Personal Financial Advisors

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

WFCA provides a comprehensive suite of products and services to serve the diverse financial needs of local and national auto dealers. Financing solutions provided by Wells Fargo Commercial Auto include floor plan financing and financing for acquisitions, commercial real estate, and working capital. WFCA also provides a wide range of Commercial Banking products and services, including deposit and Treasury Management products and services.

WFCA is organized into 4 divisions: 3 regional teams that service regionally-based Middle Market to Mid-Corporate-sized auto dealership groups, and a national accounts team that services Mid-Corporate to Corporate Banking-sized companies operating in the retail automotive space. This position is for the West regional team.

**About this role:**

Wells Fargo is seeking an experienced credit analysts to join the credit risk team of Wells Fargo Commercial Auto (WFCA) to support senior Portfolio Managers by providing research, analysis, and underwriting on extensions of direct and indirect credit exposure.

The credit risk team is part of the client-facing front line team responsible for underwriting credit transactions and modifications to existing loans; monitoring existing relationships for adherence to credit and regulatory policies, regulations, and procedures; negotiating loan terms and legal documents; and ongoing monitoring of the loan portfolio.

General responsibilities in this role include working with senior Portfolio Managers (PMs), Relationship Managers (RMs), and Independent Risk Management (IRM) as well as other internal and external partners to originate, monitor, and grow relationships. #commercialbanking

**In this role, you will:**

+ Research complex financial, company, and credit information for commercial businesses according to business unit standards.

+ Assist with credit analysis, industry and business risk analysis, financial modeling and projections, and loan documentation review in support of loan structuring decisions and determining creditworthiness for Middle Market to Corporate-sized auto dealership groups.

+ Assist with collateral analysis including review of real estate due diligence and adherence with related internal policies and external regulations.

+ Perform assigned credit risk activities under the guidance of senior Portfolio Managers including underwriting and origination, loan renewals, annual reviews, and portfolio monitoring.

+ Assist with coordinating deal team activity in support of credit approval process.

+ Exercise independent judgement while developing understanding of function, policies, procedures, and compliance requirements.

+ Collaborate and consult with internal and external stakeholders to understand credit needs and represent the bank in developing and maintaining client relationships.

+ Participate in meetings with customer/prospects along with senior Portfolio Manager and/or Relationship Manager to gather and analyze information relating to credit requests.

**Required Qualifications:**

+ 2+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

**Desired Qualifications:**

+ Commercial auto underwriting experience and/or familiarity with auto finance industry.

+ 3+ years of commercial banking experience.

+ Knowledge and understanding of underwriting or evaluating commercial credit

+ Knowledge and understanding of financial analysis, statements and accounting concepts

+ Strong analytical skills with high attention to detail and accuracy

+ Strong verbal, written, and interpersonal communication skills

+ Ability to present to decision makers and customers in a professional and confident manner

+ Intermediate Microsoft Office skills, including using Excel for financial analysis and projection modeling

+ A BS/BA degree or higher

**Job Expectations:**

+ Ability to travel up to 5% of the time

+ This position offers a hybrid work schedule with 4 days in the office at one of the stated locations

+ No Visa Sponsorship available for this position

**Job Locations:**

+ 4141 Inland Empire Blvd. Ontario, CA

+ 1150 W Washington St., Tempe, AZ

Salary to be determined by the location of the job

**Pay Range**

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

$84,000.00 - $164,400.00

**Benefits**

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (https://www.wellsfargojobs.com/en/life-at-wells-fargo/benefits) for an overview of the following benefit plans and programs offered to employees.

+ Health benefits

+ 401(k) Plan

+ Paid time off

+ Disability benefits

+ Life insurance, critical illness insurance, and accident insurance

+ Parental leave

+ Critical caregiving leave

+ Discounts and savings

+ Commuter benefits

+ Tuition reimbursement

+ Scholarships for dependent children

+ Adoption reimbursement

**Posting End Date:**

13 Jun 2025

***** **_Job posting may come down early due to volume of applicants._**

**We Value Equal Opportunity**

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

**Applicants with Disabilities**

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .

**Drug and Alcohol Policy**

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-drug-and-alcohol-policy) to learn more.

**Wells Fargo Recruitment and Hiring Requirements:**

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

**Req Number:** R-464205

**About this role:**

Wells Fargo is seeking a Commercial Banking Portfolio Manager supporting Small Business Administration (SBA) as part of the Commercial Bank. Learn more about the career areas and business divisions at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) .

**In this role, you will:**

+ Participate in performing financial research, underwriting, and structuring of small business loan requests within Commercial Banking Portfolio Management functional area

+ Review and research business financial statements and tax returns that require an in-depth evaluation of multiple factors

+ Resolve moderately complex issues and lead Commercial Banking Portfolio Management team, to meet project deliverables, while leveraging solid understanding of the function, policies, procedures, and compliance requirements

+ Collaborate and consult with Commercial Banking Portfolio Management peers, colleagues, and mid level managers to resolve issues and achieve goals

+ Lead projects and teams or serve as a mentor for less experienced individuals

**Required Qualifications:**

+ 2+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

**Desired Qualifications:**

+ Experience with complex credit, underwriting, and debt structure within the small business administration (SBA)segment

+ Familiarity with SBA eligibility requirements and standards of practice

+ Completion of a formal credit training program

+ Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management

+ Experience in swiftly adopting and executing change management to enable business growth

+ Experience developing and maintaining external and internal partnerships

+ Experience identifyingand mitigating risk, ensuring compliance with processes and procedures

+ Excellent verbal, written, and interpersonal communication skills

+ Bachelor’s degree in accounting, finance, or business

**Job Expectations:**

+ This position is not eligible for Visa sponsorship

+ Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process

**Posting End Date:**

13 Jun 2025

**_*Job posting may come down early due to volume of applicants._**

**We Value Equal Opportunity**

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

**Applicants with Disabilities**

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .

**Drug and Alcohol Policy**

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-drug-and-alcohol-policy) to learn more.

**Wells Fargo Recruitment and Hiring Requirements:**

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

**Req Number:** R-464014

Description

Our client is seeking a talented Financial Analyst with 1-2 years' experience. A candidate who is looking to build their finance career would be a good fit for this role as plenty of training will be provided for the right fit.

+ Preparation of financial reports.

+ Reconcile transactions through comparison and correction of data.

+ Conducts various statistical and financial reports, as assigned. Gathers analysis and creates reports.

+ Prepare monthly analysis of cost of goods sold and operational expenses against prior year and budget.

+ Conduct market research analysis, maintains statistical/financial databases.

+ Identify trends and recommend actions to senior financial analysts.

+ Assist analysts in creating press releases, research, and analysis

Requirements

+ Strong proficiency in Excel(pivot tables and v-lookups)

+ Budgeting and forecasting experience

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .

Seeking a full-time Financial Counselor I to support our Admitting department at Western AZ Regional Medical Center, located at 2735 Silver Creek Rd, Bullhead City, AZ.

Shift: Days, Monday - Friday, hours TBD.

We know it's not just about finding a job. It's about finding a place where you are respected, valued, and where your work is purposeful and fulfilling. A place where your talent is recognized, professional development is encouraged and career advancement is possible.

**Job Summary**

The Financial Counselor I supports patient access and revenue cycle operations by verifying insurance coverage, securing financial arrangements, and coordinating all aspects of patient account management. This role serves as a key resource for patients by providing financial counseling, facilitating assistance applications, and ensuring accounts are processed accurately and in a timely manner. The Financial Counselor I interacts regularly with patients, insurance payors, and internal departments to promote account resolution and ensure a positive patient financial experience.

**Essential Functions**

+ Establishes payment arrangements with patients according to departmental policies and procedures.

+ Accurately completes and submits financial assistance applications and follows up on required documentation.

+ Verifies insurance eligibility and benefits, and ensures appropriate authorizations are obtained when applicable.

+ Reviews daily admission and missed opportunity reports to ensure all accounts have a valid payment source or financial counseling documentation.

+ Responds to patient inquiries regarding account balances, billing concerns, and insurance coverage; returns all patient calls in a timely and professional manner.

+ Reviews and processes adjustment requests and monitors approved adjustments for accuracy.

+ Maintains account documentation by recording all actions and communications in the appropriate system using correct comment types.

+ Establishes and maintains communication with patients throughout the continuum of care, including pre-admission, point-of-service, and post-discharge financial follow-up.

+ Coordinates with other departments as needed to resolve account issues and ensure account accuracy.

+ Retrieves and responds to voicemails from departmental customer service lines and ensures timely follow-up.

+ Performs other duties as assigned.

+ Complies with all policies and standards.

**Qualifications**

+ Associate Degree in Healthcare Administration, Business, Accounting, or a related preferred

+ 0-2 years of experience in healthcare registration, billing, collections, or a related field required

+ 2-4 years of experience in financial counseling or insurance verification preferred

**Knowledge, Skills and Abilities**

+ Knowledge of healthcare billing and insurance verification processes.

+ Strong interpersonal and communication skills with a customer service focus.

+ Ability to organize and prioritize tasks in a fast-paced environment.

+ Proficiency in Microsoft Office and electronic health record systems.

+ Ability to maintain confidentiality and professionalism in all patient interactions.

Equal Employment Opportunity

This organization does not discriminate in any way to deprive any person of employment opportunities or otherwise adversely affect the status of any employee because of race, color, religion, sex, sexual orientation, genetic information, gender identity, national origin, age, disability, citizenship, veteran status, or military or uniformed services, in accordance with all applicable governmental laws and regulations. In addition, the facility complies with all applicable federal, state and local laws governing nondiscrimination in employment. This applies to all terms and conditions of employment including, but not limited to: hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. If you are an applicant with a mental or physical disability who needs a reasonable accommodation for any part of the application or hiring process, contact the director of Human Resources at the facility to which you are seeking employment; Simply go to http://www.chs.net/serving-communities/locations/ to obtain the main telephone number of the facility and ask for Human Resources.

What you can expect

Zoom is looking for Midmarket Acquisition Account Executives to sell our Workplace Platform. Our Midmarket Acquisition AEs are tenacious hunters and prospectors that create opportunities to sell the entire Zoom platform. Our sales team focuses on working with growing organizations with 51-500 employees within a defined geographic territory.

About the Team

The Zoom sales team is a dynamic force driving the company's success. The team passionately engages with clients, with a focus on delivering cutting-edge communication solutions for our customers. Through strategic partnerships and a customer-centric approach, they play a pivotal role in expanding Zoom's presence and ensuring businesses harness the full potential of virtual collaboration.

What we’re looking for

+ Experience (2+ yrs) as an Account Executive specifically in SaaS and Tech Sales

+ Experience Utilizing Customer Relationship Management (CRM) tool

+ Experience with high volume cold calling to schedule meetings with prospects

Salary Range or On Target Earnings:

Minimum:

$92 300,00

Maximum:

$184 600,00

In addition to the base salary and/or OTE listed Zoom has a Total Direct Compensation philosophy that takes into consideration; base salary, bonus and equity value.

Note: Starting pay will be based on a number of factors and commensurate with qualifications & experience.

We also have a location based compensation structure; there may be a different range for candidates in this and other locations

At Zoom, we offer a window of at least 5 days for you to apply because we believe in giving you every opportunity. Below is the potential closing date, just in case you want to mark it on your calendar. We look forward to receiving your application!

Anticipated Position Close Date:

06/13/25

Ways of WorkingOur structured hybrid approach is centered around our offices and remote work environments. The work style of each role, Hybrid, Remote, or In-Person is indicated in the job description/posting.

BenefitsAs part of our award-winning workplace culture and commitment to delivering happiness, our benefits program offers a variety of perks, benefits, and options to help employees maintain their physical, mental, emotional, and financial health; support work-life balance; and contribute to their community in meaningful ways. Click Learn (https://careers.zoom.us/benefits) for more information.

About UsZoomies help people stay connected so they can get more done together. We set out to build the best collaboration platform for the enterprise, and today help people communicate better with products like Zoom Contact Center, Zoom Phone, Zoom Events, Zoom Apps, Zoom Rooms, and Zoom Webinars.We’re problem-solvers, working at a fast pace to design solutions with our customers and users in mind. Find room to grow with opportunities to stretch your skills and advance your career in a collaborative, growth-focused environment.

Our Commitment​

At Zoom, we believe great work happens when people feel supported and empowered. We’re committed to fair hiring practices that ensure every candidate is evaluated based on skills, experience, and potential. If you require an accommodation during the hiring process, let us know—we’re here to support you at every step.

If you need assistance navigating the interview process due to a medical disability, please submit an Accommodations Request Form (https://form.asana.com/?k=OIuqpO5Tv9XQTWp1bNYd8w&d=1127274756253361) and someone from our team will reach out soon. This form is solely for applicants who require an accommodation due to a qualifying medical disability. Non-accommodation-related requests, such as application follow-ups or technical issues, will not be addressed.

#LI-Remote

**Ab** ​ **out this role:**

Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager in Middle Market Banking as part of the credit management team. This key position is responsible for credit portfolio management to meet the long-term financial objectives and risk tolerance for commercial banking clients and serves as a key member of a client’s deal team. Learn more about the career areas and lines of business at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/)

**In this role, you will:**

+ Participate in performing financial research, underwriting, and structuring of highly complex private banking as well as consumer and mortgage relationships within Commercial Banking Portfolio Management functional area

+ Review and research business financial statements and tax returns that require an in-depth evaluation of multiple factors

+ Resolve moderately complex issues and lead Commercial Banking Portfolio Management team, to meet project deliverables, while leveraging solid understanding of the function, policies, procedures, and compliance requirements

+ Collaborate and consult with Commercial Banking Portfolio Management peers, colleagues, and mid level managers to resolve issues and achieve goals

+ Lead projects and teams or serve as a mentor for less experienced individuals

**Required Qualifications:**

+ 4+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

**Desired Qualifications:**

+ Previous experience underwriting C&I (commercial and industrial), and IRE (investor real estate) complex credit

+ Experience completing commercial annual loan renewals and reviews

+ Experience negotiating interest rates, price, terms, and collateral requirements

+ Knowledge and understanding of commercial and specialty group banking products and services

+ Solid knowledge and understanding of credit policy, loan servicing, risk management, and group underwriting requirements

+ Previous experience using Blast or Creditview

+ Demonstrated experience showing attention to detail, self-motivation and the ability to independently problem solve

**Job Expectations:**

+ Position can report to any of the posted locations

+ Ability to travel up to 10% of the time

@RWF22

**Pay Range**

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

$96,600.00 - $206,100.00

**Benefits**

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (https://www.wellsfargojobs.com/en/life-at-wells-fargo/benefits) for an overview of the following benefit plans and programs offered to employees.

+ Health benefits

+ 401(k) Plan

+ Paid time off

+ Disability benefits

+ Life insurance, critical illness insurance, and accident insurance

+ Parental leave

+ Critical caregiving leave

+ Discounts and savings

+ Commuter benefits

+ Tuition reimbursement

+ Scholarships for dependent children

+ Adoption reimbursement

**Posting End Date:**

13 Jun 2025

***** **_Job posting may come down early due to volume of applicants._**

**We Value Equal Opportunity**

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

**Applicants with Disabilities**

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .

**Drug and Alcohol Policy**

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-drug-and-alcohol-policy) to learn more.

**Wells Fargo Recruitment and Hiring Requirements:**

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

**Req Number:** R-456992

**Why USAA?**

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

**The Opportunity**

As a dedicated Portfolio Manager, you will be responsible for supporting Company or Staff Agency or LOB portfolios and ensures compliance with applicable policies, procedures, standards, controls, and regulations. You will partner with executive sponsors, business owners and additional team members to ensure alignment to strategic objectives and effective prioritization, planning, budgeting, delivery, and benefits realization of work efforts. You will support broader USAA portfolio management, supports technology investment planning, and coordinate with program managers on budget inputs and updates.

This position can work remotely in the continental U.S. with occasional business travel.

Relocation assistance is **not** available for this position.

**What you'll do:**

+ Monitor, govern and is accountable for low to moderately complex CoSA or LOB portfolios.

+ Complete governance routines per the Enterprise Program Management Office (EPMO) Policy, Standards and Procedures.

+ Monitor a portfolio on an ongoing basis, to resolve issues and disseminate information to partners.

+ Facilitate the identification, management, and resolution of systemic cross-work risks / issues and interdependency conflicts for work effort(s) / program deliverables and informs portfolio team and partners as needed.

+ Uses analytics to research and identify financial management risks and recommends solutions to address opportunities; may raise to their respective Portfolio Management Office (PMO) or leadership team as needed.

+ Monitor for stale work efforts and need for resolution, including termination proposal if applicable.

+ Support development and execution of CoSA planning in partnership with Enterprise Integrated Planning (EIP) and their respective PMO.

+ Monitor and makes prioritization recommendations to their senior leadership and their respective PMO to ensure portfolio alignment and delivery against strategic priorities as needed.

+ Communicate portfolio statuses and changes regularly with executive sponsors, program sponsors, business owners, and additional partners.

+ Review health and performance of portfolio regularly, monitors portfolio success via recognized methodologies, and identifies performance improvement opportunities, providing updates to leader and team members.

+ Drive the adoption and sustainment of changes within the organization in compliance with USAA’s Change Management methodology.

+ Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.​

**What you have:**

+ Bachelor’s degree: OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.

+ Minimum 6 years' dynamic project, program, or portfolio management experience to include operational improvement and/or consulting for large strategic efforts.

+ Proficient understanding of project, program, and portfolio management principles.

+ Working knowledge in the full lifecycle experience managing strategic and operational work efforts.

+ Experience with portfolio management and execution experience delivering complex work efforts working with Waterfall and Agile methodologies.

+ Currently possess at least one of the following: Certified Project Manager (CPM), Lean Portfolio Management Certification, Project Management Professional (PMP), or gains one within 6 months of placement.

+ Proficient experience in USAA’s change management methodology or similar industry change management methodology.

**What sets you apart:**

+ **Cost-Benefit Analysis (CBA):** Proficiency in assessing business case scope and documenting CBAs; experience measuring CBA-defined outcomes

+ **Financial Planning & Forecasting:** Understanding of monthly and yearly financial planning cycles

+ **Communication & Collaboration:** Effective communicator capable of influencing and building partnerships across peer teams

+ **Proficient in visual storytelling** (Tableau, PowerPoint, Visio)

+ **Data Analysis:** Ability to perform complex data analysis independently. Advanced Excel skills (formulas, tables, pivot tables).

+ **Project Management:** Experience with project management methodologies and portfolio management systems (e.g., Clarity). Strong understanding of Agile methodology.

+ **Governance & Risk:** Awareness of governance routines and change management risk routines.

**Salary:** The salary range for this position is: $114,080.00 - $218,030.00 **.**

**USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).**

USAA will consider qualified applicants with a criminal history pursuant to the **San Diego County** Fair Chance Ordinance and the California Fair Chance Act. You do not need to disclose your criminal history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if USAA is concerned about a conviction(s) that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. Find out more about the Fair Chance Ordinance by visiting the San Diego County Office of Labor Standards and Enforcement webpage.

USAA will consider qualified applicants with a criminal history pursuant to the L **os Angeles County** Fair Chance Ordinance and the California Fair Chance Act. You do not need to disclose your criminal history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if USAA is concerned about a conviction(s) that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. Find out more about the Fair Chance Ordinance by visiting the Los Angeles County Office of Labor Standards and Enforcement website.

**Compensation:** USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

**Benefits:** At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.

_Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting._

_USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran._

**If you are an existing USAA employee, please use the internal career site in OneSource to apply.**

**Please do not type your first and last name in all caps.**

**_Find your purpose. Join our mission._**

USAA is unlike any other financial services organization. The mission of the association is to facilitate the financial security of its members, associates and their families through provision of a full range of highly competitive financial products and services; in so doing, USAA seeks to be the provider of choice for the military community. We do this by upholding the highest standards and ensuring that our corporate business activities and individual employee conduct reflect good judgment and common sense, and are consistent with our core values of service, loyalty, honesty and integrity.

USAA attributes its long-standing success to its most valuable resource: our 35,000 employees. They are the heart and soul of our member-service culture. When you join us, you'll become part of a thriving community committed to going above for those who have gone beyond: the men and women of the U.S. military, their associates and their families. In order to play a role on our team, you don't have to be connected to the military yourself – you just need to share our passion for serving our more than 13 million members.

USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.

California applicants, please review our HR CCPA - Notice at Collection (https://statmcstg.usaa.com/mcontent/static\_assets/Media/enterprise\_hr\_cpra\_notice\_at\_collection.pdf) here.

USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.

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

**Job Description**

The Investment Consultant role provides advanced investment education and advice as it works with clients who typically have between $25,000 and, up to, $250,000 in investable assets who may require multiple financial product offerings. The Investment Consultant will have access to a full product suite and a light Financial Planning tool, while it works with existing clients within a defined service model and with internal partners to make prospect introductions to uncover investment opportunities. The Investment Consultant works by appointment and handles the financial discovery process for internal team partners and makes referrals when appropriate, which is a key performance measure of the role.

The Investment Consultant uses strong analytical skills to assess client needs and works to develop personalized financial relationships with a variety of clients with diverse financial needs that will result in repeat conversations and new or expanding financial services, assets, and opportunities. Candidates will also possess strong communication and time management skills as they balance helping clients with financial needs as well as working with partners to increase referral quality and volume in their assigned territory. The Investment Consultant works well with peers, providing and soliciting feedback from others to improve the client experience as well as to develop long-term client relationships in a team-based model. The Investment Consultant will also be expected to complete required Annual Reviews for clients in their assigned region.

Basic Qualifications

- A bachelor’s degree, background in financial services, investments, or equivalent work experience

- A minimum of one to two years of job-related experience in a financial sales position are preferred.

- FINRA Series 7 along with either Series 63 and 65 or Series 66, but partially licensed applicants may be considered.

Preferred Skills

- Fluency in a second language, applicable state insurance licenses are desired.

_​_ - Applicable state licenses - CRPC, CFP designations

- Demonstrated sales and marketing abilities

- Strong analytical skills to assess client needs

- Proficient computer navigation skills using a variety of software packages including Microsoft Office

- Ability to manage multiple tasks/projects and deadlines simultaneously

- Well-developed analytical and problem-solving skills

- Excellent interpersonal, verbal and written communication skills

- Past experience with salesforce and MoneyGuide pro

- A passion for building relationships with clients

- Partially licensed candidates will be considered. Life, Accident & Health, LTC, and Annuity licenses required at, or within 6 months, of hiring.

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

**Benefits:**

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

+ Healthcare (medical, dental, vision)

+ Basic term and optional term life insurance

+ Short-term and long-term disability

+ Pregnancy disability and parental leave

+ 401(k) and employer-funded retirement plan

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

+ Up to 11 paid holiday opportunities

+ Adoption assistance

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

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

**E-Verify**

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

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $71,400.00 - $84,000.00 - $92,400.00

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

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

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

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

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

**Location - California, Oregon, Washington State**

**Overview of the Role**

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

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

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

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

**Key Responsibilities:**

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

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

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

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

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

+ Negotiate positive business outcomes with existing customers for PagerDuty

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

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

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

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

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

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

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

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

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

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

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

**Basic Qualifications**

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

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

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

+ Sold in a multi-product selling environment before

+ Travel expectations around 30%

**Preferred Qualifications**

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

+ Consistent track record of exceeding sales targets

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

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

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

Our base salary ranges are determined by role, level, and location. The range, which is subject to change based on primary work location, reflects the minimum and maximum base salary we expect to pay newly hired employees for the position. Within the range, we determine pay for an individual based on a number of factors including market location, job-related knowledge, skills/competencies and experience.

Your recruiter can share more about the specific offerings for this role, as well as the salary range for your primary work location during the hiring process.

**Hesitant to apply?**

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

**Where we work**

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

**Location restrictions:**

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

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

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

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

**How we work**

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

**What we offer**

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

**Your package may include:**

+ Competitive salary

+ Comprehensive benefits package from day one

+ Flexible work arrangements

+ Company equity*

+ ESPP (Employee Stock Purchase Program)*

+ Retirement or pension plan*

+ Generous paid vacation time

+ Paid holidays and sick leave

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

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

+ Paid volunteer time off: 20 hours per year

+ Company-wide hack weeks

+ Mental wellness programs

*Eligibility may vary by role, region, and tenure

**About PagerDuty**

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

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

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

**Additional Information**

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

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

PagerDuty uses the E-Verify employment verification program.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.

**Job responsibilities**

+ Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity

+ Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management

+ Demonstrate a deep understanding of financial markets and sound business judgement

+ Exhibit unwavering integrity that points toward doing right by clients at every opportunity

+ Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments

+ Provide a holistic view of clients' needs and financial coaching beyond investments

+ Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

**Required qualifications, capabilities, and skills**

+ At least 2 years in a Financial Advisor role or equivalent financial services experience

+ Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners

+ Demonstrated ability and commitment to goals-based planning and advice

+ A valid and active Series 7

+ A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment

+ A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

**Preferred qualifications, capabilities, and skills**

+ Certified Financial Planning (CFP®) certification is preferred

+ Bachelor's degree preferred

INVESTMENT AND INSURANCE PRODUCTS ARE:

• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans