Strategic Execution & Operations - Business Execution Consultant
Business strategy consultant job at Wells Fargo
At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.
Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
About this role:
Wells Fargo is seeking a Business Execution Consultant to participate in resolution of critical regulatory priorities.
Strategic Execution & Operations (SEO) Central Hub drives accountability, standardization, and transparency for enterprise execution of the Company's most pressing regulatory priorities by defining, maturing and monitoring governance routines for all stakeholders. This role will support program operations with regard to closure processes, artifact management and document preparation for external reviews.
In this role, you will:
Participate in a variety of assigned and ongoing business operations to ensure success in meeting business goals and objectives
Identify opportunities for process improvement by conducting root cause testing of all compliance and business metrics
Determine areas of strength or Business Execution opportunity within defined scope of work
Review and research strategies and action plans to establish effective processes while meeting performance metrics and policy expectations
Utilize independent judgment to guide moderate risk deliverables
Present recommendations to develop, implement, and monitor strategic approaches, effectiveness of support function, and business performance improvement opportunities for managing risks of the business
Exercise independent judgment and provide guidance in diverse support functions and operations for a single business group within a line of business
Collaborate and consult with leaders and executive management
Provide work direction to less experienced Strategy and Execution staff
Participate in user acceptance testing of enhancements to the Program's artifact management system, QA of ad-hoc data files and periodic document migrations
Monitor, track and report on key program activities such as validations, document refresh, etc.
Become a subject matter expert in artifact management and assist program stakeholders with questions and production issues
Assist with maintaining Central Hub sharepoint sites to ensure information is relevant and current
Assist with document packaging for external reviews
Required Qualifications, US:
2+ years of Business Operations or Leadership experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Proficiency with Microsoft tools particularly SharePoint and Excel
Experience creating pivot tables and performing data analysis in Excel
Experience working on a regulatory initiatives
Ability to influence effectively in a matrix environment
Experience interacting with management level in a consultancy capacity
Ability to articulate complex concepts in a clear manner
Ability to take complex topics and boil them down to the salient points for different key audiences
Strong organizational, multi-tasking, and prioritizing skills
Experience working on business cases, prioritization of initiatives, execution, management and resolution of risks and issues while ensuring initiative(s) are delivered within agreed timelines
Ability to turn preliminary or ambiguous information, ideas, or problems into well-defined plans, solutions, and test scripts
Experience administrating a SharePoint site and document / artifact management
Job Expectations:
Work location: 301 South Tryon Street - Charlotte. Expectation is to work in office a minimum 3 days per week per Company Hybrid standard.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Director of Finance and Business Transformation
Florham Park, NJ jobs
We are seeking a forward-looking, client-facing leader to join our Advisory team. This role will help small and mid-sized enterprises modernize their finance and operations by integrating advanced technology, data strategy, automation, and AI. Working directly with business stakeholders, this leader will shape digital strategy, elevate business intelligence, and build scalable systems. The ideal candidate blends deep technical expertise with business acumen and executive presence, driving measurable improvements in efficiency, profitability, and long-term value. The expectation is this position will be onsite a minimum of 3 days a week, 4 is most ideal. Compensation is outlined below. LOCAL CANDIDATES ONLY! Client facing/consultative experience is required with true hands-on DATA experience.
Core Responsibilities:
Build, mentor, and scale a high-performing team of BI, data, and transformation professionals to deliver end-to-end services-including process optimization, system implementation, data strategy, and advanced analytics-that drive operational efficiency and strategic decision-making.
Execute a growth strategy for the Business Intelligence & Transformation practice, including revenue targets, scalable offerings, and strategic partnerships.
Represent the firm in the marketplace through thought leadership, networking, and client acquisition.
Guide clients through digital transformation journeys, including process redesign, automation adoption, and data modernization.
Serve as a trusted advisor, balancing immediate tactical fixes with long-term transformation roadmaps.
Lead executive discovery sessions with CEOs, CFOs, and business owners to identify finance and operations challenges and transformation opportunities.
Facilitate deep-dive workshops with client stakeholders to map current-state finance and operations processes, identify gaps and inefficiencies, and design future-state workflows that enable scalability, automation, and stronger decision-making.
Solution Architect and oversee implementation of ERP, and operational systems that unify accounting, FP&A, procurement, inventory, and reporting functions.
Leverage AI and automation to streamline repetitive finance and supply chain workflows, enhance forecasting, and improve decision-making.
Develop advanced FP&A and forecasting models and KPI dashboards that support strategic decision-making and performance tracking (driver-based planning, scenario analysis, working capital optimization).
Integrate ERP, data warehouses, and BI tools for real-time visibility into cash flow, margins, supply chain performance, and KPI's.
Translate complex technical solutions into actionable business strategies for executive
stakeholders.
Collaborate with internal and external teams to deliver projects from design through
execution, ensuring measurable outcomes.
Continuously monitor technology trends introducing innovations that create client advantage.
Required Qualifications:
Bachelor's degree in Computer Science, finance, accounting or related field.
10+ years of experience in technology advisory, finance transformation, or solution architecture.
Prior experience in an accounting, advisory, or consulting firm.
Strong client-facing consulting experience, ideally with small/mid-market companies across
multiple industries.
Proven expertise in ERP platforms (NetSuite, Sage Intacct, Dynamics, Acumatica, Rillet, Deltek, Yardi) and relevant integrations.
Proven expertise in FP&A platforms (Anaplan, Adaptive Insights, etc.) and integrations.
Familiarity with automation platforms, AI tools, and modern data/BI ecosystems.
Deep understanding of finance processes (P2P, O2C, R2R, FP&A) and operational areas like
procurement and inventory.
Exceptional executive communication, facilitation, and problem-solving skills.
Ability to lead cross-functional teams across finance, operations, and technology.
Demonstrated use of AI and automation tools within finance, operations, or customer
workflows.
Track record of developing digital strategies or AI readiness assessments.
Industry exposure to real estate, construction, SaaS, professional services, or consumer goods is preferred.
Compensation: Target Salary - $250-$300k (commensurate with experience) + discretionary bonus and comprehensive benefits including 401K.
"Wiss is committed to fostering a welcoming community.
We seek candidates from all backgrounds to join our team and encourage our employees to bring their authentic and best selves to work.
Applicants must be authorized to work for any employer in the U.S. This policy applies equally to applicants regardless of national origin.
We are an Equal Opportunity Employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other legally protected status.
To all staffing agencies: Wiss does not utilize 3rd party firms for any internal or client positions. Please be advised, Wiss is not responsible for any fees related to unsolicited resumes. All unsolicited resumes will become the property of Wiss.
Business Risk and Controls Advisor Senior
San Antonio, TX 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 a dedicated Business Risk and Controls Advisor Senior, you will partner and collaborate with Compliance and Risk Management, as well as Business Operations, IT, Audit Services, and Regulators to support risk and compliance-based initiatives. Responsible for supporting business leader adherence to the established risk framework and ongoing supervision of business controls including risk and control self-assessments, identification and evaluation of control effectiveness, identifying control failures, facilitating risk and compliance remediation, internal and external audits and regulatory exams, and monitoring of the first line of defense to minimize risk exposures and strengthen the overall control environment. Manages risk assessment data and uses critical thinking to identify key data-driven insights tied to first line of defense.
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 not available for this position.
What you'll do:
Manages and drives solutions for stronger controls, and in support of risk and/or regulatory compliance related initiatives which may include: oversight of procedures/process, accurate regulatory reporting and filing, document governance, risk control self-assessments, procedure governance, control design, new product controls, business unit Third Party Governance, or quality governance.
Performs ongoing supervision and oversight of business controls and shares knowledge with team members to evaluate the effectiveness of established business controls.
Responsible for risk data analysis, report preparation and trend analysis, utilizing business intelligence tools.
Anticipates business needs and proactively identifies opportunities to improve and strengthen the control environment through actionable insights.
Assists with translating control deficiencies into action plans and provides recommendations to enhance governance practices in alignment with risk and compliance frameworks.
Partners with stakeholders to drive improvement efforts to correct or prevent unfavorable trends and assess the impacts.
Leads project team through concept, planning, execution, and implementation phases for effective and timely risk remediation.
Advises senior management on the status of their control environment related to risk identification and control weaknesses. Identifies critical areas to monitor and escalates issues and findings to appropriate stakeholders.
Develops and maintains processes, procedures and tools for managing exception alerts as they occur, including monitoring of resulting exception cases.
Provides control oversight to ensure compliance with laws and regulations.
Serves as a primary resource to team members.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
6 years of experience supporting risk-related, compliance related, or business control design activities; OR 6 years of experience in a relevant quantitative discipline; OR Advanced degree or designation in a risk management or quantitative discipline, and 4 years of experience supporting risk-related, and/or compliance-related, or business control design activities; OR PhD in a risk management or quantitative discipline, and 2 years of experience supporting risk-related, and/or compliance-related, or business control design activities.
What sets you apart:
Experience with communications and regulations across different channels of communications
US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $103,450 - $197,730.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Auto-ApplyEnterprise Content Management Consultant
Jersey City, NJ jobs
🚀 We're Hiring: OFSAA ECM Developer (Oracle Financial Services) 🚀
Hello LinkedIn Network,
We are currently looking for an experienced OFSAA ECM Developer to support a critical financial crime / enterprise case management initiative for one of our clients. This is a hybrid onsite role in Mount Laurel, NJ, ideal for professionals with strong hands-on experience in Oracle ECM and OFSAA environments.
📩 Interested candidates, please share your resume along with availability and rate details at:
*****************************
OFSAA ECM Developer
Mount Laurel, NJ - (3 days onsite role)
Oracle Financial Services Analytical Applications (OFSAA)
Minimum of 5 years of in-depth development experience working with Oracle ECM is mandatory
Very strong ability to design and develop changes on both the ECM UI and the underlying data model.
Excellent understanding of the underlying Oracle ECM data model.
Strong development experience of having created cases directly for external events using Oracle APIs.
Very good understanding of the end-to-end workflow in ECM for Cases generated
Good experience working with Oracle database using PL/SQL is required
Thanks & regards,
Alok Singh
Solutions Management Consultant - Life Company Direct Distribution Team
Colorado Springs, CO jobs
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
USAA is seeking two talented Solutions Management Consultants to join the Life Company Direct Distribution Team. As a Solutions Management Consultant, you will serve as the primary sales coach and on the job training coordinator for the Life Co. MSR distribution channels. Works with Product Owners, Process Owners, Experience Owners, and Compliance stakeholders to evaluate products, advice, and solutions to develop and deliver compliant sales strategies through training and sustainment activities designed to increase specialist effectiveness to meet member needs and business goals.
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, or Tampa, FL. Relocation assistance is not available for this position.
What you'll do:
Applies advanced knowledge of retirement income solutions, life and health insurance products, long term care, investment products and related topics.
Identifies opportunities to enhance product and service offerings to members and increase specialist product knowledge.
Identifies and coordinates the life-cycle training needs of retirement income solutions, life and health insurance products, investment products and related topics as needed.
Evaluates, develops and/or implements educational and training deliverables, such as seminars, white papers, PowerPoints, and coaching sessions, about available solutions to specialists.
Analyzes business unit sales by product to monitor performance and develops and recommends strategies and best practices to meet goals.
Conducts book of business or member analysis to assist specialists in identifying member needs and pipeline management
Collaborates with specialists to evaluate and/or present solutions and related advice.
Follows defined training routines, effectively reports activity, and manages follow up and sustainment.
Develops and maintains written procedures and ensures they are current and compliant with applicable laws, rules, and regulations.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 10 years of experience without bachelor's degree)
6 years of experience with wholesaling, sales training, and coaching, or related financial services experience.
Experience working with qualified and nonqualified retirement plans, all annuity types (including fixed, variable, and immediate) and individual retirement accounts.
Advanced knowledge of life insurance products to include term, permanent, and health solutions.
Knowledge of relevant industry technology applications, such as Salesforce, Conversant, CRM, MetricStream, NICE and other industry related applications.
Demonstrated experience in developing communications and delivering key information effectively to stakeholders and all levels of management to influence decisions centered around sales and business optimization.
Knowledgeable in the applications of Agile processes and procedures.
Knowledgeable in the application of risk management framework and regulatory requirements for Life Co.
What sets you apart:
US military experience through military service or a military spouse/domestic partner
Current / Active FINRA Series 7
Current / Active Life/Health license
CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), or RICP (Retirement Income Certified Professional) designations
10 or more years of experience with wholesaling, sales training, and coaching on financial service products.
Previous leadership experience with strong feedback delivery skills
Proven track record of coaching others and driving successful behaviors.
Working experience with Life, Health and Annuity products and ability to articulate complex concepts.
Experience building relationships and working in a matrixed environment.
Strong facilitation skills and experience building presentations.
Experience utilizing financial planning tools (i.e. Life or Retirement income calculations).
Compensation range: The salary range for this position is: $103,450 - $197,730
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Auto-ApplyBusiness Risk and Controls Advisor Senior
Plano, TX 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 a dedicated Business Risk and Controls Advisor Senior, you will partner and collaborate with Compliance and Risk Management, as well as Business Operations, IT, Audit Services, and Regulators to support risk and compliance-based initiatives. Responsible for supporting business leader adherence to the established risk framework and ongoing supervision of business controls including risk and control self-assessments, identification and evaluation of control effectiveness, identifying control failures, facilitating risk and compliance remediation, internal and external audits and regulatory exams, and monitoring of the first line of defense to minimize risk exposures and strengthen the overall control environment. Manages risk assessment data and uses critical thinking to identify key data-driven insights tied to first line of defense.
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 not available for this position.
What you'll do:
Manages and drives solutions for stronger controls, and in support of risk and/or regulatory compliance related initiatives which may include: oversight of procedures/process, accurate regulatory reporting and filing, document governance, risk control self-assessments, procedure governance, control design, new product controls, business unit Third Party Governance, or quality governance.
Performs ongoing supervision and oversight of business controls and shares knowledge with team members to evaluate the effectiveness of established business controls.
Responsible for risk data analysis, report preparation and trend analysis, utilizing business intelligence tools.
Anticipates business needs and proactively identifies opportunities to improve and strengthen the control environment through actionable insights.
Assists with translating control deficiencies into action plans and provides recommendations to enhance governance practices in alignment with risk and compliance frameworks.
Partners with stakeholders to drive improvement efforts to correct or prevent unfavorable trends and assess the impacts.
Leads project team through concept, planning, execution, and implementation phases for effective and timely risk remediation.
Advises senior management on the status of their control environment related to risk identification and control weaknesses. Identifies critical areas to monitor and escalates issues and findings to appropriate stakeholders.
Develops and maintains processes, procedures and tools for managing exception alerts as they occur, including monitoring of resulting exception cases.
Provides control oversight to ensure compliance with laws and regulations.
Serves as a primary resource to team members.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
6 years of experience supporting risk-related, compliance related, or business control design activities; OR 6 years of experience in a relevant quantitative discipline; OR Advanced degree or designation in a risk management or quantitative discipline, and 4 years of experience supporting risk-related, and/or compliance-related, or business control design activities; OR PhD in a risk management or quantitative discipline, and 2 years of experience supporting risk-related, and/or compliance-related, or business control design activities.
What sets you apart:
Experience with communications and regulations across different channels of communications
US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $103,450 - $197,730.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Auto-ApplySolutions Management Consultant - Life Company Direct Distribution Team
Plano, TX jobs
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
USAA is seeking two talented Solutions Management Consultants to join the Life Company Direct Distribution Team. As a Solutions Management Consultant, you will serve as the primary sales coach and on the job training coordinator for the Life Co. MSR distribution channels. Works with Product Owners, Process Owners, Experience Owners, and Compliance stakeholders to evaluate products, advice, and solutions to develop and deliver compliant sales strategies through training and sustainment activities designed to increase specialist effectiveness to meet member needs and business goals.
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, or Tampa, FL. Relocation assistance is not available for this position.
What you'll do:
Applies advanced knowledge of retirement income solutions, life and health insurance products, long term care, investment products and related topics.
Identifies opportunities to enhance product and service offerings to members and increase specialist product knowledge.
Identifies and coordinates the life-cycle training needs of retirement income solutions, life and health insurance products, investment products and related topics as needed.
Evaluates, develops and/or implements educational and training deliverables, such as seminars, white papers, PowerPoints, and coaching sessions, about available solutions to specialists.
Analyzes business unit sales by product to monitor performance and develops and recommends strategies and best practices to meet goals.
Conducts book of business or member analysis to assist specialists in identifying member needs and pipeline management
Collaborates with specialists to evaluate and/or present solutions and related advice.
Follows defined training routines, effectively reports activity, and manages follow up and sustainment.
Develops and maintains written procedures and ensures they are current and compliant with applicable laws, rules, and regulations.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 10 years of experience without bachelor's degree)
6 years of experience with wholesaling, sales training, and coaching, or related financial services experience.
Experience working with qualified and nonqualified retirement plans, all annuity types (including fixed, variable, and immediate) and individual retirement accounts.
Advanced knowledge of life insurance products to include term, permanent, and health solutions.
Knowledge of relevant industry technology applications, such as Salesforce, Conversant, CRM, MetricStream, NICE and other industry related applications.
Demonstrated experience in developing communications and delivering key information effectively to stakeholders and all levels of management to influence decisions centered around sales and business optimization.
Knowledgeable in the applications of Agile processes and procedures.
Knowledgeable in the application of risk management framework and regulatory requirements for Life Co.
What sets you apart:
US military experience through military service or a military spouse/domestic partner
Current / Active FINRA Series 7
Current / Active Life/Health license
CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), or RICP (Retirement Income Certified Professional) designations
10 or more years of experience with wholesaling, sales training, and coaching on financial service products.
Previous leadership experience with strong feedback delivery skills
Proven track record of coaching others and driving successful behaviors.
Working experience with Life, Health and Annuity products and ability to articulate complex concepts.
Experience building relationships and working in a matrixed environment.
Strong facilitation skills and experience building presentations.
Experience utilizing financial planning tools (i.e. Life or Retirement income calculations).
Compensation range: The salary range for this position is: $103,450 - $197,730
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Auto-ApplySolutions Management Consultant - Life Company Direct Distribution Team
Phoenix, AZ jobs
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
USAA is seeking two talented Solutions Management Consultants to join the Life Company Direct Distribution Team. As a Solutions Management Consultant, you will serve as the primary sales coach and on the job training coordinator for the Life Co. MSR distribution channels. Works with Product Owners, Process Owners, Experience Owners, and Compliance stakeholders to evaluate products, advice, and solutions to develop and deliver compliant sales strategies through training and sustainment activities designed to increase specialist effectiveness to meet member needs and business goals.
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, or Tampa, FL. Relocation assistance is not available for this position.
What you'll do:
Applies advanced knowledge of retirement income solutions, life and health insurance products, long term care, investment products and related topics.
Identifies opportunities to enhance product and service offerings to members and increase specialist product knowledge.
Identifies and coordinates the life-cycle training needs of retirement income solutions, life and health insurance products, investment products and related topics as needed.
Evaluates, develops and/or implements educational and training deliverables, such as seminars, white papers, PowerPoints, and coaching sessions, about available solutions to specialists.
Analyzes business unit sales by product to monitor performance and develops and recommends strategies and best practices to meet goals.
Conducts book of business or member analysis to assist specialists in identifying member needs and pipeline management
Collaborates with specialists to evaluate and/or present solutions and related advice.
Follows defined training routines, effectively reports activity, and manages follow up and sustainment.
Develops and maintains written procedures and ensures they are current and compliant with applicable laws, rules, and regulations.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
Bachelor's degree OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. (Total of 10 years of experience without bachelor's degree)
6 years of experience with wholesaling, sales training, and coaching, or related financial services experience.
Experience working with qualified and nonqualified retirement plans, all annuity types (including fixed, variable, and immediate) and individual retirement accounts.
Advanced knowledge of life insurance products to include term, permanent, and health solutions.
Knowledge of relevant industry technology applications, such as Salesforce, Conversant, CRM, MetricStream, NICE and other industry related applications.
Demonstrated experience in developing communications and delivering key information effectively to stakeholders and all levels of management to influence decisions centered around sales and business optimization.
Knowledgeable in the applications of Agile processes and procedures.
Knowledgeable in the application of risk management framework and regulatory requirements for Life Co.
What sets you apart:
US military experience through military service or a military spouse/domestic partner
Current / Active FINRA Series 7
Current / Active Life/Health license
CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), or RICP (Retirement Income Certified Professional) designations
10 or more years of experience with wholesaling, sales training, and coaching on financial service products.
Previous leadership experience with strong feedback delivery skills
Proven track record of coaching others and driving successful behaviors.
Working experience with Life, Health and Annuity products and ability to articulate complex concepts.
Experience building relationships and working in a matrixed environment.
Strong facilitation skills and experience building presentations.
Experience utilizing financial planning tools (i.e. Life or Retirement income calculations).
Compensation range: The salary range for this position is: $103,450 - $197,730
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Auto-ApplyProcess Engineering Consultant
Chicago, IL jobs
Must Have Technical/Functional Skills
As a Process Engineering Consultant, you should have used methodologies like Lean and Six Sigma to identify and implement process improvements that enhance client experience and profitability.
• Key responsibilities include conducting process assessments, developing new strategies, analyzing activities for operational transformation, using data and analytics for optimization, and collaborating with both business and technology partners to implement solutions.
• Develop and implement strategies: Plan, develop, and implement process strategies to build a more efficient bank.
• Experience in Six Sigma or Lean Manufacturing Concepts, and process engineering or business-related function (operations, strategy development, organizational design, or information technology).
• Use data and analytics: Analyze process activities using tools like Power BI, Power Query, and VBA to support business process optimization
The role is responsible for collaborating with multidisciplinary teams focused on designing innovative services and experiences that create measurable value to our clients while meeting business objectives.
The role uses independent judgement to determine methods and approaches to work, developing key client-facing “moment of truth” journeys that define a client's relationship, partnering with internal clients to articulate a vision for a new or different type of service.
The role makes decisions that influence department strategy, conducting research that builds empathy with the end client, deriving key insights, co-creating solutions, all with the goal of taking the service live.
The role acts as a resource integrator, conducting primary research, synthesizing multiple data sources and research insights, and working with cross-functional teams to research and design detailed solutions.
What you'll be doing
As a member of the Process Engineering team, you'll identify and implement process improvements that enhance client experience and generate the right kind of profitability. As a Process Engineering Specialist, you'll use your experience and direct client feedback to improve the quality of key processes that make a difference for our clients. You'll assist in the planning, development, and implementation of a process strategy that will build the bank of the future.
How you'll succeed
• Conducting process assessments - Perform ongoing process reviews to identify issues early on and recommend solutions to business challenges. Stay on top of best practices and industry knowledge to identify process improvements that will create a best-in-class client experience.
• Presenting recommendations - Provide feedback and advice on projects that will improve processes and resolve systematic issues. Consider business needs and make practical recommendations for continuous improvement.
• Leadership skills - Use your expertise in process engineering methodologies and project management to lead projects and initiatives. Proactively gather data, information, and stakeholder feedback to provide informed guidance to your team.
• Maintain a collaborative work environment and support your team to resolve problems as they arise.
Who you are
• You give meaning to data. You enjoy investigating complex problems and making sense of information. You communicate detailed information in a meaningful way
• You embrace and advocate for change. You continuously evolve your thinking and the way you work in order to deliver your best.
• Your influence makes a difference. You know that relationships and networks are essential to success. You inspire outcomes by sharing your expertise.
• You're a certified professional. You have current accreditation and good standing in Formal Green Belt or Black Belt certification.
• Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.
• Collaborate with stakeholders: Work with business and technology partners to gather feedback, define requirements, and implement improvements
• Document and validation: Create detailed process maps and document future state processes. Validate solution designs and test results with business partners
Roles & Responsibilities
• Key responsibilities include conducting process assessments, developing new strategies, analyzing activities for operational transformation, using data and analytics for optimization, and collaborating with both business and technology partners to implement solutions.
• Develop and implement strategies: Plan, develop, and implement process strategies to build a more efficient bank.
• Experience in Six Sigma or Lean Manufacturing Concepts, and process engineering or business-related function (operations, strategy development, organizational design, or information technology).
• Use data and analytics: Analyze process activities using tools like Power BI, Power Query, and VBA to support business process optimization
• Good communication / organizational skills to understand and discuss development requirement.
• Experience with approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational, or process problems
• * Excellent verbal and written communication skills."
Interested candidates please share me your updated resume to *******************
Business Risk and Controls Advisor Senior
Colorado Springs, CO jobs
Why USAA?
At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.
Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful.
The Opportunity
As a dedicated Business Risk and Controls Advisor Senior, you will partner and collaborate with Compliance and Risk Management, as well as Business Operations, IT, Audit Services, and Regulators to support risk and compliance-based initiatives. Responsible for supporting business leader adherence to the established risk framework and ongoing supervision of business controls including risk and control self-assessments, identification and evaluation of control effectiveness, identifying control failures, facilitating risk and compliance remediation, internal and external audits and regulatory exams, and monitoring of the first line of defense to minimize risk exposures and strengthen the overall control environment. Manages risk assessment data and uses critical thinking to identify key data-driven insights tied to first line of defense.
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 not available for this position.
What you'll do:
Manages and drives solutions for stronger controls, and in support of risk and/or regulatory compliance related initiatives which may include: oversight of procedures/process, accurate regulatory reporting and filing, document governance, risk control self-assessments, procedure governance, control design, new product controls, business unit Third Party Governance, or quality governance.
Performs ongoing supervision and oversight of business controls and shares knowledge with team members to evaluate the effectiveness of established business controls.
Responsible for risk data analysis, report preparation and trend analysis, utilizing business intelligence tools.
Anticipates business needs and proactively identifies opportunities to improve and strengthen the control environment through actionable insights.
Assists with translating control deficiencies into action plans and provides recommendations to enhance governance practices in alignment with risk and compliance frameworks.
Partners with stakeholders to drive improvement efforts to correct or prevent unfavorable trends and assess the impacts.
Leads project team through concept, planning, execution, and implementation phases for effective and timely risk remediation.
Advises senior management on the status of their control environment related to risk identification and control weaknesses. Identifies critical areas to monitor and escalates issues and findings to appropriate stakeholders.
Develops and maintains processes, procedures and tools for managing exception alerts as they occur, including monitoring of resulting exception cases.
Provides control oversight to ensure compliance with laws and regulations.
Serves as a primary resource to team members.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
6 years of experience supporting risk-related, compliance related, or business control design activities; OR 6 years of experience in a relevant quantitative discipline; OR Advanced degree or designation in a risk management or quantitative discipline, and 4 years of experience supporting risk-related, and/or compliance-related, or business control design activities; OR PhD in a risk management or quantitative discipline, and 2 years of experience supporting risk-related, and/or compliance-related, or business control design activities.
What sets you apart:
Experience with communications and regulations across different channels of communications
US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $103,450 - $197,730.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Auto-ApplyBusiness Risk and Controls Advisor Senior
Chesapeake, VA 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 a dedicated Business Risk and Controls Advisor Senior, you will partner and collaborate with Compliance and Risk Management, as well as Business Operations, IT, Audit Services, and Regulators to support risk and compliance-based initiatives. Responsible for supporting business leader adherence to the established risk framework and ongoing supervision of business controls including risk and control self-assessments, identification and evaluation of control effectiveness, identifying control failures, facilitating risk and compliance remediation, internal and external audits and regulatory exams, and monitoring of the first line of defense to minimize risk exposures and strengthen the overall control environment. Manages risk assessment data and uses critical thinking to identify key data-driven insights tied to first line of defense.
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 not available for this position.
What you'll do:
Manages and drives solutions for stronger controls, and in support of risk and/or regulatory compliance related initiatives which may include: oversight of procedures/process, accurate regulatory reporting and filing, document governance, risk control self-assessments, procedure governance, control design, new product controls, business unit Third Party Governance, or quality governance.
Performs ongoing supervision and oversight of business controls and shares knowledge with team members to evaluate the effectiveness of established business controls.
Responsible for risk data analysis, report preparation and trend analysis, utilizing business intelligence tools.
Anticipates business needs and proactively identifies opportunities to improve and strengthen the control environment through actionable insights.
Assists with translating control deficiencies into action plans and provides recommendations to enhance governance practices in alignment with risk and compliance frameworks.
Partners with stakeholders to drive improvement efforts to correct or prevent unfavorable trends and assess the impacts.
Leads project team through concept, planning, execution, and implementation phases for effective and timely risk remediation.
Advises senior management on the status of their control environment related to risk identification and control weaknesses. Identifies critical areas to monitor and escalates issues and findings to appropriate stakeholders.
Develops and maintains processes, procedures and tools for managing exception alerts as they occur, including monitoring of resulting exception cases.
Provides control oversight to ensure compliance with laws and regulations.
Serves as a primary resource to team members.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
6 years of experience supporting risk-related, compliance related, or business control design activities; OR 6 years of experience in a relevant quantitative discipline; OR Advanced degree or designation in a risk management or quantitative discipline, and 4 years of experience supporting risk-related, and/or compliance-related, or business control design activities; OR PhD in a risk management or quantitative discipline, and 2 years of experience supporting risk-related, and/or compliance-related, or business control design activities.
What sets you apart:
Experience with communications and regulations across different channels of communications
US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $103,450 - $197,730.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Auto-ApplyBusiness Risk and Controls Advisor Senior
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 a dedicated Business Risk and Controls Advisor Senior, you will partner and collaborate with Compliance and Risk Management, as well as Business Operations, IT, Audit Services, and Regulators to support risk and compliance-based initiatives. Responsible for supporting business leader adherence to the established risk framework and ongoing supervision of business controls including risk and control self-assessments, identification and evaluation of control effectiveness, identifying control failures, facilitating risk and compliance remediation, internal and external audits and regulatory exams, and monitoring of the first line of defense to minimize risk exposures and strengthen the overall control environment. Manages risk assessment data and uses critical thinking to identify key data-driven insights tied to first line of defense.
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 not available for this position.
What you'll do:
Manages and drives solutions for stronger controls, and in support of risk and/or regulatory compliance related initiatives which may include: oversight of procedures/process, accurate regulatory reporting and filing, document governance, risk control self-assessments, procedure governance, control design, new product controls, business unit Third Party Governance, or quality governance.
Performs ongoing supervision and oversight of business controls and shares knowledge with team members to evaluate the effectiveness of established business controls.
Responsible for risk data analysis, report preparation and trend analysis, utilizing business intelligence tools.
Anticipates business needs and proactively identifies opportunities to improve and strengthen the control environment through actionable insights.
Assists with translating control deficiencies into action plans and provides recommendations to enhance governance practices in alignment with risk and compliance frameworks.
Partners with stakeholders to drive improvement efforts to correct or prevent unfavorable trends and assess the impacts.
Leads project team through concept, planning, execution, and implementation phases for effective and timely risk remediation.
Advises senior management on the status of their control environment related to risk identification and control weaknesses. Identifies critical areas to monitor and escalates issues and findings to appropriate stakeholders.
Develops and maintains processes, procedures and tools for managing exception alerts as they occur, including monitoring of resulting exception cases.
Provides control oversight to ensure compliance with laws and regulations.
Serves as a primary resource to team members.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
6 years of experience supporting risk-related, compliance related, or business control design activities; OR 6 years of experience in a relevant quantitative discipline; OR Advanced degree or designation in a risk management or quantitative discipline, and 4 years of experience supporting risk-related, and/or compliance-related, or business control design activities; OR PhD in a risk management or quantitative discipline, and 2 years of experience supporting risk-related, and/or compliance-related, or business control design activities.
What sets you apart:
Experience with communications and regulations across different channels of communications
US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $103,450 - $197,730.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Auto-ApplyBusiness Risk and Controls Advisor Senior
Phoenix, AZ 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 a dedicated Business Risk and Controls Advisor Senior, you will partner and collaborate with Compliance and Risk Management, as well as Business Operations, IT, Audit Services, and Regulators to support risk and compliance-based initiatives. Responsible for supporting business leader adherence to the established risk framework and ongoing supervision of business controls including risk and control self-assessments, identification and evaluation of control effectiveness, identifying control failures, facilitating risk and compliance remediation, internal and external audits and regulatory exams, and monitoring of the first line of defense to minimize risk exposures and strengthen the overall control environment. Manages risk assessment data and uses critical thinking to identify key data-driven insights tied to first line of defense.
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 not available for this position.
What you'll do:
Manages and drives solutions for stronger controls, and in support of risk and/or regulatory compliance related initiatives which may include: oversight of procedures/process, accurate regulatory reporting and filing, document governance, risk control self-assessments, procedure governance, control design, new product controls, business unit Third Party Governance, or quality governance.
Performs ongoing supervision and oversight of business controls and shares knowledge with team members to evaluate the effectiveness of established business controls.
Responsible for risk data analysis, report preparation and trend analysis, utilizing business intelligence tools.
Anticipates business needs and proactively identifies opportunities to improve and strengthen the control environment through actionable insights.
Assists with translating control deficiencies into action plans and provides recommendations to enhance governance practices in alignment with risk and compliance frameworks.
Partners with stakeholders to drive improvement efforts to correct or prevent unfavorable trends and assess the impacts.
Leads project team through concept, planning, execution, and implementation phases for effective and timely risk remediation.
Advises senior management on the status of their control environment related to risk identification and control weaknesses. Identifies critical areas to monitor and escalates issues and findings to appropriate stakeholders.
Develops and maintains processes, procedures and tools for managing exception alerts as they occur, including monitoring of resulting exception cases.
Provides control oversight to ensure compliance with laws and regulations.
Serves as a primary resource to team members.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
6 years of experience supporting risk-related, compliance related, or business control design activities; OR 6 years of experience in a relevant quantitative discipline; OR Advanced degree or designation in a risk management or quantitative discipline, and 4 years of experience supporting risk-related, and/or compliance-related, or business control design activities; OR PhD in a risk management or quantitative discipline, and 2 years of experience supporting risk-related, and/or compliance-related, or business control design activities.
What sets you apart:
Experience with communications and regulations across different channels of communications
US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $103,450 - $197,730.
USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Auto-ApplyPrincipal and Business Partner - Communications, Public Affairs & Marketing
San Antonio, TX 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
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.
We're building something new-and we're looking for bold, creative, and strategic talent to help shape it.
USAA's Communications and Public Affairs team, together with Marketing, plays a critical role in advancing our top priority: delivering exceptional member service and enhancing the value of membership. Our work centers on advocating boldly for those we serve, telling our story with one voice, and driving meaningful impact for the military community and their families.
As a principal-level Corporate Affairs Business Partner focused on Communications, Public Affairs, and Marketing, you will bring the full power of Corporate Affairs to life for these vital functions. You will drive alignment to USAA's strategic priorities and, working closely with partners across Corporate Affairs, Marketing, and the broader association, craft compelling internal and external content that strengthens reputation, engages stakeholders, and moves the needle for the business. You will operate as a strategic advisor to senior leadership within Communications, Public Affairs, and Marketing, going beyond communications and getting deep into the business. You will engage directly with executive leaders and their direct reports, relying on your business acumen, persuasive style, sound judgment, and passion for the mission to fuel your success.
We offer a flexible work environment that requires an individual to be in the office four days per week. This position will be based in San Antonio, TX. Relocation assistance IS available for this position.
What you'll do:
Accountable for providing thought leadership to drive communications strategy development; applies technical subject-matter-expertise to produce innovative communications solutions for large scale, enterprise-wide programs across multiple business units.
Oversees business and communications partner adherence to the communication governance practices and framework that drive a desired and consistent communications experience across various audiences.
Oversees work of communications partners in the development, approval and execution of public, member, and employee communications across multiple business units; provides guidance to ensure consistent alignment with USAA brand guidelines.
Leads communications strategy and execution, driving large, enterprise-wide programs across USAA and / or multiple business units to support enterprise business objectives. These programs include leading communications to support acquisitions, divestitures, strategic imperatives that guide the future of the enterprise.
Leverages data and insights expertise to evidence impact of communications programs on business objectives; provides communications data and insights to key senior leaders and enterprise stakeholders; then leverages the insights to inform future communications strategy.
Performs research and analysis of current communications trends and best practices - particularly in the areas of content, channel innovation, reputation management, driving business-based metrics, and SEO; synthesizes the information into actionable plans to drive communications excellence across the organization.
Leads through highly complex tasks with leadership discretion - often serving as a proxy for executive leadership on key issues; serves as a mentor to peers and team members and assists in their training and development.
Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
What you have:
Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
10 years of progressive experience in corporate communications, consulting and / or specific business area of focus related developing communications strategies, leading large-scale enterprise programs and delivering results within a complex matrix environment.
6 years of experience presenting communications strategies and outcomes to C-level executives or board members.
Experience collaborating with key stakeholders, influencing senior leader decisions and managing work to achieve strategic goals. Experience in defining strategies to empower and equip leaders to be effective in interactions and communications with all stakeholders.
Strong business acumen in various areas to include business operations, communications industry practices and emerging trends and experience with application in a financial services and/or business operations environment.
Experience in leveraging data and insights to evidence the impact of communications programs on business objectives.
Experience and demonstrated results leading cross-functional, matrixed team, while also being sought after for mentorship and peer review, while helping others achieve personal and professional goals.
Broad understanding of the impacts to an organization resulting from large transformation efforts, acquisitions, divestitures, etc. to be able to guide the communications strategy.
What sets you apart:
Experience supporting enterprise communications, public affairs, and marketing organizations, including executive-level communications and integrated campaign initiatives.
Experience at mid- to large-sized public relations agencies and/or management consulting experience.
Experience working for a Fortune 500 company, demonstrating the ability to navigate complex organizational structures and deliver results at scale.
US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $143,320 - $273,930.
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.
Auto-ApplyLead Corporate Affairs Business Partner, Insurance
San Antonio, TX 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
We're building something new-and we're looking for bold, creative, and strategic talent to help shape it.
USAA's Corporate Affairs team is growing as part of an exciting transformation to strengthen how we engage with our members and each other in service of our mission.
Whether you're a strategic business partner or a creative storyteller, join us to forge smarter connections, deeper partnerships, and stronger outcomes.
Together, we're enhancing how we serve the military community and their families-making every interaction more meaningful.
As a dedicated Corporate Affairs Business Partner at the Lead level, you will serve as a strategic advisor, bridging Corporate Affairs with the Property & Casualty and Life Insurance business lines at USAA. You will counsel internal clients on effective stakeholder engagement strategies to help them achieve their goals. You will also be responsible for developing and executing corporate impact strategies that advance enterprise priorities, protect and elevate the company's reputation, and connect employees and stakeholders to USAA's mission
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position will be based in the San Antonio, TX office. Relocation assistance is not available for this position.
What you'll do:
Advises business leadership on communications, reputation management, corporate impact, and stakeholder engagement strategies, ensuring Corporate Affairs enables enterprise strategy, drives growth, and mitigates risk.
Develops and executes comprehensive corporate affairs plans aligned with enterprise strategic plans and business objectives.
Leads the development and implementation of corporate affairs strategies that align with overall enterprise strategy and business objectives for both internal and external audiences. This includes proactively identifying and managing crises, potential reputation risks, and opportunities.
Employs data-driven analysis to develop and implement proactive strategies for mitigating potential business challenges and external risks.
Maintains an in-depth understanding of the external market, business strategy, and corporate affairs function.
Cultivates strong relationships with internal partners, highlighting the contributions and measurable results of corporate affairs efforts. Uses this data to adapt and improve strategic plans to better support business objectives.
Partners with content studio team members to deliver high quality communications for collective execution in support of corporate strategy and business goals.
Provides mentorship and training to team members, supporting their development.
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 required; 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 experience in corporate communications, public affairs, general business consulting, or related work experience
Demonstrated success advising senior leaders and navigating complex organizations.
Deep understanding of business drivers and the ability to align communications and social impact efforts to enterprise strategy.
Comprehensive knowledge of the financial services and insurance industries and regulatory landscape.
Experience developing and implementing communications strategies that align with overall business objectives and drive measurable results.
Demonstrated ability to assess and make decisions of a complex nature that align to enterprise and/or business objectives and the ability to identify and resolve issues effectively.
Demonstrates an advanced understanding of target audiences, uses strong skills in editing and writing style to impact significant change through written communication. Adapts communications style across diverse audiences and channels.
Experience leading cross-functional teams or projects.
What sets you apart:
Experience supporting P&C or Life Insurance businesses, preferably both
Business acumen, particularly around corporate financials
Communications agency or management consulting experience
Executive presence, a persuasive style and sound judgement
US military experience through military service or a military spouse/domestic partner
Compensation range: The salary range for this position is: $127,310 - $229,160.
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.
Auto-ApplyWorkday Payroll Consultant
New York, NY jobs
Senior Workday Payroll Consultant - 9-12 Month Contract
Hale International is partnering with a large manufacturing organization to support the implementation of Workday Payroll across a complex, unionised environment. We are looking for an experienced Senior Workday Payroll Consultant to play a key role in the delivery of this programme, supporting a payroll population of approximately 15,000 employees across multiple U.S. states and select international locations.
This role will cover the full lifecycle of the implementation, from design and requirements gathering through testing, go-live, and post-production stabilization and optimisation.
Key Responsibilities:
Lead the configuration and delivery of Workday Payroll across a large, multi-entity manufacturing workforce.
Support weekly, bi-weekly, semi-monthly, monthly, and off-cycle payroll runs.
Gather detailed business and payroll requirements by working directly with Payroll, HR, Finance, Compliance, and Union stakeholders.
Provide expert guidance on Workday Payroll best practices, tailored to a unionised manufacturing environment including shift work, overtime, premiums, and complex pay rules.
Configure and support multi-state payroll processing and compliance, with a focus on California, Oregon, Washington DC, and Virginia.
Support aspects of global payroll for Canada, France, and the UK.
Lead testing across all phases, including UAT, Parallel Payroll, and full end-to-end testing.
Work closely with technical teams to resolve payroll, integration, and data issues.
Support payroll data migration and validation, including balances and year-to-date figures.
Provide hands-on support during post-go-live stabilization, followed by optimisation and enhancement activities.
Partner with Time Tracking, Absence, Benefits, and Finance teams to ensure full end-to-end payroll integration.
Support knowledge transfer and help establish strong operational processes for the business.
Required Experience:
5+ years of Workday Payroll experience, including at least one full end-to-end implementation.
Strong background delivering payroll solutions within manufacturing or similarly regulated environments.
Proven experience supporting unionised payroll populations.
Hands-on experience with multiple payroll frequencies (weekly, bi-weekly, semi-monthly, monthly, and off-cycle).
Strong knowledge of multi-state payroll compliance, particularly CA, OR, DC, and VA.
Exposure to global payroll operations (Canada, France, and the UK) highly desirable.
Demonstrated experience leading UAT, Parallel, and End-to-End payroll testing.
Confident working directly with senior stakeholders on requirements gathering and solution design.
Strong reporting, reconciliation, and audit support experience.
Excellent communication skills and the ability to work in fast-paced, large programme environments.
This is an excellent opportunity to take a lead role on a large-scale Workday Payroll implementation within a complex, unionised manufacturing business, with additional exposure to global payroll operations.
Closing Consultant
Richmond, VA jobs
CapCenter is seeking a Closing Consultant to help pursue our mission: simplifying the homeownership journey with consolidated services, transparent pricing, and most importantly, a
client-centric philosophy.
This is a high growth role that we actively promote into operations and sales opportunities within 18 months.
In the Closing Consultant role, you'll be the primary point of contact for CapCenter clients who are on the path to close a loan. Closing Consultants analyze our clients' applications and supporting documents to ensure each loan meets our rigorous underwriting standards. Alongside your analysis, you'll guide our clients, working internally with realtors, loan officers, underwriters, and insurance advisors so that all parties are set up for success at closing.
Here's what you'll need to know about the role, our team, and what it takes to succeed at CapCenter.
You will
In your first 30 days, you will:
Secure an NMLS license (we'll sponsor it!)
Become a subject matter expert on lending
Complete our introductory Consultative Sales training course
In your first 90 days, you will:
Act as a trusted advisor and advocate for our clients as they prepare for closing
Work collaboratively with others to ensure accuracy and efficiency at each step of the way
Build on your communications and underwriting knowledge through learning modules, proprietary training, and live coaching
Complete a self-assessment to build a blueprint for career progression at CapCenter
You are
A critical thinker: we're happy to teach the content, but you should be hungry to learn, comfortable thinking on your toes, and adept at solving problems.
A communicator: most Americans buy less than five homes in their life - it's critical that you build trust, distill complex financial concepts simply, and listen actively.
Self-aware: you're looking for an opportunity to develop your strengths and weaknesses
Driven to help others: you want to do good
Ambitious: you want to do well
A college graduate with a bachelor's degree
We hire for talent, not experience. You should be a solutions-oriented thinker who is not afraid to roll up your sleeves and tackle challenging problems.
You'll get
NMLS Certification
Competitive salary, variable pay & annual bonus
401k (with matching!), health, dental, & vision
Training to learn the home-ownership experience back to front.
To participate in cross-functional collaboration that fosters lateral and vertical career growth
The opportunity to help people through one of the most stressful and important transactions of their lives.
Our culture is growth oriented. Past Loan Analysts have been promoted into sales, operations, team lead, and market management roles.
Managing Consultant, Services - Acquiring Business Development
Atlanta, GA 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
Managing Consultant, Services - Acquiring Business DevelopmentOverview
Mastercard Services is our professional services and solutions arm, providing customers with value-added services to enhance business performance and consumer experiences. Our diverse Services portfolio includes payments consulting, marketing, analytics and data insights, security solutions, open finance, and more.
The Services Business Development team is looking for a Managing Consultant to drive growth of our value-added services within the foundational Acquiring space. The ideal candidate has a proven track record of selling to senior executives, navigating matrixed organizations, and utilizing solution-based selling to drive clear value for customers.
Role
Deliver against sales targets for the Services portfolio of solutions across a set of existing and net-new accounts within the Acquiring industry
Manage and expand relationships with client stakeholders, developing trust to enable intimate discussions on client goals and needs; surfacing Services revenue opportunities
Translate client challenges into hypotheses and structure large/complex engagements with imperfect information; leverage deep knowledge of all Mastercard Services capabilities to structure innovative solutions and strategic bundles
Lead internal partners to develop formal and informal pitch materials; ensuring succinct, persuasive content tailored to audience & seniority
Deliver compelling, high-impact pitches, showcasing leadership, expertise and alignment to client needs
Drive intel back into Services & broader Mastercard; supporting the feedback loop that drives Services innovation
All About You
Undergraduate degree required; MBA or relevant post graduate degree preferred
Proven track record in managing a sales pipeline; identifying and advancing sales opportunities and exceeding targets
Demonstrated ability to motivate and influence stakeholders (internal & client) in large/complex environments
Best-in-class narrative-development and storytelling; experience in developing compelling sales narratives and pitch materials for complex client business challenges
Leadership presence & best-in-class pitch/presentation skills; establishing credibility and influencing client audiences
Excellent analytical skills, including financial analysis for business casing, value quantification & pricing
Demonstrated creativity, problem-solving and empathy (ability to think from the perspective of the customer)
Disciplined and process-oriented; proven ability to multi-task in a fast-paced, deadline-driven environment
National Salary Range (Applies Regardless of Location): $139,000-$222,000Mastercard 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.
Auto-ApplyManaging Consultant, Services Business Development-Emerging Verticals
San Francisco, CA 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
Managing Consultant, Services Business Development-Emerging Verticals
Overview
Mastercard Services is our professional services and solutions arm, providing customers with value-added services to enhance business performance and consumer experiences. Our diverse Services portfolio includes payments consulting, marketing, analytics and data insights, security solutions, open banking, and more.
The Services Business Development team is looking for a Managing Consultant to drive growth of our value-added services within Emerging Verticals. The ideal candidate has a proven track record of selling to senior executives, navigating matrixed organizations, and utilizing solution-based selling to drive clear value for customers.
Role
Deliver against sales targets for the Services portfolio of solutions across a set of existing and net-new accounts within Emerging Verticals, which may include sport, insurance, telco, fitness, education, ISVs, and other strategic verticals.
Manage and expand relationships with client stakeholders, developing trust to enable intimate discussions on client goals and needs; surfacing Services revenue opportunities
Translate client challenges into hypotheses and structure large/complex engagements with imperfect information; leverage deep knowledge of all Mastercard Services capabilities to structure innovative solutions and strategic bundles
Lead internal partners to develop formal and informal pitch materials; ensuring succinct, persuasive content tailored to audience & seniority
Deliver compelling, high-impact pitches, showcasing leadership, expertise and alignment to client needs
Drive intel back into Services & broader Mastercard; supporting the feedback loop that drives Services innovation
All About You
Undergraduate degree required; MBA or relevant post graduate degree preferred
Proven track record in managing a sales pipeline; identifying and advancing sales opportunities and exceeding targets
Experience in selling or developing new and emerging verticals, with a proven ability to identify opportunities, form partnerships, and drive growth
Demonstrated ability to motivate and influence stakeholders (internal & client) in large/complex environments
Best-in-class narrative-development and storytelling; experience in developing compelling sales narratives and pitch materials for complex client business challenges
Leadership presence & best-in-class pitch/presentation skills; establishing credibility and influencing client audiences
Excellent analytical skills, including financial analysis for business casing, value quantification & pricing
Demonstrated creativity, problem-solving and empathy (ability to think from the perspective of the customer)
Disciplined and process-oriented; proven ability to multi-task in a fast-paced, deadline-driven environment
National Salary Range (Applies Regardless of Location): $139,000-$222,000
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: $113,000 - $186,000 USD
Arlington, Virginia: $113,000 - $186,000 USD
Atlanta, Georgia: $98,000 - $162,000 USD
Boston, Massachusetts: $113,000 - $186,000 USD
Chicago, Illinois: $98,000 - $162,000 USD
San Francisco, California: $118,000 - $194,000 USD
Seattle, Washington: $113,000 - $186,000 USD
Auto-ApplyManaging Consultant, Services Business Development-Regional Segments
Chicago, IL 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**
Managing Consultant, Services Business Development-Regional Segments
Mastercard is a global technology company in the payments industry. Mastercard Services is a key differentiator for the company, providing cutting-edge services that help our customers achieve their objectives. Focused on big ideas which are scalable in a fast-paced business environment, we are responsible for end-to-end solutions for a diverse global customer base. Centered on data-driven technologies and innovation, our services include payments-focused consulting, loyalty and marketing programs, and data-driven analytic platforms.
Mastercard Services comprises of a diverse and dynamic team of experts who enjoy working in a goal-oriented and collaborative culture. As a member of our sales team, you will be on the frontlines - building excitement and generating demand for our unique services - while partnering with solutions experts to achieve the desired end. As part of the team, you will directly contribute to our customers' success stories as well as to Mastercard's positioning as a payments services leader.
We are looking for a Manager to help Mastercard reach more customers through strategic partners focusing on our payment security and Insights solutions in the North America region. We offer several solutions that help our partners grow and protect their transactions, minimize chargebacks, and leverage payments data for business and market insights. This partner ecosystem includes processors, acquirers, Fintechs, data providers, and ISVs. We also source relevant and unique solutions from vetted partner to introduce to Mastercard customers.
The ideal candidate is someone who understands the payments solutions and data space very well and knows how to put together smart partnerships that can be accretive to Mastercard and our partners on the short and long terms. This position is a quota-carrying, revenue-producing role that is responsible for developing and managing channel and alliance partner relationships within the North America region. The role is responsible for executing our strategy with regional nuances for the entire partner lifecycle; new partner recruitment, partner onboarding, partner revenue activation, and partner growth.
Role:
- Define the desired profile of potential partners with the help of management
- Research, identify, qualify and screen potential partners that align with the target partner profile
- Gain qualified partners' commitment to becoming engaged and productive by formulating and conveying a compelling business proposition
- Prior to finalizing contract negotiations with each partner, develop a joint business plan (including sales targets) that is aligned with the Mastercard standards and strategy
- Maintain a solid pipeline of qualified prospective partners to meet established recruitment targets
- Meet assigned revenue targets through sell to/sell with channel partners
- Drive onboarding and activating new partners; focus on ensuring the partners' team members are enabled, equipped and motivated to sell, market, deploy and support the Mastercard offering within established timeframes
- Engage Mastercard resources and stakeholders in support of partnership objectives and sales opportunities (e.g. direct sales, Product Liaisons, marketing, etc)
- Manage channel pipeline and forecast reporting and track progress through the sales cycle
- Drive monthly partner alignment sessions to review partners' pipelines, conduct win/loss analysis, and develop account penetration strategies to identify and build new sales opportunities
- Work with high-performing and high-potential partners to develop an annual joint business plan that defines strategies and activities to meet revenue goals; review and assess plan progress in partner-facing quarterly business reviews, making changes as appropriate
- Provide partner and market feedback loop to internal functions (e.g. sales, product, marketing) on tools and programs
- Assist in field marketing activities (e.g. staff a trade show booth, deliver sales presentations)
All about you:
- Experience in the payments security and data space and familiarity with evolving customer needs and partner landscape
- Experience sourcing, qualifying, screening and forming business relationships with channel partners at the CXO level
- Experience managing major customer / partner relationships to make things happen, grow the pie, and maintain an excellent level of transparency, trust, and collaboration
- Strong personal network within the industry
- Experience developing and managing joint business planning with partners
- Who you are
o Strategic thinker who can quickly develop a point of view on market opportunities to focus on for each solution area and move to action
o Be comfortable with a high degree of ambiguity and build-it-as-we-go mentality (if you are looking for a standard toolkit and clear direction on what to do, this job isn't for you)
o Fan of working with people internally or externally. You don't shy away from approaching people you never met before to pitch what we do and you don't feel bad if you get ignored. It's part of the job.
o Commercial oriented-always looking for the next mega opportunity
o A great listener and collaborator who's always humble enough to keep learning from internal teams and external subject matter experts
National Salary Range (Applies Regardless of Location): $139,000-$222,000
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.