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: ********************************** California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants. CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law ("Protected Characteristics"). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion. CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************

HBK is growing, now a Top 50 accounting firm according to Accounting Today magazine and a Top 100 registered investment advisory according to Financial Advisor Magazine. Our hundreds of collaborating professionals have created and fostered thousands of close, caring, supportive client relationships. Growth requires talent, so we continue to seek capable, dedicated professionals in all aspects of financial services. Our recruits choose their career paths. We want you to excel in your career as part of a dynamic team, and we provide the support and the resources to help you succeed. The breadth and depth of experience we offer you is unique in the marketplace. We are entrepreneurs working with entrepreneurs, owners working with people who are owners of small and mid-size businesses, the heartbeat of our country. We are more consultants than number crunchers, an influence in our communities as well as our clients and their finances. When we go home at night, we know we've made something happen for our clients. If you want a career that is all about helping people, you're the kind of person we're looking for. Please read on to discover if you could see yourself joining the HBK Family as our newest Regional Director, Business Development. QUALIFICATIONS Bachelor's degree in business, Accounting, or Marketing is desirable Financial Services experience is desirable B2B sales experience required Proficient in lead generations through various platforms Existing relationships in the market are desirable Must be able to work independently as well as with large teams High energy and positive attitude required Flexibility to attend marketing and other networking events during weekends and evenings when needed MS Office proficiency (PowerPoint, Word, & Excel) CRM Experience ESSENTIAL FUNCTIONS: Responsible for Business Development and Client Engagement for the Region. Assist in securing new clients and new revenue streams for the firm and develop strong, collaborative relationships with Principals and Managers as part of a pursuit team. Must be skilled at obtaining new relationships as well as cross-selling existing HBK brands to our existing client base Will also serve to increase the sales effectiveness of our Principals and Managers by keeping them on track through the sales process and applying a unified method of prospecting and business development as adopted by the firm Work with our other Regional Directors across our markets to deliver a unified go-to-market strategy as well as encourage pursuing larger national clients Must be skilled at discovery and identifying needs, presenting solutions, guiding clients through the buying experience, assisting, and negotiating the closure of opportunities with our principal group including proposal building and conducting client meetings. Screen digital leads to find good fit opportunities for the firm, thus avoiding using other professional's time. Will lead or co-lead Practice Development meetings in the region. BENEFITS WE OFFER: Competitive Base Salary + Commission Employee Referral Bonuses Anniversary Bonus Paid Time Off 401(k) plan with company match and profit sharing Affordable Medical, dental, and vision insurance Company Paid Life Insurance Affordable Short- & Long-Term Disability Insurance Affordable Accidental and Critical Illness Insurance 9 Paid holidays Disability Insurance Annual Performance Reviews And Much More… HBK provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. #HBKCPA

Ready to make a meaningful impact? At Brighton Jones, we're a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we've built a culture of continuous growth, collaboration, and community-recognized with 15 consecutive “Best Places to Work” awards including Inc.com's 2025 list, as well as national honors for community impact. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we're growing fast-and we're looking for driven, curious individuals to join our #OneTeam. The WAS (Wealth Advisor Solutions) program is a national referral (prospective client referral) program from Fidelity. As the Channel Manager, you will be responsible for owning all things related to WAS in your assigned territory. The Regional FCM will work with the national, regional, and local teams to maximize our WAS partnership in an assigned territory. This involves building strong relationships with Fidelity Branch Leaders and individual Financial Consultants and collaborating with local Brighton Jones client service teams to achieve our annual revenue goals. Take our Values in Action Self-Assessment to see how our values align! Key Responsibilities: Deliver measurable results by proactively identifying opportunities to meet and exceed referral revenue goals Cultivate a strong presence within your territory, building visibility, deep local insights, and trusted community relationships Develop meaningful connections with referral sources, earning trust quickly and inspiring Fidelity partners to confidently advocate for Brighton Jones Collaborate with national, regional, and local teams to design and execute thoughtful strategies that drive high-quality lead generation from Fidelity retail branches Build and nurture strategic relationships with Fidelity Branch Leaders and Financial Consultants to strengthen our partnership and expand our reach Serve as the primary point of contact for relationship development, referral introductions, and engaging branch presentations Stay attuned to local market trends, anticipating risks and opportunities that inform and enhance the effectiveness of the WAS program Manage the referral pipeline with intention, partnering closely with local client service teams to ensure a seamless and client-centered sales experience Host, network, and engage with Fidelity branch teams to deepen collaboration and foster a culture of partnership Confidently articulate the Brighton Jones service model-our philosophy, our approach, and what makes us different-in both virtual and in-person settings Provide clear, timely, and supportive communication to prospective clients throughout their decision-making journey Represent Brighton Jones with professionalism, warmth, and enthusiasm at community and industry events Lead ongoing account and relationship management to ensure long-term partnership success Consistently achieve quarterly and annual referral revenue goals Other duties may be assigned, as assigned such as: Periodically conducting research and competitive analysis to stay on top of current market changes and competitive trends Identifying possible opportunities across all other Brighton Jones services 401(K) Advisory, Tax, OpenPlan, Legal and Real Estate Helping to identify and develop additional Centers of Influence (COI) in assigned territory Travel as necessary (up to 50%+ or as needed) Your Experience: Four-year college degree required (preferably in Finance, Business or Economics) 3-5 years of experience in a channel - account management / sales related role, preferably in financial services Time and territory management skills Excellent written and verbal communication skills Strong organizational, analytical, and interpersonal skills Ability to excel in a fast-paced, team-oriented environment Proficiency in Microsoft Office applications required Knowledge of Salesforce and Fidelity Wealth Advisor Solutions a plus This role is part of an emerging market and will be considered remote until an office space is secured. Brighton Jones is a 'work-from-office' culture with a lot of flexibility. This is a full-time, and exempt position. Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future. We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community. Brighton Jones is a team founded on equity and respect, and we're on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically. To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth. Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Job DescriptionReady to make a meaningful impact? At Brighton Jones, we're a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we've built a culture of continuous growth, collaboration, and community-recognized with 15 consecutive “Best Places to Work” awards including Inc.com's 2025 list, as well as national honors for community impact. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we're growing fast-and we're looking for driven, curious individuals to join our #OneTeam. The WAS (Wealth Advisor Solutions) program is a national referral (prospective client referral) program from Fidelity. As the Channel Manager, you will be responsible for owning all things related to WAS in your assigned territory. The Regional FCM will work with the national, regional, and local teams to maximize our WAS partnership in an assigned territory. This involves building strong relationships with Fidelity Branch Leaders and individual Financial Consultants and collaborating with local Brighton Jones client service teams to achieve our annual revenue goals. Take our Values in Action Self-Assessment to see how our values align! Key Responsibilities: Deliver measurable results by proactively identifying opportunities to meet and exceed referral revenue goals Cultivate a strong presence within your territory, building visibility, deep local insights, and trusted community relationships Develop meaningful connections with referral sources, earning trust quickly and inspiring Fidelity partners to confidently advocate for Brighton Jones Collaborate with national, regional, and local teams to design and execute thoughtful strategies that drive high-quality lead generation from Fidelity retail branches Build and nurture strategic relationships with Fidelity Branch Leaders and Financial Consultants to strengthen our partnership and expand our reach Serve as the primary point of contact for relationship development, referral introductions, and engaging branch presentations Stay attuned to local market trends, anticipating risks and opportunities that inform and enhance the effectiveness of the WAS program Manage the referral pipeline with intention, partnering closely with local client service teams to ensure a seamless and client-centered sales experience Host, network, and engage with Fidelity branch teams to deepen collaboration and foster a culture of partnership Confidently articulate the Brighton Jones service model-our philosophy, our approach, and what makes us different-in both virtual and in-person settings Provide clear, timely, and supportive communication to prospective clients throughout their decision-making journey Represent Brighton Jones with professionalism, warmth, and enthusiasm at community and industry events Lead ongoing account and relationship management to ensure long-term partnership success Consistently achieve quarterly and annual referral revenue goals Other duties may be assigned, as assigned such as: Periodically conducting research and competitive analysis to stay on top of current market changes and competitive trends Identifying possible opportunities across all other Brighton Jones services 401(K) Advisory, Tax, OpenPlan, Legal and Real Estate Helping to identify and develop additional Centers of Influence (COI) in assigned territory Travel as necessary (up to 50%+ or as needed) Your Experience: Four-year college degree required (preferably in Finance, Business or Economics) 3-5 years of experience in a channel - account management / sales related role, preferably in financial services Time and territory management skills Excellent written and verbal communication skills Strong organizational, analytical, and interpersonal skills Ability to excel in a fast-paced, team-oriented environment Proficiency in Microsoft Office applications required Knowledge of Salesforce and Fidelity Wealth Advisor Solutions a plus This role is part of an emerging market and will be considered remote until an office space is secured. Brighton Jones is a 'work-from-office' culture with a lot of flexibility. This is a full-time, and exempt position. Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future. We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community. Brighton Jones is a team founded on equity and respect, and we're on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically. To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth. Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Job DescriptionReady to make a meaningful impact? At Brighton Jones, we're a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we've built a culture of continuous growth, collaboration, and community-recognized with 15 consecutive “Best Places to Work” awards including Inc.com's 2025 list, as well as national honors for community impact. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we're growing fast-and we're looking for driven, curious individuals to join our #OneTeam. The WAS (Wealth Advisor Solutions) program is a national referral (prospective client referral) program from Fidelity. As the Channel Manager, you will be responsible for owning all things related to WAS in your assigned territory. The Regional FCM will work with the national, regional, and local teams to maximize our WAS partnership in an assigned territory. This involves building strong relationships with Fidelity Branch Leaders and individual Financial Consultants and collaborating with local Brighton Jones client service teams to achieve our annual revenue goals. Take our Values in Action Self-Assessment to see how our values align! Key Responsibilities: Deliver measurable results by proactively identifying opportunities to meet and exceed referral revenue goals Cultivate a strong presence within your territory, building visibility, deep local insights, and trusted community relationships Develop meaningful connections with referral sources, earning trust quickly and inspiring Fidelity partners to confidently advocate for Brighton Jones Collaborate with national, regional, and local teams to design and execute thoughtful strategies that drive high-quality lead generation from Fidelity retail branches Build and nurture strategic relationships with Fidelity Branch Leaders and Financial Consultants to strengthen our partnership and expand our reach Serve as the primary point of contact for relationship development, referral introductions, and engaging branch presentations Stay attuned to local market trends, anticipating risks and opportunities that inform and enhance the effectiveness of the WAS program Manage the referral pipeline with intention, partnering closely with local client service teams to ensure a seamless and client-centered sales experience Host, network, and engage with Fidelity branch teams to deepen collaboration and foster a culture of partnership Confidently articulate the Brighton Jones service model-our philosophy, our approach, and what makes us different-in both virtual and in-person settings Provide clear, timely, and supportive communication to prospective clients throughout their decision-making journey Represent Brighton Jones with professionalism, warmth, and enthusiasm at community and industry events Lead ongoing account and relationship management to ensure long-term partnership success Consistently achieve quarterly and annual referral revenue goals Other duties may be assigned, as assigned such as: Periodically conducting research and competitive analysis to stay on top of current market changes and competitive trends Identifying possible opportunities across all other Brighton Jones services 401(K) Advisory, Tax, OpenPlan, Legal and Real Estate Helping to identify and develop additional Centers of Influence (COI) in assigned territory Travel as necessary (up to 50%+ or as needed) Your Experience: Four-year college degree required (preferably in Finance, Business or Economics) 3-5 years of experience in a channel - account management / sales related role, preferably in financial services Time and territory management skills Excellent written and verbal communication skills Strong organizational, analytical, and interpersonal skills Ability to excel in a fast-paced, team-oriented environment Proficiency in Microsoft Office applications required Knowledge of Salesforce and Fidelity Wealth Advisor Solutions a plus This role is an in-office, full-time, and exempt position. We are a work from office culture with lots of flexibility Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future. We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community. Brighton Jones is a team founded on equity and respect, and we're on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically. To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth. Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Ready to make a meaningful impact? At Brighton Jones, we're a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we've built a culture of continuous growth, collaboration, and community-recognized with 15 consecutive “Best Places to Work” awards including Inc.com's 2025 list, as well as national honors for community impact. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we're growing fast-and we're looking for driven, curious individuals to join our #OneTeam. The WAS (Wealth Advisor Solutions) program is a national referral (prospective client referral) program from Fidelity. As the Channel Manager, you will be responsible for owning all things related to WAS in your assigned territory. The Regional FCM will work with the national, regional, and local teams to maximize our WAS partnership in an assigned territory. This involves building strong relationships with Fidelity Branch Leaders and individual Financial Consultants and collaborating with local Brighton Jones client service teams to achieve our annual revenue goals. Take our Values in Action Self-Assessment to see how our values align! Key Responsibilities: Deliver measurable results by proactively identifying opportunities to meet and exceed referral revenue goals Cultivate a strong presence within your territory, building visibility, deep local insights, and trusted community relationships Develop meaningful connections with referral sources, earning trust quickly and inspiring Fidelity partners to confidently advocate for Brighton Jones Collaborate with national, regional, and local teams to design and execute thoughtful strategies that drive high-quality lead generation from Fidelity retail branches Build and nurture strategic relationships with Fidelity Branch Leaders and Financial Consultants to strengthen our partnership and expand our reach Serve as the primary point of contact for relationship development, referral introductions, and engaging branch presentations Stay attuned to local market trends, anticipating risks and opportunities that inform and enhance the effectiveness of the WAS program Manage the referral pipeline with intention, partnering closely with local client service teams to ensure a seamless and client-centered sales experience Host, network, and engage with Fidelity branch teams to deepen collaboration and foster a culture of partnership Confidently articulate the Brighton Jones service model-our philosophy, our approach, and what makes us different-in both virtual and in-person settings Provide clear, timely, and supportive communication to prospective clients throughout their decision-making journey Represent Brighton Jones with professionalism, warmth, and enthusiasm at community and industry events Lead ongoing account and relationship management to ensure long-term partnership success Consistently achieve quarterly and annual referral revenue goals Other duties may be assigned, as assigned such as: Periodically conducting research and competitive analysis to stay on top of current market changes and competitive trends Identifying possible opportunities across all other Brighton Jones services 401(K) Advisory, Tax, OpenPlan, Legal and Real Estate Helping to identify and develop additional Centers of Influence (COI) in assigned territory Travel as necessary (up to 50%+ or as needed) Your Experience: Four-year college degree required (preferably in Finance, Business or Economics) 3-5 years of experience in a channel - account management / sales related role, preferably in financial services Time and territory management skills Excellent written and verbal communication skills Strong organizational, analytical, and interpersonal skills Ability to excel in a fast-paced, team-oriented environment Proficiency in Microsoft Office applications required Knowledge of Salesforce and Fidelity Wealth Advisor Solutions a plus This role is an in-office, full-time, and exempt position. We are a work from office culture with lots of flexibility Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future. We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community. Brighton Jones is a team founded on equity and respect, and we're on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically. To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth. Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

At FIS, our technology and our people are moving forward. We advance the way the world pays, banks and invests. We believe in building inclusive, diverse teams. Together, we innovate to help our colleagues, clients and communities succeed. If you're ready to grow your career and make an impact in fintech, we have one question: Are you FIS? About the team: Join our team today! Our team provides a comprehensive suite of core banking solutions designed to support banks of all sizes with modernization, scalability, and digital transformation. We strive to renew existing partnerships with FIS customers across different market segments and product suites in North America. About the role: As a Sales Executive, Renewal Manager, you'll be part of a tenured team of self-motivated, high achieving professionals. You'll have an exciting opportunity to provide industry-leading solutions, strategic products, and industry expertise. The role is critical to maintaining revenue continuity, enhancing client satisfaction, and identifying growth opportunities through upselling and cross-selling. What you will be doing: Manage end-to-end contract renewal process for existing clients. Identify current contracts approaching expiration to initiate and conduct retention discussions with the relevant customer. Prepare and present overviews of the client's current FIS relationships and product suites to establish baseline understanding of the business involved in the renewal. Prepare, present, and negotiate pricing proposals to retain the client relationship. Identify “next best” or new products the customer can use to grow their business and facilitate incorporation of those into the renewal discussions. Focus on account retention and continued revenue growth. Monitor client health and proactively address churn risks. What you will need: Prior experience as a Sales Executive and/or Renewal Manager in FinTech or financial services. At least 5+ years of experience interacting and partnering with senior management is preferred. Understanding of banking operations, technology and change landscape, preferably with FIS products and solutions. Advanced communication, presentation, and negotiation skills. Ability to travel at least 30%. Analytical mindset for data-driven renewal strategies. What we offer you: At FIS, we are as committed to growing our employees' careers as our own business. We offer: Opportunities to innovate in fintech Inclusive and diverse team atmosphere Professional and personal development Resources to contribute to your community Competitive salary and benefits FIS is committed to providing its employees with an exciting career opportunity and competitive compensation. The pay range for this full-time position is $98,200.00 - $162,040.00 and reflects the minimum and maximum target for new hire salaries for this position based on the posted role, level, and location. Within the range, actual individual starting pay is determined by additional factors, including job-related skills, experience, and relevant education or training. Any changes in work location will also impact actual individual starting pay. Please consult with your recruiter about the specific salary range for your preferred location during the hiring process. Privacy Statement FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice. EEOC Statement FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis. Sourcing Model Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company. #pridepass

**Our Purpose** _Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential._ **Title and Summary** Director - Specialist Sales Services, Business Development - Loyalty Overview Mastercard Services is our professional services and solutions arm, providing customers with value-added services to enhance business performance and consumer experiences. Our diverse Services portfolio includes payments consulting, marketing, analytics and data insights, security solutions, open banking, and more. The Services Business Development team is looking for a Director supporting Sales Services and Business Development to drive growth of our value-added services within the Loyalty space. The ideal candidate has a proven track record of selling to senior executives, navigating matrixed organizations, and utilizing solution-based selling to drive clear value for customers. Role As Director, Specialist Sales you will be responsible for generating new loyalty platform sales within the financial services segment in North America. - Responsible for developing and executing the sales strategy for a key set of prospect accounts within the region to secure multimillion-dollar, multi-year deals - Build and develop an active pipeline, ultimately progressing to signed platform deals - Articulate the benefits of bundling our Loyalty Solutions products with other Services products - Strong communication and influencing skills, should be a compelling presenter to senior client audiences and able to influence large deals - Ability to seamlessly partner across our multiple internal sales, product management, program management and finance teams. - Excellent problem solving and analytics skills and should be able to go head to head with internal stakeholders and customers alike with fact-based thinking - Will serve as the face of Mastercard Services to senior level client stakeholders, including c-suite All About You - Deep understanding of the suite of Mastercard Services value propositions with a thoughtful approach to executing within and across markets - Strong commercial drive with ability to build and monetize senior client relationships based on empathy, thought leadership and subject matter expertise - Strategic software sales experience with expertise in CRM / Martech / Loyalty - Never give up attitude, excellent at 'pounding the pavement' through email/phone cold outreach - Complex hunting sales preferably within Financial Services Segment; rolodex of C-Level / EVP / SVP contacts preferred - Ability to thrive and build robust pipeline with limited lead generation support - Strong networker across relevant stakeholder base with the ability to listen, build common ground and influence in order to effectively advance business opportunities and generate revenues - Strong pipeline management and forecasting skills - Top-level sales skills (internally and externally) combined with strong negotiation capabilities required for large deals Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly. **Corporate Security Responsibility** All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: + Abide by Mastercard's security policies and practices; + Ensure the confidentiality and integrity of the information being accessed; + Report any suspected information security violation or breach, and + Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines. In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more. Mastercard benefits for interns generally include: 56 hours of Paid Sick and Safe Time; jury duty leave; and on-site fitness facilities in some locations. **Pay Ranges** Purchase, New York: $124,000 - $186,000 USD Arlington, Virginia: $124,000 - $186,000 USD Atlanta, Georgia: $108,000 - $162,000 USD Boston, Massachusetts: $124,000 - $186,000 USD Chicago, Illinois: $108,000 - $162,000 USD San Francisco, California: $130,000 - $194,000 USD

Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential. Title and Summary Director - Specialist Sales Services, Business Development - Loyalty Overview Mastercard Services is our professional services and solutions arm, providing customers with value-added services to enhance business performance and consumer experiences. Our diverse Services portfolio includes payments consulting, marketing, analytics and data insights, security solutions, open banking, and more. The Services Business Development team is looking for a Director supporting Sales Services and Business Development to drive growth of our value-added services within the Loyalty space. The ideal candidate has a proven track record of selling to senior executives, navigating matrixed organizations, and utilizing solution-based selling to drive clear value for customers. Role As Director, Specialist Sales you will be responsible for generating new loyalty platform sales within the financial services segment in North America. * Responsible for developing and executing the sales strategy for a key set of prospect accounts within the region to secure multimillion-dollar, multi-year deals * Build and develop an active pipeline, ultimately progressing to signed platform deals * Articulate the benefits of bundling our Loyalty Solutions products with other Services products * Strong communication and influencing skills, should be a compelling presenter to senior client audiences and able to influence large deals * Ability to seamlessly partner across our multiple internal sales, product management, program management and finance teams. * Excellent problem solving and analytics skills and should be able to go head to head with internal stakeholders and customers alike with fact-based thinking * Will serve as the face of Mastercard Services to senior level client stakeholders, including c-suite All About You * Deep understanding of the suite of Mastercard Services value propositions with a thoughtful approach to executing within and across markets * Strong commercial drive with ability to build and monetize senior client relationships based on empathy, thought leadership and subject matter expertise * Strategic software sales experience with expertise in CRM / Martech / Loyalty * Never give up attitude, excellent at 'pounding the pavement' through email/phone cold outreach * Complex hunting sales preferably within Financial Services Segment; rolodex of C-Level / EVP / SVP contacts preferred * Ability to thrive and build robust pipeline with limited lead generation support * Strong networker across relevant stakeholder base with the ability to listen, build common ground and influence in order to effectively advance business opportunities and generate revenues * Strong pipeline management and forecasting skills * Top-level sales skills (internally and externally) combined with strong negotiation capabilities required for large deals Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly. Corporate Security Responsibility All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: * Abide by Mastercard's security policies and practices; * Ensure the confidentiality and integrity of the information being accessed; * Report any suspected information security violation or breach, and * Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines. In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more. Mastercard benefits for interns generally include: 56 hours of Paid Sick and Safe Time; jury duty leave; and on-site fitness facilities in some locations. Pay Ranges Purchase, New York: $124,000 - $186,000 USD Arlington, Virginia: $124,000 - $186,000 USD Atlanta, Georgia: $108,000 - $162,000 USD Boston, Massachusetts: $124,000 - $186,000 USD Chicago, Illinois: $108,000 - $162,000 USD San Francisco, California: $130,000 - $194,000 USD

Join the 1 st Franklin team as a Sr. Loan Sales Representative. Salary: $16.00 to $18.00 per hour This position leverages interpersonal skills, and business knowledge to meet the needs of our customers. This position works closely with the Branch Manager and staff to build relationships and identify the needs of customers. The Sr. Loan Sales Representative is knowledgeable of features of products and services to drive that exceptional customer experience. The Sr. LSR interviews customers utilizing professionalism, patience, curiosity, and a results-oriented manner. Principal Accountabilities and Key Activities Recommends product and services to support individual, branch sales goals, and customer expectations Markets branch products and services to customers and potential customers Conducts assigned collection calls of customer accounts to arrange payment Seeks opportunities to originate new loans with new and existing customers Develop knowledge of credit underwriting methods and sales tools Ensures customer information is correct and documents interactions Consistently meets or exceeds branch and individual goals Conducts dialogues with customers to identify and respond to needs in a timely and efficient manner Builds internal and external relationships Ensures customer confidentiality and privileged information is maintained Adheres to all 1FFC policies and procedures dialogues Complies with all State and Federal regulations Participates in personal development Exhibits knowledge of all 1FFC products Seeks additional opportunities and responsibilities Education, Qualifications and Experience High School Diploma or equivalent Serving our customers by working onsite at the branch office is an essential function of this job (working from home is not permitted under any circumstances) Minimum 3 years previous Customer Service experience Ability to meet current Licensing requirements of various States and Federal regulators Demonstrate the ability to analyze relevant information and apply individual judgment Advanced interpersonal relationship skills at a variety of levels and greatly differing social and business settings Ability to maintain confidential business and personal information Action and result focused Strong communication skills (verbal / written) Proficient with MS Office Suite products Desirable: Must possess a valid driver's license and the ability to operate an automobile About Us: 1 st Franklin Financial Corporation has been a family run company for over 80 years. Our goal is to provide financial solutions across our footprint. Today we have over 380 offices across the Southeast and continue to expand into new territory. We offer you the potential to earn an annual salary. To support your growth, we also offer training programs and other developmental opportunities for employees. Benefits include competitive pay, bonus potential, medical, dental, vision, 401(k), paid time off, paid holidays, and paid volunteer time.

Join the 1 st Franklin team as a Sr. Loan Sales Representative. Salary: $16.00 to $18.00 per hour This position leverages interpersonal skills, and business knowledge to meet the needs of our customers. This position works closely with the Branch Manager and staff to build relationships and identify the needs of customers. The Sr. Loan Sales Representative is knowledgeable of features of products and services to drive that exceptional customer experience. The Sr. LSR interviews customers utilizing professionalism, patience, curiosity, and a results-oriented manner. Principal Accountabilities and Key Activities Recommends product and services to support individual, branch sales goals, and customer expectations Markets branch products and services to customers and potential customers Conducts assigned collection calls of customer accounts to arrange payment Seeks opportunities to originate new loans with new and existing customers Develop knowledge of credit underwriting methods and sales tools Ensures customer information is correct and documents interactions Consistently meets or exceeds branch and individual goals Conducts dialogues with customers to identify and respond to needs in a timely and efficient manner Builds internal and external relationships Ensures customer confidentiality and privileged information is maintained Adheres to all 1FFC policies and procedures dialogues Complies with all State and Federal regulations Participates in personal development Exhibits knowledge of all 1FFC products Seeks additional opportunities and responsibilities Education, Qualifications and Experience High School Diploma or equivalent Serving our customers by working onsite at the branch office is an essential function of this job (working from home is not permitted under any circumstances) Minimum 3 years previous Customer Service experience Ability to meet current Licensing requirements of various States and Federal regulators Demonstrate the ability to analyze relevant information and apply individual judgment Advanced interpersonal relationship skills at a variety of levels and greatly differing social and business settings Ability to maintain confidential business and personal information Action and result focused Strong communication skills (verbal / written) Proficient with MS Office Suite products Desirable: A valid driver's license and the ability to operate an automobile About Us: 1 st Franklin Financial Corporation has been a family run company for over 80 years. Our goal is to provide financial solutions across our footprint. Today we have over 380 offices across the Southeast and continue to expand into new territory. We offer you the potential to earn an annual salary. To support your growth, we also offer training programs and other developmental opportunities for employees. Benefits include competitive pay, bonus potential, medical, dental, vision, 401(k), paid time off, paid holidays, and paid volunteer time.

is located in Powell, TN. Join the 1 st Franklin team as a Sr. Loan Sales Representative. Salary: $16.00 to $18.00 per hour This position leverages interpersonal skills, and business knowledge to meet the needs of our customers. This position works closely with the Branch Manager and staff to build relationships and identify the needs of customers. The Sr. Loan Sales Representative is knowledgeable of features of products and services to drive that exceptional customer experience. The Sr. LSR interviews customers utilizing professionalism, patience, curiosity, and a results-oriented manner. Principal Accountabilities and Key Activities Recommends product and services to support individual, branch sales goals, and customer expectations Markets branch products and services to customers and potential customers Conducts assigned collection calls of customer accounts to arrange payment Seeks opportunities to originate new loans with new and existing customers Develop knowledge of credit underwriting methods and sales tools Ensures customer information is correct and documents interactions Consistently meets or exceeds branch and individual goals Conducts dialogues with customers to identify and respond to needs in a timely and efficient manner Builds internal and external relationships Ensures customer confidentiality and privileged information is maintained Adheres to all 1FFC policies and procedures dialogues Complies with all State and Federal regulations Participates in personal development Exhibits knowledge of all 1FFC products Seeks additional opportunities and responsibilities Education, Qualifications and Experience High School Diploma or equivalent Serving our customers by working onsite at the branch office is an essential function of this job (working from home is not permitted under any circumstances) Ability to meet current Licensing requirements of various States and Federal regulators Demonstrate the ability to analyze relevant information and apply individual judgment Advanced interpersonal relationship skills at a variety of levels and greatly differing social and business settings Ability to maintain confidential business and personal information Action and result focused Strong communication skills (verbal / written) Proficient with MS Office Suite products Desirable: Must possess a valid driver's license and the ability to operate an automobile #IND002 About Us: 1 st Franklin Financial Corporation has been a family run company for over 80 years. Our goal is to provide financial solutions across our footprint. Today we have over 350 offices across the Southeast and continue to expand into new territory. We offer you the potential to earn an annual salary. To support your growth, we also offer training programs and other developmental opportunities for employees. Benefits include competitive pay, bonus potential, medical, dental, vision, 401(k), paid time off, paid holidays, and paid volunteer time.

Join the Public Sector Payments Sales team! As a key member of the team, you will drive new business development and manage end-to-end client relationship experiences. As a Public Sector Payments Sales Manager (PSM) within the Corporate & eCommerce Sales team, you are responsible for managing and maintaining a portfolio of public sector clients. The PSM identifies new business opportunities, proposes and delivers appropriate Treasury Services products and solutions for new/existing clients who look to the PSM to be their trusted financial services advisor. It is the goal of the PSM to deliver exceptional service while employing risk mitigation processes for both the client and the Firm. Job Responsibilities Executes the North America Public Sector strategy by identifying new business opportunities across a suite of solutions Develops and maintains an active sales pipeline and maintains an active calling plan; regularly engaging clients and prospects to communicate key Treasury Services messages to drive business results Manages customer expectations by communicating up front timelines and deliverables Serves as a trusted advisor, leveraging core knowledge to recommend and promote Treasury Services solutions to clients while working within the risk parameters that protect the firm Works with internal partners, including bankers, product, and technology partners to maintain and grow an existing portfolio; builds collaborative internal relationships to develop and foster partnerships with key stakeholders including Public Sector Leaders, Bankers, Service and Implementation partners and other internal partners Develops account plans for select clients Takes ownership of escalating Treasury Management client issues to the appropriate partner (Service, Implementation, etc.) Required qualifications, skills and capabilities: 8+ years of experience in treasury management, sales and relationship management experience Strong understanding of government processes Proficient in consultative selling and pipeline development and account planning; demonstrated ability to position and close new business Ability to recognize a client's needs and apply solution selling, which requires a deep comprehension of TS products Strong verbal and written communication skills; strong problem solving skills Understanding of Compliance, Know Your Customer and Risk Awareness This role supports US Federal government contracts that require, U.S. citizenship or lawful permanent status Preferred qualifications, skills and capabilities: Highly proficient in Microsoft Applications (PowerPoint, Excel and Word)

Join the Public Sector Payments Sales team! As a key member of the team, you will drive new business development and manage end-to-end client relationship experiences. As a Public Sector Payments Sales Manager (PSM) within the Corporate & eCommerce Sales team, you are responsible for managing and maintaining a portfolio of public sector clients. The PSM identifies new business opportunities, proposes and delivers appropriate Treasury Services products and solutions for new/existing clients who look to the PSM to be their trusted financial services advisor. It is the goal of the PSM to deliver exceptional service while employing risk mitigation processes for both the client and the Firm. Job Responsibilities + Executes the North America Public Sector strategy by identifying new business opportunities across a suite of solutions + Develops and maintains an active sales pipeline and maintains an active calling plan; regularly engaging clients and prospects to communicate key Treasury Services messages to drive business results + Manages customer expectations by communicating up front timelines and deliverables + Serves as a trusted advisor, leveraging core knowledge to recommend and promote Treasury Services solutions to clients while working within the risk parameters that protect the firm + Works with internal partners, including bankers, product, and technology partners to maintain and grow an existing portfolio; builds collaborative internal relationships to develop and foster partnerships with key stakeholders including Public Sector Leaders, Bankers, Service and Implementation partners and other internal partners + Develops account plans for select clients + Takes ownership of escalating Treasury Management client issues to the appropriate partner (Service, Implementation, etc.) Required qualifications, skills and capabilities: + 8+ years of experience in treasury management, sales and relationship management experience + Strong understanding of government processes + Proficient in consultative selling and pipeline development and account planning; demonstrated ability to position and close new business + Ability to recognize a client's needs and apply solution selling, which requires a deep comprehension of TS products + Strong verbal and written communication skills; strong problem solving skills + Understanding of Compliance, Know Your Customer and Risk Awareness + This role supports US Federal government contracts that require, U.S. citizenship or lawful permanent status Preferred qualifications, skills and capabilities: + Highly proficient in Microsoft Applications (PowerPoint, Excel and Word) JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** Washington,DC $142,500.00 - $250,000.00 / year