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The Rocket Mortgage Product Manager helps advance the first, largest and most successful digital mortgage experience on the planet. Rocket Mortgage® is a crucial part of our future, and this team member pioneers new optimization strategies to monetize Rocket Mortgage® without compromising the user experience. We are changing the old, antiquated, slow and frustrating home lending experience forever. The Rocket Mortgage Product Manager is the tactical driver of the Rocket Mortgage® product, helping us perfect the customer experience through optimization. Data informs our art, and we need a data-driven creative thinker who will look at our entire customer life cycle and develop a road map to optimize every step of the journey. This team member's day is filled with defining problems based on existing data, setting up experiments, running them and reporting on the success of each one and how it relates to the broader product strategy. This team member must be prepared to make decisions with imperfect information, know how to lead without authority, and be comfortable managing chaos, ambiguity and complexity. The Rocket Mortgage Product Manager must possess a unique blend of business and technical savvy that includes a big-picture vision and the drive to make that vision a reality. Responsibilities Immerse yourself in our entire client-driven experience and become a subject matter expert Spend time analyzing data to identify areas of opportunity and create strategies and tactics designed to meet our goals Obtain a deep understanding of our client types and their online behavior and find new opportunities to improve their experience with Quicken Loans Utilize both first- and third-party metrics and user research to drive priorities and decisions Work closely with our Product team to leverage existing and new features Work closely with the Product Strategy senior leadership team to make sure the companys short- and long-term goals are met Define and drive a Product Testing and Optimization road map based on our strategy and goals for the client-driven experience Make sure your testing and optimization plans have a healthy balance of return on investment and client experience Requirements Experience in product management and/or testing and optimization of digital products Experience with optimizing business metrics such as revenue, return on investment, effectiveness, NPS, speed and costs Expertise in both market strategy and analysis (to drive innovation) and go-to-market strategy (to drive sales and growth) Blend of left-brain analytical skills with right-brain creativity Ability to effectively communicate concepts and ideas to stakeholders at all levels in different ways depending on the context Ability to influence decision-making at all levels within an organization and in a variety of contexts Ability to think like a business owner and manage your product marketing and the related processes as a business Accountability and ownership of product marketing decisions and decisions that impact your monetization of the product Ability to continuously evaluate the design and user experience of your product Experience in high-performing, cross-functional teams Ability to work effectively with a wide variety of team members and senior leadership Excellent communication and interpersonal skills Strong project management skills Proven ability to work in a global, agile, fast-moving organization Experience with Oracle Maxymiser or Adobe Target as well as HTML, CSS and JavaScript preferred Who We Are Were Americas largest mortgage lender, closing loans in all 50 states. J.D. Power ranked Quicken Loans Highest in Customer Satisfaction in Primary Mortgage Origination for the past nine consecutive years, . The company was also ranked highest in the nation for client satisfaction among mortgage servicers by J.D. Power for five consecutive years, 2014 through 2018, each year the company was eligible. Theres a simple reason weve been so successful: We care about the people we work with. If youre tired of stuffy, bureaucratic workplaces, then youll be delighted to find something different here. We strive to make a creative, fun and collaborative environment you simply wont find anywhere else. Quicken Loans was named #1 in ESSENCE Magazines first ever list of Best Places to Work for African Americans in 2015. We've been on Computerworld's "Best Places to Work in IT" list for 13 years running, hitting #1 the last five years. We were also ranked #14 in FORTUNE Magazines list of "100 Best Companies to Work For" in 2018, remaining in the top-30 for the past 15 years.
Aug 22, 2019
Full time
The Rocket Mortgage Product Manager helps advance the first, largest and most successful digital mortgage experience on the planet. Rocket Mortgage® is a crucial part of our future, and this team member pioneers new optimization strategies to monetize Rocket Mortgage® without compromising the user experience. We are changing the old, antiquated, slow and frustrating home lending experience forever. The Rocket Mortgage Product Manager is the tactical driver of the Rocket Mortgage® product, helping us perfect the customer experience through optimization. Data informs our art, and we need a data-driven creative thinker who will look at our entire customer life cycle and develop a road map to optimize every step of the journey. This team member's day is filled with defining problems based on existing data, setting up experiments, running them and reporting on the success of each one and how it relates to the broader product strategy. This team member must be prepared to make decisions with imperfect information, know how to lead without authority, and be comfortable managing chaos, ambiguity and complexity. The Rocket Mortgage Product Manager must possess a unique blend of business and technical savvy that includes a big-picture vision and the drive to make that vision a reality. Responsibilities Immerse yourself in our entire client-driven experience and become a subject matter expert Spend time analyzing data to identify areas of opportunity and create strategies and tactics designed to meet our goals Obtain a deep understanding of our client types and their online behavior and find new opportunities to improve their experience with Quicken Loans Utilize both first- and third-party metrics and user research to drive priorities and decisions Work closely with our Product team to leverage existing and new features Work closely with the Product Strategy senior leadership team to make sure the companys short- and long-term goals are met Define and drive a Product Testing and Optimization road map based on our strategy and goals for the client-driven experience Make sure your testing and optimization plans have a healthy balance of return on investment and client experience Requirements Experience in product management and/or testing and optimization of digital products Experience with optimizing business metrics such as revenue, return on investment, effectiveness, NPS, speed and costs Expertise in both market strategy and analysis (to drive innovation) and go-to-market strategy (to drive sales and growth) Blend of left-brain analytical skills with right-brain creativity Ability to effectively communicate concepts and ideas to stakeholders at all levels in different ways depending on the context Ability to influence decision-making at all levels within an organization and in a variety of contexts Ability to think like a business owner and manage your product marketing and the related processes as a business Accountability and ownership of product marketing decisions and decisions that impact your monetization of the product Ability to continuously evaluate the design and user experience of your product Experience in high-performing, cross-functional teams Ability to work effectively with a wide variety of team members and senior leadership Excellent communication and interpersonal skills Strong project management skills Proven ability to work in a global, agile, fast-moving organization Experience with Oracle Maxymiser or Adobe Target as well as HTML, CSS and JavaScript preferred Who We Are Were Americas largest mortgage lender, closing loans in all 50 states. J.D. Power ranked Quicken Loans Highest in Customer Satisfaction in Primary Mortgage Origination for the past nine consecutive years, . The company was also ranked highest in the nation for client satisfaction among mortgage servicers by J.D. Power for five consecutive years, 2014 through 2018, each year the company was eligible. Theres a simple reason weve been so successful: We care about the people we work with. If youre tired of stuffy, bureaucratic workplaces, then youll be delighted to find something different here. We strive to make a creative, fun and collaborative environment you simply wont find anywhere else. Quicken Loans was named #1 in ESSENCE Magazines first ever list of Best Places to Work for African Americans in 2015. We've been on Computerworld's "Best Places to Work in IT" list for 13 years running, hitting #1 the last five years. We were also ranked #14 in FORTUNE Magazines list of "100 Best Companies to Work For" in 2018, remaining in the top-30 for the past 15 years.
We believe as a Relationship Manager, you will be facilitating relationships with Fidelity's most valuable and lucrative clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long positive relationships with Fidelity. You will learn how to handle a book of business and successfully market the book for sales opportunities. You will see your impact on the business and have rewarding interactions with clients every single day. The Expertise We're Looking For A college degree is encouraged yet not required 1-3 years in financial services with an emphasis in customer service Sales experience and knowledge of the financial markets and products Strong social skills and the ability to deliver highly personalized service to each client Thrive in a compliance driven, dynamic, and deadline driven environment Ability to think creatively and be comfortable making decisions A series 7 and series 63 license that are current and in good standing You will obtain a series 65 license within 90 days of hire The Purpose of Your Role The Relationship Manager is a pivotal role within the branch team responsible for handling client relationships and identifying sales opportunities. You will keep the Financial Consultants organized and ensure the daily work is executed with the client's needs top of mind. The Skills You Bring You are able to drive targeted appointments that improve engagement with clients You give specialized service and standout experiences to your clients You are sales focused and knowledgeable about financial planning You are known for your excellent communication skills both written and verbal You have a vested interest in being an advocate for your clients You are professional with a polished communication style compatible with high net worth clientele The Value You Deliver You are key to the Fidelity relationship strategy Deepening client relationships through long term mentorship Collaborating with the Relationship Manager team company wide Being responsible for the client contact strategy Building long-lasting meaningful relationships with clients How Your Work Impacts the Organization Fidelity Investments is committed to delivering the best customer experience in the financial services industry. We help millions of people save and invest through personal investment accounts and workplace savings plans. Our associates build long-term relationships with our customers, helping them navigate our full range of investor products and services, including one-on-one investment guidance, wealth management, retirement planning, income strategies, and college planning services, as well as integrated employee benefits solutions. Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.
Aug 22, 2019
Full time
We believe as a Relationship Manager, you will be facilitating relationships with Fidelity's most valuable and lucrative clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long positive relationships with Fidelity. You will learn how to handle a book of business and successfully market the book for sales opportunities. You will see your impact on the business and have rewarding interactions with clients every single day. The Expertise We're Looking For A college degree is encouraged yet not required 1-3 years in financial services with an emphasis in customer service Sales experience and knowledge of the financial markets and products Strong social skills and the ability to deliver highly personalized service to each client Thrive in a compliance driven, dynamic, and deadline driven environment Ability to think creatively and be comfortable making decisions A series 7 and series 63 license that are current and in good standing You will obtain a series 65 license within 90 days of hire The Purpose of Your Role The Relationship Manager is a pivotal role within the branch team responsible for handling client relationships and identifying sales opportunities. You will keep the Financial Consultants organized and ensure the daily work is executed with the client's needs top of mind. The Skills You Bring You are able to drive targeted appointments that improve engagement with clients You give specialized service and standout experiences to your clients You are sales focused and knowledgeable about financial planning You are known for your excellent communication skills both written and verbal You have a vested interest in being an advocate for your clients You are professional with a polished communication style compatible with high net worth clientele The Value You Deliver You are key to the Fidelity relationship strategy Deepening client relationships through long term mentorship Collaborating with the Relationship Manager team company wide Being responsible for the client contact strategy Building long-lasting meaningful relationships with clients How Your Work Impacts the Organization Fidelity Investments is committed to delivering the best customer experience in the financial services industry. We help millions of people save and invest through personal investment accounts and workplace savings plans. Our associates build long-term relationships with our customers, helping them navigate our full range of investor products and services, including one-on-one investment guidance, wealth management, retirement planning, income strategies, and college planning services, as well as integrated employee benefits solutions. Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.
OverviewIf you are a highly motivated individual with an active credential (CPA/EA/Practicing Attorney) and excellent communication skills, we need you to help our customers complete their taxes using Intuit TurboTax products.-- You will advance our goal of "Powering Prosperity Around the World" by providing expert guidance and explanations of tax and technical terms to our customers.-- You will also play an important role in our effort to enhance our brand by delighting our customers and empowering them to prepare their taxes.Responsibilities This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers-- Help TurboTax customers who are working on their tax return with 1) tax advice, including return preparation and signature when required, 2) product/software inquiries, and 3) tax calculationsCreate high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep knowledge and expertise in the field of tax preparationUtilize and leverage government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday languageApply defined practices, procedures, and company policies to troubleshoot and resolve tax advice and preparation customer inquiriesDocument customer interactionsQualifications This is a seasonal customer facing position providing Tax Advice, Tax Return Review and Preparation for Individual Federal and State tax returns for TurboTax CustomersHelp customers as they work on their tax return with tax advice, return preparation (including signature as needed), product/software inquiries, and tax calculationsApply defined practices, procedures and company policies to troubleshoot and resolve customer tax questions and preparation of returns. High quality interactions with customers utilizing strong written and verbal skills as well as deep customer empathyTax returns prepared, signed and delivered to customerUtilize and leverage government websites, professional resources and team expertise to seek out and deliver the right answer to the customerDocument customer interactions Represent the Intuit TurboTax brand and spirit by demonstrating empathy for the customer, empowering and partnering with the customer, personalizing the experience, and providing them the confidence that they can do their own taxes----
Aug 22, 2019
OverviewIf you are a highly motivated individual with an active credential (CPA/EA/Practicing Attorney) and excellent communication skills, we need you to help our customers complete their taxes using Intuit TurboTax products.-- You will advance our goal of "Powering Prosperity Around the World" by providing expert guidance and explanations of tax and technical terms to our customers.-- You will also play an important role in our effort to enhance our brand by delighting our customers and empowering them to prepare their taxes.Responsibilities This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers-- Help TurboTax customers who are working on their tax return with 1) tax advice, including return preparation and signature when required, 2) product/software inquiries, and 3) tax calculationsCreate high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep knowledge and expertise in the field of tax preparationUtilize and leverage government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday languageApply defined practices, procedures, and company policies to troubleshoot and resolve tax advice and preparation customer inquiriesDocument customer interactionsQualifications This is a seasonal customer facing position providing Tax Advice, Tax Return Review and Preparation for Individual Federal and State tax returns for TurboTax CustomersHelp customers as they work on their tax return with tax advice, return preparation (including signature as needed), product/software inquiries, and tax calculationsApply defined practices, procedures and company policies to troubleshoot and resolve customer tax questions and preparation of returns. High quality interactions with customers utilizing strong written and verbal skills as well as deep customer empathyTax returns prepared, signed and delivered to customerUtilize and leverage government websites, professional resources and team expertise to seek out and deliver the right answer to the customerDocument customer interactions Represent the Intuit TurboTax brand and spirit by demonstrating empathy for the customer, empowering and partnering with the customer, personalizing the experience, and providing them the confidence that they can do their own taxes----
General Responsibilities Join Hertz Local Edition Corp (HLE) as a Branch Manager Trainee! Each year, many talented people join HLE, and the best become future Branch Managers of our Hertz Local Edition branches. Our program provides hands-on training in: Sales, Operations, Customer Service, Finance & Accounting Management, Revenue Management, Fleet Management, and most importantly: People Management. Hertz rewards its employees with competitive compensation packages including: hourly pay, overtime pay, and performance based bonuses. Branch Manager Trainees will progress through the training curriculum within their first nine months of employment. You will also receive the use of a company car upon entry into the Branch Manager ranks. The Management Training Curriculum program provides a clearly defined career path to a Branch Manager in as little as 12-18 months! Our promotions don't stop there; our top level management regularly comes from the training ranks. Your journey with Hertz will start off as a Branch Manager Trainee, quickly progressing into a Management Associate, while quickly gaining experience for a future Branch Manager role. In addition to our competitive compensation package, Hertz also provides world class benefits, which include: Medical, Dental, and Vision Insurance Life Insurance Tuition Reimbursement Up to 4 weeks of paid vacation a year (* depending on employment level) 401(k) Retirement Plan Employee Stock Purchase Plan & Employee Discounts Responsibilities: Supporting achievement of location sales and margin goals Ensuring positive customer experience, making Hertz #1 in car rental company experience Achieving individual sales goals and customer service goals Growing sales utilizing business-to-business sales tactics Upholding company standards by ensuring cars are presentable to customers Clean and service facilities/vehicles to ensure customer satisfaction Mandatory Requirements Strong communication and multitasking skills Ability to drive multiple types of vehicles Ability to read and understand driving directions and maps Proficiency in English Valid driver's license in good standing Minimum Associates Degree or Equivalent Industry Experience EEO Statement Hertz is a Drug-Free Workplace. All employment is contingent on successful completion of drug and background screening. Hertz is an equal opportunity affirmative action employer and administers all personnel practices without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, marital status or domestic partnership status, disability, protected veteran status or military status, genetic information, or any other category protected under applicable law. Hertz is committed to taking affirmative steps to promote the employment and advancement of minorities, women, persons with disabilities and protected veterans. Options Apply for this job onlineApplyShareShare this JobRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed
Aug 22, 2019
Full time
General Responsibilities Join Hertz Local Edition Corp (HLE) as a Branch Manager Trainee! Each year, many talented people join HLE, and the best become future Branch Managers of our Hertz Local Edition branches. Our program provides hands-on training in: Sales, Operations, Customer Service, Finance & Accounting Management, Revenue Management, Fleet Management, and most importantly: People Management. Hertz rewards its employees with competitive compensation packages including: hourly pay, overtime pay, and performance based bonuses. Branch Manager Trainees will progress through the training curriculum within their first nine months of employment. You will also receive the use of a company car upon entry into the Branch Manager ranks. The Management Training Curriculum program provides a clearly defined career path to a Branch Manager in as little as 12-18 months! Our promotions don't stop there; our top level management regularly comes from the training ranks. Your journey with Hertz will start off as a Branch Manager Trainee, quickly progressing into a Management Associate, while quickly gaining experience for a future Branch Manager role. In addition to our competitive compensation package, Hertz also provides world class benefits, which include: Medical, Dental, and Vision Insurance Life Insurance Tuition Reimbursement Up to 4 weeks of paid vacation a year (* depending on employment level) 401(k) Retirement Plan Employee Stock Purchase Plan & Employee Discounts Responsibilities: Supporting achievement of location sales and margin goals Ensuring positive customer experience, making Hertz #1 in car rental company experience Achieving individual sales goals and customer service goals Growing sales utilizing business-to-business sales tactics Upholding company standards by ensuring cars are presentable to customers Clean and service facilities/vehicles to ensure customer satisfaction Mandatory Requirements Strong communication and multitasking skills Ability to drive multiple types of vehicles Ability to read and understand driving directions and maps Proficiency in English Valid driver's license in good standing Minimum Associates Degree or Equivalent Industry Experience EEO Statement Hertz is a Drug-Free Workplace. All employment is contingent on successful completion of drug and background screening. Hertz is an equal opportunity affirmative action employer and administers all personnel practices without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, marital status or domestic partnership status, disability, protected veteran status or military status, genetic information, or any other category protected under applicable law. Hertz is committed to taking affirmative steps to promote the employment and advancement of minorities, women, persons with disabilities and protected veterans. Options Apply for this job onlineApplyShareShare this JobRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed
Summary Job Description The Successful Regional Development Leader: Ensures Financial Professionals (FP's) have the tools, resources, and knowledge needed in order to be successful in their new role Is passionate about coaching others to be successful Develop New Financial Professionals (FP's) and Support the Launch of New FP Practices Model and coach on all elements of the Thrivent Financial Advice Process Conduct high levels of joint field work (3 days per week) as scheduled by new FPs to observe and offer feedback. Offer help with case prep as needed. Demonstrate, model and coach on the use of Salesforce and other Thrivent tools (i.e. CAP, Illustrations, etc.) during the sales process. Be available to FPs as they develop their sales goals and help them analyze what s working and not working in the achievement of those goals. Help FPs as needed to develop/execute marketing plans that leverage relationships within their natural market, referrals and communities. Advise FPs as to what activities will enable them to achieve their sales goals. Collaborate with Others Inform and communicate with leadership team regarding FP (new and vet) progress toward sales goals and success. Facilitate connections with vet FPs to provide additional joint field work experiences or practice review for new FPs. Leverage corporate resources to stay informed of best practices or changes that directly impact new FP launch Characteristics of Ideal Candidate Results Oriented: coaches others to success and drives toward goals People Oriented: comfortable working with others, whether it s in large groups, small groups or one-on-one Adaptable: flexible, agile and amenable Credible: Seen as an expert in what it takes to be a successful FP, both in sales process/methods and systems/technology Leadership Competencies Model the Thrivent Way Demonstrate alignment to decisions, and consistently follow through. Build trust and credibility through competence. Consistently champion, model, and demand uncompromising commitment to values and The Thrivent Way. Build Relationships Model and promote an environment of respect for people of all backgrounds and perspectives, regardless of their role, level, or if their perspective differs from your own. Build collaborative relationships within and across teams. Model collaboration and ensure all team members participate fully; help others understand that alignment (vs. consensus) is key. Be forthright and respectful when giving and receiving feedback. Adapt communication style as needed. Address and resolve conflict in an open and honest manner. Lead Change Remain flexible and open to new ideas and ambiguity, and encourage others to value change. Encourage new processes, systems, and technologies to better meet the needs of Thrivent and those we serve. Demonstrate support and excitement for change. When change is needed, help others understand why and how their work fits in with the vision for change. Ensure team goals and processes are aligned with Thrivent as a whole. Make Sound Decisions Do what is right for our mission. Identify and focus your team on mission-critical strategies through the right business drivers. Use appropriate metrics and analysis to ensure the team is focused on the right business metrics. Ensure team members consider multiple factors when making decisions and creating solutions. Drive Results Clarify and model priorities and behaviors that support initiatives and objectives. Help others understand expectations and timelines, effectively deploy resources, and ensure others have what they need to achieve goals. Make and keep commitments to achieve desired priorities, and hold your team and self, accountable for them. Drive to meet goals and deliver results. Continually evaluate your team's performance against critical business metrics; intervene to coach and address issues. Grow Talent Be a continuous learner, stay relevant, and actively seek feedback. Demonstrate commitment to diversity and inclusion. Continuously enhance team capability through diverse talent recruiting and selection and by providing coaching and development support to direct reports. Provide timely and constructive feedback. Minimum Requirements: Four year college degree strongly preferred. Professional designation or history of significant progress toward achievement preferred. Demonstrated track record of solid sales results (i.e. L/H/A, investments, etc). Experience in using the Thrivent Financial Advice Process, Salesforce and other Thrivent tools and systems (i.e. CAP, Illustrations, etc.) and ability and willingness to model, promote and demonstrate usage of tools as needed. Ability to utilize technology effectively to coach and train new FPs. Will and skill to commit to joint field work expectations. Experience in leading groups, specifically in presenting and facilitating in order to drive understanding of concepts and practices that lead to new FP success. Licensing: FINRA Series 7, 63/65 or 66 required or obtained within 90 days. State insurance licensed and appointed in life, health and variable lines of authority or attained within 90 days. State securities registered and insurance licensed and appointed in all states that comprise the regional area. Once FRs are assigned to this position, this position will require securities registrations, state insurance licenses and appointments in all states where FRs are conducting business and receiving commissions. Satisfactory background check and clean compliance record. Flexibility to travel within the region (may include overnight) and conduct business during evening hours and must have own transportation. You don t need to be Christian to join our team. You do need the passion to guide our members on their Wise With Money Journey, equipping them to live more content, confident and generous lives. Thrivent strives to provide an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. Associated topics: analyst, bi, business finance, business intelligence, consult, government, legal, refine, regulation, valuation analyst
Aug 22, 2019
Full time
Summary Job Description The Successful Regional Development Leader: Ensures Financial Professionals (FP's) have the tools, resources, and knowledge needed in order to be successful in their new role Is passionate about coaching others to be successful Develop New Financial Professionals (FP's) and Support the Launch of New FP Practices Model and coach on all elements of the Thrivent Financial Advice Process Conduct high levels of joint field work (3 days per week) as scheduled by new FPs to observe and offer feedback. Offer help with case prep as needed. Demonstrate, model and coach on the use of Salesforce and other Thrivent tools (i.e. CAP, Illustrations, etc.) during the sales process. Be available to FPs as they develop their sales goals and help them analyze what s working and not working in the achievement of those goals. Help FPs as needed to develop/execute marketing plans that leverage relationships within their natural market, referrals and communities. Advise FPs as to what activities will enable them to achieve their sales goals. Collaborate with Others Inform and communicate with leadership team regarding FP (new and vet) progress toward sales goals and success. Facilitate connections with vet FPs to provide additional joint field work experiences or practice review for new FPs. Leverage corporate resources to stay informed of best practices or changes that directly impact new FP launch Characteristics of Ideal Candidate Results Oriented: coaches others to success and drives toward goals People Oriented: comfortable working with others, whether it s in large groups, small groups or one-on-one Adaptable: flexible, agile and amenable Credible: Seen as an expert in what it takes to be a successful FP, both in sales process/methods and systems/technology Leadership Competencies Model the Thrivent Way Demonstrate alignment to decisions, and consistently follow through. Build trust and credibility through competence. Consistently champion, model, and demand uncompromising commitment to values and The Thrivent Way. Build Relationships Model and promote an environment of respect for people of all backgrounds and perspectives, regardless of their role, level, or if their perspective differs from your own. Build collaborative relationships within and across teams. Model collaboration and ensure all team members participate fully; help others understand that alignment (vs. consensus) is key. Be forthright and respectful when giving and receiving feedback. Adapt communication style as needed. Address and resolve conflict in an open and honest manner. Lead Change Remain flexible and open to new ideas and ambiguity, and encourage others to value change. Encourage new processes, systems, and technologies to better meet the needs of Thrivent and those we serve. Demonstrate support and excitement for change. When change is needed, help others understand why and how their work fits in with the vision for change. Ensure team goals and processes are aligned with Thrivent as a whole. Make Sound Decisions Do what is right for our mission. Identify and focus your team on mission-critical strategies through the right business drivers. Use appropriate metrics and analysis to ensure the team is focused on the right business metrics. Ensure team members consider multiple factors when making decisions and creating solutions. Drive Results Clarify and model priorities and behaviors that support initiatives and objectives. Help others understand expectations and timelines, effectively deploy resources, and ensure others have what they need to achieve goals. Make and keep commitments to achieve desired priorities, and hold your team and self, accountable for them. Drive to meet goals and deliver results. Continually evaluate your team's performance against critical business metrics; intervene to coach and address issues. Grow Talent Be a continuous learner, stay relevant, and actively seek feedback. Demonstrate commitment to diversity and inclusion. Continuously enhance team capability through diverse talent recruiting and selection and by providing coaching and development support to direct reports. Provide timely and constructive feedback. Minimum Requirements: Four year college degree strongly preferred. Professional designation or history of significant progress toward achievement preferred. Demonstrated track record of solid sales results (i.e. L/H/A, investments, etc). Experience in using the Thrivent Financial Advice Process, Salesforce and other Thrivent tools and systems (i.e. CAP, Illustrations, etc.) and ability and willingness to model, promote and demonstrate usage of tools as needed. Ability to utilize technology effectively to coach and train new FPs. Will and skill to commit to joint field work expectations. Experience in leading groups, specifically in presenting and facilitating in order to drive understanding of concepts and practices that lead to new FP success. Licensing: FINRA Series 7, 63/65 or 66 required or obtained within 90 days. State insurance licensed and appointed in life, health and variable lines of authority or attained within 90 days. State securities registered and insurance licensed and appointed in all states that comprise the regional area. Once FRs are assigned to this position, this position will require securities registrations, state insurance licenses and appointments in all states where FRs are conducting business and receiving commissions. Satisfactory background check and clean compliance record. Flexibility to travel within the region (may include overnight) and conduct business during evening hours and must have own transportation. You don t need to be Christian to join our team. You do need the passion to guide our members on their Wise With Money Journey, equipping them to live more content, confident and generous lives. Thrivent strives to provide an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. Associated topics: analyst, bi, business finance, business intelligence, consult, government, legal, refine, regulation, valuation analyst
What if your 9 to 5 was as awesome as your 5 to 9? At Modern Woodmen of America, your career is who, where and when you are. It's a way of life you just can't help but share.Make your day, your way as a Financial RepresentativeWe're a member-owned fraternal financial services organization that believes in helping others, building relationships and making a difference in the local community. We are looking for successful people who want to take control of their financial future.As a financial representative, you'll help your clients (Modern Woodmen members) plan for their financial security through life insurance, annuities, investments and other financial products. You'll enjoy a flexible schedule that lets you maintain a great work-life balance.Additionally, Financial Representatives Join an organization and culture based on helping people. Develop one-on-one personal relationships while making a difference in the lives of the community members. Bring people together through various fraternal volunteer programs to help make your communities better. Receive comprehensive training and ongoing professional development from local Modern Woodmen leaders. Attain great career advancement opportunities.Earn What You're WorthNew Representative Compensation*$47,083Average first-year income based on 2017 hiresTo Be Considered For This Career, You Must Be a U.S. citizen or hold a permanent resident status Read, write and speak English fluentlyAdditional Valuable Benefits Medical and dental insurance coverage Matching 401(k) plan Noncontributory retirement plan Group term life insurance Are you ready to be part of an elite team?Modern Woodmen of America presents a great opportunity for the right person. No experience is required, but not every individual will be the right fit for this career.The Ideal Candidate Is honest and has integrity Has leadership skills Is success driven, results focused Can or has overcome adversity Is competitive Wants to grow themselves by helping others Shows a volunteer spirit Is looking for continuous self improvement Enjoys building long-term relationships Wants to build a business for themselves, not by themselvesSecurities offered through MWA Financial Services Inc., a wholly owned subsidiary of Modern Woodmen of America, 1701 1st Avenue, Rock Island, IL 61201, . Member: FINRA, SIPC. Products are available in most states. Individual representatives may not be licensed to sell all products.Nothing contained herein is an offer for a contract with Modern Woodmen of America. Applications will be subjected to further review before Modern Woodmen of America makes such an offer.Modern Woodmen of America is a member-owned fraternal financial services organization. We secure futures with financial guidance and products. We touch lives with fraternalism. Since 1883, Modern Woodmen has brought people together, supported families and strengthened communities nationwide.The BasicsModern Woodmen was founded by Joseph Cullen Root in 1883 in Lyons, Iowa.Our home office is located in Rock Island, Ill.As a fraternal benefit society, we are not-for-profit, have a representative form of government and have a system of local chapters.Serving more than 770,000 members,Approximately 450 people are employed at the Rock Island home office. Modern Woodmen has regional offices in 47 states, and employs more than 1,600 financial representatives.Modern Woodmen has $36 billion of life insurance in force.Modern Woodmen has $13.4 billion in assets.Modern Woodmen was given an A+ (Superior) rating from A.M. Best.Products and SubsidiariesModern Woodmens main product lines are life insurance, annuity and investment* products designed for the family market.Established in 2001, MWA Financial Services Inc. is a wholly owned subsidiary of Modern Woodmen that functions as a full-service broker dealer and distributes securities products.Modern Woodmen Bank opened for business in 2003, and provides a complete array of personal banking products and services.Member BenefitsThrough fraternal programs, benefits and activities, Modern Woodmen infuses more than $20 million into local communities every year.Approximately 2,400 local chapters nationwide offer fellowship and community service.More than 900 youth service clubs nationwide instill the values of community service, citizenship, cooperation and respect for self and others.
Aug 22, 2019
Full time
What if your 9 to 5 was as awesome as your 5 to 9? At Modern Woodmen of America, your career is who, where and when you are. It's a way of life you just can't help but share.Make your day, your way as a Financial RepresentativeWe're a member-owned fraternal financial services organization that believes in helping others, building relationships and making a difference in the local community. We are looking for successful people who want to take control of their financial future.As a financial representative, you'll help your clients (Modern Woodmen members) plan for their financial security through life insurance, annuities, investments and other financial products. You'll enjoy a flexible schedule that lets you maintain a great work-life balance.Additionally, Financial Representatives Join an organization and culture based on helping people. Develop one-on-one personal relationships while making a difference in the lives of the community members. Bring people together through various fraternal volunteer programs to help make your communities better. Receive comprehensive training and ongoing professional development from local Modern Woodmen leaders. Attain great career advancement opportunities.Earn What You're WorthNew Representative Compensation*$47,083Average first-year income based on 2017 hiresTo Be Considered For This Career, You Must Be a U.S. citizen or hold a permanent resident status Read, write and speak English fluentlyAdditional Valuable Benefits Medical and dental insurance coverage Matching 401(k) plan Noncontributory retirement plan Group term life insurance Are you ready to be part of an elite team?Modern Woodmen of America presents a great opportunity for the right person. No experience is required, but not every individual will be the right fit for this career.The Ideal Candidate Is honest and has integrity Has leadership skills Is success driven, results focused Can or has overcome adversity Is competitive Wants to grow themselves by helping others Shows a volunteer spirit Is looking for continuous self improvement Enjoys building long-term relationships Wants to build a business for themselves, not by themselvesSecurities offered through MWA Financial Services Inc., a wholly owned subsidiary of Modern Woodmen of America, 1701 1st Avenue, Rock Island, IL 61201, . Member: FINRA, SIPC. Products are available in most states. Individual representatives may not be licensed to sell all products.Nothing contained herein is an offer for a contract with Modern Woodmen of America. Applications will be subjected to further review before Modern Woodmen of America makes such an offer.Modern Woodmen of America is a member-owned fraternal financial services organization. We secure futures with financial guidance and products. We touch lives with fraternalism. Since 1883, Modern Woodmen has brought people together, supported families and strengthened communities nationwide.The BasicsModern Woodmen was founded by Joseph Cullen Root in 1883 in Lyons, Iowa.Our home office is located in Rock Island, Ill.As a fraternal benefit society, we are not-for-profit, have a representative form of government and have a system of local chapters.Serving more than 770,000 members,Approximately 450 people are employed at the Rock Island home office. Modern Woodmen has regional offices in 47 states, and employs more than 1,600 financial representatives.Modern Woodmen has $36 billion of life insurance in force.Modern Woodmen has $13.4 billion in assets.Modern Woodmen was given an A+ (Superior) rating from A.M. Best.Products and SubsidiariesModern Woodmens main product lines are life insurance, annuity and investment* products designed for the family market.Established in 2001, MWA Financial Services Inc. is a wholly owned subsidiary of Modern Woodmen that functions as a full-service broker dealer and distributes securities products.Modern Woodmen Bank opened for business in 2003, and provides a complete array of personal banking products and services.Member BenefitsThrough fraternal programs, benefits and activities, Modern Woodmen infuses more than $20 million into local communities every year.Approximately 2,400 local chapters nationwide offer fellowship and community service.More than 900 youth service clubs nationwide instill the values of community service, citizenship, cooperation and respect for self and others.
Purpose of Job This position supports the supervision of front-line business units that are responsible for implementing and adhering to Heightened Standards and operating within risk tolerances. Identifies risk-related issues in their assigned organization pertaining to compliance and operational risks. Executes risk management tasks, projects, and activities which includes administering and creating strong action plans and timely mitigation of risk. Collaborates with Business Control Management (BCM) and 2nd line of defense team members to support and ensure effective risk mitigation. Job Requirements * Develops operating policies and procedures, in accordance with the enterprise risk policies and standards set by independent risk management. * Analyzes a broad range of performance data to monitor each risk area. * Self-identifies any deficiencies and takes corrective action when necessary. * Provides accurate and timely risk reports to Business Control Management, independent risk management, internal audit, executive management, and board and management committees. * Provides input to the CRO organization regarding the enterprise risk governance framework and the standards and parameters established to govern risk-taking activities. Develops action plans in the event of a trigger or appetite breach. * Participates in escalation processes established by independent risk management to resolve issues involving disagreements among the lines of defense. * Assists with managing the expectations and accountability for the team of supervision professionals in consultation with the Business Controls Management and independent risk management. Minimum Requirements * Bachelor's Degree or 4 additional years of related experience beyond the minimum required may be substituted in lieu of a Degree * 6 or more years experience in a risk management, compliance, regulatory, or audit function within the banking or insurance industry * 4 or more years first line of defense experience in surveilling/monitoring financial services transactions * Qualifications may warrant placement in a different job level* When you apply for this position, you will be required to answer some initial questions. This will take approximately 5 minutes. Once you begin the questions you will not be able to finish them at a later time and you will not able to change your responses. Preferred * 5+ years of relevant work experience in Consumer Lending * 4+ years Risk management experience in a Large Bank and/or highly matrixed environment related to banking regulations and compliance * 3+ years experience in Control Testing and/or Issue Management * 2+ years experience with risk metrics such as KRIs (Key Risk Indicators) and/or Risk Appetite * Experience developing comprehensive risk based control plan, developing internal controls and performing control testing and/or audit techniques * Experience leading product level risk assessments * CISA, CRCM, CIA, CCSA, CRM or other risk/compliance certifications * Degree in Risk Management, Business or Finance The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. At USAA our employees enjoy one of the best benefits package in the business, including a flexible business casual or casual dress environment, comprehensive medical, dental and vision plans, along with wellness and wealth building programs. Additionally, our career path planning and continuing education will assist you with your professional goals. Relocation assistance is available for this position. For Internal Candidates: Must complete 12 months in current position (from date of hire or date of placement), or must have manager's approval prior to posting. Last day for internal candidates to apply to the opening is 06/18/19 by 11:59 pm CST time.
Aug 22, 2019
Full time
Purpose of Job This position supports the supervision of front-line business units that are responsible for implementing and adhering to Heightened Standards and operating within risk tolerances. Identifies risk-related issues in their assigned organization pertaining to compliance and operational risks. Executes risk management tasks, projects, and activities which includes administering and creating strong action plans and timely mitigation of risk. Collaborates with Business Control Management (BCM) and 2nd line of defense team members to support and ensure effective risk mitigation. Job Requirements * Develops operating policies and procedures, in accordance with the enterprise risk policies and standards set by independent risk management. * Analyzes a broad range of performance data to monitor each risk area. * Self-identifies any deficiencies and takes corrective action when necessary. * Provides accurate and timely risk reports to Business Control Management, independent risk management, internal audit, executive management, and board and management committees. * Provides input to the CRO organization regarding the enterprise risk governance framework and the standards and parameters established to govern risk-taking activities. Develops action plans in the event of a trigger or appetite breach. * Participates in escalation processes established by independent risk management to resolve issues involving disagreements among the lines of defense. * Assists with managing the expectations and accountability for the team of supervision professionals in consultation with the Business Controls Management and independent risk management. Minimum Requirements * Bachelor's Degree or 4 additional years of related experience beyond the minimum required may be substituted in lieu of a Degree * 6 or more years experience in a risk management, compliance, regulatory, or audit function within the banking or insurance industry * 4 or more years first line of defense experience in surveilling/monitoring financial services transactions * Qualifications may warrant placement in a different job level* When you apply for this position, you will be required to answer some initial questions. This will take approximately 5 minutes. Once you begin the questions you will not be able to finish them at a later time and you will not able to change your responses. Preferred * 5+ years of relevant work experience in Consumer Lending * 4+ years Risk management experience in a Large Bank and/or highly matrixed environment related to banking regulations and compliance * 3+ years experience in Control Testing and/or Issue Management * 2+ years experience with risk metrics such as KRIs (Key Risk Indicators) and/or Risk Appetite * Experience developing comprehensive risk based control plan, developing internal controls and performing control testing and/or audit techniques * Experience leading product level risk assessments * CISA, CRCM, CIA, CCSA, CRM or other risk/compliance certifications * Degree in Risk Management, Business or Finance The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. At USAA our employees enjoy one of the best benefits package in the business, including a flexible business casual or casual dress environment, comprehensive medical, dental and vision plans, along with wellness and wealth building programs. Additionally, our career path planning and continuing education will assist you with your professional goals. Relocation assistance is available for this position. For Internal Candidates: Must complete 12 months in current position (from date of hire or date of placement), or must have manager's approval prior to posting. Last day for internal candidates to apply to the opening is 06/18/19 by 11:59 pm CST time.
Process credit requests in a timely manner to meet business deadlines and maintain the annual review cycle. Research and analyze financial data on the client to prepare high quality analysis in credit applications that address client credit risk and transaction risk. Conduct sector research covering North America to support the analysis. Develop strong credit judgment skills when recommending credit facilities, taking into consideration facility size, tenor, and suitability for client. Propose obligor ratings using the bank's rating tools. Manage key components of counterparty credit administration such as internal ratings, trading documentation (ISDA/CSA, GMRA, GMSLA, FAA), and replacement risk limits. Become knowledgeable of credit terms for legal documents and follow up with legal department on negotiations. Perform ongoing monitoring of client credit quality to identify a possible deterioration of credit quality. Monitor exposure and manage credit limit exceptions. Adapt to ongoing accounting and regulatory changes that affect credit limits and exposure. Coordinate all aspects of a credit request, liaising with FIG relationship managers, business lines, legal staff, and Risk Division. Proficiency using Word for written analysis and Excel for spreadsheet analysis Strong knowledge of the accounting, legal and regulatory issues governing relevant sectors. Ability to investigate/research/synthesize data and make appropriate conclusions as to what is causing the observed result(s) Ability to write concisely and in a way that conveys analysis and conclusions without minimal follow-up questions Knowledge of capital markets/traded products and committed financing facilities. Develop competency with SG's internal systems. Desired: Advanced Excel skills, such as macros and pivot tables.
Aug 22, 2019
Full time
Process credit requests in a timely manner to meet business deadlines and maintain the annual review cycle. Research and analyze financial data on the client to prepare high quality analysis in credit applications that address client credit risk and transaction risk. Conduct sector research covering North America to support the analysis. Develop strong credit judgment skills when recommending credit facilities, taking into consideration facility size, tenor, and suitability for client. Propose obligor ratings using the bank's rating tools. Manage key components of counterparty credit administration such as internal ratings, trading documentation (ISDA/CSA, GMRA, GMSLA, FAA), and replacement risk limits. Become knowledgeable of credit terms for legal documents and follow up with legal department on negotiations. Perform ongoing monitoring of client credit quality to identify a possible deterioration of credit quality. Monitor exposure and manage credit limit exceptions. Adapt to ongoing accounting and regulatory changes that affect credit limits and exposure. Coordinate all aspects of a credit request, liaising with FIG relationship managers, business lines, legal staff, and Risk Division. Proficiency using Word for written analysis and Excel for spreadsheet analysis Strong knowledge of the accounting, legal and regulatory issues governing relevant sectors. Ability to investigate/research/synthesize data and make appropriate conclusions as to what is causing the observed result(s) Ability to write concisely and in a way that conveys analysis and conclusions without minimal follow-up questions Knowledge of capital markets/traded products and committed financing facilities. Develop competency with SG's internal systems. Desired: Advanced Excel skills, such as macros and pivot tables.
With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies The Expertise We're Looking For FINRA Series 7 & 63 required prior to hire Series 65 and/or 66 and state registrations required within 3 months of hire Experience with High Net Worth clients A CFP is preferred; if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it The Purpose of Your Role We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers. The Skills You Bring You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clientele Remarkable knowledge of investment products Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client's broad range of investment needs The Value You Deliver No longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planning Your integrity, insights, interpersonal skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments How Your Work Impacts the Organization Working in our Investor Center, you will engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm's brand. Backed by Fidelity's open architecture, you're able to provide comprehensive investment guidance and sustain long-lasting relationships. We will provide you the support of a well-rounded team of professionals, unlimited access to some of the best resources and tools in the industry, and a top compensation package with excellent benefits. While you form relationships here, you will also be building your career! Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.
Aug 22, 2019
Full time
With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies The Expertise We're Looking For FINRA Series 7 & 63 required prior to hire Series 65 and/or 66 and state registrations required within 3 months of hire Experience with High Net Worth clients A CFP is preferred; if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it The Purpose of Your Role We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Your keen focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients and help expand the acquisition of new customers. The Skills You Bring You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with highly valued clientele Remarkable knowledge of investment products Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client's broad range of investment needs The Value You Deliver No longer spending time on cold calls and sourcing new clients, you are able to make an impact in the lives of your clients through deepening relationships and complex financial planning Your integrity, insights, interpersonal skills and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments How Your Work Impacts the Organization Working in our Investor Center, you will engage face-to-face with your customers, offering mentorship and personalized planning, while helping extend the reach of the firm's brand. Backed by Fidelity's open architecture, you're able to provide comprehensive investment guidance and sustain long-lasting relationships. We will provide you the support of a well-rounded team of professionals, unlimited access to some of the best resources and tools in the industry, and a top compensation package with excellent benefits. While you form relationships here, you will also be building your career! Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.
Edward Jones Financial Advisor Job Description Start a brand new career with support and flexibility. We're looking for professionals with a track record of success to join our growing financial services firm. Ambitious people who don't want their careers to be limited by earning potential or corporate ladders. Driven leaders who are committed to making a difference in our clients' lives and their communities. Your Practice. As a Financial Advisor, you'll build your Edward Jones financial services practice in your community. You'll rely on your personal drive, leadership and relationship-building skills to build a book of business and deliver personalized investment solutions to your clients. Your Skills. Financial Advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial Advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment. If you're a successful salesperson, accountant, banker or financial professional, your talents are highly valued in our line of work. Your Support Team. Although our Financial Advisors operate autonomous practices, they aren't on their own. We support our Financial Advisors across the nation with industry-leading* training that helps them succeed, no matter how long they've been with us. We also provide Financial Advisors with a firm-provided office and a Branch Office Administrator to help manage client services and marketing activities. For new Financial Advisors, we dedicate extensive professional resources to help you pass your required licensing exams, and provide financial support during your practice's first four years. Your Rewards. We believe hard work should be rewarded. At Edward Jones, we offer unlimited earning potential that's always connected to your practice's growth and your clients' success. Your compensation package will also include opportunities for commissions, bonuses, profit sharing and incentive travel. You'll also reap the benefits of running your own practice: freedom and flexibility to succeed while balancing your personal and professional lives. Committed to Our Clients and to You. You can make a difference by helping clients achieve their financial goals. You can achieve a career with support, autonomy and unlimited earning potential. Bring your ambition and leadership, and we'll help you get started. Take the next step, and take the lead running your own professional practice with Edward Jones. Apply today at . *Ranked No. 21 on Training magazine's 2018 Training Top 125 list. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Aug 22, 2019
Full time
Edward Jones Financial Advisor Job Description Start a brand new career with support and flexibility. We're looking for professionals with a track record of success to join our growing financial services firm. Ambitious people who don't want their careers to be limited by earning potential or corporate ladders. Driven leaders who are committed to making a difference in our clients' lives and their communities. Your Practice. As a Financial Advisor, you'll build your Edward Jones financial services practice in your community. You'll rely on your personal drive, leadership and relationship-building skills to build a book of business and deliver personalized investment solutions to your clients. Your Skills. Financial Advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial Advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment. If you're a successful salesperson, accountant, banker or financial professional, your talents are highly valued in our line of work. Your Support Team. Although our Financial Advisors operate autonomous practices, they aren't on their own. We support our Financial Advisors across the nation with industry-leading* training that helps them succeed, no matter how long they've been with us. We also provide Financial Advisors with a firm-provided office and a Branch Office Administrator to help manage client services and marketing activities. For new Financial Advisors, we dedicate extensive professional resources to help you pass your required licensing exams, and provide financial support during your practice's first four years. Your Rewards. We believe hard work should be rewarded. At Edward Jones, we offer unlimited earning potential that's always connected to your practice's growth and your clients' success. Your compensation package will also include opportunities for commissions, bonuses, profit sharing and incentive travel. You'll also reap the benefits of running your own practice: freedom and flexibility to succeed while balancing your personal and professional lives. Committed to Our Clients and to You. You can make a difference by helping clients achieve their financial goals. You can achieve a career with support, autonomy and unlimited earning potential. Bring your ambition and leadership, and we'll help you get started. Take the next step, and take the lead running your own professional practice with Edward Jones. Apply today at . *Ranked No. 21 on Training magazine's 2018 Training Top 125 list. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
OverviewIf you are a highly motivated individual with an active credential (CPA/EA/Practicing Attorney) and excellent communication skills, we need you to help our customers complete their taxes using Intuit TurboTax products.-- You will advance our goal of "Powering Prosperity Around the World" by providing expert guidance and explanations of tax and technical terms to our customers.-- You will also play an important role in our effort to enhance our brand by delighting our customers and empowering them to prepare their taxes.Responsibilities This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers-- Help TurboTax customers who are working on their tax return with 1) tax advice, including return preparation and signature when required, 2) product/software inquiries, and 3) tax calculationsCreate high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep knowledge and expertise in the field of tax preparationUtilize and leverage government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday languageApply defined practices, procedures, and company policies to troubleshoot and resolve tax advice and preparation customer inquiriesDocument customer interactionsQualifications This is a seasonal customer facing position providing Tax Advice, Tax Return Review and Preparation for Individual Federal and State tax returns for TurboTax CustomersHelp customers as they work on their tax return with tax advice, return preparation (including signature as needed), product/software inquiries, and tax calculationsApply defined practices, procedures and company policies to troubleshoot and resolve customer tax questions and preparation of returns. High quality interactions with customers utilizing strong written and verbal skills as well as deep customer empathyTax returns prepared, signed and delivered to customerUtilize and leverage government websites, professional resources and team expertise to seek out and deliver the right answer to the customerDocument customer interactions Represent the Intuit TurboTax brand and spirit by demonstrating empathy for the customer, empowering and partnering with the customer, personalizing the experience, and providing them the confidence that they can do their own taxes----
Aug 22, 2019
OverviewIf you are a highly motivated individual with an active credential (CPA/EA/Practicing Attorney) and excellent communication skills, we need you to help our customers complete their taxes using Intuit TurboTax products.-- You will advance our goal of "Powering Prosperity Around the World" by providing expert guidance and explanations of tax and technical terms to our customers.-- You will also play an important role in our effort to enhance our brand by delighting our customers and empowering them to prepare their taxes.Responsibilities This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers-- Help TurboTax customers who are working on their tax return with 1) tax advice, including return preparation and signature when required, 2) product/software inquiries, and 3) tax calculationsCreate high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep knowledge and expertise in the field of tax preparationUtilize and leverage government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday languageApply defined practices, procedures, and company policies to troubleshoot and resolve tax advice and preparation customer inquiriesDocument customer interactionsQualifications This is a seasonal customer facing position providing Tax Advice, Tax Return Review and Preparation for Individual Federal and State tax returns for TurboTax CustomersHelp customers as they work on their tax return with tax advice, return preparation (including signature as needed), product/software inquiries, and tax calculationsApply defined practices, procedures and company policies to troubleshoot and resolve customer tax questions and preparation of returns. High quality interactions with customers utilizing strong written and verbal skills as well as deep customer empathyTax returns prepared, signed and delivered to customerUtilize and leverage government websites, professional resources and team expertise to seek out and deliver the right answer to the customerDocument customer interactions Represent the Intuit TurboTax brand and spirit by demonstrating empathy for the customer, empowering and partnering with the customer, personalizing the experience, and providing them the confidence that they can do their own taxes----
Finance Director The City of Chesterfield is accepting applications for the position of Finance Director. This is a highly responsible position with professional and administrative work in directing municipal financial operations. Work involves responsibility for directing financial planning, general accounting, budget administration, debt administration, human resource, payroll and benefit administration, purchasing, receipt collection, accounts payable, maintaining financial records, auditing accounts or routine accounting documents, financial forecasting, cash management and investments, and financial reporting within generally accepted accounting principles. Supervision is exercised over a staff of administrative and clerical personnel. Position is part of the Management Team, working under the direct supervision of the City Administrator. Position requires thorough knowledge of the principles and practices of government finance administration and generally accepted accounting principles; the principles and practices of municipal budgeting; the functions, structure, and operating routines of municipal government. Must be proficient in Windows-based word processing and spreadsheet applications. Ability to plan, assign, and supervise the work of personnel engaged in a variety of technical, financial, clerical, and related activities; to develop sound fiscal systems and procedures; and to establish and maintain effective working relationship with subordinates, government officials, and the general public. Completion of Degree program in Public Administration, Accounting, Business Administration, or a related field; and a minimum of five years of experience in municipal accounting and finance work, including experience in an administrative or supervisory capacity; or any equivalent combination of education and experience. A CPA license or an MBA degree is highly recommended. This is an exempt position with an annual salary range of $91,696 - $119,560. A City Employment Application must be submitted for consideration. A City Employment Application must be submitted for consideration. Apply online at . Email resume to . EOE. Position open until filled. The City of Chesterfield is an Equal Opportunity Employer (EOE). City of Chesterfield Associated topics: director, director finance, financial director, general operational manager, general operations manager, manage, operation, operational manager, president, supply
Aug 22, 2019
Full time
Finance Director The City of Chesterfield is accepting applications for the position of Finance Director. This is a highly responsible position with professional and administrative work in directing municipal financial operations. Work involves responsibility for directing financial planning, general accounting, budget administration, debt administration, human resource, payroll and benefit administration, purchasing, receipt collection, accounts payable, maintaining financial records, auditing accounts or routine accounting documents, financial forecasting, cash management and investments, and financial reporting within generally accepted accounting principles. Supervision is exercised over a staff of administrative and clerical personnel. Position is part of the Management Team, working under the direct supervision of the City Administrator. Position requires thorough knowledge of the principles and practices of government finance administration and generally accepted accounting principles; the principles and practices of municipal budgeting; the functions, structure, and operating routines of municipal government. Must be proficient in Windows-based word processing and spreadsheet applications. Ability to plan, assign, and supervise the work of personnel engaged in a variety of technical, financial, clerical, and related activities; to develop sound fiscal systems and procedures; and to establish and maintain effective working relationship with subordinates, government officials, and the general public. Completion of Degree program in Public Administration, Accounting, Business Administration, or a related field; and a minimum of five years of experience in municipal accounting and finance work, including experience in an administrative or supervisory capacity; or any equivalent combination of education and experience. A CPA license or an MBA degree is highly recommended. This is an exempt position with an annual salary range of $91,696 - $119,560. A City Employment Application must be submitted for consideration. A City Employment Application must be submitted for consideration. Apply online at . Email resume to . EOE. Position open until filled. The City of Chesterfield is an Equal Opportunity Employer (EOE). City of Chesterfield Associated topics: director, director finance, financial director, general operational manager, general operations manager, manage, operation, operational manager, president, supply
General Responsibilities Join Hertz Local Edition Corp (HLE) as a Branch Manager Trainee! Each year, many talented people join HLE, and the best become future Branch Managers of our Hertz Local Edition branches. Our program provides hands-on training in: Sales, Operations, Customer Service, Finance & Accounting Management, Revenue Management, Fleet Management, and most importantly: People Management. Hertz rewards its employees with competitive compensation packages including: hourly pay, overtime pay, and performance based bonuses. Branch Manager Trainees will progress through the training curriculum within their first nine months of employment. You will also receive the use of a company car upon entry into the Branch Manager ranks. The Management Training Curriculum program provides a clearly defined career path to a Branch Manager in as little as 12-18 months! Our promotions don't stop there; our top level management regularly comes from the training ranks. Your journey with Hertz will start off as a Branch Manager Trainee, quickly progressing into a Management Associate, while quickly gaining experience for a future Branch Manager role. In addition to our competitive compensation package, Hertz also provides world class benefits, which include: Medical, Dental, and Vision Insurance Life Insurance Tuition Reimbursement Up to 4 weeks of paid vacation a year (* depending on employment level) 401(k) Retirement Plan Employee Stock Purchase Plan & Employee Discounts Responsibilities: Supporting achievement of location sales and margin goals Ensuring positive customer experience, making Hertz #1 in car rental company experience Achieving individual sales goals and customer service goals Growing sales utilizing business-to-business sales tactics Upholding company standards by ensuring cars are presentable to customers Clean and service facilities/vehicles to ensure customer satisfaction Mandatory Requirements Strong communication and multitasking skills Ability to drive multiple types of vehicles Ability to read and understand driving directions and maps Proficiency in English Valid driver's license in good standing Minimum Associates Degree or Equivalent Industry Experience EEO Statement Hertz is a Drug-Free Workplace. All employment is contingent on successful completion of drug and background screening. Hertz is an equal opportunity affirmative action employer and administers all personnel practices without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, marital status or domestic partnership status, disability, protected veteran status or military status, genetic information, or any other category protected under applicable law. Hertz is committed to taking affirmative steps to promote the employment and advancement of minorities, women, persons with disabilities and protected veterans. Options Apply for this job onlineApplyShareShare this JobRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed
Aug 22, 2019
Full time
General Responsibilities Join Hertz Local Edition Corp (HLE) as a Branch Manager Trainee! Each year, many talented people join HLE, and the best become future Branch Managers of our Hertz Local Edition branches. Our program provides hands-on training in: Sales, Operations, Customer Service, Finance & Accounting Management, Revenue Management, Fleet Management, and most importantly: People Management. Hertz rewards its employees with competitive compensation packages including: hourly pay, overtime pay, and performance based bonuses. Branch Manager Trainees will progress through the training curriculum within their first nine months of employment. You will also receive the use of a company car upon entry into the Branch Manager ranks. The Management Training Curriculum program provides a clearly defined career path to a Branch Manager in as little as 12-18 months! Our promotions don't stop there; our top level management regularly comes from the training ranks. Your journey with Hertz will start off as a Branch Manager Trainee, quickly progressing into a Management Associate, while quickly gaining experience for a future Branch Manager role. In addition to our competitive compensation package, Hertz also provides world class benefits, which include: Medical, Dental, and Vision Insurance Life Insurance Tuition Reimbursement Up to 4 weeks of paid vacation a year (* depending on employment level) 401(k) Retirement Plan Employee Stock Purchase Plan & Employee Discounts Responsibilities: Supporting achievement of location sales and margin goals Ensuring positive customer experience, making Hertz #1 in car rental company experience Achieving individual sales goals and customer service goals Growing sales utilizing business-to-business sales tactics Upholding company standards by ensuring cars are presentable to customers Clean and service facilities/vehicles to ensure customer satisfaction Mandatory Requirements Strong communication and multitasking skills Ability to drive multiple types of vehicles Ability to read and understand driving directions and maps Proficiency in English Valid driver's license in good standing Minimum Associates Degree or Equivalent Industry Experience EEO Statement Hertz is a Drug-Free Workplace. All employment is contingent on successful completion of drug and background screening. Hertz is an equal opportunity affirmative action employer and administers all personnel practices without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, marital status or domestic partnership status, disability, protected veteran status or military status, genetic information, or any other category protected under applicable law. Hertz is committed to taking affirmative steps to promote the employment and advancement of minorities, women, persons with disabilities and protected veterans. Options Apply for this job onlineApplyShareShare this JobRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed
Financial Analyst III This role will be a key partner in the Financial Planning and Analysis department and will be supporting the Company's annual budgeting process and special projects. Provides research and analysis for financial consulting and strategic support to senior management including assisting in the preparation of board presentations, financial presentations, capital expenditure analysis, industry and peer group comparisons, new business opportunity analysis, acquisition analysis, and other projects requested by senior management. This position acts as a key component to the analytical engine of the Company to provide insight and support optimal business decision making. Job Summary: Supports the preparations for the Company's annual budget and forecasting, works with and incorporates various inputs from groups across the Company.Responsible for providing analytical information for the corporate financial model, including strategic plan.Supports senior management team and department heads with in-depth analysis.Analyzes complex financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes.Understands ROI in new stores, remodels, acquisitions, capital expenditure, leases, marketing programs, as well as new projects.Develops financial models and analyses to support strategic initiatives, including NPV and IRR analyses.Analyzes current and past trends in key performance indicators including all areas of revenue, cost of sales, expenses, and capital expenditures.Monitors performance indicators; highlighting trends and analyzing causes of unexpected variance.Improves performance by evaluating processes to drive efficiencies.Performs ad-hoc analysis.Assists with creating an enterprise wide reporting strategy and standards.Develops monthly and quarterly financial reports.Implements and works with a business intelligence tool and dashboard reports.Supports the administration and management of the financial reporting system.Performs ad-hoc reporting.Participates in due diligence and financial modeling for mergers and acquisitions.Assists in the preparation of presentations for Board of Directors and senior management team. Job Qualifications: Bachelor's Degree required.Three or more years of experience. Financial Planning & Analysis experience preferred.Experience with annual planning/budget cycles.Experience with relevant enterprise reporting and budgeting system(s), including Excel Add-ins.Experience with financial modeling, including IRR and NPV analyses.Experience in multi-unit retail/restaurant preferred.Experience preparing PowerPoint presentations for Board of Directors and senior management team preferred.Experience with leveraged companies preferred.Ability to think creatively, highly driven and self-motivated.Ability to analyze complex information.Ability to maintain confidentiality regarding sensitive information.Advanced mathematical skills relevant to accounting, finance, and statistics.Advanced knowledge of financial statements.Advanced knowledge of Microsoft Office applications including Excel, Outlook, and PowerPoint.Intermediate knowledge of software systems used for planning, forecasting and budgeting. Thank you for your interest in employment at Brookshire Grocery Company. If selected for an interview, you will be contacted by phone or email. However, due to the high volume of applications we receive on a daily basis, we regret that we are unable to personally respond to all applicants. Again, thank you, and we wish you every success in your career search. Brookshire Grocery Company strives to provide a safe, drug free and alcohol-free environment for its partners and guests. The Company is an Equal Opportunity Employer and makes employment decisions without regard to race, color, religion, sex (including pregnancy), national origin, age (40 or older), disability, genetic information, or military status.
Aug 22, 2019
Full time
Financial Analyst III This role will be a key partner in the Financial Planning and Analysis department and will be supporting the Company's annual budgeting process and special projects. Provides research and analysis for financial consulting and strategic support to senior management including assisting in the preparation of board presentations, financial presentations, capital expenditure analysis, industry and peer group comparisons, new business opportunity analysis, acquisition analysis, and other projects requested by senior management. This position acts as a key component to the analytical engine of the Company to provide insight and support optimal business decision making. Job Summary: Supports the preparations for the Company's annual budget and forecasting, works with and incorporates various inputs from groups across the Company.Responsible for providing analytical information for the corporate financial model, including strategic plan.Supports senior management team and department heads with in-depth analysis.Analyzes complex financial information and reports to provide accurate and timely financial recommendations to management for decision making purposes.Understands ROI in new stores, remodels, acquisitions, capital expenditure, leases, marketing programs, as well as new projects.Develops financial models and analyses to support strategic initiatives, including NPV and IRR analyses.Analyzes current and past trends in key performance indicators including all areas of revenue, cost of sales, expenses, and capital expenditures.Monitors performance indicators; highlighting trends and analyzing causes of unexpected variance.Improves performance by evaluating processes to drive efficiencies.Performs ad-hoc analysis.Assists with creating an enterprise wide reporting strategy and standards.Develops monthly and quarterly financial reports.Implements and works with a business intelligence tool and dashboard reports.Supports the administration and management of the financial reporting system.Performs ad-hoc reporting.Participates in due diligence and financial modeling for mergers and acquisitions.Assists in the preparation of presentations for Board of Directors and senior management team. Job Qualifications: Bachelor's Degree required.Three or more years of experience. Financial Planning & Analysis experience preferred.Experience with annual planning/budget cycles.Experience with relevant enterprise reporting and budgeting system(s), including Excel Add-ins.Experience with financial modeling, including IRR and NPV analyses.Experience in multi-unit retail/restaurant preferred.Experience preparing PowerPoint presentations for Board of Directors and senior management team preferred.Experience with leveraged companies preferred.Ability to think creatively, highly driven and self-motivated.Ability to analyze complex information.Ability to maintain confidentiality regarding sensitive information.Advanced mathematical skills relevant to accounting, finance, and statistics.Advanced knowledge of financial statements.Advanced knowledge of Microsoft Office applications including Excel, Outlook, and PowerPoint.Intermediate knowledge of software systems used for planning, forecasting and budgeting. Thank you for your interest in employment at Brookshire Grocery Company. If selected for an interview, you will be contacted by phone or email. However, due to the high volume of applications we receive on a daily basis, we regret that we are unable to personally respond to all applicants. Again, thank you, and we wish you every success in your career search. Brookshire Grocery Company strives to provide a safe, drug free and alcohol-free environment for its partners and guests. The Company is an Equal Opportunity Employer and makes employment decisions without regard to race, color, religion, sex (including pregnancy), national origin, age (40 or older), disability, genetic information, or military status.
Purpose of Job This position supports the supervision of front-line business units that are responsible for implementing and adhering to Heightened Standards and operating within risk tolerances. Identifies risk-related issues in their assigned organization pertaining to compliance and operational risks. Executes risk management tasks, projects, and activities which includes administering and creating strong action plans and timely mitigation of risk. Collaborates with Business Control Management (BCM) and 2nd line of defense team members to support and ensure effective risk mitigation. Job Requirements * Assists with the development of operating policies and procedures, in accordance with the enterprise risk policies and standards set by independent risk management. * Tracks a broad range of performance data to monitor each risk area. * Identifies any deficiencies and takes corrective action when necessary. * Supports the reporting of accurate and timely risk reports to Business Control Management, independent risk management, internal audit, executive management, and board and management committees. Minimum Requirements * Bachelor's Degree OR 4 additional years of related experience beyond the minimum required may be substituted in lieu of a Degree * 4 or more years' experience in a risk management or compliance function within the banking or insurance industry * 2 years first line of defense experience in surveilling/monitoring financial services transactions * Qualifications may warrant placement in a different job level* When you apply for this position, you will be required to answer some initial questions. This will take approximately 5 minutes. Once you begin the questions you will not be able to finish them at a later time and you will not able to change your responses. Preferred * 2+ years' experience in collections * 2+ years risk management experience in a large bank and/or highly matrixed environment related to banking regulations and compliance * 2+ years' experience in control testing and/or issue management * Exam experience with bank compliance, bank risk management, audit services or bank regulators * Strong understanding of laws & regulations applicable to banking collections * Strong verbal and written communication skills The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. At USAA our employees enjoy one of the best benefits package in the business, including a flexible business casual or casual dress environment, comprehensive medical, dental and vision plans, along with wellness and wealth building programs. Additionally, our career path planning and continuing education will assist you with your professional goals. Relocation assistance is not available for this position. For Internal Candidates: Must complete 12 months in current position (from date of hire or date of placement), or must have manager's approval prior to posting. Last day for internal candidates to apply to the opening is 07/14/19 by 11:59 pm CST time.
Aug 22, 2019
Full time
Purpose of Job This position supports the supervision of front-line business units that are responsible for implementing and adhering to Heightened Standards and operating within risk tolerances. Identifies risk-related issues in their assigned organization pertaining to compliance and operational risks. Executes risk management tasks, projects, and activities which includes administering and creating strong action plans and timely mitigation of risk. Collaborates with Business Control Management (BCM) and 2nd line of defense team members to support and ensure effective risk mitigation. Job Requirements * Assists with the development of operating policies and procedures, in accordance with the enterprise risk policies and standards set by independent risk management. * Tracks a broad range of performance data to monitor each risk area. * Identifies any deficiencies and takes corrective action when necessary. * Supports the reporting of accurate and timely risk reports to Business Control Management, independent risk management, internal audit, executive management, and board and management committees. Minimum Requirements * Bachelor's Degree OR 4 additional years of related experience beyond the minimum required may be substituted in lieu of a Degree * 4 or more years' experience in a risk management or compliance function within the banking or insurance industry * 2 years first line of defense experience in surveilling/monitoring financial services transactions * Qualifications may warrant placement in a different job level* When you apply for this position, you will be required to answer some initial questions. This will take approximately 5 minutes. Once you begin the questions you will not be able to finish them at a later time and you will not able to change your responses. Preferred * 2+ years' experience in collections * 2+ years risk management experience in a large bank and/or highly matrixed environment related to banking regulations and compliance * 2+ years' experience in control testing and/or issue management * Exam experience with bank compliance, bank risk management, audit services or bank regulators * Strong understanding of laws & regulations applicable to banking collections * Strong verbal and written communication skills The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. At USAA our employees enjoy one of the best benefits package in the business, including a flexible business casual or casual dress environment, comprehensive medical, dental and vision plans, along with wellness and wealth building programs. Additionally, our career path planning and continuing education will assist you with your professional goals. Relocation assistance is not available for this position. For Internal Candidates: Must complete 12 months in current position (from date of hire or date of placement), or must have manager's approval prior to posting. Last day for internal candidates to apply to the opening is 07/14/19 by 11:59 pm CST time.
Monitor all aspects of financial growth and development Assess business plan, address areas of concern, assist with establishing plans for increased profit Establish budgets for each fiscal year, discuss with site managers on how to implement budgets successfully, and provide support to all leadership Ensure accurate timely reporting for monthly, quarterly, and annual reports Must have CPA, and bachelor's degree Must be able to travel across GTA to support multiple offices, as well as available for occasional travel across Canada if needed Strong proficiency with accounting operations
Aug 22, 2019
Full time
Monitor all aspects of financial growth and development Assess business plan, address areas of concern, assist with establishing plans for increased profit Establish budgets for each fiscal year, discuss with site managers on how to implement budgets successfully, and provide support to all leadership Ensure accurate timely reporting for monthly, quarterly, and annual reports Must have CPA, and bachelor's degree Must be able to travel across GTA to support multiple offices, as well as available for occasional travel across Canada if needed Strong proficiency with accounting operations
We believe as a Relationship Manager, you will be facilitating relationships with Fidelity's most valuable and lucrative clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long positive relationships with Fidelity. You will learn how to handle a book of business and successfully market the book for sales opportunities. You will see your impact on the business and have rewarding interactions with clients every single day. The Expertise We're Looking For A college degree is encouraged yet not required 1-3 years in financial services with an emphasis in customer service Sales experience and knowledge of the financial markets and products Strong social skills and the ability to deliver highly personalized service to each client Thrive in a compliance driven, dynamic, and deadline driven environment Ability to think creatively and be comfortable making decisions A series 7 and series 63 license that are current and in good standing You will obtain a series 65 license within 90 days of hire The Purpose of Your Role The Relationship Manager is a pivotal role within the branch team responsible for handling client relationships and identifying sales opportunities. You will keep the Financial Consultants organized and ensure the daily work is executed with the client's needs top of mind. The Skills You Bring You are able to drive targeted appointments that improve engagement with clients You give specialized service and standout experiences to your clients You are sales focused and knowledgeable about financial planning You are known for your excellent communication skills both written and verbal You have a vested interest in being an advocate for your clients You are professional with a polished communication style compatible with high net worth clientele The Value You Deliver You are key to the Fidelity relationship strategy Deepening client relationships through long term mentorship Collaborating with the Relationship Manager team company wide Being responsible for the client contact strategy Building long-lasting meaningful relationships with clients How Your Work Impacts the Organization Fidelity Investments is committed to delivering the best customer experience in the financial services industry. We help millions of people save and invest through personal investment accounts and workplace savings plans. Our associates build long-term relationships with our customers, helping them navigate our full range of investor products and services, including one-on-one investment guidance, wealth management, retirement planning, income strategies, and college planning services, as well as integrated employee benefits solutions. Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.
Aug 22, 2019
Full time
We believe as a Relationship Manager, you will be facilitating relationships with Fidelity's most valuable and lucrative clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long positive relationships with Fidelity. You will learn how to handle a book of business and successfully market the book for sales opportunities. You will see your impact on the business and have rewarding interactions with clients every single day. The Expertise We're Looking For A college degree is encouraged yet not required 1-3 years in financial services with an emphasis in customer service Sales experience and knowledge of the financial markets and products Strong social skills and the ability to deliver highly personalized service to each client Thrive in a compliance driven, dynamic, and deadline driven environment Ability to think creatively and be comfortable making decisions A series 7 and series 63 license that are current and in good standing You will obtain a series 65 license within 90 days of hire The Purpose of Your Role The Relationship Manager is a pivotal role within the branch team responsible for handling client relationships and identifying sales opportunities. You will keep the Financial Consultants organized and ensure the daily work is executed with the client's needs top of mind. The Skills You Bring You are able to drive targeted appointments that improve engagement with clients You give specialized service and standout experiences to your clients You are sales focused and knowledgeable about financial planning You are known for your excellent communication skills both written and verbal You have a vested interest in being an advocate for your clients You are professional with a polished communication style compatible with high net worth clientele The Value You Deliver You are key to the Fidelity relationship strategy Deepening client relationships through long term mentorship Collaborating with the Relationship Manager team company wide Being responsible for the client contact strategy Building long-lasting meaningful relationships with clients How Your Work Impacts the Organization Fidelity Investments is committed to delivering the best customer experience in the financial services industry. We help millions of people save and invest through personal investment accounts and workplace savings plans. Our associates build long-term relationships with our customers, helping them navigate our full range of investor products and services, including one-on-one investment guidance, wealth management, retirement planning, income strategies, and college planning services, as well as integrated employee benefits solutions. Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer.
Seeking NMLS licensed Mortgage Bankers/ Loan Officers. Qualifications NMLS license required 2+ years of experience in the mortgage lending, banking, or real estate industry Strong Microsoft Office skills and ability to use relevant industry-specific computer programs, as well as calculators Exceptional interpersonal skills and strong customer service orientation Excellent written and verbal communication skills Ability to work both in a team and independently Responsibilities Sell loan products and meet loan production targets Perform business development tasks, including managing the pipeline by generating leads and referral business, and maintaining relationships with existing and past clients Meet and communicate with applicants to explain the risks and benefits, as well as the terms of loan products and government regulations Obtain relevant information and evaluate applicants' financial status, including credit history, debt-to-income ratio, and appraisal reports, to determine recommendation for loan approval Ensure all necessary information and documentation is submitted to the loan underwriting department, and is recorded properly in electronic file format Represent the employer at community events and host seminars Maintain current knowledge of all applicable lending regulations, the economy, market rates, vendors, and competitors Consistently deliver first-class customer service Stockton Mortgage Corporation is a leader in our industry. We're proud of our rating on Glassdoor. We are seeking to hire an experienced Mortgage Banker to join our growing team. If you're eager for your next challenge, Stockton Mortgage Corporation is a great company for you. This is the opportunity you've been looking for.
Aug 22, 2019
Full time
Seeking NMLS licensed Mortgage Bankers/ Loan Officers. Qualifications NMLS license required 2+ years of experience in the mortgage lending, banking, or real estate industry Strong Microsoft Office skills and ability to use relevant industry-specific computer programs, as well as calculators Exceptional interpersonal skills and strong customer service orientation Excellent written and verbal communication skills Ability to work both in a team and independently Responsibilities Sell loan products and meet loan production targets Perform business development tasks, including managing the pipeline by generating leads and referral business, and maintaining relationships with existing and past clients Meet and communicate with applicants to explain the risks and benefits, as well as the terms of loan products and government regulations Obtain relevant information and evaluate applicants' financial status, including credit history, debt-to-income ratio, and appraisal reports, to determine recommendation for loan approval Ensure all necessary information and documentation is submitted to the loan underwriting department, and is recorded properly in electronic file format Represent the employer at community events and host seminars Maintain current knowledge of all applicable lending regulations, the economy, market rates, vendors, and competitors Consistently deliver first-class customer service Stockton Mortgage Corporation is a leader in our industry. We're proud of our rating on Glassdoor. We are seeking to hire an experienced Mortgage Banker to join our growing team. If you're eager for your next challenge, Stockton Mortgage Corporation is a great company for you. This is the opportunity you've been looking for.
OverviewIf you are a highly motivated individual with an active credential (CPA/EA/Practicing Attorney) and excellent communication skills, we need you to help our customers complete their taxes using Intuit TurboTax products.-- You will advance our goal of "Powering Prosperity Around the World" by providing expert guidance and explanations of tax and technical terms to our customers.-- You will also play an important role in our effort to enhance our brand by delighting our customers and empowering them to prepare their taxes.Responsibilities This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers-- Help TurboTax customers who are working on their tax return with 1) tax advice, including return preparation and signature when required, 2) product/software inquiries, and 3) tax calculationsCreate high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep knowledge and expertise in the field of tax preparationUtilize and leverage government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday languageApply defined practices, procedures, and company policies to troubleshoot and resolve tax advice and preparation customer inquiriesDocument customer interactionsQualifications This is a seasonal customer facing position providing Tax Advice, Tax Return Review and Preparation for Individual Federal and State tax returns for TurboTax CustomersHelp customers as they work on their tax return with tax advice, return preparation (including signature as needed), product/software inquiries, and tax calculationsApply defined practices, procedures and company policies to troubleshoot and resolve customer tax questions and preparation of returns. High quality interactions with customers utilizing strong written and verbal skills as well as deep customer empathyTax returns prepared, signed and delivered to customerUtilize and leverage government websites, professional resources and team expertise to seek out and deliver the right answer to the customerDocument customer interactions Represent the Intuit TurboTax brand and spirit by demonstrating empathy for the customer, empowering and partnering with the customer, personalizing the experience, and providing them the confidence that they can do their own taxes----
Aug 22, 2019
OverviewIf you are a highly motivated individual with an active credential (CPA/EA/Practicing Attorney) and excellent communication skills, we need you to help our customers complete their taxes using Intuit TurboTax products.-- You will advance our goal of "Powering Prosperity Around the World" by providing expert guidance and explanations of tax and technical terms to our customers.-- You will also play an important role in our effort to enhance our brand by delighting our customers and empowering them to prepare their taxes.Responsibilities This is a seasonal, virtual, customer-facing role; you will be using our state of the art video communication software (SmartLook) to interact with customers-- Help TurboTax customers who are working on their tax return with 1) tax advice, including return preparation and signature when required, 2) product/software inquiries, and 3) tax calculationsCreate high quality customer interactions and experiences that instill confidence using deep customer empathy, and your deep knowledge and expertise in the field of tax preparationUtilize and leverage government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday languageApply defined practices, procedures, and company policies to troubleshoot and resolve tax advice and preparation customer inquiriesDocument customer interactionsQualifications This is a seasonal customer facing position providing Tax Advice, Tax Return Review and Preparation for Individual Federal and State tax returns for TurboTax CustomersHelp customers as they work on their tax return with tax advice, return preparation (including signature as needed), product/software inquiries, and tax calculationsApply defined practices, procedures and company policies to troubleshoot and resolve customer tax questions and preparation of returns. High quality interactions with customers utilizing strong written and verbal skills as well as deep customer empathyTax returns prepared, signed and delivered to customerUtilize and leverage government websites, professional resources and team expertise to seek out and deliver the right answer to the customerDocument customer interactions Represent the Intuit TurboTax brand and spirit by demonstrating empathy for the customer, empowering and partnering with the customer, personalizing the experience, and providing them the confidence that they can do their own taxes----
Summary Our Growth is Your Opportunity - Work with Purpose Envision a career that empowers you to use all of your unique talents to help others lead more confident, content and generous lives. Now stop imagining. It s right here. Job Description Thrivent Financial is a different kind of financial services provider. As a not-for-profit member-owned organization, we guide more than two million Christians to be wise with money. We re growing like never before, to serve new members in new markets, creating opportunities for people who share our passion to make a real difference in others lives, and their own. Whether you re already a seasoned financial professional, or have experience coaching and leading others, your talents deserve much more than just a job . Thrivent Financial offers a new point of view on what it means to make an impact and work with purpose. As a Thrivent Financial advisor, you will: be in business for yourself but not by yourself have access to support, training and resources unmatched in our industry have the opportunity to make an attractive income build genuine, long-term relationships based on shared values and shared goals empower members to make wise financial decisions around education, investments, insurance and retirement Choose a Career that Gives Back You ll receive all the typical benefits of a Fortune 500 organization and more. Here, you ll enjoy: unlimited earning potential through commission and incentive pay structures solid benefits including medical, dental, vision, disability and accidental death and dismemberment insurance unique perks like Pension, 401(k) and retiree medical plans ongoing access to training and opportunity for professional growth tools to engage Christians in their communities to make a real impact Job Requirements FINRA SIE required or obtained within 90 days of hire/transfer (licensed role only). Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Bachelor degree or equivalent work experience preferred, but not required Who Thrives Here? Thrivent Financial is unique among financial service providers. Our culture and our people are special. Our advisors are part of the communities where members live, work and worship. We look for talented, passionate people who are: Self-motivated, independent, and resourceful Honest, dependable and credible Driven to succeed and are motivated to help others Able to use good judgment to provide solid financial guidance Passionate about living a life of generosity by serving others, not just selling products Ready for a career with more potential and more purpose? Be Part of Our Story Today! Thrivent is committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. Associated topics: bond, brokerage, buy, fiduciary, fund, invest, market, nasdaq, risk, security
Aug 22, 2019
Full time
Summary Our Growth is Your Opportunity - Work with Purpose Envision a career that empowers you to use all of your unique talents to help others lead more confident, content and generous lives. Now stop imagining. It s right here. Job Description Thrivent Financial is a different kind of financial services provider. As a not-for-profit member-owned organization, we guide more than two million Christians to be wise with money. We re growing like never before, to serve new members in new markets, creating opportunities for people who share our passion to make a real difference in others lives, and their own. Whether you re already a seasoned financial professional, or have experience coaching and leading others, your talents deserve much more than just a job . Thrivent Financial offers a new point of view on what it means to make an impact and work with purpose. As a Thrivent Financial advisor, you will: be in business for yourself but not by yourself have access to support, training and resources unmatched in our industry have the opportunity to make an attractive income build genuine, long-term relationships based on shared values and shared goals empower members to make wise financial decisions around education, investments, insurance and retirement Choose a Career that Gives Back You ll receive all the typical benefits of a Fortune 500 organization and more. Here, you ll enjoy: unlimited earning potential through commission and incentive pay structures solid benefits including medical, dental, vision, disability and accidental death and dismemberment insurance unique perks like Pension, 401(k) and retiree medical plans ongoing access to training and opportunity for professional growth tools to engage Christians in their communities to make a real impact Job Requirements FINRA SIE required or obtained within 90 days of hire/transfer (licensed role only). Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Bachelor degree or equivalent work experience preferred, but not required Who Thrives Here? Thrivent Financial is unique among financial service providers. Our culture and our people are special. Our advisors are part of the communities where members live, work and worship. We look for talented, passionate people who are: Self-motivated, independent, and resourceful Honest, dependable and credible Driven to succeed and are motivated to help others Able to use good judgment to provide solid financial guidance Passionate about living a life of generosity by serving others, not just selling products Ready for a career with more potential and more purpose? Be Part of Our Story Today! Thrivent is committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. Associated topics: bond, brokerage, buy, fiduciary, fund, invest, market, nasdaq, risk, security
