Branch Vice President I
Vice president job at VyStar Credit Union
At VyStar, we offer competitive pay, an excellent benefit package that includes a 401(k) Plan, an extensive paid technical and on-the-job training program, and tuition reimbursement--available to all full and part time employees. Part time positions start at a minimum of 30 hours per week.
We encourage you to become a part of VyStar Credit Union's family of employees.
* SELECTION PROCESS:
As part of our preliminary recruiting process, we kindly ask candidates to complete an online assessment sent to their email from our third-party vendor, HireVue. To be considered, please complete the assessment within the allotted time. If you don't receive it after applying, check your spam folder. Assessment results are valid for 6 months.
JOB SUMMARY
The Branch Vice President responsibilities are to coach, develop and lead all branch employees to obtain individual, branch and organizational growth goals while delivering unbelievable member service experiences and maintaining operational excellence. This key position is accountable to create, implement, and maintain branch strategies aligned with VyStar's objectives in a fast-paced environment. They also develop and implement tactical plans and establish objectives for the branch which are documented in the annual business plan. The Branch Vice President must maintain a high level of participation within VyStar Leadership Team and promote, reinforce, and support decisions of the credit union and management. The leader must also establish strong member and partner relationships and engage in community volunteer and leadership opportunities. The overall results and success of the branch team are the direct responsibility of the Branch Vice President.
ESSENTIAL JOB FUNCTIONS:
Ensure day-to-day branch operations, choreography, and implementation result in unbelievable service experiences for members and achieve or exceed organizational strategic goals and profitability requirements.
Train, encourage, enable, and coach employees to embrace VyStar's Standards of Excellence, Behaviors of Excellence, Being Unbelievable, and the Great 8 Member Service Commitments to successfully establish, maintain, and grow strong member relationships.
Model all VyStar Excellence behaviors while performing job duties.
Develop staff for succession planning within the branch network and other lines of business.
Work closely with Human Resources and Training to ensure the recruiting and training curriculum are appropriate, timely, and a positive experience for VyStar employees.
Partner with internal departments that are dependent upon referrals for success.
Establish and validate performance objectives for the branches consistent with VyStar Excellence and branch scorecards.
Reinforce appropriate employee activities and behaviors to achieve personal, branch, and organizational objectives creating consistent expectations and course-correcting when necessary.
Support the ABM in providing ongoing coaching for direct reports including side-by-side evaluations, Member Assist Call assessments, monthly performance reviews, and career progression discussions.
Provide ongoing coaching for ABM including coach-the-coach evaluations, monthly performance reviews, and career progression discussions.
Conduct daily team huddles and weekly sales meetings which include training on products and services and skill practice to increase knowledge and comfort level with making recommendations to members.
Prepare or assist with the preparation and administering of performance appraisals for all levels of Branch Management and indirect reports.
Support and participate in all Credit Union initiatives and campaigns.
Analyze data to determine and implement staffing changes and modifications as needed.
Ensure compliance with regulations, policies, and procedures and perform audits.
Adhere to solid risk management guidelines in a highly regulated environment.
At applicable locations, collaborate with Branch Operations Analysts to ensure compliance.
Exhibit a high degree of integrity, trustworthiness, and professionalism at all times.
Work from home during branch closures, such as during disaster recovery events.
Actively lead by example through community service supporting the VyStar brand.
Create and maintain an inclusive and professional environment where all team members are respected, and diversity is valued.
As applicable, support a high school branch and Collegiate employees, including mentoring, training, and development of the student interns, and ensuring sound branch operations and compliance with rules and regulations.
Resolve member concerns independently and escalate more complex concerns as appropriate.
Provide counseling to members and employees on all financial matters and make appropriate recommendations.
Performs other duties as assigned.
All employees and business units, as first line of defense, are expected to proactively help identify, assess, manage, and report risks within their domain of work. To enhance a healthy risk culture and support our growth for good pillar, employees will maintain vigilance in safeguarding our operations while ensuring compliance with regulatory mandates. The Risk team serves as the second line of defense by providing risk oversight and credible challenge whereas the Audit team serves as the third line of defense by providing risk assurance.
EDUCATION
High School Diploma/GED is required.
Either an Associate's/Bachelor's degree preferred.
EXPERIENCE
4 + years in a customer service, sales, community service, military service, or leadership role is required.
3 + years' experience in lead role within financial institution is required.
KNOWLEDGE, SKILLS & ABILITIES
A congenial attitude, excellent written and verbal communication skills, problem solving skills and the ability to relate well with others are required.
Must possess strong teaching and mentoring skills and a commitment to quality service.
Must be able to work in a fast paced, changing environment and have a strong desire to assist members in meeting their financial needs.
May stand throughout entire shift in order to assist members or other staff.
DISCLAIMERS AND WORK ENVIRONMENT
Nothing in this position description is an implied contract for employment. The position description is intended to be an accurate account of the essential functions. The functions are not all encompassing and are subject to change at any time by management.
The work environment characteristics described are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
As required or requested, may exert up to 50 pounds of force occasionally and/or a negligible amount of force constantly to lift, carry, push, pull or otherwise move objects.
ADDITIONAL JOB DESCRIPTION
Incumbent is expected to demonstrate each of the following VyStar Excellence behaviors in performing the duties and responsibilities of their job.
Focus Focus your full attention by carefully listening to and observing your client or member.
Connect Consistently be friendly and approachable. Demonstrate you care.
Understand Listen empathetically and ask questions. (70%/30%)
Counsel Recommend solutions based on your client's or member's needs and objectives.
Advance Ensure that member's expectations were exceeded. Verify necessary follow-up action.
VyStar Credit Union is not seeking outside assistance or accepting unsolicited resumes from staffing agencies or search firms for employment or contractor opportunities. Any resumes submitted by an outside vendor to any employee at VyStar via e-mail, internet, or directly to hiring managers without a valid written search agreement with the Talent Acquisition / HR department will be deemed the sole property of VyStar Credit Union.
No placement fee will be paid if a candidate is hired as a result of the referral, or through other means.
Thank you for your inquiry regarding our current job opening. Your resume will be carefully reviewed against the position requirements. Should your experience and skills match, you will be contacted by one of our Human Resources department staff members.
Thank you again for your interest in this position!
VyStar Credit Union Human Resources
Auto-ApplyChief Operating Officer
Boca Raton, FL jobs
KLR Executive Search Group is proud to partner with a full-service business law firm to identify a commercially savvy, Chief Operating Officer (COO) to manage daily operations and lead the execution of the firm's growth strategy. This leader will translate strategic goals into scalable systems, policies, and staffing models across multiple offices, ensuring the firm has the infrastructure needed to support continued expansion. The COO will partner closely with practice and department leadership, oversee modernization initiatives, and drive cross-office alignment as the firm continues toward long-term growth targets. Ideal candidates will have experience scaling organizations ($100M+ revenue), ideally within professional services or law firms, and a track record of operational excellence. Ideally, this position will be hybrid and based out of the firm's Boca Raton, FL or Providence, RI offices.
Core Responsibilities:
Operational Leadership
Oversee daily operations across all offices, ensuring seamless coordination, scalability, and alignment with strategic goals.
Manage HR functions including recruiting, onboarding, retention, and performance management, while planning future HR initiatives.
Partner with department heads to align staffing with strategic priorities and maintain high-performing teams.
Direct facilities management, vendor partnerships, and operational logistics, while identifying innovation opportunities to enhance efficiency and collaboration.
Technology & Process Innovation
Standardize workflows, optimize client intake, and lead initiatives to improve internal coordination and service delivery across all offices.
Implement and adopt technology solutions to enhance efficiency, collaboration, and client service, while partnering with CFO/CIO on data integration and performance tracking.
Financial Management and Resource Allocation
Partner with the CFO and firm leaders to manage budgeting, forecasting, pricing, and profitability, while ensuring strong cash flow and scalable operational planning.
Develop and execute staffing and capacity plans, control operational expenditures, and deliver clear financial and performance reporting to senior leadership.
Risk and Compliance Support
Support the CLO and CCO by aligning operational policies with risk management, monitoring legal and regulatory compliance, and enforcing standards across HR, safety, and administrative functions.
Qualifications:
Executive operational leadership experience in professional services or law firms, with a track record of scaling organizations ($100M+ revenue).
Strong strategic planning and execution abilities, translating firm-wide goals into systems, processes, and staffing that support growth across multiple offices.
Expertise in operational oversight, including HR, finance, technology, facilities, vendor management, workflow optimization, and technology integration.
Exceptional leadership and communication skills, able to collaborate effectively with attorneys and executives in a fast-paced, growth-oriented environment.
The firm has main offices in Boca Raton, FL and Providence, RI, we would be looking for local candidates only or people who are willing to relocate to these areas.
The salary range for this position is $190,000 - $350,000 and does not include benefits and bonus potential. Compensation is determined by a variety of factors including but not limited to the role, function, and associated responsibilities, as well as a candidate's work experience, education, knowledge, skills, and geographic location.
VP, Financial Consultant - Boca Raton, FL
Boca Raton, FL jobs
Regular
Your opportunity
In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals' incentive structure.
Investment Professionals' Compensation | Charles Schwab
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities.
As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you.
What you have
Required Qualifications:
A valid and active FINRA Series 7 license required
Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.
Preferred Qualifications:
Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations.
Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals.
Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning
Ability to adapt and implement change as the market and business conditions evolve
Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation
Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
VP, Financial Consultant - Orlando, FL (National Branch - Southeast)
Orlando, FL jobs
Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.
Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities.
As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Investment Professionals' Compensation | Charles Schwab
What you have
Required Qualifications:
A valid and active FINRA Series 7 license required
Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.
Preferred Qualifications:
Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations.
Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals.
Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning
Ability to adapt and implement change as the market and business conditions evolve
Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation
Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management.
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
VP, Financial Consultant - Orlando, FL (National Branch - Southeast)
Deltona, FL jobs
Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.
Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities.
As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Investment Professionals' Compensation | Charles Schwab
What you have
Required Qualifications:
A valid and active FINRA Series 7 license required
Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.
Preferred Qualifications:
Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations.
Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals.
Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning
Ability to adapt and implement change as the market and business conditions evolve
Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation
Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management.
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Chief Operating Officer (COO) - Mortgage Lending (REMOTE)
Orlando, FL jobs
AmeriSave Mortgage Corporation is one of the nation's leading direct mortgage lenders, recognized for providing low rates, transparent pricing, and a streamlined, tech-driven customer experience. For over two decades, we've empowered homeowners and homebuyers through innovative financing solutions and an unwavering commitment to service excellence. As we continue to grow and evolve, we are seeking a strategic, forward-thinking Chief Operating Officer to join our executive leadership team and help shape the future of AmeriSave.
Role Overview
The Chief Operating Officer (COO) will be responsible for leading and optimizing the day-to-day operations of the company, ensuring alignment with our strategic vision and business goals. Reporting directly to the Chief Executive Officer (CEO), the COO will provide leadership across multiple functional areas, including loan origination operations, servicing, compliance, technology, and customer support. The ideal candidate will possess deep industry knowledge, a proven track record of operational excellence, and strong leadership skills.
Key Responsibilities
* Operational Strategy & Execution
* Develop and implement operational strategies, policies, and procedures that align with AmeriSave's mission, vision, and long-term objectives.
* Streamline processes to maximize efficiency, scalability, and profitability while maintaining a customer-centric approach.
* Leadership & Team Management
* Lead, mentor, and build high-performing teams across various functional areas, fostering a culture of collaboration, accountability, and continuous improvement.
* Identify and address skill gaps, promote professional development, and champion diversity, equity, and inclusion initiatives.
* Financial & Performance Management
* Oversee operational budgets, cost management, and resource allocation to meet financial targets and drive business growth.
* Establish and monitor Key Performance Indicators (KPIs) to measure organizational effectiveness and guide decision-making.
* Regulatory Compliance & Risk Management
* Ensure strict compliance with all regulatory requirements and industry standards, implementing robust risk management practices.
* Collaborate with legal, compliance, and audit teams to maintain transparent governance and mitigate potential exposures.
* Technology & Innovation
* Partner with the Chief Information Officer (CIO) and technical teams to implement and enhance cutting-edge technologies that support a seamless loan origination and servicing platform.
* Champion process automation and digital transformation to enhance customer experience, reduce costs, and improve turnaround times.
* Cross-Functional Collaboration
* Collaborate with Sales, Marketing, Finance, and other executive stakeholders to align operational priorities with overall business objectives.
Qualifications & Experience
* Education
* Bachelor's degree in Business, Finance, Operations Management, or a related field (MBA or advanced degree preferred).
* Professional Experience
* Minimum of 10 years of senior leadership experience in the mortgage or financial services industry, with a deep understanding of loan origination, servicing, and regulatory frameworks.
* Proven track record of driving operational excellence, scaling teams, and implementing strategic initiatives in a fast-paced, highly regulated environment.
* Demonstrated success in managing cross-functional teams and delivering on ambitious performance targets.
* Skills & Competencies
* Exceptional leadership, communication, and interpersonal skills, with the ability to inspire and motivate diverse teams.
* Strong analytical mindset with a data-driven approach to problem-solving and decision-making.
* Excellent organizational and project management skills, with the ability to prioritize and execute multiple initiatives simultaneously.
* High level of integrity and business ethics, embodying AmeriSave's commitment to customer advocacy and compliance.
What We Offer
* Competitive Compensation & Benefits
* Attractive executive compensation package, including base salary and performance-based incentives.
* Comprehensive health, dental, vision, and retirement plans.
* Professional Growth
* Access to ongoing leadership development, mentorship programs, and industry conferences to support continuous learning.
An opportunity to influence the strategic direction of a dynamic, rapidly growing organization.
Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to the Colorado Equal Pay for Equal Work Act and Equal Pay Transparency Rules. It is estimated based on what a successful Colorado applicant might be paid. It assumes that the successful candidate will be in Colorado or perform the position from Colorado. Similar positions located outside of Colorado will not necessarily receive the same compensation.
Compensation:
Annual compensation range for this position is $350,000 - $1M. Compensation commensurate with experience.
Benefits:
* 401(k)
* Dental insurance
* Disability insurance
* Employee discounts
* Health insurance
* Life insurance
* Paid time off
* 12 paid holidays per year
* Paid training
* Referral program
* Vision insurance
AmeriSave is an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
California Consumer Privacy Act Disclosure Acknowledgment
Employment Applicants, New Hires, and Employees Residing in California
AmeriSave Mortgage Corporation's Privacy Policy Statement ("Policy") can be reviewed here: ********************************
AmeriSave Mortgage Corporation's California Consumer Privacy Act ("CCPA") Recruitment Disclosure can be reviewed here: ******************************************************
When AmeriSave's Human Resources Department makes future requests for personal information, the same Policy is applicable. By applying, you understand this acknowledgment covers current and future personal information requests. You also acknowledge the business purpose of the personal information collected and that future requests may occur while applying for a position at AmeriSave and/or during employment, if applicable.
Auto-ApplyChief Operating Officer (COO) - Mortgage Lending (REMOTE)
Orlando, FL jobs
Description AmeriSave Mortgage Corporation is one of the nation's leading direct mortgage lenders, recognized for providing low rates, transparent pricing, and a streamlined, tech-driven customer experience. For over two decades, we've empowered homeowners and homebuyers through innovative financing solutions and an unwavering commitment to service excellence. As we continue to grow and evolve, we are seeking a strategic, forward-thinking Chief Operating Officer to join our executive leadership team and help shape the future of AmeriSave. Role OverviewThe Chief Operating Officer (COO) will be responsible for leading and optimizing the day-to-day operations of the company, ensuring alignment with our strategic vision and business goals. Reporting directly to the Chief Executive Officer (CEO), the COO will provide leadership across multiple functional areas, including loan origination operations, servicing, compliance, technology, and customer support. The ideal candidate will possess deep industry knowledge, a proven track record of operational excellence, and strong leadership skills. Key Responsibilities
Operational Strategy & Execution
Develop and implement operational strategies, policies, and procedures that align with AmeriSave's mission, vision, and long-term objectives.
Streamline processes to maximize efficiency, scalability, and profitability while maintaining a customer-centric approach.
Leadership & Team Management
Lead, mentor, and build high-performing teams across various functional areas, fostering a culture of collaboration, accountability, and continuous improvement.
Identify and address skill gaps, promote professional development, and champion diversity, equity, and inclusion initiatives.
Financial & Performance Management
Oversee operational budgets, cost management, and resource allocation to meet financial targets and drive business growth.
Establish and monitor Key Performance Indicators (KPIs) to measure organizational effectiveness and guide decision-making.
Regulatory Compliance & Risk Management
Ensure strict compliance with all regulatory requirements and industry standards, implementing robust risk management practices.
Collaborate with legal, compliance, and audit teams to maintain transparent governance and mitigate potential exposures.
Technology & Innovation
Partner with the Chief Information Officer (CIO) and technical teams to implement and enhance cutting-edge technologies that support a seamless loan origination and servicing platform.
Champion process automation and digital transformation to enhance customer experience, reduce costs, and improve turnaround times.
Cross-Functional Collaboration
Collaborate with Sales, Marketing, Finance, and other executive stakeholders to align operational priorities with overall business objectives.
Qualifications & Experience
Education
Bachelor's degree in Business, Finance, Operations Management, or a related field (MBA or advanced degree preferred).
Professional Experience
Minimum of 10 years of senior leadership experience in the mortgage or financial services industry, with a deep understanding of loan origination, servicing, and regulatory frameworks.
Proven track record of driving operational excellence, scaling teams, and implementing strategic initiatives in a fast-paced, highly regulated environment.
Demonstrated success in managing cross-functional teams and delivering on ambitious performance targets.
Skills & Competencies
Exceptional leadership, communication, and interpersonal skills, with the ability to inspire and motivate diverse teams.
Strong analytical mindset with a data-driven approach to problem-solving and decision-making.
Excellent organizational and project management skills, with the ability to prioritize and execute multiple initiatives simultaneously.
High level of integrity and business ethics, embodying AmeriSave's commitment to customer advocacy and compliance.
What We Offer
Competitive Compensation & Benefits
Attractive executive compensation package, including base salary and performance-based incentives.
Comprehensive health, dental, vision, and retirement plans.
Professional Growth
Access to ongoing leadership development, mentorship programs, and industry conferences to support continuous learning.
An opportunity to influence the strategic direction of a dynamic, rapidly growing organization.**Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to the Colorado Equal Pay for Equal Work Act and Equal Pay Transparency Rules. It is estimated based on what a successful Colorado applicant might be paid. It assumes that the successful candidate will be in Colorado or perform the position from Colorado. Similar positions located outside of Colorado will not necessarily receive the same compensation. ** Compensation: Annual compensation range for this position is $350,000 - $1M. Compensation commensurate with experience. Benefits:
401(k)
Dental insurance
Disability insurance
Employee discounts
Health insurance
Life insurance
Paid time off
12 paid holidays per year
Paid training
Referral program
Vision insurance
AmeriSave is an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
California Consumer Privacy Act Disclosure Acknowledgment
Employment Applicants, New Hires, and Employees Residing in California
AmeriSave Mortgage Corporation's Privacy Policy Statement (“Policy”) can be reviewed here: ******************************** AmeriSave Mortgage Corporation's California Consumer Privacy Act (“CCPA”) Recruitment Disclosure can be reviewed here: ****************************************************** When AmeriSave's Human Resources Department makes future requests for personal information, the same Policy is applicable. By applying, you understand this acknowledgment covers current and future personal information requests. You also acknowledge the business purpose of the personal information collected and that future requests may occur while applying for a position at AmeriSave and/or during employment, if applicable.
Auto-ApplyVice President, Global Manufacturing
Remote
Why Verifone
For more than 30 years Verifone has established a remarkable record of leadership in the electronic payment technology industry. Verifone has one of the leading electronic payment solutions brands and is one of the largest providers of electronic payment systems worldwide.
Verifone has a diverse, dynamic and fast paced work environment in which employees are focused on results and have opportunities to excel. We take pride in the fact that we work with leading retailers, merchants, banks, and third party partners to invent and deliver innovative payments solution around the world. We strive for excellence in our products and services, and are obsessed with customer happiness. Across the globe, Verifone employees are leading the payments industry through experience, innovation, and an ambitious spirit. Whether it's developing the next platform of secure payment systems or searching for new ways to bring electronic payments to new markets, the team at Verifone is dedicated to the success of our customers, partners and investors. It is this passion for innovation that drives each one of our employees for personal and professional success.
What's Exciting About the Role
The Vice President (VP) of Global Manufacturing is a senior executive responsible for overseeing the strategic direction, operational management, and continuous improvement of the company's worldwide manufacturing operations. This role requires a visionary leader with proven manufacturing experience, ideally with a background in contract manufacturing, who can drive operational excellence, ensure product quality, and optimize global supply chains.
To be successful, this position requires a blended schedule that includes standard U.S. Eastern business hours and select evening hours to collaborate with teams in Asia. We offer flexibility in how these hours are structured, and the selected candidate will need to practice flexibility and creativity to find a sustainable rhythm that supports productivity and work-life balance.
This is a remote position with travel required. This role is open to candidates globally.
Key Responsibilities
Develop and execute a global manufacturing strategy aligned with the company's business objectives and growth plans.
Lead and manage manufacturing operations across multiple international sites, ensuring consistent standards of efficiency, quality, safety, and cost-effectiveness.
Oversee contract manufacturing relationships, including vendor selection, negotiation, performance monitoring, and risk management.
Implement best-in-class manufacturing practices, lean principles, and continuous improvement initiatives to achieve operational excellence.
Collaborate with cross-functional teams including Supply Chain, Engineering, Quality Assurance, and Product Development to ensure seamless integration of manufacturing processes.
Establish and monitor key performance indicators (KPIs) for global manufacturing operations, driving accountability and continuous improvement.
Ensure compliance with all relevant regulatory, safety, and environmental standards across global manufacturing sites.
Lead, mentor, and develop a high-performing global manufacturing team, fostering a culture of innovation, collaboration, and accountability.
Manage capital investments, budgets, and resource allocation to support manufacturing growth and efficiency.
Identify emerging technologies and trends in manufacturing to maintain competitive advantage and support business expansion.
Qualifications
Bachelor's degree in Engineering, Manufacturing, Operations Management, or related field; advanced degree preferred.
10+ years of progressive leadership experience in electronics manufacturing, with significant exposure to global operations.
Proven track record in contract manufacturing management, including vendor selection, negotiation, and performance oversight.
Strong knowledge of manufacturing methodologies (e.g., Lean, Six Sigma), quality systems, and supply chain integration.
Experience managing large, culturally diverse teams across multiple international locations.
Excellent strategic thinking, problem-solving, and decision-making skills.
Outstanding communication and interpersonal abilities, with the capacity to influence and collaborate at all organizational levels.
Demonstrated ability to drive change, foster innovation, and deliver results in fast-paced environments.
Willingness to travel internationally as needed. (~25% of work time)
Flexible to work across multiple time zones.
Preferred Experience
Experience leading manufacturing transformations, plant startups, or global expansion initiatives.
Extensive experience in contract manufacturing environments.
Background in electronics industries, specifically payment hardware, is highly desirable.
Our Commitment
Verifone is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Verifone is also committed to compliance with all fair employment practices regarding citizenship and immigration status.
Auto-ApplyChief Operating Officer (COO) - Mortgage Lending (REMOTE)
Detroit, MI jobs
Description AmeriSave Mortgage Corporation is one of the nation's leading direct mortgage lenders, recognized for providing low rates, transparent pricing, and a streamlined, tech-driven customer experience. For over two decades, we've empowered homeowners and homebuyers through innovative financing solutions and an unwavering commitment to service excellence. As we continue to grow and evolve, we are seeking a strategic, forward-thinking Chief Operating Officer to join our executive leadership team and help shape the future of AmeriSave. Role OverviewThe Chief Operating Officer (COO) will be responsible for leading and optimizing the day-to-day operations of the company, ensuring alignment with our strategic vision and business goals. Reporting directly to the Chief Executive Officer (CEO), the COO will provide leadership across multiple functional areas, including loan origination operations, servicing, compliance, technology, and customer support. The ideal candidate will possess deep industry knowledge, a proven track record of operational excellence, and strong leadership skills. Key Responsibilities
Operational Strategy & Execution
Develop and implement operational strategies, policies, and procedures that align with AmeriSave's mission, vision, and long-term objectives.
Streamline processes to maximize efficiency, scalability, and profitability while maintaining a customer-centric approach.
Leadership & Team Management
Lead, mentor, and build high-performing teams across various functional areas, fostering a culture of collaboration, accountability, and continuous improvement.
Identify and address skill gaps, promote professional development, and champion diversity, equity, and inclusion initiatives.
Financial & Performance Management
Oversee operational budgets, cost management, and resource allocation to meet financial targets and drive business growth.
Establish and monitor Key Performance Indicators (KPIs) to measure organizational effectiveness and guide decision-making.
Regulatory Compliance & Risk Management
Ensure strict compliance with all regulatory requirements and industry standards, implementing robust risk management practices.
Collaborate with legal, compliance, and audit teams to maintain transparent governance and mitigate potential exposures.
Technology & Innovation
Partner with the Chief Information Officer (CIO) and technical teams to implement and enhance cutting-edge technologies that support a seamless loan origination and servicing platform.
Champion process automation and digital transformation to enhance customer experience, reduce costs, and improve turnaround times.
Cross-Functional Collaboration
Collaborate with Sales, Marketing, Finance, and other executive stakeholders to align operational priorities with overall business objectives.
Qualifications & Experience
Education
Bachelor's degree in Business, Finance, Operations Management, or a related field (MBA or advanced degree preferred).
Professional Experience
Minimum of 10 years of senior leadership experience in the mortgage or financial services industry, with a deep understanding of loan origination, servicing, and regulatory frameworks.
Proven track record of driving operational excellence, scaling teams, and implementing strategic initiatives in a fast-paced, highly regulated environment.
Demonstrated success in managing cross-functional teams and delivering on ambitious performance targets.
Skills & Competencies
Exceptional leadership, communication, and interpersonal skills, with the ability to inspire and motivate diverse teams.
Strong analytical mindset with a data-driven approach to problem-solving and decision-making.
Excellent organizational and project management skills, with the ability to prioritize and execute multiple initiatives simultaneously.
High level of integrity and business ethics, embodying AmeriSave's commitment to customer advocacy and compliance.
What We Offer
Competitive Compensation & Benefits
Attractive executive compensation package, including base salary and performance-based incentives.
Comprehensive health, dental, vision, and retirement plans.
Professional Growth
Access to ongoing leadership development, mentorship programs, and industry conferences to support continuous learning.
An opportunity to influence the strategic direction of a dynamic, rapidly growing organization.**Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to the Colorado Equal Pay for Equal Work Act and Equal Pay Transparency Rules. It is estimated based on what a successful Colorado applicant might be paid. It assumes that the successful candidate will be in Colorado or perform the position from Colorado. Similar positions located outside of Colorado will not necessarily receive the same compensation. ** Compensation: Annual compensation range for this position is $350,000 - $1M. Compensation commensurate with experience. Benefits:
401(k)
Dental insurance
Disability insurance
Employee discounts
Health insurance
Life insurance
Paid time off
12 paid holidays per year
Paid training
Referral program
Vision insurance
AmeriSave is an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
California Consumer Privacy Act Disclosure Acknowledgment
Employment Applicants, New Hires, and Employees Residing in California
AmeriSave Mortgage Corporation's Privacy Policy Statement (“Policy”) can be reviewed here: ******************************** AmeriSave Mortgage Corporation's California Consumer Privacy Act (“CCPA”) Recruitment Disclosure can be reviewed here: ****************************************************** When AmeriSave's Human Resources Department makes future requests for personal information, the same Policy is applicable. By applying, you understand this acknowledgment covers current and future personal information requests. You also acknowledge the business purpose of the personal information collected and that future requests may occur while applying for a position at AmeriSave and/or during employment, if applicable.
Auto-ApplyVP, Head of Client Management & Business Execution - Americas
Jacksonville, FL jobs
We are seeking a dynamic and proactive leader to join Cantor Fitzgerald Securities as the Head of Client Management & Business Execution for the Americas region. This role is pivotal in ensuring a seamless and compliant client onboarding process while driving operational excellence and strategic alignment with global business objectives. The ideal candidate will possess a unique blend of leadership, operational expertise, and a deep understanding of financial regulations and data governance.
Minimum 10 years of experience in client onboarding, operations management, or client data management in financial services or a regulated institution.
Strong knowledge of U.S. financial regulations, including AML, KYC, OFAC, and BSA frameworks.
Proven ability to lead high-performing teams and manage large-scale operational initiatives.
Excellent written and verbal communication skills for senior executive interactions.
Proficiency in data analysis tools (SQL, Excel, Power BI) and client onboarding platforms.
Strategic thinker with a track record of driving automation, efficiency, and risk mitigation.
Deep expertise in data governance, financial regulations, and cross-functional collaboration.
Ability to foster a culture of accountability, collaboration, and continuous learning.
Experience in developing structured team goals and talent development plans.
Strong analytical, organizational, and problem-solving skills with attention to detail.
Lead and manage client onboarding and account setup for the Americas, ensuring adherence to policies and regulations.
Drive continuous improvement initiatives to enhance efficiency and scalability in client management operations.
Implement automation and best practices to minimize errors and turnaround times.
Establish and monitor KPIs and SLAs for operational excellence and accountability.
Maintain robust risk management frameworks across all client management processes.
Oversee CDD and KYC processes in line with U.S. and international regulations.
Partner with Compliance to interpret and implement regulatory changes effectively.
Support the development and enforcement of compliance procedures and internal controls.
Recruit, train, and lead a high-performing team of client onboarding professionals.
Present impactful updates to senior executives and represent the region in global forums.
Auto-ApplyVice President, Total Rewards
Miami, FL jobs
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
Vice President, Total Rewards
Overview
The Total Rewards team is responsible for delivering world-class programs that position the company as an employer of choice. This global team designs and delivers compensation, benefits, and mobility programs for employees and leads human resources M&A activities. The position will lead compensation consultative support and Total Rewards projects and initiatives for designated business units.
Responsibilities
* Serve as the primary consultant to designated business units on all compensation-related items, ensuring market-competitive pay and internal alignment with Mastercard's philosophies.
* Partner with HR leaders and Business Partners to provide guidance on all components of compensation, including job evaluation, executive offers, and year-end allocations of base, bonus, and LTI.
* Develop relationships and establish credibility with business unit executives, HR Business Partners, and key stakeholders across the company.
* Consult with management on pay program levers, including job structures, to ensure compensation design aligns with organizational design.
* Stay abreast of best practices and make recommendations to design teams based on market practice and intelligence.
* Direct compensation due diligence, cost analysis, retention strategies, and other assessments in support of M&A transactions.
* Ensure the effectiveness of programs and services to the business, gather real-time intelligence from the business, and relay this back to internal stakeholders.
* Focus exclusively on consulting with business units and liaising with other parts of Total Rewards to execute programs.
* Collaborate on special projects with rewards design and delivery teams as needed.
* Ensure the successful delivery of Rewards programs globally, operational excellence, and an optimal employee experience.
Qualifications
* Leadership experience in compensation consultation.
* Bachelor's and master's degrees are desirable.
* Ability to consult and influence stakeholders.
* Record of working cross-functionally and collaboratively at all levels.
Key Competencies
* Rewards acumen and content expertise.
* Agile and high degree of initiative; effectively manages multiple demands in a demanding environment.
* Diligence and ability to juggle competing priorities during heavy compensation cycles/processes.
* Ability to quickly establish trust and credibility across teams, including COE and other Total Rewards Partners.
* Inspirational and empathetic; may have management responsibilities and will mentor team members to execute goals and objectives.
All About You
* Compensation expert with strong knowledge of Total Rewards programs, design practices, and administration.
* Relationship manager to P&C and key business stakeholders.
* Agile and high degree of initiative; effectively manages demands in a demanding environment.
* Analytical person who applies creativity to support effective proposals and solutions.
* Highly collaborative team member who proactively informs and drives process improvements.
* Strong analytics and data management skills, including Excel, modeling, and analytical skills to leverage data for insights and consulting.
* Effective and persuasive communication skills.
* Strong diligence and sense of urgency; ability to prioritize, multi-task, and meet deadlines in a fast-paced, dynamic, team environment.
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: $194,000 - $311,000 USD
Auto-ApplyVice President, Total Rewards
Miami, FL jobs
**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**
Vice President, Total Rewards
Overview
The Total Rewards team is responsible for delivering world-class programs that position the company as an employer of choice. This global team designs and delivers compensation, benefits, and mobility programs for employees and leads human resources M&A activities. The position will lead compensation consultative support and Total Rewards projects and initiatives for designated business units.
Responsibilities
- Serve as the primary consultant to designated business units on all compensation-related items, ensuring market-competitive pay and internal alignment with Mastercard's philosophies.
- Partner with HR leaders and Business Partners to provide guidance on all components of compensation, including job evaluation, executive offers, and year-end allocations of base, bonus, and LTI.
- Develop relationships and establish credibility with business unit executives, HR Business Partners, and key stakeholders across the company.
- Consult with management on pay program levers, including job structures, to ensure compensation design aligns with organizational design.
- Stay abreast of best practices and make recommendations to design teams based on market practice and intelligence.
- Direct compensation due diligence, cost analysis, retention strategies, and other assessments in support of M&A transactions.
- Ensure the effectiveness of programs and services to the business, gather real-time intelligence from the business, and relay this back to internal stakeholders.
- Focus exclusively on consulting with business units and liaising with other parts of Total Rewards to execute programs.
- Collaborate on special projects with rewards design and delivery teams as needed.
- Ensure the successful delivery of Rewards programs globally, operational excellence, and an optimal employee experience.
Qualifications
- Leadership experience in compensation consultation.
- Bachelor's and master's degrees are desirable.
- Ability to consult and influence stakeholders.
- Record of working cross-functionally and collaboratively at all levels.
Key Competencies
- Rewards acumen and content expertise.
- Agile and high degree of initiative; effectively manages multiple demands in a demanding environment.
- Diligence and ability to juggle competing priorities during heavy compensation cycles/processes.
- Ability to quickly establish trust and credibility across teams, including COE and other Total Rewards Partners.
- Inspirational and empathetic; may have management responsibilities and will mentor team members to execute goals and objectives.
All About You
- Compensation expert with strong knowledge of Total Rewards programs, design practices, and administration.
- Relationship manager to P&C and key business stakeholders.
- Agile and high degree of initiative; effectively manages demands in a demanding environment.
- Analytical person who applies creativity to support effective proposals and solutions.
- Highly collaborative team member who proactively informs and drives process improvements.
- Strong analytics and data management skills, including Excel, modeling, and analytical skills to leverage data for insights and consulting.
- Effective and persuasive communication skills.
- Strong diligence and sense of urgency; ability to prioritize, multi-task, and meet deadlines in a fast-paced, dynamic, team environment.
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: $194,000 - $311,000 USD
Director of Strategic Workforce Planning
Tampa, FL jobs
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
As the Director of Strategic Workforce Planning, you will lead the development and execution of association-wide, forward-looking talent strategies that directly enable USAA's business objectives. You will champion a data-driven, capability-focused approach to ensure the organization has the right talent, skills, timing, location, and cost to meet its long-term goals. This role requires a strategic leader who can connect talent, workplace, and technology, and build strong partnerships across HR, IT, Finance, and business leadership to embed workforce planning capabilities across the association.
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL.
Relocation assistance is available for this position.
The Work Ahead
Practice Leadership. Lead and develop a high-performing team of workforce planning practitioners. Establish scalable tools, frameworks, and standards to ensure consistency and sustainability of workforce planning practices across the organization. Continuously seek and integrate best practices.
Strategic Workforce Planning & Business Alignment. Design and implement near- and long-term workforce strategies aligned with association goals and transformation initiatives. Develop integrated workforce plans that articulate strategic, tactical, and financial goals, dependencies, and scenarios.
Workforce Analytics & Data-Driven Decision Making. Leverage advanced analytics and predictive modeling to identify emerging workforce trends and risks. Translate complex data into actionable insights for senior leadership, enabling proactive talent decisions.
Workforce Optimization & Technology Integration. Build blended staffing models that incorporate human, AI, and automated resources to meet evolving workload demands. Partner with IT and operations to align workforce capabilities with digital transformation initiatives.
Cross-Functional Collaboration & Influence. Collaborate with HR, Technology, Finance, Operations, and other key stakeholders to align workforce planning with association strategy. Serve as a strategic advisor to senior leaders, influencing decisions through data and workforce insights.
Integration & Risk Mitigation. Integrate workforce planning with association functions including HR, CFO, CRE, Risk, and Association Planning and drive adoption of practices and process. Ensure planning processes operate within established risk, compliance, and performance thresholds.
Consultation & Co-Creation. Act as an internal consultant to business leaders, co-creating workforce strategies that support business growth and agility. Facilitate strategic planning workshops and capability assessments.
Capability Development. Build organizational workforce planning capability by training HRBPs and business leaders on tools, frameworks, and best practices. Promote a culture of proactive talent planning and continuous improvement.
What you'll do:
Lead and develop a high-performing team of strategic workforce planning practitioners. Establish scalable tools, frameworks, and standards to ensure consistency and sustainability of strategic workforce planning practices across the organization.
Design and implement near- and long-term workforce strategies aligned with association goals and transformation initiatives. Drive impact for the businesses and functions through strategic workforce planning. Develop integrated workforce plans that articulate strategic, tactical, and financial goals, dependencies, and scenarios.
Leverage advanced analytics and predictive modeling to identify emerging workforce trends and risks. Translate complex data into actionable insights for senior leadership, enabling proactive talent decisions.
Build blended staffing models that incorporate human, AI, and automated resources to meet evolving workload demands. Partner with IT and operations to align workforce capabilities with digital transformation initiatives.
Collaborate with HR, Technology, Finance, Operations, and other key stakeholders to align strategic workforce planning with association strategy. Serve as a strategic advisor to senior leaders, influencing decisions through data and workforce insights.
Integrate strategic workforce planning with association functions including HR, CFO, CREW, Risk, and Association Planning.
Act as an internal consultant to business leaders, co-creating workforce strategies that support business growth and agility. Facilitate strategic planning workshops and capability assessments. Serve as a key point of contact for best practices in strategic workforce planning.
Build organizational strategic workforce planning capability by training HRBPs and business leaders on tools, frameworks, and best practices. Promote a culture of proactive talent planning and continuous improvement.
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 Finance, Business, or Human Resources or related discipline; 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree
8+ years of experience in workforce planning, forecasting, or HR analytics including leadership experience
3+ years leading high-performing teams
Proven experience developing long-range (3+ years) workforce forecasts and strategic plans
Strong business acumen with the ability to anticipate future talent and skill needs
Advanced critical thinking, communication, and forecasting skills
What sets you apart:
Experience in insurance and/or banking sectors
Familiarity with call center and sales workforce dynamics
Knowledge of workforce planning technologies and platforms (e.g., Workday, SAP, Oracle)
Experience with design thinking and agile methodologies
Expertise in integrating human and AI resource planning
Compensation range: The salary range for this position is: $127,310.00 - $243,340.00.
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.
VP Capital Markets
Atlanta, GA jobs
Complementing our position as the nation's leading GSE lending platform, Berkadia offers third-party lending relationships, including Banks, CMBS, Debt Funds, and Insurance Companies, alongside the Berkadia Capital Access Program (BeCap). These initiatives provide borrowers with dynamic, streamlined short-term lending options and preferred equity.
The VP of Capital Markets plays a crucial role in nurturing the Mortgage Banking Network's collaboration with third-party lenders to optimize transaction outcomes. This position acts as a partner and liaison with BeCap and Mortgage Bankers, delivering market updates and facilitating communication to ensure clients fully leverage these relationships. By doing so, Berkadia maintains its stellar reputation with partners and clients.
The VP is driven to ensure Berkadia continuously improves its relationships with partners. The role will have a strong focus on innovating and improving the existing Berkadia processes for sharing market analytics to increase network collaboration, identifying and sharing trends and market opportunities for Mortgage Bankers ("MBs") and their clients. This position will report to our Head of Capital Markets.
Key Responsibilities
* Partner closely with third party lending relationships (Banks, CMBS, Debt Funds, Insurance Companies) to ensure Berkadia has current up to date knowledge of their lending programs through high touch meaningful relationships.
* Establish and maintain communication channels with internal (MB Network, PLG, etc.) and external constituents (Private Market Lenders such as Banks, Debt Funds, CMBS Lenders, etc.)
* Gather internal and external feedback on existing products and processes to design systems that provide the most current and valuable informational resources.
* Collaborate with the Production network and Innovation teams to utilize existing or new technology in designing new process flows that offer real-time market data feedback.
* Design and implement systems and procedures that capture, aggregate, scrub (quality control), and distribute relevant data for MB access and utilization.
* Periodically analyze the market data collected and produce quarterly and yearly Private Market summaries.
* Maintain Private Market Lender database and term sheet accessibility.
* Develop and execute strategies to strengthen Berkadia's relationships with Private Market Lenders, including the facilitation of Private Market Lender marketing and communications with the Berkadia team. This will include broadcast network calls, office, and banker meetings.
* Help MBs coordinate with New Loan Boarding with Servicing.
* Address incoming Private Market Lender inquiries about MBs and Berkadia.
* Coordinate with the Production network and Servicing teams to promote the Berkadia brand and industry awareness at events and conferences, such as the MBA and CREF-C Conferences.
* Maintain a list of CMBS and CRE-CLO transactions in the market.
* Obtain and distribute CMBS and CRE-CLO loan details to the production network.
* Work with the Head of Capital Markets to gather, on a routine basis, information and insights on market conditions, products, pricing, etc.; share this market insight with the Berkadia network on weekly regional calls and periodic internal updates.
* Coordinate with the Head of Capital Markets on various new business development opportunities and strategic initiatives.
* Other duties as assigned.
Additional Responsibilities
* Manage data for reporting and measuring the impact of Berkadia Capital Programs.
* Track deals that do not fit BeCap programs and redirect them to other Berkadia or partner opportunities where possible.
* Monitor the outcomes of Berkadia Capital and PLG deals (i.e., which agency, if any, did they end up using for perm, did Berkadia receive the takeout, etc.).
* Support bankers from an analytical standpoint on bridge opportunities as they arise, including but not limited to supporting deal opportunity intake and tracking.
* Liaise between the MB and UW teams on deal packages to ensure no required data or requests are missed.
Preferred Qualifications
* Proven experience in real estate finance, with a track record of arranging, negotiating, and closing debt and equity transactions with third-party investors.
* Established relationships with diverse capital providers, including banks, pension funds, life companies, non-bank lenders, and international investors.
* Expertise in structuring and arranging capital from institutional and high-net-worth investors, either as a principal or on behalf of third-party institutions.
* Capital market transaction experience, including rated debt financing such as CLO, CMBS, and bond issuance.
Preferred Education & Experience
* Bachelor's degree or equivalent
* 10+ years of experience in a similar position
Berkadia, as an equal opportunity employer, celebrates our employees' unique differences, which we believe drives personal and company-wide innovation and creates a people-first culture where your career can take the long view. To achieve these goals, we are committed to the full inclusion of all qualified individuals, without regard to race, religion, age, color, national origin, gender, sexual orientation, gender identity or expression, marital status, domestic partner status, military and veteran status, disability, pregnancy, parental status, genetic information, political affiliation, or any other status protected by federal, state and local laws.
In keeping with our commitment, Berkadia takes the necessary steps to provide a workplace free from harassment and discrimination, as well as access and reasonable accommodations for individuals with disabilities. If you require reasonable accommodation to take part in the interview process, please contact ******************************.
You have rights under Federal and State employment laws. No question in this Application is intended to elicit information in violation of any such law, nor will any information obtained in response to any question be used in violation of any such law. If you apply for this role, you are acknowledging Berkadia's Application Policy and Berkadia's Privacy Policy. Please click the following links for more information about: EEOC, Employee Rights under the FMLA, EPPA.
Auto-ApplyDirector, General Lines (Commercial Insurance Sales)
Tampa, FL jobs
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
Are you a proven sales leader with a passion for achieving results and building high-performance teams? We are seeking a dedicated Director to lead a large-scale, multi-carrier contact center team serving businesses across all 50 states.
In this role, you'll provide effective coaching and support to a team of General Lines Managers and Agents with advanced knowledge of Commercial Lines Products. You'll champion a competitive sales culture focused on revenue growth, premium expansion, and multiline effectiveness. You'll also own full-funnel sales execution - managing inbound opportunities and outbound follow-ups - while demonstrating deep industry expertise to deliver exceptional outcomes. If you thrive in a fast-paced environment, excel at scoreboarding and coaching, and have a track record of exceeding high-reaching sales targets, this is your opportunity to shape the future of our commercial insurance distribution.
This role is remote eligible in the continental U.S. with occasional business travel. However, individuals residing within a 60-mile radius of a USAA office will be expected to work on-site 4 days per week.
What you'll do:
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
Leads a team of managers to provide Commercial Lines needs assessment while employing industry knowledge of products and specialized coverages delivered through multiple Agency alliance carriers and broker markets
Supports achievement of business objectives including compliance and regulatory action, revenue/growth targets, call center performance and product performance through effective management.
Uses knowledge of carrier relationships, systems, sales process, and underwriting practices in a multi-carrier environment, positioning department for success.
Leads transnational change in the commercial operational team.
Develops and implement sales culture while maintaining service excellence.
Maintains high degree of General Lines industry expertise and knowledge of business segment and industry trends to facilitate and support the technical and interpersonal skills development of manager direct reports and their teams.
Responsible for achievement of business objectives including compliance and regulatory action, revenue/growth targets, call center performance and product performance through effective management.
Collaborates with internal and external partners (alliance carrier underwriting, product management) to ensure quality submissions and appropriate coverage.
Reviews key reporting results to include process adherence escalations and exceptions.
Works with external carriers and partners, using knowledge of carrier relationships, systems, sales process, and underwriting practices in a multi-carrier environment, positioning department for success.
Builds and leads a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities.
What you have:
Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
8 years of insurance sales and service experience to include at least 4 years of High Value insurance experience, Commercial Lines Insurance, or Agency or Brokerage experience.
2 years of direct-to-consumer sales and service experience.
3 years of management or leadership experience.
2 years of Agency or Broker experience.
Understanding of Sales and Underwriting processes/practices.
Experience handling multiple carrier relationships and performance with the use of carrier systems and reporting capabilities.
Experience with Agency Management Systems.
Ability to work in dynamic and agile environment.
Ability to work in a multi-functional highly collaborative working group.
Valid Property and Casualty insurance license for home state and/or ability to obtain home state and multistate license within 90 days.
What sets you apart:
Experience leading large-scale contact center operations (100+ agents) with hybrid/remote workforce management and full funnel ownership (inbound and outbound follow-up)
Deep expertise in multi-carrier commercial insurance sales, including operational alignment and relationship management with 20+ alliance carriers and broker markets
Comprehensive knowledge of commercial Business classification and multi-state regulatory compliance, ensuring quality submissions and appropriate coverage across all 50 states
Proficiency in contact center technology and CRM platforms, with a focus on optimizing sales workflows and agent productivity
Exceptional leadership skills, with experience leading larger groups of leaders and developing high-performing teams through recruiting, retention, and advanced coaching strategies
US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $114,080 - $218,030.
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.
Strategy Execution Director
West Palm Beach, FL jobs
GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018.
GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America.
The Strategy Execution Director is responsible for driving execution, identifying risks and opportunities, ensuring strategic priorities are met. This role acts as a force multiplier, optimizing operations, improving cross-functional coordination, and taking initiative to solve challenges before they arise. The Strategy Execution Director plays a key role in shaping the future of the consumer finance business, ensuring scalable growth, operational excellence, and a competitive market position.
Essential Job Duties and Responsibilities:
* Strategic Advisor: Act as a trusted advisor and right-hand partner to the Head of Business Solutions, helping to define and execute business strategy. Work with Head of Business Solutions to manage the strategic planning process and monitor performance against the plan on an ongoing basis. Serve as a decision-making proxy for the Head of Business Solutions when needed.
* Risk Strategist: Identify key business risks and opportunities within the business, proactively driving initiatives to mitigate risks and capitalize on growth. Lead execution of strategic initiatives, ensuring alignment with revenue, product strategy, and growth.
* Portfolio Manager: Run the portfolio of strategic initiatives end-to-end charters, timelines, RAID logs, stakeholder cadence, and executive readouts. Unblock execution across Product, Credit/Risk, Capital Markets, Operations, Sales/BD, Customer Success, Marketing, Legal/Compliance, and Servicing. Drive new product commercialization for loans, leases, and PPAs.
* Business Analyst: Use data-driven methodologies to continuously assess the business and identify inefficiencies and process improvements and implement solutions. Provide data-driven insights and recommendations to support leadership decision-making and revenue growth.
* Process Optimizer: Implement best practices for process optimization, risk management, and decision-making.
Required Skills, Knowledge and Abilities:
* 10+ years of relevant experience in fintech strategy/operations, PMO, product, consulting or a related role
* Minimum bachelor's degree in finance or related field
* Proven leadership running multi-workstream programs with exec-level visibility and cross-functional stakeholders.
* Strong grasp of financial products, credit/risk, capital markets/funding mechanics, and portfolio performance drivers.
* Analytical fluency (Excel/Sheets; bonus: SQL, Looker/Tableau/Power BI); builds metrics that drive decisions.
* Strong ability to anticipate challenges, identify solutions, and implement change.
* Exceptional problem-solving, execution, and leadership skills with a bias for action.
* Outstanding communication and relationship-building abilities across internal teams and external partners.
Compensation: $200,000 - $240,000 annually
Additional Information Regarding Job Duties and s:
Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.
If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today!
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
Strategy Execution Director
West Palm Beach, FL jobs
About GoodLeap:GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap's proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America.
The Strategy Execution Director is responsible for driving execution, identifying risks and opportunities, ensuring strategic priorities are met. This role acts as a force multiplier, optimizing operations, improving cross-functional coordination, and taking initiative to solve challenges before they arise. The Strategy Execution Director plays a key role in shaping the future of the consumer finance business, ensuring scalable growth, operational excellence, and a competitive market position.Essential Job Duties and Responsibilities:
Strategic Advisor: Act as a trusted advisor and right-hand partner to the Head of Business Solutions, helping to define and execute business strategy. Work with Head of Business Solutions to manage the strategic planning process and monitor performance against the plan on an ongoing basis. Serve as a decision-making proxy for the Head of Business Solutions when needed.
Risk Strategist: Identify key business risks and opportunities within the business, proactively driving initiatives to mitigate risks and capitalize on growth. Lead execution of strategic initiatives, ensuring alignment with revenue, product strategy, and growth.
Portfolio Manager: Run the portfolio of strategic initiatives end-to-end charters, timelines, RAID logs, stakeholder cadence, and executive readouts. Unblock execution across Product, Credit/Risk, Capital Markets, Operations, Sales/BD, Customer Success, Marketing, Legal/Compliance, and Servicing. Drive new product commercialization for loans, leases, and PPAs.
Business Analyst: Use data-driven methodologies to continuously assess the business and identify inefficiencies and process improvements and implement solutions. Provide data-driven insights and recommendations to support leadership decision-making and revenue growth.
Process Optimizer: Implement best practices for process optimization, risk management, and decision-making.
Required Skills, Knowledge and Abilities:
10+ years of relevant experience in fintech strategy/operations, PMO, product, consulting or a related role
Minimum bachelor's degree in finance or related field
Proven leadership running multi-workstream programs with exec-level visibility and cross-functional stakeholders.
Strong grasp of financial products, credit/risk, capital markets/funding mechanics, and portfolio performance drivers.
Analytical fluency (Excel/Sheets; bonus: SQL, Looker/Tableau/Power BI); builds metrics that drive decisions.
Strong ability to anticipate challenges, identify solutions, and implement change.
Exceptional problem-solving, execution, and leadership skills with a bias for action.
Outstanding communication and relationship-building abilities across internal teams and external partners.
Compensation: $200,000 - $240,000 annually
Additional Information Regarding Job Duties and s:
Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.
If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today!
Auto-ApplyDirector of Business Development-Software Implementation
Atlanta, GA jobs
JOB SUMMARYThe Business Development Director - Software Implementation will lead strategic growth initiatives within the firm's ERP implementation service line, with a primary focus on platforms such as Plex, Epicor, Microsoft Dynamics, and Acumatica. This role plays a key part in advancing our technology advisory capabilities and supporting the delivery of end-to-end ERP solutions to clients across multiple industries.
The Director will be responsible for identifying and developing new business opportunities, working in close collaboration with service line leaders to strengthen client relationships, and drive sustainable revenue growth.
Drive New Business Acquisition
Proactively identify, qualify, and pursue new business opportunities related to ERP software selection, proposal writing, and implementation services (e.g., Plex, Epicor, Microsoft Dynamics, Acumatica)
Bring an extensive and active book of business while continuing to build a robust sales pipeline focused on mid-market organizations across key industries such as manufacturing, construction, healthcare, distribution, and professional services
Develop and Execute Sales Strategy
Design and implement go-to-market strategies aligned with the firm's initiatives
Establish and manage revenue goals, performance metrics, and sales KPIs to track success and drive accountability
Client Relationship Management
Cultivate strong relationships with prospective and existing clients, acting as a trusted advisor throughout the sales cycle
Understand client pain points and business goals to recommend tailored ERP solutions that drive value and efficiency
Proposal and Contract Development
Ensure proposals are tailored, compelling, and aligned with client needs and expectations
Vendor and Platform Expertise
Maintain in-depth knowledge of ERP platforms including Plex, Epicor, Microsoft Dynamics, and Acumatica-covering functionality, implementation processes, and licensing models
Build relationships with software vendors and explore co-marketing or referral agreements as appropriate
Sales Forecasting and Reporting
Accurately manage and track sales activity, pipeline progression, and forecasting using CRM tools
Provide leadership with regular updates on pipeline health, win/loss analysis, and market feedback
Market Intelligence and Thought Leadership
Stay informed on industry trends, emerging technologies, and competitor activity within ERP and advisory services
Represent the firm at trade shows, conferences, and webinars to generate leads and elevate brand awareness
Client Integration and Transition
Ensure a smooth transition from sales to delivery by sharing relevant insights, goals, and client expectations
Maintain post-sale relationships to support satisfaction, loyalty, and identification of future needs
Supervisory responsibilities
Will lead and supervise subordinate team members
Work environment
Work is conducted 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 may be frequent and unpredictable, depending on client's needs
Travel may be requested for attending events, conferences, or internal meetings
Required education and experience
10+ years of experience in business development, sales, or client relationship management
Bachelor's degree in business, accounting, information systems, or a related field
Demonstrated success in identifying, developing, and closing new business opportunities
Familiarity with ERP platforms such as Plex, Epicor, Microsoft Dynamics, and/or Acumatica
Proven ability to build and maintain relationships with C-level executives, IT leaders, and business owners
Strong communication, negotiation, and presentation skills
Ability to operate independently with a proactive, entrepreneurial approach while collaborating effectively across teams
Preferred education and experience
Experience within an ERP/software implementation environment or professional services setting
Experience in professional service environment, such as a CPA firm, financial consulting firm, or similar setting
Relevant technical certifications (e.g., ERP implementation, project management)
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.
Auto-ApplyVice President, Service Delivery General Management Manager II
Lake Mary, FL jobs
Client Service Officer
At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
We're seeking a future team member for the role of Client Service Officer (CSO) to join our US Transfer Agency team. This role is located in Lake Mary FL.
In this role, you'll make an impact in the following ways:
• Oversee service levels across operating and systems areas, identifying and addressing weaknesses.
• Provide management reporting to clients and facilitate ongoing client review sessions and operational meetings.
• Act as the client's advocate within BNY, ensuring satisfaction and escalating issues to senior management as needed.
• Partner with Operations to eliminate non-value-added processes and drive client initiatives such as fund mergers, liquidations, and conversions.
To be successful in this role, we're seeking the following:
• Strong background in operations, systems, and company policies.
• Proven ability to resolve client issues effectively.
• Experience in financial management, contract negotiation, and project leadership.
• Excellent communication, teamwork, and problem-solving skills.
At BNY, our culture speaks for itself, check out the latest BNY news at:
BNY Newsroom
BNY LinkedIn
Here's a few of our recent awards:
• America's Most Innovative Companies, Fortune, 2025
• World's Most Admired Companies, Fortune 2025
• “Most Just Companies”, Just Capital and CNBC, 2025
Our Benefits and Rewards:
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.
Auto-ApplyVice President, Service Delivery General Management Manager II
Lake Mary, FL jobs
Client Service Officer At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary.
We're seeking a future team member for the role of Client Service Officer (CSO) to join our US Transfer Agency team. This role is located in Lake Mary FL.
In this role, you'll make an impact in the following ways:
* Oversee service levels across operating and systems areas, identifying and addressing weaknesses.
* Provide management reporting to clients and facilitate ongoing client review sessions and operational meetings.
* Act as the client's advocate within BNY, ensuring satisfaction and escalating issues to senior management as needed.
* Partner with Operations to eliminate non-value-added processes and drive client initiatives such as fund mergers, liquidations, and conversions.
To be successful in this role, we're seeking the following:
* Strong background in operations, systems, and company policies.
* Proven ability to resolve client issues effectively.
* Experience in financial management, contract negotiation, and project leadership.
* Excellent communication, teamwork, and problem-solving skills.
At BNY, our culture speaks for itself, check out the latest BNY news at:
BNY Newsroom
BNY LinkedIn
Here's a few of our recent awards:
* America's Most Innovative Companies, Fortune, 2025
* World's Most Admired Companies, Fortune 2025
* "Most Just Companies", Just Capital and CNBC, 2025
Our Benefits and Rewards:
BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.
BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans.