Sales Support Analyst jobs at Wells Fargo

Joining Susquehanna's Trading Operations team as a Business Analyst places you right in the heart of our business. Working directly with global teams across Trading, HR, Legal, Operations, and Technology, you'll serve as the key bridge between stakeholders and our development teams-translating business requests into tools, systems, diagrams, and reports that directly impact how we operate. At Susquehanna, there's no single way to improve processes. You'll leverage your creativity, communication, and technical skills to assess and articulate business needs, design optimized workflows, and collaborate with technology to build solutions that make an impact. In this role you will: Work across our Bala HQ, Dublin, and Sydney offices to support the development and implementation of universal calculation tools that are agnostic to location and securities type. Support the build-out of an internal books and records system that integrates counter-party data from multiple trading systems and normalizes it for easier use. Manage the development of reconciliation tools that streamline data comparison and trade reporting. Design and document end-to-end business processes and workflows using tools such as Microsoft Visio, Lucidchart, or similar, to improve cross-functional understanding and solution development. Partner with technical teams to transform workflow diagrams into functional system designs and implementations. What we're looking for Bachelor's degree required; specialization in finance or STEM discipline preferred. Minimum of 5 years of experience in a Trading Operations, Business Analyst, or related role. Demonstrated experience designing workflows and business processes using diagramming tools such as Microsoft Visio. Strong analytical and problem-solving skills, with excellent time management and prioritization abilities. Experience with Excel required; knowledge of VBA, SQL, and/or scripting (e.g., Python) is preferred. Understanding of SDLC models is a plus. Familiarity with relational database concepts preferred. Visa sponsorship for work authorization is not available for this position now or in the future. About Susquehanna Susquehanna is a global quantitative trading firm powered by scientific rigor, curiosity, and innovation. Our culture is intellectually driven and highly collaborative, bringing together researchers, engineers, and traders to design and deploy impactful strategies in our systematic trading environment. To meet the unique challenges of global markets, Susquehanna applies machine learning and advanced quantitative research to vast datasets in order to uncover actionable insights and build effective strategies. By uniting deep market expertise with cutting-edge technology, we excel in solving complex problems and pushing boundaries together.

The GRC Analyst will collaborate with process owners, internal auditors, external auditors, and other stakeholders to assist in reviewing, monitoring, and resolving findings. This includes helping the team manage SOX and GLBA Compliance programs. The GRC Analyst will support the implementation of internal and external assessments, assist with compliance audits, and ensure compliance with existing and emerging regulations and standards including GLBA, SOX, and other GRC activities. KEY RESPONSIBILITIES Gather relevant evidence to support annual testing for internal and external audits. Maintain and monitor a central repository for audit evidence. Ensure timely and accurate response to internal and external audit requests. Provide training and guidance to employees and other stakeholders on cybersecurity best practices and awareness including but not limited to: • New Hire Training, • Monthly cybersecurity newsletters and phishing campaigns, • Administration of the Cybersecurity Compliance training program Gather relevant evidence and documentation to support risk assessments using various frameworks to identify control ratings, strengths, potential gaps and action plans. Leverage the Bank's GRC platform to document and manage security exceptions, violations, incidents, and other risk concerns to closure. Maintain up-to-date documentation of procedures and methods that serve to broaden team knowledge and industry expertise. Assist GRC Manager with maintaining security standards, policies, and practices on an annual basis to make sure they reflect the current environment Collaborate with business lines to help satisfy new and existing regulatory obligations. MINIMUM SKILLS REQUIRED 1-3 years' experience in cybersecurity with exposure with various security frameworks. Understanding of cybersecurity governance frameworks, Sarbanes Oxley (SOX) compliance requirements and IT General Controls (ITGC) Information Security Governance experience or related training Detail oriented with good organizational skills Effective written and verbal communication skills Intermediate proficiency with Microsoft Office

J.P. Morgan Private Client is a line of business within Consumer & Community Banking, dedicated to helping affluent clients achieve their banking, lending, and investment goals. Operating in a highly dynamic environment shaped by evolving client behaviors, regulatory changes, and close partnerships with other Consumer & Community Banking businesses, our team is at the forefront of redefining service standards. As a Sales Strategy Support Analyst of this collaborative, action-oriented team, you will work alongside sales & service professionals to provide actionable insights, lead projects to solve problems, drive results, and communicate with multiple senior leaders. The team leads large initiatives that optimize end-to-end processes, small initiatives to deliver quick value to elevate the customer experience and foster a culture of continuous improvement. You will map, simplify, and document processes to reduce manual touch points and enhance operational efficiency, analyze data, and communicate complex ideas through compelling narratives. This dynamic role requires initiative, judgment, flexibility, and a collaborative approach, offering the opportunity to work with colleagues from across the business and make a significant impact on our client experience journey with an operational excellence foundation. Job Responsibilities + Build and maintain partnerships across the firm to drive consistency in business processes, improvements, and escalations. + Identify, document, and analyze areas for process improvement, gaps, or outages. + Map and analyze key business processes using data analytics to uncover inefficiencies and recommend solutions. + Synthesize large data sets and apply analytical tools to support strategic decision-making. + Organize and present information effectively, demonstrating expertise in Excel, PowerPoint, and storytelling techniques. + Lead and manage key projects and multiple work streams, fostering a collaborative and high-performing team culture. + Communicate with business partners and senior leaders to understand project needs and drive next steps. + Present actionable insights to executives and stakeholders, building trusted advisor relationships. + Collaborate with Lines of Business and IT to evaluate and optimize technology platforms for digital transformation. + Leverage AI and advanced analytics to deliver innovative solutions to complex business challenges. + Mentor team members and promote a culture of continuous learning and improvement. Required Qualifications, Capabilities and Skills + Bachelor's degree in Business, Finance, Engineering, or related field. + Minimum 3 years of relevant experience in a service, analytical, or business management role. + Proven ability to lead, influence positive change, and exercise sound judgment in challenging environments. + Strong collaboration skills and adaptability to change. + Exceptional written and oral communication skills for technical and non-technical audiences; comfortable presenting to senior leaders. + Demonstrated ability to multi-task and manage executive communications. + Experience delivering high-quality presentations and reports for diverse stakeholders. + Skilled in time management, prioritization, and working with different stakeholder groups. + Self-motivated, independent, and able to execute deliverables with speed and precision. + Dedicated learner with a commitment to skill development and continuous improvement. + Ability to travel up to 25%. Preferred Qualifications, Capabilities and Skills + Knowledge of banking, lending, and wealth products is desired. + Proven expertise or certification in Management Consulting, Lean Six Sigma, Agile methodologies, Change Management, or Organizational Design. + Experience implementing automation to streamline workflows and reduce manual effort, increasing overall productivity. + Use of agile methodologies to iteratively develop and refine process improvements, ensuring flexibility and responsiveness to change. + Outstanding customer service skills. + Flexibility to work or attend meetings outside of normal hours. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans **Base Pay/Salary** New York,NY $71,250.00 - $115,000.00 / year

J.P. Morgan Private Client is a line of business within Consumer & Community Banking, dedicated to helping affluent clients achieve their banking, lending, and investment goals. Operating in a highly dynamic environment shaped by evolving client behaviors, regulatory changes, and close partnerships with other Consumer & Community Banking businesses, our team is at the forefront of redefining service standards. As a Sales Strategy Support Analyst of this collaborative, action-oriented team, you will work alongside sales & service professionals to provide actionable insights, lead projects to solve problems, drive results, and communicate with multiple senior leaders. The team leads large initiatives that optimize end-to-end processes, small initiatives to deliver quick value to elevate the customer experience and foster a culture of continuous improvement. You will map, simplify, and document processes to reduce manual touch points and enhance operational efficiency, analyze data, and communicate complex ideas through compelling narratives. This dynamic role requires initiative, judgment, flexibility, and a collaborative approach, offering the opportunity to work with colleagues from across the business and make a significant impact on our client experience journey with an operational excellence foundation. Job Responsibilities Build and maintain partnerships across the firm to drive consistency in business processes, improvements, and escalations. Identify, document, and analyze areas for process improvement, gaps, or outages. Map and analyze key business processes using data analytics to uncover inefficiencies and recommend solutions. Synthesize large data sets and apply analytical tools to support strategic decision-making. Organize and present information effectively, demonstrating expertise in Excel, PowerPoint, and storytelling techniques. Lead and manage key projects and multiple work streams, fostering a collaborative and high-performing team culture. Communicate with business partners and senior leaders to understand project needs and drive next steps. Present actionable insights to executives and stakeholders, building trusted advisor relationships. Collaborate with Lines of Business and IT to evaluate and optimize technology platforms for digital transformation. Leverage AI and advanced analytics to deliver innovative solutions to complex business challenges. Mentor team members and promote a culture of continuous learning and improvement. Required Qualifications, Capabilities and Skills Bachelor's degree in Business, Finance, Engineering, or related field. Minimum 3 years of relevant experience in a service, analytical, or business management role. Proven ability to lead, influence positive change, and exercise sound judgment in challenging environments. Strong collaboration skills and adaptability to change. Exceptional written and oral communication skills for technical and non-technical audiences; comfortable presenting to senior leaders. Demonstrated ability to multi-task and manage executive communications. Experience delivering high-quality presentations and reports for diverse stakeholders. Skilled in time management, prioritization, and working with different stakeholder groups. Self-motivated, independent, and able to execute deliverables with speed and precision. Dedicated learner with a commitment to skill development and continuous improvement. Ability to travel up to 25%. Preferred Qualifications, Capabilities and Skills Knowledge of banking, lending, and wealth products is desired. Proven expertise or certification in Management Consulting, Lean Six Sigma, Agile methodologies, Change Management, or Organizational Design. Experience implementing automation to streamline workflows and reduce manual effort, increasing overall productivity. Use of agile methodologies to iteratively develop and refine process improvements, ensuring flexibility and responsiveness to change. Outstanding customer service skills. Flexibility to work or attend meetings outside of normal hours.

JobID: 210680171 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $71,250.00-$115,000.00 J.P. Morgan Private Client is a line of business within Consumer & Community Banking, dedicated to helping affluent clients achieve their banking, lending, and investment goals. Operating in a highly dynamic environment shaped by evolving client behaviors, regulatory changes, and close partnerships with other Consumer & Community Banking businesses, our team is at the forefront of redefining service standards. As a Sales Strategy Support Analyst of this collaborative, action-oriented team, you will work alongside sales & service professionals to provide actionable insights, lead projects to solve problems, drive results, and communicate with multiple senior leaders. The team leads large initiatives that optimize end-to-end processes, small initiatives to deliver quick value to elevate the customer experience and foster a culture of continuous improvement. You will map, simplify, and document processes to reduce manual touch points and enhance operational efficiency, analyze data, and communicate complex ideas through compelling narratives. This dynamic role requires initiative, judgment, flexibility, and a collaborative approach, offering the opportunity to work with colleagues from across the business and make a significant impact on our client experience journey with an operational excellence foundation. Job Responsibilities * Build and maintain partnerships across the firm to drive consistency in business processes, improvements, and escalations. * Identify, document, and analyze areas for process improvement, gaps, or outages. * Map and analyze key business processes using data analytics to uncover inefficiencies and recommend solutions. * Synthesize large data sets and apply analytical tools to support strategic decision-making. * Organize and present information effectively, demonstrating expertise in Excel, PowerPoint, and storytelling techniques. * Lead and manage key projects and multiple work streams, fostering a collaborative and high-performing team culture. * Communicate with business partners and senior leaders to understand project needs and drive next steps. * Present actionable insights to executives and stakeholders, building trusted advisor relationships. * Collaborate with Lines of Business and IT to evaluate and optimize technology platforms for digital transformation. * Leverage AI and advanced analytics to deliver innovative solutions to complex business challenges. * Mentor team members and promote a culture of continuous learning and improvement. Required Qualifications, Capabilities and Skills * Bachelor's degree in Business, Finance, Engineering, or related field. * Minimum 3 years of relevant experience in a service, analytical, or business management role. * Proven ability to lead, influence positive change, and exercise sound judgment in challenging environments. * Strong collaboration skills and adaptability to change. * Exceptional written and oral communication skills for technical and non-technical audiences; comfortable presenting to senior leaders. * Demonstrated ability to multi-task and manage executive communications. * Experience delivering high-quality presentations and reports for diverse stakeholders. * Skilled in time management, prioritization, and working with different stakeholder groups. * Self-motivated, independent, and able to execute deliverables with speed and precision. * Dedicated learner with a commitment to skill development and continuous improvement. * Ability to travel up to 25%. Preferred Qualifications, Capabilities and Skills * Knowledge of banking, lending, and wealth products is desired. * Proven expertise or certification in Management Consulting, Lean Six Sigma, Agile methodologies, Change Management, or Organizational Design. * Experience implementing automation to streamline workflows and reduce manual effort, increasing overall productivity. * Use of agile methodologies to iteratively develop and refine process improvements, ensuring flexibility and responsiveness to change. * Outstanding customer service skills. * Flexibility to work or attend meetings outside of normal hours.

Legal Entity: American Honda Finance Corp. Business Unit: American Honda Finance Corp Division: Financial Services Division Workstyle: Onsite Job Grade: Exempt-2 Salary Range: $73,300.00 - $110,000.00 Job Purpose American Honda Finance Corporation is currently seeing Analyst- Sales & Marketing Program Management. The Analyst of Sales & Marketing Product Management will lead and monitor the business requirements across business groups from AHM, AHFC and vendor partners to support the growth and development of Honda Care and Acura Care branded F&I Products. They will be the AHFC subject matter expert for these products, ensuring that they represent the brand, are customer focused, and competitive in the marketplace. This role will also be responsible for monitoring the automotive competitive environment for CFS programs and supporting the incentive program pricing process between AHM and AHFC. This contributes to AHFC's goals of maintaining a healthy financial position while supporting sales growth through competitive financial products and brand retention objectives. Key Accountabilities Key Accountabilities will include but are not limited to: Collaborate with AHM, AHFC, and vendor partners to implement cross-functional initiatives that support the overall business strategy Monitor the automotive competitive environment to ensure that our CFS programs and policies meet market standards Support Finance & Insurance products business by tracking, monitoring, and reporting on the performance of key metrics Pricing: Support the execution of AHM/AHFC incentivized market strategies for new and pre-owned products Complete ad hoc analysis requests from both internal and external customers that help support sales strategies Qualifications, Experience, and Skills We are looking for qualified people with diverse backgrounds and experiences, open minds, and a disciplined work ethic. To bring the future to Honda as an Analyst, you must have: BA/BS degree required in mathematics/statistics, finance, economics, business, business admin or related field Work experience must include 3+ years in lending or financial field Knowledge of indirect loan/lease consumer lending is required Must have a solid understanding of the automotive industry/ automotive finance business Other Job Specific Skills: Good quantitative/mathematical skills and business acumen Excellent time management and organizational ability Strong verbal and written communication skills Strong attention to detail Problem solving skills with the ability to resolve business issues Self-motivated Ability to interface with all levels of management Proficient querying relations databases Proficient in MS Windows applications, with a strong emphasis in Excel Working Conditions Onsite- Torrance Location Travel 5% What differentiates Honda and make us an employer of choice? Total Rewards: Competitive Base Salary (pay will be based on several variables that include, but not limited to geographic location, work experience, etc.) Regional Bonus (when applicable) Lease Program Industry-leading Benefit Plans (Medical, Dental, Vision, Rx) Paid time off, including vacation, holidays, shutdown Company Paid Short-Term and Long-Term Disability 401K Plan with company match + additional contribution Relocation assistance (if eligible) Career Growth: Advancement Opportunities Career Mobility Education Reimbursement for Continued Learning Training and Development Programs Additional Offerings: Lifestyle Account Childcare Reimbursement Account Elder Care Support Tuition Assistance & Student Loan Repayment Wellbeing Program Community Service and Engagement Programs Product Programs Honda is an equal opportunity employer and considers qualified applicants for employment without regard to race, color, creed, religion, national origin, sex, sexual orientation, gender identity and expression, age, disability, veteran status, or any other protected factor.

3M has a long-standing reputation as a company committed to innovation. We provide the freedom to explore and encourage curiosity and creativity. We gain new insight from diverse thinking, and take risks on new ideas. Here, you can apply your talent in bold ways that matter. Job Description CBG USAC Field Sales Representative The Impact You'll Make in this Role: As a CBG USAC Field Sales Representative, you will have the opportunity to tap into your curiosity and collaborate with some of the most innovative people around the world. We are seeking a motivated and enthusiastic person looking to engage with customers in person, promote our products, and drive sales within an assigned territory. Here, you will make an impact by: · Driving 3M sales and revenue to assigned distribution in managed territories. · Managing multiple active sales opportunities at several end user sites and locations · Establishing and maintaining customer relationships through a comprehensive understanding of the customer's business/sales models to help manage and influence end user purchase. · Introducing new products, and communicating promotions to relevant customers and prospects · Presenting and reinforcing 3M value proposition to differentiate 3M from competitive offerings. · Maintaining and updating a working sales plan with strategies and tactics to achieve annual sales forecasts. · Sharing best practices with the team to promote a positive team environment. Company Vehicle This position requires driving a company vehicle, which will require pre-employment and ongoing review of motor vehicle history for candidates who are offered and hired for this position (if applicable) Your Skills and Expertise To set you up for success in this role from day one, 3M requires (at a minimum) the following qualifications: · Bachelor's degree or higher (completed and verified prior to start) from an accredited institution · Current, Valid Driver's license is required Work location: Remote Sales - TBD Travel: May include up to 50% Domestic Relocation Assistance: May be Authorized Learn more about 3M's creative solutions to the world's problems at ********** or on Twitter @3M. Responsibilities of this position include that corporate policies, procedures and security standards are complied with while performing assigned duties.All US-based 3M full time employees will need to sign an employee agreement as a condition of employment with 3M. This agreement lays out key terms on using 3M Confidential Information and Trade Secrets. It also has provisions discussing conflicts of interest and how inventions are assigned. Employees that are Job Grade 7 or equivalent and above may also have obligations to not compete against 3M or solicit its employees or customers, both during their employment, and for a period after they leave 3M. 3M Global Terms of Use and Privacy Statement Carefully read these Terms of Use before using this website. Your access to and use of this website and application for a job at 3M are conditioned on your acceptance and compliance with these terms. Please access the linked document by clicking here, select the country where you are applying for employment, and review. Before submitting your application you will be asked to confirm your agreement with the terms.

Responsible for the calculation of ongoing semi-monthly and monthly commissions. Works closely with Compensation and internal business unit leaders to ensure that incentive calculations are aligned with compensation plans and compliant with established policies and procedures. Plays an essential role in the conversion of a manual calculation process across multiple divisions into a fully automated platform under one umbrella. Ensures the performance of all duties in accordance with the company's policies and procedures, all U.S. state and federal laws and regulations, wherein the company operates. Responsibilities: * Calculates ongoing semi-monthly, monthly, and quarterly commission/incentives according to the plan documents including approved guarantees, pay exceptions, and promotions. * Tests and validates new compensations plans or changes to existing plans in automated commissions system to ensure accurate bonus payouts. * Researches and resolves questions, discrepancies, and other ad hoc requests from the field and leadership, as well as provides recommendations and analysis to leadership and management based on findings. * Performs risk assessments, documents financial processes and performs tests of controls for the Company's Sarbanes-Oxley (SOX) program. * Partners with Compensation to interpret compensation plan documents to assist with configuring new and ongoing compensation plan updates. * Develops and maintains relationships with business leaders to support their organizations in delivering timely and accurate sales incentive calculations and reporting each pay period. * Performs other duties and projects as assigned. Requirements * Bachelor's Degree in finance, business, or related field preferred, or minimum of two (2) + years' experience as a Commissions Analyst, Compensation Analyst, Financial Analyst, Sales Operations Analyst, or similar role. * Experience in the Mortgage, Financial Services, or Real Estate industry a plus. * Prior experience calculating and/or automating commission calculations within a sales compensation system required. * Strong technical skills required. Intermediate to advanced Excel skills; Access experience a plus. Why work for #teamloan Depot: * Aggressive compensation package based on experience and skill set. * Inclusive, diverse, and collaborative culture where people from all backgrounds can thrive. * Work with other passionate, purposeful, and customer-centric people. * Extensive internal growth and professional development opportunities including tuition reimbursement. * Comprehensive benefits package including Medical/Dental/Vision. * Wellness program to support both mental and physical health. * Generous paid time off for both exempt and non-exempt positions. About loan Depot: loan Depot (NYSE: LDI) is a digital commerce company committed to serving its customers throughout the home ownership journey. Since its launch in 2010, loan Depot has revolutionized the mortgage industry with a digital-first approach that makes it easier, faster, and less stressful to purchase or refinance a home. Today, loan Depot enables customers to achieve the American dream of homeownership through a broad suite of lending and real estate services that simplify one of life's most complex transactions. With headquarters in Southern California and offices nationwide, loan Depot is committed to serving the communities in which its team lives and works through a variety of local, regional, and national philanthropic efforts. Base pay is one part of our total compensation package and is determined within a range. This provides the opportunity to progress as you grow and develop within a role. The base pay for this role is between $83,000 and $114,000. Your base pay will depend on multiple individualized factors, including your job-related knowledge/skills, qualifications, experience, and market location. We are an equal opportunity employer and value diversity in our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Requirements QUALIFICATIONS Bachelor's Degree in Business, Finance, Economics, or a related field. Three to five years of experience in data analysis or sales operations. Experience gathering, interpreting, and acting on sales data and KPIs. Strong proficiency with CRM platforms such as Salesforce or HubSpot. Highly organized, detail-oriented, and able to manage multiple projects simultaneously. Ability to work in a team-based setting. Strong communication skills. BENEFITS Health Insurance Dental insurance Vision insurance Retirement plan 401(k) 401(k) matching Paid Time Off FSA/HSA benefits plans Disability benefits Voluntary Life Insurance Basic Life Insurance EQUAL EMPLOYMENT OPPORTUNITY ?Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.

Dynasty Financial Partners is seeking a detail-oriented and Analyst to join our Sales Operations team. This role is ideal for a highly organized individual who thrives in a fast-paced environment and is passionate about turning data into actionable insights that drive business growth. As a Data Analyst, you will play a critical role in collecting, organizing, and analyzing industry and private data sets to ensure reporting accuracy and strategic alignment across the organization. You will develop and maintain executive-level reporting, optimize CRM usage, and implement automation tools that streamline workflows. Additionally, you will partner with stakeholders to design and enhance processes, support technology rollouts, and lead initiatives that improve sales effectiveness and scalability. RESPONSIBILITIES: Executive Reporting: Create and deliver reporting packages for leadership, including Board of Directors, Executive Committee, and Management presentations. Data Maintenance, Analysis, & Insights: Maintain data integrity and conduct market and performance analysis to identify trends, develop segmentation strategies, and provide data-driven recommendations that accelerate growth. Market Segmentation: Develop segmentation strategies and targeting models to support sales initiatives and improve prospect prioritization. Sales Enablement: Collaborate with Sales and Marketing teams to align reporting and analytics with strategic objectives, ensuring clear prospecting lists and optimized targeting. Competitive Intelligence: Gather and maintain market and competitor insights to support Business Development initiatives. Process Optimization: Drive strategies to improve efficiency, focusing on high-probability targets and streamlined workflows. Technology & Automation: Support ideation and implementation of new tools and automation solutions that enhance operational performance. Requirements QUALIFICATIONS Bachelor's Degree in Business, Finance, Economics, or a related field. Three to five years of experience in data analysis or sales operations. Experience gathering, interpreting, and acting on sales data and KPIs. Strong proficiency with CRM platforms such as Salesforce or HubSpot. Highly organized, detail-oriented, and able to manage multiple projects simultaneously. Ability to work in a team-based setting. Strong communication skills. BENEFITS Health Insurance Dental insurance Vision insurance Retirement plan 401(k) 401(k) matching Paid Time Off FSA/HSA benefits plans Disability benefits Voluntary Life Insurance Basic Life Insurance EQUAL EMPLOYMENT OPPORTUNITY ?Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.

Dynasty Financial Partners is seeking a detail-oriented and Analyst to join our Sales Operations team. This role is ideal for a highly organized individual who thrives in a fast-paced environment and is passionate about turning data into actionable insights that drive business growth. As a Data Analyst, you will play a critical role in collecting, organizing, and analyzing industry and private data sets to ensure reporting accuracy and strategic alignment across the organization. You will develop and maintain executive-level reporting, optimize CRM usage, and implement automation tools that streamline workflows. Additionally, you will partner with stakeholders to design and enhance processes, support technology rollouts, and lead initiatives that improve sales effectiveness and scalability. RESPONSIBILITIES: * Executive Reporting: Create and deliver reporting packages for leadership, including Board of Directors, Executive Committee, and Management presentations. * Data Maintenance, Analysis, & Insights: Maintain data integrity and conduct market and performance analysis to identify trends, develop segmentation strategies, and provide data-driven recommendations that accelerate growth. * Market Segmentation: Develop segmentation strategies and targeting models to support sales initiatives and improve prospect prioritization. * Sales Enablement: Collaborate with Sales and Marketing teams to align reporting and analytics with strategic objectives, ensuring clear prospecting lists and optimized targeting. * Competitive Intelligence: Gather and maintain market and competitor insights to support Business Development initiatives. * Process Optimization: Drive strategies to improve efficiency, focusing on high-probability targets and streamlined workflows. * Technology & Automation: Support ideation and implementation of new tools and automation solutions that enhance operational performance. Requirements QUALIFICATIONS * Bachelor's Degree in Business, Finance, Economics, or a related field. * Three to five years of experience in data analysis or sales operations. * Experience gathering, interpreting, and acting on sales data and KPIs. * Strong proficiency with CRM platforms such as Salesforce or HubSpot. * Highly organized, detail-oriented, and able to manage multiple projects simultaneously. * Ability to work in a team-based setting. * Strong communication skills. BENEFITS * Health Insurance * Dental insurance * Vision insurance * Retirement plan 401(k) * 401(k) matching * Paid Time Off * FSA/HSA benefits plans * Disability benefits * Voluntary Life Insurance * Basic Life Insurance * EQUAL EMPLOYMENT OPPORTUNITY ?Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.

As a Global Sales Analyst for JPMorgan's Global Sales & Marketing team, you will handle and own the day-to-day execution of all products, while you transact across a broad range of clients, such as asset managers, insurance accounts, pension funds, banks, sovereign wealth funds, hedge funds, corporations, and more! Job Responsibilities: Trade execution process including trade booking, new issue order taking and general sales back-up across the desk Demonstrate proficiency in identifying market drivers and product lingo while showing a high degree of interest in learning about other products while developing a cross-product skill set Work with our partners in trading, syndicate and research to provide comprehensive client coverage Fulfil client requests for market updates, assist with the execution of client orders and provide clients with market intelligence Required qualifications, capabilities, and skills: Prior working experience in sales and marketing front office role Strong oral and written communication skills, including the ability to translate complex financial concepts into simple terms and actionable steps Product knowledge - we look to bring on individuals who have worked with the product they will be covering in some capacity Quantitative skills - must be comfortable with Excel and able to quickly come up to speed on various models Superior attention to detail Excellent presentation skills and understanding of the sales process

We are seeking a detail-oriented and organized Technical Sales Support Specialist to support the commercial refrigeration team in managing project data, coordinating product selections, and preparing accurate quotes. This is an hybrid role that bridges sales and applications/quoting administration support. This role requires familiarity with CRM systems (such as Salesforce), the ability to read and interpret technical documentation, and strong communication skills for cross-functional collaboration. Responsibilities Administrative Support: Create and maintain accounts, projects, and opportunities in Salesforce (SF) based on incoming application requests and internal communications Quotation Support - Support applications engineering in the preparation of quotes and proposals Project Coordination: Retrieve and track key project dates and technical documents (e.g., drawings) from Lucernex and ensure timely data entry and project updates. Model & Equipment Selection: Accurately enter refrigeration model selections into Salesforce opportunities and verify selections against application requirements. Pricing & Quoting: Generate preliminary and final pricing using internal tools and create customer-ready quotes based on approved model selections. Cross-functional Communication: Work closely with engineering, sales, logistics, and customer service teams to ensure alignment on equipment selections, timelines, and deliverables Order Processing: Handle purchase orders and ensure accurate entry into the system Customer communication: Act as a liaison between customers and internal organization, responding and managing inquires and escalating as required Qualifications 5-7 years experience in sales support, project coordination, or customer-facing administration (preferably in HVAC, refrigeration, or mechanical systems). Familiarity with Salesforce and Lucernex or similar CRM/project tracking tools. Strong attention to detail with organizational and problem-solving skills. Able to read/interpret technical documentation, collect project data, and ensure accuracy for engineering/sales handoff Comfortable communicating with technical and commercial stakeholders

Job DescriptionDescription: At Sunflower Bank, we're experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it's what we do every day for clients and associates. Learn more about Sunflower Bank at sunflowerbank.com. Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the full-time position of Mortgage Sales Support Coordinator at our Spokane, WA location. The hourly rate for this position is $24.00 - $26.00 per hour depending on knowledge, skills, abilities, experience, and location. On-site position This position provides comprehensive support for marketing and compliance initiatives within the mortgage line of business. Responsibilities include assisting with the creation, review, and training of individually produced marketing materials to ensure adherence to Sunflower Bank's marketing standards and regulatory requirements. The role involves tracking and monitoring co-marketing submissions, open house promotions, social media content, and other marketing sources, as well as coordinating the communication and distribution of approved materials to new and existing Mortgage Loan Officers. Additional duties include maintaining the main reception desk, participating in training and mentorship programs, and ensuring all tasks comply with company policies, investor guidelines, and state and federal regulations. Strong communication skills are essential for accurately informing internal and external stakeholders of project statuses and requirements. Proficiency in Microsoft applications (Teams, Outlook, Word, Smartsheet, and Excel) and the ability to meet tight deadlines are required. Responsibilities Assist with individual produced marketing materials adhering to the Sunflower bank marketing requirements. Including assistance with creation, reviewing for compliance and training on what adheres to our Marketing department compliance for standards. Assisting in the tracking and monitoring of co-marketing submissions and materials. Responsible for communication and distribution of all marketing materials to new and existing Mortgage Loan Officers Ensure that all assigned duties are completed in compliance with company policies, industry regulations, and legal requirements. Assist with individual produced marketing materials adhering to the Sunflower bank marketing requirements. Tracking of open house, social media and other sources of marketing materials being used and generated individually across the mortgage line of business. Participate in training programs and mentorship opportunities to develop their basic understanding and skills for current roles as assigned. Communication (Internal and External) - Accurately inform each applicant, loan officer, underwriter or appropriate third parties of current project statuses and requirements. Computer Skills - intermediate skills with Microsoft applications, including Teams, Outlook, Word, Smartsheet and Excel. Deadlines - Consistently hit ongoing tight deadlines regarding published turn times and expectations from each department upon request type. This is an in-office position with responsibility of maintaining the main reception desk of the office space. Compliance - Meet rules, obligations, timelines and deadlines to comply with company policy, contracts, investor guidelines, lending programs and state and federal law and regulation. Perform the job in accordance with applicable industry laws and regulations as well as the policies and procedures established by the company. Responsible for upholding Fair and Responsible Banking practices and Code of Ethics and Conduct guidelines. Perform the job in accordance with applicable industry laws and regulations as well as the policies and procedures established by the company. Responsible for upholding Fair and Responsible Banking practices and Code of Ethics and Conduct guidelines. Understand and participate in the Bank's Community Reinvestment Act program. Perform other duties as assigned. Education / Experience Proficient in Microsoft Office Suite. Excellent verbal and written skills. Professional and leadership qualities. Ability to maintain confidentiality. Attention to detail. Basic math skills. Data entry skills. Interpersonal skills. Multi-tasking skills. Sunflower Bank Benefits People choose to “bank” with us, but for those we serve, we're more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team. Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are: Rooted in Strength Propelled by Growth Individuals in a Great Whole Creating Possibility Community Focused Associates enjoy outstanding benefits, including: 401(k) Plan with 6% Match Health/Dental/Vision Insurance Company-paid Life Insurance Tuition Reimbursement Fitness Reimbursement Paid Time Off Volunteer Leave Paid Holidays Plus many more associate perks & incentives! If you qualify, apply online at ****************************** You've never worked anyplace like Sunflower Bank! EOE/AA: Minorities/Females/Disabled/Vets Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days. If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location-specific notices is available on our privacy policy. Requirements:

Job Classification: Project Mgmt, Transformation & Strategy - Project Mgmt, Transformation & Strategy The role will capture and track requests to the Strategic Investment Research Group (SIRG) with includes the Portfolio Consulting Services team, Portfolio Construction, and Trade, Operations & Technology. SIRG was founded over 30 years ago to serve the Prudential Financial wealth management divisions. Today, SIRG provides services to a wide range of the Prudential Financial businesses, ranging from basic research and reporting to full-service platform consulting and discretionary multi-manager portfolio management. SIRG provides research to platforms with over $503 billion in assets and serves as portfolio managers to over $98 billion in assets. The Portfolio Construction team is accountable for asset allocation portfolios and model portfolios. . SIRG was founded over 30 years ago to serve the Prudential Financial wealth management divisions. Today, SIRG provides services to a wide range of the Prudential Financial businesses, ranging from basic research and reporting to full-service platform consulting and discretionary multi-manager portfolio management. SIRG provides research to platforms with over $503 billion in assets and serves as portfolio managers to over $98 billion in assets. The Portfolio Construction team is accountable for asset allocation portfolios and model portfolios. What you can expect * Handle and track day to day inquiries from the SIRG team * Product owner and liaison between the SIRG team and internal and external applications and technology teams * Oversee the development and maintenance of SIRG applications * Project Management and business analyst responsibilities * Process efficiency and evaluation implementation * New product launch set up in various applications What you will bring * Bachelor's degree in business (Accounting or Finance preferred) * Ability to work in a team environment and individually * Strong organizational, interpersonal and communication skills * Self-motivated and proactive; willingness and strong desire to learn * Microsoft 365 product suite * Project management experience * Business analyst experience * Experience with JIRA software * Experience in the investment industry Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $80,000 to $95,000. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills. Roles may also be eligible for additional compensation and/or benefits. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. About PGIM Global Wealth PGIM Global Wealth is dedicated to helping clients solve their toughest investment challenges-whether it's capital growth, reliable income, or protection from market volatility and other risks. As part of PGIM, the global investment management business of Prudential Financial, PGIM Global Wealth is the manufacturer and distributor of retail mutual funds sold primarily through third-party distribution channels. The products and strategies we create are managed by PGIM, which is Prudential's asset management organization. Prudential has become recognized as a leading provider of investment solutions for institutional and retail clients. Our reputation for financial strength, investment talent, risk management, and thought leadership has led to rapid growth. What we offer you: * Market competitive base salaries, with a yearly bonus potential at every level. * Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave. * 401(k) plan with company match (up to 4%). * Company-funded pension plan. * Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs. * Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development. * Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs. * Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period), after one year of service. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week. Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law. If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com. If you are experiencing a technical issue with your application or an assessment, please email *************************************** to request assistance.

Description: VETERANS ARE ENCOURAGED TO APPLY At Ironwood Connection, we are a trusted leader in stair and railing distribution, delivering high-quality products and exceptional service to builders, contractors, and homeowners. We are seeking a detail-oriented and customer-focused Sales Support Coordinator to assist with warranty claims, service requests, and overall sales support. This role will serve as the point of contact for customers and internal teams to ensure timely resolution of issues while maintaining our commitment to quality and reliability. Responsibilities: Provide support to the sales team by processing orders, handling customer inquiries, and assisting with product-related requests. Receive, log, and manage warranty claims and service requests from customers and sales representatives. Coordinate with vendors, manufacturers, and internal departments to evaluate and resolve warranty issues. Communicate clearly with customers regarding order status, warranty claims, timelines, and resolutions. Maintain accurate records of claims, parts replacements, and service actions. Assist in scheduling service visits or coordinating product returns when necessary. Monitor warranty and service trends, reporting recurring issues to leadership for quality improvements. Support continuous improvement by identifying ways to streamline processes and enhance customer satisfaction. Other responsibilities as assigned by management. Requirements: High school diploma or equivalent; associate's or bachelor's degree preferred. 2+ years of experience in customer service, sales support, or warranty/service coordination (distribution or building materials industry experience a plus). Strong organizational skills and attention to detail. Excellent written and verbal communication skills. Proficiency in Microsoft Office; experience with ERP/CRM systems preferred. Ability to manage multiple priorities in a fast-paced environment. Customer-focused mindset with strong problem-solving skills. Physical Requirements: Prolonged periods of sitting at a desk and working on a computer. Occasional lifting of up to 20 lbs. when handling product samples or parts. Benefits: Medical, dental, life, and vision insurance. 401(k) Retirement Plan with company match. Paid Time Off. Holiday Pay. Disclaimer: This job description outlines general responsibilities and requirements. Additional duties may be assigned to meet the needs of the business. At House of Forgings and Ironwood Connection, we empower our team to deliver excellence every day. Requirements:

Summary/Objective The Project Analyst uses the Critical Chain Project Management process to deliver projects with clear deliverables and within budget. The Project Analyst ensures the planning, project network building, change management and implementation of significant technology or business projects sponsored and prioritized by the SLT. The Project Analyst is responsible for ensuring identification of project impacts to Internal Controls over Financial Reporting (ICFR) and IT general controls (ITGC) and works closely with executive and senior management to coordinate resources from Information Technology (IT), internal departments and external vendors to accomplish project tasks. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Works with executive sponsor and designated project lead to establish clear project deliverable(s) * Responsible for project planning and works with assigned project leader to build project network, defining milestones and task duration * Works with project leader to coordinate project management activities, bank resources, and information. * Ensures regular status reporting with vendor(s), project leader and to executive sponsor * Assists in escalating project issues, managing expectations, and proposing creative and practical solutions in order to achieve milestones consistent with the clear objective of the project * Ensures feedback from and impact analysis with all areas affected by the project including end users, risk controls and the business systems impacted * Ensures development of contingency and/or recovery plans with project lead as directed by executive sponsor Other Duties * Complies with all policies and procedures as applied to the Bank's BSA/AML policy. * Perform other duties as assigned. Skills/Abilities * Applies critical chain project management and industry-standard project management fundamentals in the accomplishment of the above essential functions. * Strong interpersonal skills, including communication, presentation, persuasion, and influence. * Strong organizational skills, including effective collaboration in a team environment. Supervisory Responsibility This position does not have supervisory responsibilities. Work Environment This job operates in an office setting, the opportunity to telework is not available. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer. Physical Demands This position requires manual dexterity, the ability to lift files and open cabinets. This position requires bending, stooping or standing as necessary. Travel Limited local travel may be required for this position. Education and Experience * Five years of financial services and/or project management experience required. * Bachelor's degree in related field (or equivalent) preferred. * Working knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, etc.) required. * Experience with Critical Chain Project Management preferred. * Banking experience preferred. Equal Employment Opportunity/M/F/disability/protected veteran status Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Summary/Objective The Project Analyst uses the Critical Chain Project Management process to deliver projects with clear deliverables and within budget. The Project Analyst ensures the planning, project network building, change management and implementation of significant technology or business projects sponsored and prioritized by the SLT. The Project Analyst is responsible for ensuring identification of project impacts to Internal Controls over Financial Reporting (ICFR) and IT general controls (ITGC) and works closely with executive and senior management to coordinate resources from Information Technology (IT), internal departments and external vendors to accomplish project tasks. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Works with executive sponsor and designated project lead to establish clear project deliverable(s) Responsible for project planning and works with assigned project leader to build project network, defining milestones and task duration Works with project leader to coordinate project management activities, bank resources, and information. Ensures regular status reporting with vendor(s), project leader and to executive sponsor Assists in escalating project issues, managing expectations, and proposing creative and practical solutions in order to achieve milestones consistent with the clear objective of the project Ensures feedback from and impact analysis with all areas affected by the project including end users, risk controls and the business systems impacted Ensures development of contingency and/or recovery plans with project lead as directed by executive sponsor Other Duties Complies with all policies and procedures as applied to the Bank's BSA/AML policy. Perform other duties as assigned. Skills/Abilities Applies critical chain project management and industry-standard project management fundamentals in the accomplishment of the above essential functions. Strong interpersonal skills, including communication, presentation, persuasion, and influence. Strong organizational skills, including effective collaboration in a team environment. Supervisory Responsibility This position does not have supervisory responsibilities. Work Environment This job operates in an office setting, the opportunity to telework is not available. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer. Physical Demands This position requires manual dexterity, the ability to lift files and open cabinets. This position requires bending, stooping or standing as necessary. Travel Limited local travel may be required for this position. Education and Experience Five years of financial services and/or project management experience required. Bachelor's degree in related field (or equivalent) preferred. Working knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, etc.) required. Experience with Critical Chain Project Management preferred. Banking experience preferred. Equal Employment Opportunity/M/F/disability/protected veteran status Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Summary/Objective The Project Analyst uses the Critical Chain Project Management process to deliver projects with clear deliverables and within budget. The Project Analyst ensures the planning, project network building, change management and implementation of significant technology or business projects sponsored and prioritized by the SLT. The Project Analyst is responsible for ensuring identification of project impacts to Internal Controls over Financial Reporting (ICFR) and IT general controls (ITGC) and works closely with executive and senior management to coordinate resources from Information Technology (IT), internal departments and external vendors to accomplish project tasks. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Works with executive sponsor and designated project lead to establish clear project deliverable(s) Responsible for project planning and works with assigned project leader to build project network, defining milestones and task duration Works with project leader to coordinate project management activities, bank resources, and information. Ensures regular status reporting with vendor(s), project leader and to executive sponsor Assists in escalating project issues, managing expectations, and proposing creative and practical solutions in order to achieve milestones consistent with the clear objective of the project Ensures feedback from and impact analysis with all areas affected by the project including end users, risk controls and the business systems impacted Ensures development of contingency and/or recovery plans with project lead as directed by executive sponsor Other Duties Complies with all policies and procedures as applied to the Bank's BSA/AML policy. Perform other duties as assigned. Skills/Abilities Applies critical chain project management and industry-standard project management fundamentals in the accomplishment of the above essential functions. Strong interpersonal skills, including communication, presentation, persuasion, and influence. Strong organizational skills, including effective collaboration in a team environment. Supervisory Responsibility This position does not have supervisory responsibilities. Work Environment This job operates in an office setting, the opportunity to telework is not available. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer. Physical Demands This position requires manual dexterity, the ability to lift files and open cabinets. This position requires bending, stooping or standing as necessary. Travel Limited local travel may be required for this position. Education and Experience Five years of financial services and/or project management experience required. Bachelor's degree in related field (or equivalent) preferred. Working knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, etc.) required. Experience with Critical Chain Project Management preferred. Banking experience preferred. Equal Employment Opportunity/M/F/disability/protected veteran status Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.