Personal Financial Advisors

About our Team

LexisNexis Legal & Professional, which serves customers in more than 150 countries with 11,800 employees worldwide, is part of RELX (https://www.relx.com/) , a global provider of information-based analytics and decision tools for professional and business customers. Our company has been a long-time leader in deploying AI and advanced technologies to the legal market to improve productivity and transform the overall business and practice of law, deploying ethical and powerful generative AI solutions with a flexible, multi-model approach that prioritizes using the best model from today’s top model creators for each individual legal use case.About the Role

As an Account Executive, you will be responsible for adding new business by selling to existing subscribers of Lex Machina.

Responsibilities

+ Managing the full sales cycle from prospecting through qualification, opportunity creation, and closing

+ Maintaining a tight record of all outbound prospecting and sales activity

+ Planning own territory or account approach, and managing own resources

+ Developing and managing a pipeline of viable opportunities with timely follow-up of all leads, ensuring closure

+ Working closely with our Marketing and Sales leadership to convey market insights and sales initiatives

Requirements

+ Display proven experience in generating new business sales in a business-to-business environment

+ Have solid understanding and use of strategic selling techniques and CRM systems

+ Be able to effectively partner and collaborate across teams and externally

+ Have impressive communication and organizational skills with a tenacious executive presence

Work in a way that works for you

We promote a healthy work/life balance across the organization. We offer an appealing working prospect for our people. With numerous wellbeing initiatives, we will help you meet your immediate responsibilities and your long-term goals.

+ Working flexible hours - flexing the times when you work in the day to help you fit everything in and work when you are the most productive

Working for you

We know that your wellbeing and happiness are key to a long and successful career. These are some of the benefits we are delighted to offer:- Health Benefits: Comprehensive, multi-carrier program for medical, dental and vision benefits- Retirement Benefits: 401(k) with match and an Employee Share Purchase Plan- Wellbeing: Wellness platform with incentives, Headspace app subscription, Employee Assistance and Time-off Programs- Short-and-Long Term Disability, Life and Accidental Death Insurance, Critical Illness, and Hospital Indemnity- Family Benefits, including bonding and family care leaves, adoption and surrogacy benefits- Health Savings, Health Care, Dependent Care and Commuter Spending Accounts- Up to two days of paid leave each to participate in Employee Resource Groups and to volunteer with your charity of choice

About the Business

LexisNexis Legal & Professional® provides legal, regulatory, and business information and analytics that help customers increase their productivity, improve decision-making, achieve better outcomes, and advance the rule of law around the world. As a digital pioneer, the company was the first to bring legal and business information online with its Lexis® and Nexis® services.

LexisNexis, a division of RELX, is an equal opportunity employer: qualified applicants are considered for and treated during employment without regard to race, color, creed, religion, sex, national origin, citizenship status, disability status, protected veteran status, age, marital status, sexual orientation, gender identity, genetic information, or any other characteristic protected by law. We are committed to providing a fair and accessible hiring process. If you have a disability or other need that requires accommodation or adjustment, please let us know by completing our Applicant Request Support Form: https://forms.office.com/r/eVgFxjLmAK , or please contact 1-855-833-5120.

Please read our Candidate Privacy Policy (https://www.relx.com/careers/join-us/privacy) .

RELX is a global provider of information and analytics for professional and business customers across industries.

We help scientists make new discoveries, lawyers win cases, doctors save lives and insurance companies offer customers lower prices. We save taxpayers and consumers money by preventing fraud and help executives forge commercial relationships with their clients.

In short, we enable our customers to make better decisions, get better results and be more productive.

**Become a part of our caring community and help us put health first**

The Senior IT Portfolio Management Professional collaborates with the business portfolio team to align the IT portfolio and demand. The Senior IT Portfolio Management Professional work assignments involve moderately complex to complex issues where the analysis of situations or data requires an in-depth evaluation of variable factors.

The Senior IT Portfolio Management Professional organizes and prioritizes projects and programs based on IT Strategy, strategic roadmap, available and prioritized budgets, changes schedules and ensures that the appropriate financial and organizational support is being allocated in support of those goals. Begins to influence department's strategy. Makes decisions on moderately complex to complex issues regarding technical approach for project components, and work is performed without direction. Exercises considerable latitude in determining objectives and approaches to assignments.

**Use your skills to make an impact**

**Required Qualifications**

+ Bachelor's degree

+ 5 or more years of technical experience

+ Comprehensive knowledge of all Microsoft Office applications including Word, Excel, Access, PowerPoint, and Visio

+ Experience producing metrics, measurements and trend reports

+ Working knowledge of ad-hoc query tools and data repositories that support data extraction and manipulation

+ Must be passionate about contributing to an organization focused on continuously improving consumer experiences

**Preferred Qualifications**

+ MBA or other Advanced Degree

+ Six Sigma certification

+ Experience in problem analysis and process

+ Experience producing metrics, measurements and trend reports

**Additional Information**

To ensure Home or Hybrid Home/Office employees' ability to work effectively, the self-provided internet service of Home or Hybrid Home/Office employees must meet the following criteria:

At minimum, a download speed of 25 Mbps and an upload speed of 10 Mbps is recommended; wireless, wired cable or DSL connection is suggested

Satellite, cellular and microwave connection can be used only if approved by leadership

Employees who live and work from Home in the state of California, Illinois, Montana, or South Dakota will be provided a bi-weekly payment for their internet expense.

Humana will provide Home or Hybrid Home/Office employees with telephone equipment appropriate to meet the business requirements for their position/job.

Work from a dedicated space lacking ongoing interruptions to protect member PHI / HIPAA information

**Scheduled Weekly Hours**

40

**Pay Range**

The compensation range below reflects a good faith estimate of starting base pay for full time (40 hours per week) employment at the time of posting. The pay range may be higher or lower based on geographic location and individual pay will vary based on demonstrated job related skills, knowledge, experience, education, certifications, etc.$104,800 - $144,300 per yearThis job is eligible for a bonus incentive plan. This incentive opportunity is based upon company and/or individual performance.

**Description of Benefits**

Humana, Inc. and its affiliated subsidiaries (collectively, 'Humana') offers competitive benefits that support whole-person well-being. Associate benefits are designed to encourage personal wellness and smart healthcare decisions for you and your family while also knowing your life extends outside of work. Among our benefits, Humana provides medical, dental and vision benefits, 401(k) retirement savings plan, time off (including paid time off, company and personal holidays, volunteer time off, paid parental and caregiver leave), short-term and long-term disability, life insurance and many other opportunities.

**About us**

Humana Inc. (NYSE: HUM) is committed to putting health first - for our teammates, our customers and our company. Through our Humana insurance services and CenterWell healthcare services, we make it easier for the millions of people we serve to achieve their best health - delivering the care and service they need, when they need it. These efforts are leading to a better quality of life for people with Medicare, Medicaid, families, individuals, military service personnel, and communities at large.

**Equal Opportunity Employer**

It is the policy of Humana not to discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or veteran status. It is also the policy of Humana to take affirmative action to employ and to advance in employment, all persons regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or protected veteran status, and to base all employment decisions only on valid job requirements. This policy shall apply to all employment actions, including but not limited to recruitment, hiring, upgrading, promotion, transfer, demotion, layoff, recall, termination, rates of pay or other forms of compensation and selection for training, including apprenticeship, at all levels of employment.

Humana complies with all applicable federal civil rights laws and does not discriminate on the basis of race, color, national origin, age, disability, sex, sexual orientation, gender identity or religion. We also provide free language interpreter services. See our https://www.humana.com/legal/accessibility-resources?source=Humana_Website.

The Sales Account Executive generates advertising revenue by calling on established agencies, cold-calling new prospects and convincing potential clients of the merits of television advertising.

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

+ Establishes credible relationships with local business community.

+ Makes sales calls on existing and prospective clients.

+ Maintains assigned accounts and develops new accounts.

+ Prepares and delivers sales presentations to clients.

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

+ Provides clients with information regarding rates for advertising placement in all media.

+ Develops advertising schedules with clients and station personnel responsible for placing advertising into station media.

+ Works with clients and station personnel to develop advertisements.

+ Performs other duties as assigned.

Requirements & Skills :

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

+ Minimum one year’s experience in sales, preferably in the media field.

+ Valid driver’s license with an acceptable driving record.

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

+ Proficiency with computers, telephones, copiers, scanners, fax machines and other office equipment.

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

EEO Statement: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Works closely with the installation and military branch Points of Contact (POC) to assure that the program is providing within scope and meets the needs of the installation.

+ Provides personal financial counseling and management services directly to service members and their families.

+ Assists service members in establishing a spending plan for extended absences.

+ Develops and makes available informational financial materials to service members and families.

+ Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.

+ Responds to requests for age-appropriate classes or seminars.

+ Possess the skills to effectively utilize virtual counseling or other electronic modes of communication, such as web based, secure online chat, or video-based communications and secure video teleconference sponsored by the customer. Virtual PFC support may only be authorized by OSD FINRED Program office.

+ Manages duty to warn situations according to Department of Defense (DoD) protocol.

+ Communicates with leadership and participates in regular individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assigned.

+ Participates in regular in-services/training, quality improvement committees or other contract activities as assigned/appropriate.

+ All other duties as assigned.

Other Job Requirements

Responsibilities

Bachelor's degree required.

May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor's degree.

May consider applicants with a high school diploma plus 6 years' experience in lieu of a bachelor's degree.

Must be a U.S. citizen and speak fluent English.

If required by the contract, must be bilingual in English and Spanish.

Be able to obtain a favorably adjudicated Tier 2 investigation.

Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

Must have over a thousand hours of financial counseling experience.

General Job Information

Title

Personal Financial Counselor - Davis-Monthan AFB Tucson, AZ

Grade

21

Work Experience - Required

Work Experience - Preferred

Financial Counseling

Education - Required

A Combination of Education and Work Experience May Be Considered., Bachelor's

Education - Preferred

License and Certifications - Required

AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant - Enterprise, DL - Driver License, Valid In State - Other

License and Certifications - Preferred

Salary Range

Salary Minimum:

$45,655

Salary Maximum:

$68,485

This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Actual pay will be adjusted based on an individual's skills, experience, education, and other job-related factors permitted by law.

This position may be eligible for short-term incentives as well as a comprehensive benefits package. Magellan offers a broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing.

Magellan Health, Inc. is proud to be an Equal Opportunity Employer and a Tobacco-free workplace. EOE/M/F/Vet/Disabled.Every employee must understand, comply with and attest to the security responsibilities and security controls unique to their position; and comply with all applicable legal, regulatory, and contractual requirements and internal policies and procedures.

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.

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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 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.

JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans

Are you a sales person who knows what it takes to stack the pipeline with leads and deals? Can you learn technology and build confidence in the minds of our clients and prospects? Then Expedient might be a great place for you. We are seeking an Account Executive to sell IT and cloud solutions to businesses in our Phoenix, AZ market. This is a great opportunity for someone with demonstrated success selling B2B technology solutions such as cloud hosting, cybersecurity, infrastructure-as-a-service, server colocation, managed back-ups and disaster recovery.

To learn more about Expedient, check out this interactive video tour of our Phoenix data center https://www.expedient.com/data-centers/phoenix/

This individual contributor role will be focused on prospecting, forecasting opportunities, pipeline development and closing deals based on individual and quarterly sales targets.

REQUIREMENTS FOR ACCOUNT EXECUTIVES:

+ 5 years of technology-based sales experience including cloud solutions, data centers, hardware, software and/or IT services

+ Proven track record of experience with hunting and closing new business in the B2B technology arena as well as documented evidence of meeting and exceeding quota

+ Strong sales funnel development, staying attentive to and developing both the short and long sales cycles in order to close deals

+ Strong in-person and virtual networking and presentation skills

+ Time-management skills are critical in this role

+ Proficiency with Salesforce and other sales and CRM platforms as well as LinkedIn Sales Navigator, 6Sense, etc

+ Bachelor’s degree desired but not required

What You’ll Do as an Account Executive

+ Responsible for selling Expedient cloud solutions to businesses in the Phoenix and extended region; from prospecting and lead generation to closing deals, all for net new clients

+ Grow the sales pipeline of new business, forecasting future sales based on trends and observations and meeting or exceeding quarterly sales quotas

+ Develop, prepare and deliver sales proposals and presentations while partnering with a Solutions Architect

+ Partner with Lead Generation teams, Channel Partner teams to get leads and grow them into clients; partner with and develop proposals with Solutions Architects to finalize quote for client

Compensation for this position is commensurate with experience and historical sales success. Base salary between $90,000 and $120,000 per year. Commissions are UNCAPPED. On target earnings $200k to $300k after ramp.

WORKING FOR EXPEDIENT We prioritize ongoing education and continuous innovation to remain at the forefront of the information technology landscape. Our commitment to learning is reflected in our comprehensive employee training and tuition reimbursement programs, which are driven by our employees and funded by Expedient 100%. For our full-time employees we offer an exceptional benefits package including three weeks of paid time off annually that increases with tenure plus your birthday off and a health holiday to be used for preventive care. We offer parental leave, top-tier medical, dental, and vision, disability and life insurance, at an affordable rate, wellness engagement opportunities, and a 401(k) with a generous match. We also recognize the importance of a comfortable and convenient work environment. We offer a hybrid work model for many roles, paid parking and other perks.

Expedient is an equal opportunity employer. Qualified applicants will receive fair and equitable consideration for employment without regard to their race, color, religion, national origin, gender, protected veteran status, disability, or any other characteristic protected by law.

Powered by JazzHR

**Company Description**

Dynatrace exists to make the world’s software work perfectly. Our unified software intelligence platform combines broad and deep observability and continuous runtime application security with the most advanced AIOps to provide answers and intelligent automation from data at an enormous scale. This enables innovators to modernize and automate cloud operations, deliver software faster and more securely, and ensure flawless digital experiences. That is why the world’s largest organizations trust Dynatrace® to accelerate digital transformation.

We're an equal opportunity employer and embrace all applicants. Dynatrace wants YOU—your diverse background, talents, values, ideas, and expertise. These qualities are what make our global team stronger and more seasoned. We're fueled by the diversity of our talented employees.

**Job Description**

We are looking for a candidate to fill a newly created position as an Enterprise Expansion Account Executive. In this role, you will drive sales growth through targeted acquisition and expansion efforts across various industry segments.

It’s all about a “land and expand” approach amongst enterprise-grade organizations. As part of your responsibilities, you’ll oversee 7 to 10 existing customer accounts. Your focus will be on nurturing these relationships and expanding partnerships. Additionally, you’ll engage with 5 to 8 potential customers, introducing them to our offerings. After successfully converting prospects, you’ll have the chance to maintain those accounts and explore opportunities for upselling and cross selling our solutions. Additionally, you’ll benefit from mentorship provided by our award-winning leadership team. Collaborating closely with our high-performing sales professionals, SDRs, and partners, you’ll be on the path toward achieving ultimate success.

**_What you will be focusing on as an Enterprise Expansion Account Executive_**

+ Execute on territory plans to deliver maximum revenue potential within a pool of regionally focused Enterprise accounts.

+ Collaborative pre-defined SE support based on region.

+ 7-10 customers, 5-8 prospects, with 18 total accounts.

+ Drive new logo customers whilst also focusing on expanding Dynatrace usage within existing accounts.

+ Consult with Vice President and C-level executives to develop and implement an effective enterprise-wide strategy that maximizes the value delivered by Dynatrace; position Dynatrace relative to the competition.

+ Generate velocity by establishing Dynatrace in new markets through product demonstrations, in-market events and account specific initiatives.

+ Develop a contact network within named accounts and channel partners to ensure Dynatrace can be sold broadly and effectively.

+ Work closely with Dynatrace functional areas such as sales engineering, marketing, legal, finance and other lines of business to develop and execute a solution strategy to meet customer business needs.

+ Ensure your customers’ implementations are wildly successful.

**Qualifications**

**Minimum Requirements:**

+ HS diploma or GED AND a minimum of one year of experience in closing enterprise software sales.

**Preferred Requirements:**

+ You show a successful track record in Enterprise software sales across many business functions within the executive level of a customer.

+ You can manage sales cycles within complex organizations, while compressing decision cycles.

+ You have outstanding organizational and communication skills (written and oral, negotiation and presentations skills).

+ You are confident in building a diverse territory plan and have familiarity in leveraging a sales ecosystem.

+ You have proven experience in acquiring new business.

+ You thrive in high-velocity situations and can think/act with a sense of urgency.

+ You are a motivated and tenacious self-starter who consistently delivers high performance against quota, driven by VP- and C-level relationships.

+ You know how to build and execute business plans and sales plays.

+ You know how to collaborate and co-sell internally across all supporting resources to maximize your effectiveness and advance the sales process (familiar with MEDDPIC).

+ You are familiar with the observability and modern application market.

**Additional Information**

**_Why you will love selling and working with our Dynatrace platform_**

+ Dynatrace is a leader in unified observability and security.

+ We provide a culture of excellence with competitive compensation packages designed to recognize and reward performance.

+ Our employees work with the largest cloud providers, including AWS, Microsoft, and Google Cloud, and other leading partners worldwide to create strategic alliances.

+ The Dynatrace platform uses cutting-edge technologies, including our own Davis hypermodal AI, to help our customers modernize and automate cloud operations, deliver software faster and more securely, and enable flawless digital experiences.

+ Over 50% of the Fortune 100 companies are current customers of Dynatrace.

**Compensation and rewards**

+ The base salary range for this role is $120,000 - $150,000. When determining your salary, we consider your experience, skills, education, and work location.

+ Our total compensation package includes unlimited personal time off, an employee stock purchase plan, and a reward system.

+ We also offer medical/dental benefits, and a company matching 401(k) plan for retirement.

All your information will be kept confidential according to EEO guidelines.

We offer competitive compensation, company-sponsored premium benefits, medical, dental, vacation/holidays, company matching 401(k) Plan, etc. Dynatrace is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, sex, color, gender identity, religion, national origin, ancestry, citizenship, physical abilities, age, sexual orientation, creed, disability status, veteran status, pregnancy, genetic status, or any other characteristic protected by law. If your disability makes it difficult for you to use this site, please contact [email protected] . Dynatrace participates in E-Verify, participant information in English and Spanish. Right to work information in English and Spanish. EEO is the Law / EEO is the Law Supplement . To be considered for this position, please upload your resume/CV.

Commercial Portfolio Manager III or Sr. CPM

Location Phoenix, AZ

# of openings 0

Apply Now (https://phh.tbe.taleo.net/phh03/ats/careers/v2/applyRequisition?org=BANKERSTRUST&cws=37&rid=1666)

Job Brief

Assist the Commercial Relationship Managers by completing underwriting and due diligence to help analyze new opportunities in accordance with established lending objectives, policies and procedures.

There are important qualities you look for in an employer – meaningful work, community engagement, competitive benefits, commitment to employee development, and so many more. At Bankers Trust, our team members experience an inclusive and community-focused culture and we’re proud of the premier workplace we’ve created. We regularly receive best in class results through our biennial employee engagement survey. We’re also proud to receive recognition from others, including our designation as a “Best Place for Working Parents®,” being a four-time recipient of the Greater Des Moines Partnership’s Inclusion Award, and being named one of the “Best Businesses Supporting Local Charity” by readers of the Business Record.

Job Summary:

The Commercial Portfolio Manager (CPM) will assist the Commercial Relationship Managers by completing underwriting and due diligence to help analyze new opportunities in accordance with established lending objectives, policies and procedures. The CPM III will also maintain and service existing customers as well as ensure credit quality guidelines and policies are met and monitored.

Primary Functions and/or Responsibilities:

· Assists the Commercial Relationship Managers by requesting and obtaining all information needed from the client or prospect to underwrite the credit request

· Assists the Commercial Relationship Managers to appropriately underwrite the credit, and to develop the appropriate credit structure in relationship to the credit risk

· Assists the Commercial Relationship Managers in the monitoring of the portfolio which includes, but is not limited to, financial tracking and monitoring maturing notes/annual reviews

· Conducts business in compliance with bank policies and procedures, as well as all federal and state laws and regulations

· Participates with the Commercial Relationship Managers in meetings to discuss work in process, exceptions, maturing notes, and annual reviews

· Participates with the Commercial Relationship Managers in meetings with existing and/or prospective clients at either the customer’s place of business or at the bank offices

· Participates in discussions and subsequent meetings with commercial lending department, industry specialists, and other interested parties to exchange information and ideas, and to seek to understand the opinions of others

· Presents to Senior Loan Committee

· Performs other duties as assigned

Education and/or Experience:

Commercial Portfolio Manager III Level :

· BA or BS degree in Business, Accounting or Finance required

· At least six years of relevant commercial credit experience required

· Four-year college degree in a related field preferred OR an equivalent combination of education and experience

Sr. Commercial Portfolio Manager Level :

· BA or BS degree in Business, Accounting or Finance required

· At least six years of relevant commercial credit experience required and/or credit administration experience required

· Previous credit analysis and/or portfolio management experience

· Four-year college degree in a related field preferred OR an equivalent combination of education and experience

Specific Skills, Knowledge & Abilities:

· Ability to research and understand commercial and commercial real estate lending and banking regulations

· Ability to deal effectively with customers and employees at all levels of the bank organization

· Strong commercial credit analysis skills required

Hiring Salary Range

· The hiring range below reflects targeted base salary. Actual compensation will be determined based on the candidate’s prior related experience & education and will be finalized at the time of offer. In addition to base salary, most positions are also eligible to participate in our annual bonus program. Select positions may also be eligible to earn incentives and/or commissions. CRM III Base Hiring Salary Range: $73,000 - $90,000. Sr. CRM Base Hiring Salary Range: $84,000 - $105,000

Benefits

• Group Health, Dental, and Vision Insurance

• Generous Paid Time Off (PTO)

• Volunteer Time Off (VTO)

• 401(k) plan with lucrative company match

• Tuition assistance

• Company Paid Life Insurance

• Paid Parental Leave

• Lifestyle Accounts that provide employees with reimbursement for the things that are most important to them such as childcare, student loan payments, gym memberships, pet insurance and much more.

• Team Member Banking - a suite of products and services with special benefits for employees

Hybrid Eligibility: Position may be eligible for a hybrid work schedule (requiring some days in the office each week).

AFFIRMATIVE ACTION/EQUAL OPPORTUNITY EMPLOYER

“PROTECTED VETERANS” AND “INDIVIDUAL WITH DISABILITY”

As an S&P 500 software company with innovation at its core, Paycom empowers employees to manage their own data while equipping businesses with the HR technology they need to thrive.

At Paycom, our people drive our success. Our values are simple: We innovate, we win, we serve, we care and we believe. Paycom sales employees enjoy a fast-paced, engaging work environment empowering them to set and achieve their personal and professional goals.

**Pay Transparency Statement**

This position has a salary of $100,000 per annum, consisting of $80,000 base pay and $20,000 supplemental pay with an additional uncapped commission plan. Paycom provides health insurance to employees at an employee cost of $1 per pay period; a 401(k) plan with company match; available flexible spending accounts; $50,000 basic life and AD&D; paid vacation, holidays and sick leave; employee stock purchase plan; paid family leave; and many other benefits.

**Your Role at Paycom**

As an Account Executive (internally known as Outside Sales Representative) for Paycom, you will be responsible for selling net new prospects, from generating the first appointment through closing. You’ll contact prospects, set appointments, demonstrate our software, negotiate agreements and secure new business accounts. You will be accountable for hitting weekly metrics that lead to selling Paycom’s human capital management technology products and services to clients in an assigned region, with support from our leadership and sales enablement teams.

**RESPONSIBILITIES**

+ Demonstrate essential skill competencies throughout new-hire training by maintaining and/or exceeding assigned metrics

+ Make cold calls to potential clients according to assigned standards and goals

+ Set appointments with leads from companies with 50 or more employees when assigned

+ Cultivate a consistent sales pipeline to meet goals for new business by holding and progressing in-person meetings with prospects

+ Build value-added relationships with decision makers and C-level executives within assigned territory

+ Close net new accounts, collecting critical items for implementation quickly and efficiently

+ Support new clients by participating in initial kickoff meetings for implementation

+ Build and maintain expert knowledge of Paycom products and services, continually enhancing knowledge through weekly team meetings and sales training

+ Perform other duties as assigned

**Travel**

+ Up to 25% travel — may include overnight on all avenues of transportation (plane, train and/or automobile)

+ Required to attend in-person new hire, regional and department trainings

**Perks and Benefits**

At Paycom, we offer unique perks and benefits that support you in all areas of your life. Here’s what you can expect from a Paycom career:

+ Base salary, transportation allowance and an uncapped commission plan

+ $1-per-pay-period individual health insurance coverage for employees

+ Paid vacation, sick, holiday and personal days to encourage you to accomplish your goals outside work

+ 401(k) with matching + employee stock purchase program to help you build wealth for the future

+ Company + team-based events to create community

+ Ongoing companywide roundtable discussions called _Better Conversations_ to promote diversity, equity and inclusion

+ Paid family leave programs to ensure you have support and time off when you need it most

+ Employee referral bonuses to reward you for introducing other great people to Paycom

+ Award-winning learning and development programs to enable your long-term growth with Paycom

**Qualifications**

**Education/Certification:**

+ **Bachelor’s degree**

**Experience:**

+ **Experience in a competitive environment with a record of success exceeding goals, which may be demonstrated through previous sales work, competitive internships or excelling in collegiate sales competitions.**

**PREFERRED QUALIFICATIONS**

**Education/Certification:**

+ **Bachelor’s degree in business or professional selling**

**Experience:**

+ **1-3 years of demonstrated sales experience**

+ **Strategic sales and closing experience**

**Skills/Abilities:**

+ **Achieves/exceeds appointment and sales metrics**

+ **Ability to work in a structured and fast-paced team sales environment**

+ **Ability to analyze client needs and provide strategic business solutions**

+ **Solid problem-solving and consultative skills required**

+ **Product and payroll knowledge is a plus**

+ **Excellent written and verbal communication**

+ **Highly self-motivated and results-oriented**

+ **Strong presentation, organization, multitasking and time management skills**

+ **Experience with Microsoft Office, including PowerPoint, Excel and Outlook**

**Culture and commitment to diversity**

**Our people are our priority. Paycom engages and empowers our employees through a culture steeped in growth and innovation. At Paycom, each team member is equipped with the tools, resources and leadership to become their best selves. This includes our commitment to diversity, equity and inclusion. We have zero tolerance for racism, harassment or discrimination. Our teams are encouraged to form deeper relationships with those around them based on mutual respect, dignity and understanding. To help further these goals, we are committed to equal employment opportunity and affirmative action policies.**

**_Paycom is an equal opportunity employer and prohibits discrimination and harassment of any kind. Paycom makes employment decisions on the basis of business needs, job requirements, individual qualifications and merit. Paycom wants to have the best available people in every job. Therefore, Paycom does not permit its employees to harass, discriminate or retaliate against other employees or applicants because of race, color, religion, sex, sexual orientation, gender identity, pregnancy, national origin, military and veteran status, age, physical or mental disability, genetic characteristic, reproductive health decisions, family or parental status or any other consideration made unlawful by applicable laws. Equal employment opportunity will be extended to all persons in all aspects of the employer-employee relationship. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, training, promotion, discipline, compensation benefits, and separation of employment. The Human Resources Department has overall responsibility for this policy and maintains reporting and monitoring procedures. Any questions or concerns should be referred to the Human Resources Department. ****To learn more about Paycom's affirmative action policy, equal employment opportunity, or to request an accommodation - Click on the link to find more information:_** **_paycom.com/careers/eeoc_**

**Senior Account Executive**

Location
**AZ - Phoenix**

Job Family
**Business Development - Construction**

Apply Now (https://phg.tbe.taleo.net/phg02/ats/careers/v2/applyRequisition?org=MCKINSTRY&cws=41&rid=8542)

**Build the future, spark innovation and align your career with purpose.**

McKinstry is innovating the waste and climate harm out of the built environment and creating lasting impact. Together, we’re building a thriving planet.

Buildings are a leading contributor to the climate crisis, generating nearly 40% of total global energy-related carbon emissions. We’re making a lasting impact on our industry and within our communities by addressing the climate, affordability and equity crises through:

+ renewables and energy services

+ engineering and design

+ construction and facility services

To get where we’re going, we need big thinkers, problem solvers and collaborative mindsets. Does that sound like you?

**The Opportunity with McKinstry**

McKinstry Wireless is pioneering next-generation wireless in-building networks, enhancing productivity, safety, employee satisfaction, and environmental stewardship. We’re looking for big thinkers and problem solvers to help us shape the future.

We’re expanding our team and seeking a **Senior Account Executive** to grow our business and establish McKinstry as a trusted wireless solutions provider. Your role will focus on developing a strong client base and delivering consultative sales solutions.

**Key Responsibilities:**

+ Lead business development: generate leads, manage proposals, and ensure client satisfaction.

+ Drive collaboration across teams and build strong relationships with key stakeholders.

+ Create and execute sales strategies to exceed targets and identify new opportunities.

+ Stay updated on industry trends and share insights with clients.

**What we would like to see from you:**

+ Bachelor’s degree in business, engineering, construction management, or equivalent business experience required.

+ Seven (7)-Ten (10) years of experience in a similar role

+ Five (5) years of experience leading and closing sales required.

+ Intermediate knowledge of Microsoft Office Suite - Word, Excel, PowerPoint, Outlook, and Visio required; working knowledge of SharePoint preferred.

+ Strong leadership, strategic thinking, and collaboration skills.

+ Entrepreneurial mindset, thriving in uncertainty and building from scratch.

+ Excellent communication and relationship-building abilities.

+ In-depth knowledge of in-building infrastructure systems and wireless technologies.

+ Proven consultative sales experience and ability to articulate technical solutions.

**PeopleFirst Benefits**

**When it comes to the basics, we have you covered:**

+ Competitive pay

+ 401(k) with employer match and profit-sharing plan

+ Paid time off and holidays

+ Comprehensive medical, prescription, dental, and vision with low or zero deductible options and low out of pocket maximums

**People come first at McKinstry, and we go beyond the basic benefits with:**

+ Family formation benefits, including adoption and IVF assistance

+ Up to 16 weeks paid parental leave

+ Transgender inclusive benefits

+ Commuter benefits

+ Pet insurance

+ “Building Good” paid community service time

+ Learning and advancement opportunities via McKinstry University

+ McKinstry Moves onsite gyms or reimbursement for remote workers

See benefit plan documents for complete details.

**If you’re driven by our vision to build a thriving planet together, McKinstry is the place to build your career.**

_The pay range for this position is $105,030- $185,500 per year; however, base pay offered my vary depending on job-related knowledge, skills, and experience. A bonus may be provided as part of the compensation package, in addition to a full range of medical, financial, and/or other benefits, dependent on the position offered. Base pay information is based on market location._

_The McKinstry group of companies are equal opportunity employers. We are committed to providing equal employment opportunities to all employees and qualified applicants without regard to sex, gender identity, sexual orientation, age, race, color, creed, marital status, national origin, disability, veteran status, genetic information or any other basis protected by law. This policy applies to all terms and conditions of employment including, but not limited to employment, advancement, assignment, and training. This commitment to Equal Employment Opportunity is made equally as a social responsibility and as an economic and business necessity._

_McKinstry is a drug-free workplace. Employment is contingent upon successfully passing a pre-employment drug and alcohol test, complying with the requirements of the Immigration Reform and Control Act and a Confidentiality Agreement, in addition to successful outcomes of background and reference checks._

_Applicants for this role will only be considered if they possess current US Work Authorization, and do not require employer-sponsored VISA support to begin or remain in this role._

_\#LI-MP1_