Personal Financial Advisors

**_***This is a remote position covering the New England territory***_**

Our solutions make a difference – and so do our people

**Clinical Decision Support and Provider Solutions (CDSP)** – a market-leading, mission-driven business unit of the global Wolters Kluwer Health entity – is seeking an experienced **Major & Strategic Account Executive** to continue driving growth in their healthcare provider marketplace across the US. If you have a passion for improving care for patients around the world, a drive to succeed and exceed quota, and are interested in working for a global market leader; we encourage you to learn more about this role.

**Why join Wolters Kluwer?**

**Wolters Kluwer Health's Clinical Decision Support and Provider Solutions (CDSP)** organization is a fast-growing and innovation-driven healthcare information technology (HIT) provider that meets the critical needs of more than a million doctors, nurses, and pharmacists every day as they work on the front lines of clinical care. Our talented team of physician editors, technologists, and product visionaries collaborate to provide advanced clinical decision support solutions that help clinicians provide optimal care for their patients by measurably improving health care outcomes.

Our industry-leading solutions include **_UpToDate_** and a suite of **_clinical drug information_** offerings. UpToDate is trusted by over one million clinicians in more than 170 countries to help them make evidence-based, on-the-spot decisions regarding treatment of their patients. Impacting more than 13 million lives a day, our solutions help save time, reduce medication errors, and enhance patient outcomes for thousands of hospitals and health systems, top-grossing retail pharmacies, health insurance payers, and tens of thousands of individual clinicians worldwide.

**Position Overview**

As a **Major & Strategic Account Executive for CDSP** , you’ll connect directly with members of the C-suite and other key decision-makers within large hospital and health systems. You will be accountable for business growth and driving expansion within named accounts. Using a value-driven, relationship-based solution sales model centered on highlighting tangible value for our clients, you will secure new business by partnering with multiple Sales teams on the following:

+ Identifying target opportunities, building relationships with stakeholders and key decision makers, and determining opportunity accountability & responsibilities by role for active selling phase

+ Developing a customized product solution proposal, and conducting product demos

+ Coordinating with each Sales team for timely contract creation, terms and conditions development, quoting, and modifications

+ Closely managing the deal through closure and keeping management informed of any risks or delays

+ Retaining customers, and creating cross-sell/up-sell opportunities in the named customer base, including:

+ Conducting regular account review meetings and reviewing account utilization management reporting to provide recommendations

+ Overseeing contract renewals

+ Collaborating with Marketing in account communications planning and marketing campaigns

+ Other duties as assigned by Manager

**Job Qualifications**

**Education** :

+ Bachelor’s degree or equivalent relevant work experience is required; MBA preferred

**Minimum Experience** :

+ 5 or more years B2B Healthcare sales experience in a comparable sales role

+ Demonstrated ability to build relationships with and present to C -Suite level and other key decision makers

+ Excellent account management skills and ability to manage external and internal business priorities

+ Ability to demonstrate and communicate value of sophisticated and complex products/technologies

+ Highly motivated, with proven ability to over-achieve individual and team-based targets

+ Ability to construct, present and execute a Territory Business Plan

+ Proficiency with Salesforce.com or other comparable CRM application

**Preferred Experience** :

+ Prior HIT or Software/SaaS sales experience within a Healthcare environment

+ Proven track record of team-based, collaborative sales approach to advance opportunities in in territory

**Other knowledge, skills, abilities or certifications** :

+ Excellent analytical, listening and presentation skills

+ Effective time management and prioritization skills

+ Excellent administrative/organizational skills and process-orientation

+ Exceptional verbal and written communication

**Travel Requirements**

+ 25-50% within territory

\#LI - Remote

_Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process._

**Compensation:**

Target salary range CA, CT, CO, DC, HI, IL, MD, MN, NY, RI, WA: $95,560 - $133,750

EQUAL EMPLOYMENT OPPORTUNITY Wolters Kluwer U. S. Corporation and all of its subsidiaries, divisions and customer/business units is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

**Job Description**

The Business Banking Credit Portfolio Manager partners with assigned Relationship Manager(s) to successfully manage credit account relationships. Responsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. Secondarily, provides customer service, participates in joint sales calls with Relationship Manager(s) and identifies customer needs.

This active posting is for a Business Banking Portfolio Manager role: Business Banking Portfolio Manager 1, Business Banking Portfolio Manager 2, and Business Banking Portfolio Manager 3. Below are the basic qualifications and preferred experience for each level of role. Your level of experience will be reviewed and matched to the appropriate job level when you apply to this posting.

This role is posted remote; however, candidates who are located near any one of our locations would be required to work on site at least three days per week.

**Business Banking Credit Portfolio Manager 1**

**Basic Qualifications:**

- Typically a Bachelor's degree, or equivalent work experience

- Typically three to five years of wholesale banking or related experience

**Preferred Skills/Experience:**

- Basic knowledge of credit products, lending policy, applicable laws and regulations, credit quality standards, company and business line policies and procedures

- Strong analytical and problem-solving skills

- Strong relationship management and business development skills

- Ability to work effectively with individuals and groups across the company to manage customer relationships

- Effective written communication and verbal presentation skills

- Proficiency with Microsoft Office Suite - including Excel, Teams, Outlook, OneNote, etc.

- Experience with nCino, Hogan & AFS preferred

**Business Banking Credit Portfolio Manager 2**

**Basic Qualifications:**

- Typically a Bachelor's degree, or equivalent work experience

- Typically five to seven years of wholesale banking or related experience

**Preferred Skills/Experience:**

- Thorough knowledge of credit products, lending policy, applicable laws and regulations, credit quality standards, company and business line policies and procedures

- Strong analytical and problem-solving skills

- Strong relationship management and business development skills

- Ability to work effectively with individuals and groups across the company to manage customer relationships

- Ability to work independently through workload

- Experience with more complex portfolios - including ownership structures, collateral, larger loan size etc.

- Effective written communication and verbal presentation skills

- Proficiency with Microsoft Office Suite - including Excel, Teams, Outlook, OneNote, etc.

- Experience with nCino, Hogan & AFS preferred

**Business Banking Credit Portfolio Manager 3**

**Basic Qualifications:**

- Typically a Bachelor's degree, or equivalent work experience

- Typically seven to 10 years of wholesale banking or related experience

**Preferred Skills/Experience:**

- Advanced knowledge of credit products, lending policy, applicable laws and regulations, credit quality standards, company and business line policies and procedures

- Experience working directly with clients with minimal oversight

- Experience with most complex portfolios - including ownership structures, collateral, larger loan size etc.

- Subject matter expert abilities

- Strong analytical and problem-solving skills

- Strong relationship management and business development skills

- Ability to work effectively with individuals and groups across the company to manage customer relationships

- Effective written communication and verbal presentation skills

- Proficiency with Microsoft Office Suite - including Excel, Teams, Outlook, OneNote, etc.

- Experience with nCino, Hogan & AFS preferred

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) .

**Benefits:**

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):

+ Healthcare (medical, dental, vision)

+ Basic term and optional term life insurance

+ Short-term and long-term disability

+ Pregnancy disability and parental leave

+ 401(k) and employer-funded retirement plan

+ Paid vacation (from two to five weeks depending on salary grade and tenure)

+ Up to 11 paid holiday opportunities

+ Adoption assistance

+ Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

**E-Verify**

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (https://careers.usbank.com/verification-of-eligibility-for-employment) .

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $81,600.00 - $96,000.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

**Posting may be closed earlier due to high volume of applicants.**

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

**Job Description**

The Business Banking Credit Portfolio Manager partners with assigned Relationship Manager(s) to successfully manage credit account relationships. Responsibilities include: underwriting all types of credit account exposure, managing an assigned credit portfolio, successfully closing new business relationships and expanding existing relationships, managing credit risk and responding to prospect or customer credit questions and making independent calls on assigned portfolio of relationships. Secondarily, provides customer service, participates in joint sales calls with Relationship Manager(s) and identifies customer needs.

This active posting is for a Business Banking Portfolio Manager role: Business Banking Portfolio Manager 1, Business Banking Portfolio Manager 2, and Business Banking Portfolio Manager 3. Below are the basic qualifications and preferred experience for each level of role. Your level of experience will be reviewed and matched to the appropriate job level when you apply to this posting.

This role is posted remote; however, candidates who are located near any one of our locations would be required to work on site at least three days per week.

**Business Banking Credit Portfolio Manager 1**

**Basic Qualifications:**

- Typically a Bachelor's degree, or equivalent work experience

- Typically three to five years of wholesale banking or related experience

**Preferred Skills/Experience:**

- Basic knowledge of credit products, lending policy, applicable laws and regulations, credit quality standards, company and business line policies and procedures

- Strong analytical and problem-solving skills

- Strong relationship management and business development skills

- Ability to work effectively with individuals and groups across the company to manage customer relationships

- Effective written communication and verbal presentation skills

- Proficiency with Microsoft Office Suite - including Excel, Teams, Outlook, OneNote, etc.

- Experience with nCino, Hogan & AFS preferred

**Business Banking Credit Portfolio Manager 2**

**Basic Qualifications:**

- Typically a Bachelor's degree, or equivalent work experience

- Typically five to seven years of wholesale banking or related experience

**Preferred Skills/Experience:**

- Thorough knowledge of credit products, lending policy, applicable laws and regulations, credit quality standards, company and business line policies and procedures

- Strong analytical and problem-solving skills

- Strong relationship management and business development skills

- Ability to work effectively with individuals and groups across the company to manage customer relationships

- Ability to work independently through workload

- Experience with more complex portfolios - including ownership structures, collateral, larger loan size etc.

- Effective written communication and verbal presentation skills

- Proficiency with Microsoft Office Suite - including Excel, Teams, Outlook, OneNote, etc.

- Experience with nCino, Hogan & AFS preferred

**Business Banking Credit Portfolio Manager 3**

**Basic Qualifications:**

- Typically a Bachelor's degree, or equivalent work experience

- Typically seven to 10 years of wholesale banking or related experience

**Preferred Skills/Experience:**

- Advanced knowledge of credit products, lending policy, applicable laws and regulations, credit quality standards, company and business line policies and procedures

- Experience working directly with clients with minimal oversight

- Experience with most complex portfolios - including ownership structures, collateral, larger loan size etc.

- Subject matter expert abilities

- Strong analytical and problem-solving skills

- Strong relationship management and business development skills

- Ability to work effectively with individuals and groups across the company to manage customer relationships

- Effective written communication and verbal presentation skills

- Proficiency with Microsoft Office Suite - including Excel, Teams, Outlook, OneNote, etc.

- Experience with nCino, Hogan & AFS preferred

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) .

**Benefits:**

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):

+ Healthcare (medical, dental, vision)

+ Basic term and optional term life insurance

+ Short-term and long-term disability

+ Pregnancy disability and parental leave

+ 401(k) and employer-funded retirement plan

+ Paid vacation (from two to five weeks depending on salary grade and tenure)

+ Up to 11 paid holiday opportunities

+ Adoption assistance

+ Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

**E-Verify**

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (https://careers.usbank.com/verification-of-eligibility-for-employment) .

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $81,600.00 - $96,000.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

**Posting may be closed earlier due to high volume of applicants.**

Trust Portfolio Manager

Wealth Management

Scottsdale,
Arizona

Greenwood Village,
Colorado

Portland,
Oregon

Salem,
Oregon

Phoenix,
Oregon

Boise,
Idaho

South Jordan,
Utah

San Diego,
California

**Description**

**About Us:**

At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of ourassociates.

We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose.

Think of us as financial partners, because at Umpqua, we believe the best way forward is together. Together for people. Together for business. Together for better.

**About the Role:**

A Trust Portfolio Manager provides expertise in the management of trust and investment relationships, utilizing effective investment solutions that maximize the return on investment of assets under management and meet fiduciary objectives.

+ Manage investment portfolios in accounts and assigned accounts within the confines of established policies and regulations.

+ Assist in the management of the company’s investment process.

+ Perform a variety of written and verbal communication tasks and projects in order to ensure satisfactory completion and implementation of work or projects.

+ Develop new business to further the strategic goals of the company.

+ Other responsibilities as assigned.

+ Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.

+ Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.

+ Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.

+ May be asked to coach, mentor, or train others and teach coursework as subject matter expert.

+ Actively learns, demonstrates, and fosters the Umpqua corporate culture in all actions and words.

+ Takes personal initiative and is a positive example for others to emulate.

+ Embraces our vision to become “Business Bank of Choice”

+ May perform other duties as assigned.

**About** **You:**

+ Bachelor’s degree in business, in finance or accounting and/or equivalent combination of experience and training, required.

+ Master of Business Administration and/or Chartered Financial Analyst designation

+ 5 years of industry work experience, required.

+ 5 years of Experiencewith trust software, preferred.

+ Thorough understanding and ability to interpret moderately complex accounting literature and accounting pronouncements, regulations, practice, and theory, as well as the ability to apply this knowledge to day-to-day activities.

+ Intermediate computer skills with an emphasis on Microsoft Office products, including Excel and Word Organizational and project management skills.

+ Effective team player.

+ Effective verbal and written communication skills.

+ Ability to meet bonding requirements for employment purpose.

+ Stays informed of developments in security markets.

+ Performs investment research.

+ High level of understanding of asset allocation strategies.

+ Skills and knowledge to manage individual equity or fixed income strategies.

+ Occasional travel.

**Job Location(s):**

This posting is part of an evergreen requisition, we are actively seeking talent for current and upcoming opportunities in this market. While this requisition serves to build a talent pipeline, we currently have immediate openings and encourage qualified candidates to apply. We will reach out as positions become available in the following locations:

Scottsdale, AZ

Phoenix, AZ

Salt Lake City, UT

Boise, ID

Salem, OR

Portland, OR

San Diego, CA

**Our** **Benefits:**

We offer a competitive total rewards package including basewagesand comprehensive benefits. Thepayrange for this role is$102,000.00 to $200,000.00,and the pay rate for theselected candidate isdependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The rolemay beeligible for performance-based incentive compensation and those details will be provided during the recruitment process.

We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.

**Our Commitment to** **Diversity** **:**

Umpqua Bank isan equal opportunityand affirmative actionemployercommitted to employing, engaging, and developinga diverse workforce.Allqualifiedapplicants will receive considerationfor employmentwithout regard to race, color,national origin,religion, sex, age, sexual orientation, gender identity, gender expression, protectedveteran status, disability, or any other applicable protected status or characteristics.If you require an accommodation to complete the application or interview(s),please let us know by email: .

**To Staffing and Recruiting Agencies:**

Our posted job opportunities are onlyintendedfor individuals seekingemploymentat Umpqua Bank.Umpqua Bank does not accept unsolicited resumes or applications from agencies and Umpqua Bank will not be responsible for any fees related to unsolicited resume submissions.Staffing and recruiting agencies are not authorized to submit profiles, applications,or resumestothis site or toany Umpqua Bank employeeand any such submissionswill be consideredunsolicitedunlessrequesteddirectlyby a member of the Talent Acquisition team.

**About Us**

**Since 1989, SHI International Corp. has helped organizations change the world through technology. We’ve grown every year since, and today we’re proud to be a $15 billion global provider of IT solutions and services.**

**Over 17,000 organizations worldwide rely on SHI’s concierge approach to help them solve what’s next.** **But the heartbeat of SHI is our employees – all 6,000 of them.** **If you join our team, you’ll enjoy:**

+ **Our commitment to diversity, as the largest minority- and woman-owned enterprise in the U.S.**

+ **Continuous professional growth and leadership opportunities.**

+ **Health, wellness, and financial benefits to offer peace of mind to you and your family.**

+ **World-class facilities and the technology you need to thrive – in our offices or yours.**

**Job Summary**

Job Description Summary

The Enterprise Account Executive will focus on developing new business with existing customers and acquire new customers across a focused Named Account List. Working with our Sales Leadership, Internal Support, and our Training and Development Teams the Account Executive will be enabled to position SHI’s Innovative Solutions and World Class Support to their Target Customer List.

This is an outside sales position. As such, the Account Executive is expected to spend 50 percent or more of the time outside of an office interfacing and building relationships with existing and potential SHI customers, identifying new opportunities, networking, and following up on potential leads. The Account Executive must be self-motivated and comfortable working with limited direction and oversight.

The Account Executive is tasked with mastering SHI's value proposition to exceed revenue and profit goals by developing strategic sales approaches and cultivating relationships with both existing and new customers. This role involves identifying sales opportunities, collaborating with internal support teams and external partners, and effectively communicating SHI's comprehensive portfolio of solutions tailored to customer objectives. Additionally, the Account Executive is responsible for building market awareness through participation in industry events and maintaining a competitive edge by staying informed on industry trends.

**Role Description**

+ Develop Business with existing customers and establish new customers based on targeted sales techniques by Cold Calling, Customer Meetings, Partner and Industry Networking

+ Identify, Create, Develop and Manage Opportunities in the Sales Pipeline and Sales Management Platform to achieve Sales Targets and Goals

+ Understand Customer’s Business Objectives, IT Priorities and Initiatives

+ Position SHI’s Portfolio of Products, Solutions, Services and Capabilities

+ Develop and maintain Strategic Relationships with current and new customers and partner Contacts

+ Collaborate with Pre and Post Sales Internal Support Teams

+ Excel in a Team Selling Environment

+ Continue Education on industry trends, products, and market conditions

+ Continually meet or exceed sales targets by selling company products, solutions, and services to new and existing customers

+ Travel within assigned sales territory to meet existing and potential customers and attend company events

+ Master SHI’s value proposition to consistently exceed revenue and profit goals, and develop penetrating sales strategies and pricing proposals.

+ Cultivate relationships with existing customers and establish new ones through targeted sales techniques, including cold calling, meetings, and networking.

+ Identify and create opportunities in the sales pipeline to achieve sales targets, develop business with existing customers, and establish new customers using targeted sales techniques.

+ Collaborate with sales management to identify and manage sales opportunities, aiming to meet or exceed quarterly and annual targets.

+ Build proactive partnerships with internal SHI support teams and external industry partners to drive business and maintain joint selling initiatives.

+ Understand customer’s business objectives, IT priorities, and initiatives to provide tailored solutions.

+ Position and effectively communicate SHI’s portfolio of products, solutions, services, and capabilities to customers and partners.

+ Be aware of SHI’s industry competition and how to properly showcase our offerings and defend SHI’s value to win new business.

+ Foster successful cross-department relationships and engage with extended SHI support teams for identifying new business opportunities and leveraging support resources.

+ Build market awareness of SHI through participation in local/regional industry events, organizations, and affiliations.

+ Continuously educate oneself to remain current on industry trends, products, and market conditions.

**Behaviors and Competencies**

+ Business Acumen: Can evaluate market trends and competitive landscape to identify opportunities and risks.

+ Closing Deals: Can develop and implement a strategic plan for closing deals, identifying high-value opportunities and using advanced negotiation techniques to secure successful outcomes.

+ Consultative Sales: Can proactively seek out potential customers, initiate sales conversations, and contribute innovative ideas to improve the sales process.

+ Interpersonal Skills: Can communicate effectively, build relationships, resolve conflicts, and influence others in significant situations.

+ Listening: Can actively engage in listening by asking clarifying questions and providing feedback that shows a deep understanding of the conversation.

+ Negotiation: Can proactively seek out negotiation opportunities, initiate discussions, and contribute to conflict resolution.

+ Organization: Can effectively coordinate multiple projects, delegate tasks where appropriate, and employ advanced organizational tools and methods.

+ Presenting: Can design and deliver engaging presentations, adapting the content and style to suit the audience, context, and medium.

+ Professionalism: Can proactively seek out challenges, initiate projects, and contribute to a professional work environment.

+ Prospecting: Can develop and implement a strategic prospecting plan, identifying high-value potential customers and using advanced techniques to initiate contact and build relationships.

+ Self-Motivation: Can proactively seek out challenges, initiate self-development projects, and contribute to personal or professional innovative ideas.

+ Time Management: Can consistently use time effectively, balance multiple tasks, and meet deadlines.

**Skill Level Requirements**

+ Ability to excel in a team selling environment - Intermediate

+ Ability to continually meet or exceed sales targets - Intermediate

+ Expertise in client relationship building and new business development - Intermediate

+ Proficiency in account management - Intermediate

+ Proficiency in project management - Intermediate

+ Understanding of business operations and strategy - Intermediate

**Other Requirements**

+ Completed Bachelor’s Degree or relevant work experience required

+ Minimum 3-5 years of successful sales experience

+ Minimum 50% time outside of an office setting meeting with existing and potential customers

+ Travel to customer sites within dedicated territory

+ Travel to SHI, Partner, and Customer Events

+ Currently hold or have the ability to obtain required sales and/or technical certifications within first 90 days of employment

The estimated annual pay range for this position is $120,000 - $250,000 which includes a base salary and commissions. The compensation for this position is dependent on job-related knowledge, skills, experience, and market location and, therefore, will vary from individual to individual. Benefits may include, but are not limited to, medical, vision, dental, 401K, and flexible spending.

Equal Employment Opportunity – M/F/Disability/Protected Veteran Status

Our work matters. We help people get the medicine they need to feel better and live well. We do not lose sight of that. It fuels our passion and drives every decision we make.

**Job Posting Title**

Principal Financial Analyst - Government Programs - Remote

**Job Description**

The Principal Financial Analyst is responsible for providing leadership on financial analysis and reporting related to the profitability of various Prime business areas or units. This position directs the budgeting and forecasting processes for the departments it supports, develops new analytical models that utilize cost drivers and associated metrics, and supports the financial requirements of Prime. This position is also responsible for leading and driving process improvements and new process development for financial reporting, cost management, financial allocations, and analysis. This position will be a partner to the departments it supports and will also collaborate with other corporate departments, such as corporate procurement, financial systems, and enterprise portfolio management to execute on financial objectives.

**Responsibilities**

+ Provide financial leadership and direction to various Prime departments on the annual budget, forecast, and monthly financial requirements

+ Provide complex trend analysis on key issues including capital planning and projects

+ Recommend operational improvements after investigating, and analyzing data from a financial and functional view

+ Provide mentoring to junior members of the FP&A team

+ Lead and drive process improvements and new process development for financial reporting, cost management, financial allocations, and analysis

+ Build deep partnerships with business leadership, aiding in the development of analytical skills and focus on process improvement

+ Perform in depth financial analysis including cost/benefit analysis and pro-forma ROI financial analysis for new products, programs, or business

+ Other duties as assigned

**Education & Experience**

+ Bachelor's degree in Accounting or Finance or related area of study, or equivalent combination of education and/or relevant work experience; HS diploma or GED is required

+ 8 years of experience in accounting and/or financial analysis

+ Must be eligible to work in the United States without need for work visa or residency sponsorship

**Additional Qualifications**

+ Strong team player with effective communication and presentation skills as well as a customer service approach

+ Demonstrated competence at financial planning, reporting, and forecasting

+ Superior analytical skills, attention to detail, process leadership, and interpersonal communication skills including matrix leadership, conflict resolution, and listening

+ Ability to adapt and multi-task

+ Proven ability to define and drive processes and build relationships cross-functionally to lead to common goals

+ Action-oriented ability to identify and implement opportunities

+ Advanced business acumen and critical thinking skills

**Preferred Qualifications**

+ MBA in Finance or related field

+ Advanced level experience in Excel, Word, and PowerPoint; experience creating complex formulas

+ PBM, Healthcare, Contact Center, Government Programs, knowledge and/or experience

+ Experience working with databases to retrieve and analyze data

+ Experience with SAP

+ Experience with Smart View

+ Understanding of Medicare and Medicaid

**Physical Demands**

+ Flexible work schedule within normal business hours, typically between 7:00 am and 6:00 pm

+ Constantly required to sit, use hands to handle or feel, talk and hear

+ Frequently required to reach with hands and arms

+ Occasionally required to stand, walk and stoop, kneel, and crouch

+ Occasionally required to lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds

+ Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus

Every employee must understand, comply with and attest to the security responsibilities and security controls unique to their job, and comply with all applicable legal, regulatory, and contractual requirements and internal policies and procedures.

Potential pay for this position ranges from $94,000.00 - $160,000.00 based on experience and skills.

To review our Benefits, Incentives and Additional Compensation, visit our Benefits Page (https://www.primetherapeutics.com/benefits) and click on the "Benefits at a glance" button for more detail.

_Prime Therapeutics LLC is proud to be an equal opportunity and affirmative action employer. We encourage diverse candidates to apply, and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sex (pregnancy, sexual orientation, and gender identity), national origin, disability, age, veteran status, or any other legally protected class under federal, state, or local law. _

_We welcome people of different backgrounds, experiences, abilities, and perspectives including qualified applicants with arrest and conviction records and any qualified applicants requiring reasonable accommodations in accordance with the law._

_Prime Therapeutics LLC is a Tobacco-Free Workplace employer._

Positions will be posted for a minimum of five consecutive workdays.

Prime Therapeutics' fast-paced and dynamic work environment is ideal for proactively addressing the constant changes in today's health care industry. Our employees are involved, empowered, and rewarded for their achievements. We value new ideas and work collaboratively to provide the highest quality of care and service to our members.

If you are looking to advance your career within a growing, team-oriented, award-winning company, apply to Prime Therapeutics today and start making a difference in people's lives.

Prime Therapeutics LLC is proud to be an equal opportunity and affirmative action employer. We encourage diverse candidates to apply, and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sex (pregnancy, sexual orientation, and gender identity), national origin, disability, age, veteran status, or any other legally protected class under federal, state, or local law.

We welcome people of different backgrounds, experiences, abilities, and perspectives including qualified applicants with arrest and conviction records and any qualified applicants requiring reasonable accommodations in accordance with the law.

Prime Therapeutics LLC is a Tobacco-Free Workplace employer.

If you are an applicant with a disability and need a reasonable accommodation for any part of the employment process, please contact Human Resources at 1.866.469.1257 or email Careers@primetherapeutics.com.

Imagine Your Future with Us! Since 1971, Paychex has been at the forefront of simplifying HR, payroll, and benefits for American businesses. Our digital HR technology and advisory solutions cater to the changing needs of employers and their employees. With our award-winning training and endless opportunities for growth and development, you can build a lifelong career with us. We pride ourselves on fostering an inclusive and innovative culture. Our leaders are here to support your career journey; they and our dedicated employees embody the values that drive us to support each other, our clients, and our communities. Join us to pursue your passion and unleash your potential.

Overview

Selling Company's products and services by developing new clients and increasing the client base to increase profits in the Human Resource Services organization.

Responsibilities

+ Presents all retirement plan and flexible spending account products and services of Paychex to final decision makers and end users within the prospect universe for the purpose of closing new sales. Leverage the Go-to-Market Sales Strategy to identify customers’ needs and present the Paychex solution to key stakeholders and decision makers in accordance with the client’s preference on in person or virtual interaction to increase revenue and market share.

+ Schedules appointments and visiting potential and current referral sources, specifically the financial advisor channel and registered investment advisor community to secure referrals to end users.

+ Prospects utilizing the telephone, direct mail, seminars, current client visits, or other local marketing programs directed by Sales management for the purpose of seeking new clients and referral sources.

+ Analyzes the prospects’ needs and interests, determining which products are appropriate and referring to appropriate party when necessary.

+ Expedites the resolution of client problems or complaints to ensure client satisfaction and retention.

+ Completes and submits accurate new business paperwork and expense reports by agreed upon dates set by Sales management to ensure timely processing. Enters prospects, sales and client notes into Salesforce.com to ensure seamless selling and service to Paychex clients.

+ Projects a positive image in representing the Corporation to uphold Paychex’ reputation to clients and the community.

+ Achieves and continually develops technical, competitive and sales skills knowledge to ensure excellence in lead generation, presentations and closing skills. Successfully completes SAFE examinations to remain current on product knowledge. Participates in training sessions and continues self-study modules to become a Senior Retirement Plan Sales Representative.

+ May be required to travel outside of geographical territory for purposes of attending Conference, training sessions and/or area regional or national meetings.

Qualifications

+ H.S. Diploma - Required

+ Less than 1 year of experience in Relevant Paychex experience and successful completion of required training programs and/or certification by senior sales management.

+ 2 years of experience in Relevant sales/sales management.

Live the Paychex Values

+ Act with uncompromising integrity.

+ Provide outstanding service and build trusted relationships.

+ Drive innovation in our products and services and continually improve our processes.

+ Work in partnership and support each other.

+ Be personally accountable and deliver on commitments.

+ Treat each other with respect and dignity.

What's in it for you?

+ We value your well-being: We provide over 21 comprehensive rewards, including medical coverage, virtual wellness classes, tuition reimbursement, 401(k) + employer match, adoption assistance, financial assistance, and much more.

+ We value your time: From paid time off to company holidays, culture days, and comprehensive work-life balance programs, we will ensure you have the flexibility you need to be your best.

+ We value your development: Our award-winning training and development programs empower our employees with ongoing learning opportunities to give you the building blocks to grow your career.

+ We value your perspective: Our company culture reflects the diversity of our employees. We want you to be you and your voice to be heard.

+ We value our communities: We offer paid time off for volunteerism and promote many company-wide and local initiatives that benefit organizations you care about.

Not sure if you meet every requirement?

At Paychex, we know that great talent comes in many forms. If you're passionate about the role but don’t check every box, we still encourage you to apply. You might be the right fit—either for this position or another opportunity with us.

Paychex is an equal opportunity employer that fosters a workplace culture of Diversity, Equity, & Inclusion. Our valued employees and commitment to DEI are the essence of our internal and external success.

PagerDuty, Inc. (NYSE:PD) is a global leader in digital operations management. Half of the Fortune 500 and nearly 70% of the Fortune 100 trust PagerDuty as essential infrastructure.

Join us. (https://careers.pagerduty.com/) At PagerDuty, you'll tackle complex problems, collaborate with kind and ambitious people, and help build a more equitable world—all in a flexible, award-winning workplace.

**Overview of the Role**

PagerDuty is seeking an Enterprise Growth Account Executive with experience selling SaaS products to Enterprise accounts. In this role, you will report to a Regional Sales Director. We are seeking a dynamic sales champion who not only embraces technology but also knows how to excel while doing it! We're on the lookout for someone with a consultative sales approach, a proven knack for driving sales growth, and the ability to captivate a tech-savvy audience.

In this role, you will exhibit all the characteristics associated with a high performance sales culture, specifically leading and managing a pipeline of opportunities within our existing accounts to deliver results against sales targets. Your target accounts will fit our ideal customer profile model in the +$500 million in revenue space and focused on approximately 12-20 accounts. You will need to have the ability to go wide within accounts to align our operations cloud story to different stakeholders (multi-product catalog).

As a customer-centric organization, PagerDuty places immense value on delivering exceptional sales experiences. Your mission will be to go above and beyond, ensuring our customers receive nothing short of the finest sales journey imaginable.

This isn't just a job—it's an opportunity to showcase your sales prowess, leverage your tech-savviness, and inject your vibrant personality into every interaction. Join PagerDuty and be a part of a thrilling sales adventure where you'll thrive, have fun, and make a significant impact!

**Key Responsibilities:**

**Value Selling- Focus on highlighting the unique PD value and benefit our products and services can provide to a customer. It goes beyond just features and price, emphasizing the impact and solutions that address the customer's specific needs or challenges**

+ Possess a deep understanding of the problems and focus areas of your stakeholders and effectively communicating the technical wins and strategic business outcomes we can align to and drive with a PagerDuty partnership

+ Develops strategic plans that anticipate and address customer needs and preferences based on competitor knowledge and industry trends

+ Identifies long-term strategies to grow accounts by aligning with our customers Big Problems and objectives

**Sales Effectiveness- Establishing, overseeing and maintaining genuine connections with customers**

+ Negotiate positive business outcomes with existing customers for PagerDuty

+ Managing and closing complex, multi-product sales cycles in the +$500 million in revenue space

+ Conducts consistent and effective conversations with senior-level executives (VP+) to garner interest and support for new initiatives

+ Strong presentation skills verbally and visually by customizing content and slides to an internal or external audience; Shares information with customers to build credibility, show integrity, and highlight the value of PagerDuty; and tailors presentations to suit the audience's level and interests.

+ Encourages positive conversations between existing customers and sales teams, leading to solutions aligned with the customer's strategic vision.

**Sales Execution- Ensuring that one’s own and other’s work and information are complete and accurate; careful preparation for meetings and presentations; following up with others to ensure that agreements and commitments have been fulfilled to contribute to PagerDuty's long-term strategic initiatives**

+ Planning - Mapping out your territory assignment, priority account targets and working with your greater support team to drive an effective territory strategy

+ Utilize historical data and market trends to provide accurate forecasts to management

+ Prospecting - leveraging our Marketing, Alliances, BDR programs to develop a point of view and approach to opening net new logo opportunities with a specific focus on Executive level alignment

+ Create effective strategies and qualify opportunities within accounts, including plans for winning business for PagerDuty

+ Documenting key qualification details, including use case, purchase timeframes, and next steps (MEDDICC & COM Framework)

+ Proactively engages internal resources and partners at the right time and in the right manner in order to move the sales process forward throughout their accounts.

**Basic Qualifications**

+ 8-12 years field sales experience, preferably in software sales / SaaS sales

+ 4-6 years of experience expanded into new areas of existing accounts

+ Enterprise Account Management experience with $500M+, Fortune 500 and Global 2000 companies

+ Sold in a multi-product selling environment before

+ Travel expectations around 30%

**Preferred Qualifications**

+ Residing within New York, New Jersey of Boston

+ Effective time management, complex deal management, account planning, and analytical skills

+ Consistent track record of exceeding sales targets

+ Self-sufficient with the ability to work independently and collaboratively

+ Previous Sales Methodology training (e.g. MEDDIC, SPIN, Command of Message, Challenger Sales)

The base salary range for this position is 130,000 - 160,000 USD (50/50). This role may also be eligible for bonus, commission, equity, and/or benefits.

Our base salary ranges are determined by role, level, and location. The range, which is subject to change based on primary work location, reflects the minimum and maximum base salary we expect to pay newly hired employees for the position. Within the range, we determine pay for an individual based on a number of factors including market location, job-related knowledge, skills/competencies and experience.Your recruiter can share more about the specific offerings for this role, as well as the salary range for your primary work location during the hiring process.

**Hesitant to apply?**

We encourage you to submit your resume even if you don't meet every requirement. We value potential and consider each candidate's full professional story. Whether you're exploring a career change or taking your next step, we look forward to reviewing your application. If this just isn’t the right role or time - sign up for job alerts (https://careers.pagerduty.com/jobalerts) !

**Where we work**

PagerDuty operates a hybrid work model with offices (https://careers.pagerduty.com/locations) in 8 major cities: Atlanta, Lisbon, London, San Francisco, Santiago, Sydney, Tokyo, and Toronto. While we offer flexibility within our established locations, we **cannot** employ candidates residing in:

**Location restrictions:**

**Australia:** Northern Territory, Queensland, South Australia, Tasmania, Western Australia

**Canada:** Alberta, Manitoba, Newfoundland, Northwest Territories, Nunavut, PEI, Quebec, Saskatchewan, Yukon

**United States:** Alaska, Hawaii, Iowa, Louisiana, Mississippi, Nebraska, New Mexico, Oklahoma, Rhode Island, South Dakota, West Virginia, Wyoming

_Candidates must reside in an eligible location, which vary by role._

**How we work**

Our values (https://careers.pagerduty.com/#values) guide how we support customers, collaborate with colleagues, develop products, and foster a culture of belonging. They define not just our actions, but what it means to be Dutonian.

**What we offer**

As a global organization, our total rewards approach is competitive with industry standards and aligned with local laws and regulations. Learn more, including country-specific offerings, on our benefits site (https://careers.pagerduty.com/global-benefits) .

**Your package may include:**

+ Competitive salary

+ Comprehensive benefits package from day one

+ Flexible work arrangements

+ Company equity*

+ ESPP (Employee Stock Purchase Program)*

+ Retirement or pension plan*

+ Generous paid vacation time

+ Paid holidays and sick leave

+ Dutonian Wellness Days & HibernationDuty - companywide paid days off in addition to PTO

+ Paid parental leave: 22 weeks for pregnant parent, 12 weeks for non-pregnant parent (some countries have longer leave standards and we comply with local laws)*

+ Paid volunteer time off: 20 hours per year

+ Company-wide hack weeks

+ Mental wellness programs

*Eligibility may vary by role, region, and tenure

**About PagerDuty**

PagerDuty, Inc. (NYSE:PD) is a global leader in digital operations management, enabling customers to achieve operational efficiency at scale with the PagerDuty Operations Cloud. The PagerDuty Operations Cloud combines AIOps, Automation, Customer Service Operations and Incident Management with a powerful generative AI assistant to create a flexible, resilient and scalable platform to increase innovation velocity, grow revenue, reduce cost, and mitigate the risk of operational failure. Half of the Fortune 500 and nearly 70% of the Fortune 100 rely on PagerDuty as essential infrastructure for the modern enterprise.

PagerDuty is Great Place to Work-certified™, a Fortune Best Workplace for Millennials, a Fortune Best Medium Workplace, a Fortune Best Workplace in Technology, and a top rated product on TrustRadius and G2.

Go behind-the-scenes on our careers site (https://careers.pagerduty.com/home) and @pagerduty on Instagram.

**Additional Information**

PagerDuty is committed to creating a diverse environment and is an equal opportunity employer. PagerDuty does not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, parental status, veteran status, or disability status.

PagerDuty is committed to providing reasonable accommodations for qualified individuals with disabilities in our job application process. Should you require accommodation, please email accommodation@pagerduty.com and we will work with you to meet your accessibility needs.

PagerDuty uses the E-Verify employment verification program.

KAZT CW7 in Phoenix, AZ seeks an experienced, dynamic Account Executive. The Account Executive generates advertising revenue by calling on established local clients, agencies, cold-calling new prospects, and explaining to potential clients the merits of television and digital advertising. This is a commissioned position with unlimited potential. We are looking for someone with sales experience in the following:

+ Selling Prime Sports Opportunities via Digital and Linear

+ Working and Managing National Accounts

+ Knowledge of Wide Orbit Systems

+ Interest in selling Event and Community Sponsorships

+ Media Sales or Assistant Experience in Media Industry

+ Implements strategies to consistently grow revenue and exceed revenue goals.

+ Establishes credible relationships with local business community.

+ Makes sales calls on existing and prospective clients.

+ Maintains assigned accounts and develops new accounts.

+ Uncovers client’s business needs through a comprehensive needs analysis and then builds customized schedules for long term business growth.

+ Prepares and delivers in person sales presentations to clients.

+ Explains to customers how specific types of advertising will help promote their products or services in the most effective way possible.

+ Provides clients with information regarding rates for advertising placement in TV and digital.

+ Works with clients and station personnel to develop their commercial message.

+ Performs other duties as assigned.

Requirements & Skills

+ Bachelor’s degree in Marketing, Advertising or Mass Communications, or a related field, or an equivalent combination of education and work-related experience is preferred.

+ Valid driver’s license.

+ Experience achieving long-range objectives and implementing the strategies and actions to achieve them.

+ Expertise in all Microsoft Office products, mainly Word, PowerPoint, Excel and Outlook.

+ Knowledge and has used basic CRM systems.

+ 3+ years of outside sales experience is preferred.

+ #LI-Onsite

Nexstar Media Group, Inc. (NASDAQ: NXST) is a leading diversified media company that produces and distributes engaging local and national news, sports and entertainment content across its television and digital platforms, including more than 310,000 hours of programming produced annually by its business units. Nexstar owns America’s largest local television broadcasting group comprised of top network affiliates, with 200 owned or partner stations in 116 U.S. markets reaching 220 million people. Nexstar’s national television properties include The CW, America’s fifth major broadcast network, NewsNation, our national news network providing “News for All America,” popular entertainment multicast networks Antenna TV and Rewind TV, and a 31.3% ownership stake in TV Food Network. The Company’s portfolio of digital assets, including its local TV station websites, The Hill and NewsNationNow.com, are collectively a Top 10 U.S. digital news and information property. For more information, please visit nexstar.tv.

EEO Statement: All qualified applicants will receive consideration for employment without regard to disability, protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.

The J.P. Morgan Wealth Management business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P. Morgan Advisors and our Self-Directed online investing platform. The combined business has ~$650 billion in assets under management and 4,500 advisors with close to 5,000 locations.

As a Talent Development Lead within J.P. Morgan Wealth Management, you will be responsible for the successful onboarding of new employees to the service center, ensuring they become fully licensed and productive in their roles. You will also develop and refine career progression for Service Center roles and potential career paths in Wealth Management outside of the service organization. This role is people-focused, dedicated to enhancing the overall employee experience, and fosters teamwork and collaboration with all employees, stakeholders, and partners.

**Job Responsibilities:**

+ Directly manage newly hired investment professionals in your service center location. In addition to managing all service professional during their training and licensing period, these hiring managers work with other service organizations across the firm to develop employee interest in licensed service center roles, and help prepare both external and internal new joiners for a career in brokerage service at JPMC

+ Partner with HR to manage and maintain Wealth Management Service Center career paths, in order to prepare internal employees for specialty service roles, leadership, and service center support roles.

+ Continue to develop a career path from the Wealth Management Service Center to advisor roles in Wealth Management, partnering closely with the Wealth Management campus recruiting program, Financial Advisor Development track.

+ Manage relationships with other service areas across the firm for cross function strategies when volume dictates.

+ Partner closely with recruiting to ensure hiring targets are met and work with pre-employment, training, and systems onboarding partners to ensure new hires are on boarded efficiently and successfully complete licensing and training.

+ Partner with Recruiting, Licensing & Registration and Technology to ensure a positive and consistent onboarding experience.

+ Implement a welcome experience for new investment professionals. Understand timelines and expectations around U4 Registration activities, Licensing Study and Exams, Insurance Licensing activities, Technology Hardware and Software provisioning/access.

+ Maintain and further develop management reporting that tracks the success of the new hire process, career progression and development programs.

**Required qualifications, capabilities and skills:**

+ 2+ years' experience in people management responsibilities including performance management, development, and team capacity planning and leadership

+ Prior experience managing licensed employees with strong working knowledge of securities registration and insurance licensing processes

+ Prior experience managing end-to-end processes with a focus on creating best in class experiences with a strong customer service mindset

+ Strong leadership, interpersonal, relationship management and collaboration skills.

+ Ability to create and foster strong partnerships with business partners to influence positive change

+ Self-driven, customer-focused, proactive, results-oriented

+ Focus on driving continuous process improvement

+ Detail oriented, strong analytical/problem solving and organizational skills

+ Excellent oral and written communication skills. High degree of comfort presenting information to various levels of the organization

+ Ability to manage multiple priorities in a fast-paced environment, to perform well under pressure, highly adaptive to change

+ Demonstrated proficiency with Microsoft Office software (Word, Excel, PowerPoint, Outlook, etc.)

**Preferred qualifications, capabilities and skills:**

+ Bachelor's degree preferred

+ 3+ years of brokerage/financial services industry experience. Familiarity with Chase Wealth Management is preferred

+ FINRA Series 7, 66 (or equivalent), 9/10 (or equivalent), in addition to meeting FINRA continuing education requirements and ability to hold registration in all 50 states preferred

+ Prior experience managing licensed employees with strong working knowledge of securities registration and insurance licensing processes is preferred

+ Prior experience managing end-to-end processes with a focus on creating best in class experiences. Strong customer service mindset is preferred

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